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William K
CFA®
New York, NY
Cantor Fitzgerald Investment Advisors
William Ketterer is a CFA® charterholder with 17 years of industry experience. He currently serves as an advisor at Cantor Fitzgerald Investment Advisors and has held roles at Cantor Fitzgerald & Co. and Smith Group Asset Management over the past 17 years. Cantor Fitzgerald Investment Advisors provides discretionary investment management and advisory services to a diverse client base, including individual and high-net-worth investors, institutions, and financial intermediaries. The firm employs a three-step process for ETF model portfolios with a focus on strategic, tactical, and opportunistic asset allocation, utilizing primarily index-based ETFs for diversification.
Jacob R
Series 63, Series 65
New York, NY
Cantor Fitzgerald Investment Advisors
Jacob Reinhart is a financial advisor at Cantor Fitzgerald Investment Advisors with five years of industry experience. He has been with Cantor Fitzgerald since 2021 and previously worked at SC Distributors. Reinhart holds Series 63 and Series 65 licenses. Cantor Fitzgerald Investment Advisors provides discretionary investment management and advisory services to a diverse client base, including individual and high-net-worth investors, institutional clients, and financial intermediaries. The firm utilizes proprietary ETF model portfolios and combines strategic, tactical, and opportunistic asset allocation informed by macroeconomic research, primarily employing index-based ETFs for diversification.
Christopher Z
CFA®
New York, NY
Cantor Fitzgerald Investment Advisors
Christopher Zogg is a CFA® charterholder with 17 years of industry experience. He is currently with Cantor Fitzgerald Investment Advisors and previously worked for Smith Group Asset Management, LLC and Smith Asset Management Group, LP. Cantor Fitzgerald Investment Advisors provides discretionary investment management and advisory services to a diverse client base including individuals, high-net-worth investors, and institutional clients. The firm offers proprietary ETF model portfolios and manages various registered investment companies and private pooled funds with a focus on strategic asset allocation and diversification.
Timothy C
Series 63, Series 65, Series 66
New York, NY
Cantor Fitzgerald Investment Advisors
Timothy Collier is a financial advisor at Cantor Fitzgerald Investment Advisors with 15 years of industry experience. He holds Series 63, 65, and 66 licenses and has worked previously at Griffin Capital Securities and Merrill. His current role at Cantor Fitzgerald began in 2018. Cantor Fitzgerald Investment Advisors provides discretionary investment management and advisory services to a broad client base including individuals, high-net-worth investors, institutional clients, and financial intermediaries. The firm uses proprietary ETF model portfolios and a combination of strategic, tactical, and opportunistic asset allocation, primarily through index-based ETFs, and manages multiple registered investment companies and private pooled funds.
Ethan K
Series 63, Series 65
New York, NY
Cantor Fitzgerald Investment Advisors
Ethan Kaufman is a financial advisor at Cantor Fitzgerald Investment Advisors with two years of industry experience. He holds Series 63 and Series 65 licenses and has worked at several firms including UBS, NewEdge Advisors, and Periscope Wealth Management. Cantor Fitzgerald Investment Advisors provides discretionary investment management and advisory services to a diverse client base, including individuals, high-net-worth investors, and institutional clients. The firm utilizes proprietary ETF model portfolios with a focus on strategic and tactical asset allocation informed by macroeconomic research, primarily employing index-based ETFs for diversification.
John B
CFA®, Series 63, Series 65
New York, NY
Cantor Fitzgerald Investment Advisors
John Bruce is a CFA® charterholder with 39 years of industry experience. He has worked at Cantor Fitzgerald Investment Advisors since 2021 and previously spent 36 years at Flippin, Bruce & Porter, Inc. Cantor Fitzgerald Investment Advisors provides discretionary investment management and advisory services to individual and high-net-worth investors, institutional clients, and financial intermediaries. The firm employs a three-step approach to ETF model portfolios involving asset allocation, portfolio construction, and periodic rebalancing, and manages various registered investment companies and private funds.
Dennis M
Series 63, Series 65
New York, NY
Cantor Fitzgerald Investment Advisors
Dennis Mikhno is a financial advisor at Cantor Fitzgerald Investment Advisors with 21 years of industry experience. His prior work includes roles at Citadel Securities Americas, Morgan Stanley, and Barclays Capital. Cantor Fitzgerald Investment Advisors provides discretionary investment management and advisory services to a diverse client base, including individuals, institutions, and financial intermediaries. The firm utilizes a proprietary ETF model portfolio approach with strategic, tactical, and opportunistic asset allocation informed by macroeconomic research.
