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Eric B
Series 65, Series 66
Saratoga Springs, NY
Congress Park Capital Llc
Eric Brodwin is a financial advisor at Congress Park Capital LLC with 17 years of industry experience. He holds Series 65 and Series 66 designations and has worked at both The Law Forum and Congress Park Capital since 2009. Outside of his advisory role, Brodwin has an equity interest in Forza, Corp., a private company specializing in network integration and software development, and he owns Strategic Consulting, through which he provides private consulting services. Congress Park Capital LLC offers discretionary asset management and retirement plan consulting to individuals, including high-net-worth clients, as well as pension and profit-sharing plans. The firm employs fundamental and technical analysis alongside various asset allocation strategies, incorporating leverage and derivative techniques to tailor portfolios with ongoing supervision and periodic rebalancing.
Michael L
Series 65
Saratoga Springs, NY
Congress Park Capital Llc
Michael Los is a financial advisor at Congress Park Capital LLC in Saratoga Springs, NY, holding a Series 65 designation with nine years of industry experience. He has been with Congress Park Capital since 2015 and also worked at Safeco Alarm Systems Inc. for twelve years. Congress Park Capital LLC provides discretionary asset management and retirement plan consulting services to individuals, including high-net-worth clients, as well as pension and profit-sharing plans. The firm manages approximately $422 million on a discretionary basis, employing both fundamental and technical analysis along with a range of strategic and tactical asset allocation approaches.
Michael S
Series 66
Saratoga Springs, NY
Congress Park Capital Llc
Michael Steiner is a financial advisor at Congress Park Capital LLC with 19 years of industry experience. He holds the Series 66 designation and has worked at Congress Park Capital since 2012, following tenure at PKS Advisory Services and Merrill. Outside of advising, he is president and part owner of The Steiner Corporation, a dog-related services business. Congress Park Capital LLC provides discretionary asset management and retirement plan consulting for individuals, including high-net-worth clients, as well as pension and profit-sharing plans. The firm manages approximately $422 million and uses a combination of fundamental and technical analysis, employing both strategic and tactical asset allocation approaches.
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