Jason Reeves is a financial advisor with Consortium Private Wealth LLC and holds a Series 66 designation. He has eight years of industry experience and has worked at firms including Cetera Investment Services LLC, Regions Bank, and Equitable Advisors LLC. Outside of his advisory role, he is involved in residential housing research for an LLC focused on home renovation and rental. Consortium Private Wealth LLC serves high-net-worth individuals, trusts, employee retirement plans, and corporate clients, offering asset management, financial planning, and retirement plan consulting. The firm manages a small client roster with a multi-advisor team and emphasizes non-discretionary portfolio management tailored to client objectives.

Michael Christy is a financial advisor with Consortium Private Wealth LLC and holds 18 years of industry experience. He serves as Chairman and CEO of The Consortium, LLC, a business involved in fixed life insurance and group benefits sales. Christy has worked at several firms including Ameritas Investment Corp. and Mass Mutual Investors Services. Consortium Private Wealth LLC caters primarily to high-net-worth individuals, trusts, retirement plans, and corporate clients. The firm employs a multi-advisor team approach with a focus on non-discretionary portfolio management and provides a range of services including asset management, financial planning, retirement plan consulting, and specialized corporate and tax-oriented planning.

Joseph Mitchell is a financial advisor at Consortium Private Wealth LLC with 19 years of industry experience. He holds the CFP®, ChFC®, and Series 66 designations. His prior experience includes roles at Pruco Securities, LLC and Prudential Insurance Company of America from 2011 to 2023. Consortium Private Wealth LLC serves high-net-worth individuals, trusts, employee retirement plans, and corporate clients with a small client roster managed by a four-advisor team. The firm emphasizes tailored portfolios, primarily on a non-discretionary basis, and offers comprehensive financial planning, asset management, and specialized corporate and tax-oriented services.

Eric Hite is a financial advisor at Consortium Private Wealth LLC with 18 years of industry experience. His prior roles include positions at Crown Capital Securities LP, ValMark Securities, Inc., Valmark Advisers, Inc., and Questar Capital Corporation. He holds Series 63 and Series 66 licenses. Consortium Private Wealth LLC serves high-net-worth individuals, trusts, employee retirement plans, and corporate clients with a focus on tailored asset management, financial planning, and consulting services. The firm primarily manages non-discretionary portfolios and offers a range of corporate and tax-oriented planning services.

James Churchill Jr. is a financial advisor at Consortium Private Wealth LLC with 11 years of industry experience. He holds a Series 66 designation and has worked with Consortium Private Wealth since 2024, following prior roles including at The Consortium, LLC and Uber. Consortium Private Wealth LLC serves high-net-worth individuals, trusts, employee retirement plans, and corporate clients, focusing on tailored asset management and comprehensive financial planning. The firm is notable for managing primarily non-discretionary portfolios within a small client base and offering specialized corporate and tax-oriented planning services.