Gregory F
Series 66
New York, NY
Cantor Fitzgerald Investment Advisors
Gregory Ferguson is a financial advisor at Cantor Fitzgerald Investment Advisors with 18 years of industry experience. He holds the Series 66 designation and has worked at firms including Morgan Stanley, Marathon (a subsidiary of Stadion Money Management), and InvestX Capital Ltd. prior to joining Cantor Fitzgerald. Cantor Fitzgerald Investment Advisors provides discretionary investment management and advisory services to a wide range of clients, including individuals, institutions, and financial intermediaries. The firm utilizes a proprietary ETF model portfolio approach incorporating strategic, tactical, and opportunistic asset allocation informed by macroeconomic research, and manages multiple registered investment companies and private pooled funds.
Jason H
Series 63, Series 65
New York, NY
Cantor Fitzgerald Investment Advisors
Jason Hayes is a financial advisor at Cantor Fitzgerald Investment Advisors with 28 years of industry experience. He has been with Cantor Fitzgerald and its affiliates since 2016 and previously worked at John Hancock Investment Management and Distributors. Hayes holds Series 63 and Series 65 licenses. Cantor Fitzgerald Investment Advisors, L.P. provides discretionary investment management and advisory services to a diverse client base including individuals, high-net-worth investors, institutions, and financial intermediaries. The firm uses a three-step process incorporating asset allocation, portfolio construction, and rebalancing, primarily utilizing index-based ETFs, and offers specialized strategies in value, income, and fixed income management.
Spencer M
Series 65
La Jolla, CA
Cantor Fitzgerald Investment Advisors
Spencer Morgan is a Series 65 licensed financial advisor with six years of industry experience. He is currently with Cantor Fitzgerald Investment Advisors and previously worked at TBM Consulting Group and Efficient Market Advisors, LLC. Cantor Fitzgerald Investment Advisors, L.P. provides discretionary investment management and advisory services to a diverse client base including individual, high-net-worth, and institutional investors. The firm employs a strategic approach using proprietary ETF model portfolios and offers specialized value and income strategies alongside fixed-income management.
John B
Series 63, Series 65
New York, NY
Cantor Fitzgerald Investment Advisors
John Bacigalupi is a financial advisor at Cantor Fitzgerald Investment Advisors with 19 years of industry experience. He has been with Cantor Fitzgerald & Co. since 2016. Bacigalupi serves as the president of the San Francisco chapter of the Financial Planning Association, a nonprofit financial advocacy group. Cantor Fitzgerald Investment Advisors provides discretionary investment management and advisory services to individual and high-net-worth investors, institutions, and financial intermediaries. The firm utilizes proprietary ETF model portfolios with strategic allocation informed by macroeconomic research and manages multiple registered investment companies and private funds.
Cody R
Series 63, Series 65
New York, NY
Cantor Fitzgerald Investment Advisors
Cody Rominger is a financial advisor with Cantor Fitzgerald Investment Advisors, holding Series 63 and Series 65 licenses and 11 years of industry experience. He has been with Cantor Fitzgerald since 2017 and worked previously at Efficient Market Advisors, LLC from 2015 to 2017. Cantor Fitzgerald Investment Advisors provides discretionary investment management and advisory services to a diverse client base including individuals, high-net-worth investors, institutions, and financial intermediaries. The firm utilizes proprietary ETF model portfolios and applies strategic, tactical, and opportunistic asset allocation informed by macroeconomic research, with a focus on index-based ETFs, value and income strategies, and managing fixed-income exposure.
Tiffany O
Series 63, Series 65
New York, NY
Cantor Fitzgerald Investment Advisors
Tiffany Orcutt is a financial advisor at Cantor Fitzgerald Investment Advisors with 11 years of industry experience. She holds Series 63 and Series 65 designations and previously worked for Smith Asset Management Group for 10 years before joining Cantor Fitzgerald in 2023. Cantor Fitzgerald Investment Advisors provides discretionary investment management and advisory services to a diverse client base including individual and high-net-worth investors, institutional clients, and financial intermediaries. The firm utilizes proprietary ETF model portfolios and employs a combination of strategic, tactical, and opportunistic asset allocation informed by macroeconomic research.
