Alan Loewy is a financial advisor at Avocet Capital Management LLC with 14 years of industry experience. He holds Series 65 and Series 66 licenses and has been with Avocet since 2011. Loewy has contributed articles to Seeking Alpha, receiving compensation based on article page views. Avocet Capital Management provides discretionary investment management and hourly financial planning to high-net-worth individuals, trusts, estates, and business clients. The firm uses quantitative optimization and risk/return analysis alongside fundamental and technical research to create tailored portfolios, including the use of options and derivatives strategies, which is uncommon among similar-sized advisers.

Sean Connolly is a CFA® charterholder and holds a Series 66 license with five years of industry experience. He has worked at Avocet Capital Management LLC since 2024 and previously held roles at Tyderium Capital LLC and Robert Baird & Co. Avocet Capital Management LLC provides discretionary portfolio management and hourly financial planning primarily to high-net-worth individuals, trusts, estates, and businesses. The firm combines quantitative tools, third-party research, and fundamental analysis to build diversified equity and fixed-income portfolios, and it incorporates options and derivative strategies as part of its investment approach.