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Joseph M
Series 65
Jupiter, FL
Cayside Partners
Joseph Mariani is a financial advisor at Cayside Partners in Jupiter, FL, holding a Series 65 designation with one year of industry experience. Prior to joining Cayside Partners, he worked at PopStroke and Allied Wealth Partners, and he has a background in education at Fordham University and The Benjamin School. Cayside Partners serves individuals, families, and businesses with portfolio management, financial planning, retirement plan consulting, and family office services. The firm manages approximately $314 million in assets and uses strategic asset allocation supported by fundamental and technical analysis.
Colin H
Series 65, Series 66
Jupiter, FL
Cayside Partners
Colin Hickey is a financial advisor at Cayside Partners with 10 years of industry experience. He holds Series 65 and Series 66 licenses and has worked at firms including JPMorgan Securities LLC, Forbes Family Trust, and AM Global Family Investment Office. Outside of his advisory role, he is involved in several business ventures including water and mold restoration services and investments related to outdoor sports. Cayside Partners serves individuals, families, and businesses by providing portfolio management, financial planning, retirement plan consulting, and family office services. The firm manages approximately $314 million in assets and employs strategic asset allocation informed by fundamental and technical analysis.
Michael R
Series 63, Series 65
Jupiter, FL
Cayside Partners
Michael Rhea is a financial advisor at Cayside Partners with six years of industry experience. He holds Series 63 and Series 65 credentials. His prior roles include positions at Morgan Stanley Private Bank, Optima Asset Management, LLC, and Tannenbaum Capital Group. Cayside Partners provides investment advisory services to individuals, families, business clients, and retirement plan trustees and sponsors. The firm emphasizes long-term, diversified portfolio management supported by strategic asset allocation and a combination of fundamental and technical analysis, while also offering family office services and retirement plan education programs.
Tanner S
Series 63, Series 65
Jupiter, FL
Cayside Partners
Tanner Strunk is a financial advisor at Cayside Partners in Jupiter, FL, with 11 years of industry experience. He holds Series 63 and Series 65 licenses and has previously worked at Bofa Securities, Merrill Lynch, and Cowen and Company. Strunk is also the managing member of Cayside Asset Management, LLC, which invests in various revenue-producing projects. Cayside Partners serves individuals, families, and businesses with portfolio management, financial planning, retirement plan consulting, and family office services. The firm manages approximately $314 million in assets and uses strategic asset allocation informed by fundamental and technical analysis.
Todger S
Series 66, Series 65
Jupiter, FL
Cayside Partners
Todger Strunk is a financial advisor at Cayside Partners with 10 years of industry experience. He holds Series 66 and Series 65 designations and has worked at Aethos Investment Management, Suntrust Advisory Services, and GenSpring Family Offices. He is also the managing member of Cayside Asset Management, a business focused on investing in revenue- or value-producing projects. Cayside Partners provides investment advisory services to individuals, families, and business clients, including retirement plan trustees and sponsors. The firm offers portfolio management, financial planning, consolidated reporting, and family office services, building portfolios based on written investment policy statements and a combination of fundamental and technical analysis.
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