Christopher Y
Series 63, Series 65
New York, NY
Cantor Fitzgerald Investment Advisors
Christopher Yost is a financial advisor with Cantor Fitzgerald Investment Advisors, holding Series 63 and Series 65 licenses and bringing 26 years of industry experience. He has been with Cantor Fitzgerald & Co. since 2016. Cantor Fitzgerald Investment Advisors, L.P. provides discretionary investment management and advisory services to a diverse client base including individual and high-net-worth investors, institutional clients, and financial intermediaries. The firm employs proprietary ETF model portfolios and a multi-faceted asset allocation approach informed by macroeconomic research, managing a range of registered investment companies and private pooled funds.
Owen B
Series 63, Series 65
New York, NY
Cantor Fitzgerald Investment Advisors
Owen Burns is a financial advisor at Cantor Fitzgerald Investment Advisors with 13 years of industry experience. He holds Series 63 and Series 65 credentials and has previously worked at BBVA Wealth Solutions Inc., Compass Bank, and related BBVA entities. Cantor Fitzgerald Investment Advisors provides discretionary investment management and advisory services to a diverse client base, including individual and high-net-worth investors, institutional clients, and financial intermediaries. The firm employs proprietary ETF model portfolios that incorporate strategic, tactical, and opportunistic asset allocation primarily using index-based ETFs, and manages a variety of registered and private investment funds.
Walter K
CFP®, Series 63
New York, NY
Cantor Fitzgerald Investment Advisors
Walter Karle is a CFP® with 14 years of industry experience, currently associated with Cantor Fitzgerald Investment Advisors. His prior roles include positions at Cantor Fitzgerald Energy Advisors, O'Connor Alternative Investments, and Smith Group Asset Management. Cantor Fitzgerald Investment Advisors provides discretionary investment management and advisory services to a diverse clientele, including individuals, institutional clients, and financial intermediaries. The firm offers proprietary ETF model portfolios that utilize strategic asset allocation and macroeconomic research, alongside managing multiple registered investment companies and private pooled funds.
Joshua A
Series 63, Series 65
New York, NY
Cantor Fitzgerald Investment Advisors
Joshua Abercrombie is a financial advisor at Cantor Fitzgerald Investment Advisors with 20 years of industry experience. He holds Series 63 and Series 65 licenses and has worked previously at Brighthouse Financial and Griffin Capital Securities, LLC. Abercrombie is also the founder and sole proprietor of Denovo Ventures LLC, a business focused on acquiring, renovating, and selling residential properties in the metro Phoenix area. Cantor Fitzgerald Investment Advisors provides discretionary investment management and advisory services to a diverse client base, including individual and high-net-worth investors, institutional clients, and financial intermediaries. The firm utilizes proprietary ETF model portfolios and active asset allocation strategies informed by macroeconomic research.
Peter L
Series 63, Series 65
New York, NY
Cantor Fitzgerald Investment Advisors
Peter Levin is a financial advisor at Cantor Fitzgerald Investment Advisors with 34 years of industry experience. He holds the Series 63 and Series 65 designations. His prior work includes roles at Ivy Distributors, Inc. and Waddell & Reed, Inc. Cantor Fitzgerald Investment Advisors provides discretionary investment management and advisory services to a diverse client base, including individual and high-net-worth investors, institutional clients, and financial intermediaries. The firm offers proprietary ETF model portfolios and manages multiple registered investment funds, employing a strategic approach that incorporates macroeconomic research and primarily utilizes index-based ETFs.
Taylor H
Series 65, Series 66
New York, NY
Cantor Fitzgerald Investment Advisors
Taylor Hogarth is a financial advisor at Cantor Fitzgerald Investment Advisors with 11 years of industry experience. He holds the Series 65 and Series 66 designations and has worked at firms including Lord Abbett, Mass Mutual, and Merrill. Cantor Fitzgerald Investment Advisors provides discretionary investment management and advisory services to a diverse client base, including individuals, high-net-worth investors, institutions, and financial intermediaries. The firm utilizes proprietary ETF model portfolios and a mix of strategic, tactical, and opportunistic asset allocation informed by macroeconomic research, focusing primarily on index-based ETFs for diversification.
Noah M
Series 66
New York, NY
Cantor Fitzgerald Investment Advisors
Noah Mussman is a financial advisor at Cantor Fitzgerald Investment Advisors with three years of industry experience. He holds the Series 66 designation and has previously worked at Equitable Advisors and participated in the Baylor University Exchange Program. Cantor Fitzgerald Investment Advisors provides discretionary investment management and advisory services to a diverse client base, including individual, high-net-worth, and institutional investors. The firm employs proprietary ETF model portfolios and various asset allocation strategies informed by macroeconomic research, primarily utilizing index-based ETFs for diversification.
Eivind O
CFA®
New York, NY
Cantor Fitzgerald Investment Advisors
Eivind Olsen is a CFA® charterholder with 17 years of industry experience. He is currently with Cantor Fitzgerald Investment Advisors and has previously worked at Smith Asset Management Group. Olsen serves as Honorary Consul for Norway in Dallas, focusing on enhancing business and cultural relationships between Texas and Norway. Cantor Fitzgerald Investment Advisors provides discretionary investment management and advisory services to a diverse client base, including individuals, institutional clients, and financial intermediaries. The firm utilizes a proprietary ETF model portfolio approach and offers strategies emphasizing large-cap value and fixed income with varied asset allocation techniques.
Todd F
Series 63, Series 65
New York, NY
Cantor Fitzgerald Investment Advisors
Todd Forgione is a financial advisor with Cantor Fitzgerald Investment Advisors and holds Series 63 and Series 65 credentials. He has 19 years of industry experience, including roles at Morgan Stanley, RBC Capital Markets, and the U.S. Department of Education. Outside of his advisory work, Forgione serves on the boards of the Ronald McDonald House of New York City and the Brian Forgione Foundation, both nonprofit organizations focused on supporting families and individuals in need. Cantor Fitzgerald Investment Advisors provides discretionary investment management and advisory services to a diverse client base, including individuals, institutions, and financial intermediaries. The firm emphasizes proprietary ETF model portfolios and integrates strategic, tactical, and opportunistic asset allocation informed by macroeconomic research.
Glenn A
CFA®, Series 63, Series 66
New York, NY
Cantor Fitzgerald Investment Advisors
Glenn Ambach is a CFA® charterholder based in New York, NY, with 18 years of industry experience. He has worked at Cantor Fitzgerald Investment Advisors since 2017 and previously held roles at Efficient Market Advisors, Morgan Stanley, FAC Wealth Management, and Ameriprise. Cantor Fitzgerald Investment Advisors, L.P. provides discretionary investment management and advisory services to a diverse client base, including individual investors, institutions, and financial intermediaries. The firm utilizes proprietary ETF model portfolios and combines strategic, tactical, and opportunistic asset allocation informed by macroeconomic research, primarily employing index-based ETFs for diversification.
Andrew S
Series 66
New York, NY
Cantor Fitzgerald Investment Advisors
Andrew Shields is a financial advisor at Cantor Fitzgerald Investment Advisors with 11 years of industry experience. He holds a Series 66 designation and has worked at firms including UBS Financial Services, Wells Fargo Clearing, and Scottrade. Cantor Fitzgerald Investment Advisors provides discretionary investment management and advisory services to a diverse client base, employing proprietary ETF model portfolios and a combination of strategic, tactical, and opportunistic asset allocation primarily using index-based ETFs. The firm advises multiple registered investment companies and operates private and public pooled funds across various investment strategies.
Jesse M
CFP®, Series 66
New York, NY
Cantor Fitzgerald Investment Advisors
Jesse Moreno is a CFP® with 17 years of experience in the financial services industry. He is currently with Cantor Fitzgerald Investment Advisors and has prior work history including MBSC Securities Corporation and LPL Financial. Cantor Fitzgerald Investment Advisors, L.P. provides discretionary investment management and advisory services to a diverse client base including individuals, high-net-worth investors, institutional clients, and financial intermediaries. The firm utilizes a proprietary ETF model portfolio approach and offers strategic, tactical, and opportunistic asset allocation informed by macroeconomic research.
Robert B
Series 63, Series 65
New York, NY
Cantor Fitzgerald Investment Advisors
Robert Burke is a financial advisor at Cantor Fitzgerald Investment Advisors with 19 years of industry experience. He holds Series 63 and Series 65 licenses and previously worked at Inland Securities Corporation and Avian Capital Markets, LLC. He has been with Cantor Fitzgerald since 2019. Cantor Fitzgerald Investment Advisors provides discretionary investment management and advisory services to a diverse client base, including individuals, high-net-worth investors, and institutional clients. The firm utilizes proprietary ETF model portfolios and employs strategic, tactical, and opportunistic asset allocation, primarily using index-based ETFs for diversification.
John B
CFA®, Series 63, Series 65
New York, NY
Cantor Fitzgerald Investment Advisors
John Brim is a CFA® charterholder with 26 years of industry experience. He is currently with Cantor Fitzgerald Investment Advisors, where he has worked since 2026. Prior to that, he spent five years at Smith Group Asset Management, LLC and over two decades at Smith Asset Management Group/Discovery Management. Cantor Fitzgerald Investment Advisors provides discretionary investment management and advisory services to a diverse client base, including individuals, institutions, and financial intermediaries. The firm employs a proprietary ETF model portfolio approach that incorporates strategic, tactical, and opportunistic asset allocation primarily using index-based ETFs, and manages multiple registered investment companies and private pooled funds.
David M
CFA®, Series 63, Series 65
Lynchburg, VA
Cantor Fitzgerald Investment Advisors
David Marshall is a CFA® charterholder with 32 years of industry experience. He has worked at Cantor Fitzgerald Investment Advisors since 2021 and previously spent 27 years at Flippin, Bruce & Porter. Marshall serves as a trustee and treasurer on the board of Patrick Henry Family Services, where he also chairs the investment and finance committees. Cantor Fitzgerald Investment Advisors provides discretionary investment management and advisory services to a diverse client base, including individuals, institutions, and financial intermediaries. The firm offers proprietary ETF model portfolios and manages various registered investment companies and private pooled funds using a strategic asset allocation approach informed by macroeconomic research.
Thomas S
Series 63, Series 65
New York, NY
Cantor Fitzgerald Investment Advisors
Thomas Salotti is a financial advisor with Cantor Fitzgerald Investment Advisors and holds Series 63 and Series 65 credentials. He has 27 years of industry experience, including roles at Legg Mason and ClearBridge Investments. Salotti has been with Cantor Fitzgerald since 2018. Cantor Fitzgerald Investment Advisors provides discretionary investment management and advisory services to a diverse client base, including high-net-worth individuals and institutional investors. The firm employs a strategic approach focused on proprietary ETF model portfolios, asset allocation, and macroeconomic research, and serves as an adviser to multiple registered investment companies and private pooled funds.
Jeffrey K
Series 63, Series 65
New York, NY
Cantor Fitzgerald Investment Advisors
Jeffrey Kinney is a financial advisor at Cantor Fitzgerald Investment Advisors with 28 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at several firms, including multiple roles within Cantor Fitzgerald entities since 2015. Cantor Fitzgerald Investment Advisors, L.P. offers discretionary investment management and advisory services to a diverse client base, including individuals, high-net-worth investors, institutions, and financial intermediaries. The firm employs proprietary ETF model portfolios and a multi-step asset allocation approach, managing a range of equity and fixed-income strategies while serving as advisor to various registered investment companies and private pooled funds.
Norman D
CFA®
Lynchburg, VA
Cantor Fitzgerald Investment Advisors
Norman Darden III is a CFA® charterholder with 26 years of industry experience. He has worked at Cantor Fitzgerald Investment Advisors since 2021 and previously spent 22 years at Flippin, Bruce & Porter. Cantor Fitzgerald Investment Advisors, L.P. provides discretionary investment management and advisory services to a diverse client base, including individuals, high‑net‑worth investors, institutions, and financial intermediaries. The firm utilizes proprietary ETF model portfolios and employs strategic, tactical, and opportunistic asset allocation informed by macroeconomic research.
Joseph M
CFA®, Series 63, Series 65
Lynchburg, VA
Cantor Fitzgerald Investment Advisors
Joseph Morrell is a CFA® charterholder with 30 years of experience in the financial industry. He has worked at Cantor Fitzgerald Investment Advisors since 2021 and previously spent 26 years at Flippin, Bruce & Porter. Cantor Fitzgerald Investment Advisors, L.P. provides discretionary investment management and advisory services to a diverse client base, including individual and high-net-worth investors, institutions, and financial intermediaries. The firm utilizes proprietary ETF model portfolios based on asset allocation, portfolio construction, and periodic rebalancing, implementing strategic, tactical, and opportunistic asset allocation approaches informed by macroeconomic research.
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