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Edward T

Series 65

Houston, TX

Doliver Advisors, L.P.

Edward Tredennick is a financial advisor at Doliver Advisors, L.P. in Houston, TX, with 16 years of industry experience. He has worked at Doliver Capital Advisors, L.P. since 2009. Outside of his advisory role, he is also an attorney at Daniels and Tredennick, LLC. Doliver Advisors serves individual and high-net-worth clients, trusts, foundations, and pooled investment vehicles, offering wealth management, customized portfolio management, a quantitative closed-end fund strategy, and access to private equity. The firm acts as adviser and sponsor for multiple private funds and special purpose vehicles, combining quantitative models with customized strategies and sub-advisory relationships.

Private / alternative investments Options & derivatives strategies Concentrated stock management
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Christopher D

Series 65

Houston, TX

Doliver Advisors, L.P.

Christopher Day is an investment advisor with Doliver Advisors, L.P., holding a Series 65 credential and eight years of industry experience. He has worked at Days Global Advisors since 2019 and Doliver Capital Advisors since 2018, and previously at DLZP Group, LLC from 2016 to 2018. Day serves as a Managing Member and Chief Compliance Officer at Days Global Advisors, where he is involved as a non-discretionary sub-adviser to an ETF. Doliver Advisors serves individual and high-net-worth clients, trusts, foundations, and pooled investment vehicles, offering wealth management, customized portfolio management, a quantitative closed-end fund strategy, and access to private equity opportunities. The firm also acts as adviser and sponsor for multiple private funds and special purpose vehicles, utilizing quantitative models and proprietary automated trading platforms with various sub-advised strategies.

Private / alternative investments Options & derivatives strategies Concentrated stock management
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Scott J

Series 65

Houston, TX

Doliver Advisors, L.P.

Scott Jackson is a Series 65-licensed advisor with 14 years of industry experience, currently with Doliver Advisors, L.P. in Houston, TX. He has worked at Doliver Advisors since 2017 and previously held roles at Legacy Asset Management, Inc. and Andrews Capital Management Corporation. He is a member of BraeBurn Country Club and the Galleria Tennis & Athletic Club. Doliver Advisors serves individual and high-net-worth clients, as well as trusts, foundations, and pooled investment vehicles, offering wealth management, customized portfolio management, and a quantitative closed-end fund strategy. The firm also acts as adviser and sponsor for multiple private funds and special purpose vehicles, combining quantitative models with tailored investment approaches.

Private / alternative investments Options & derivatives strategies Concentrated stock management
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Ronald O

Sarasota, FL

Doliver Advisors, L.P.

Ronald Olin is a financial advisor with Doliver Advisors, L.P. in Sarasota, FL, holding 23 years of industry experience. He has been with Doliver Capital Advisors, formerly Deep Discount Advisors, since 1987. Doliver Advisors serves individual and high-net-worth clients, trusts, foundations, and pooled investment vehicles, offering wealth management, customized portfolio management, and a quantitative closed-end fund strategy. The firm combines proprietary quantitative models with customized strategies and acts as adviser and sponsor for multiple private funds and special purpose vehicles.

Private / alternative investments Options & derivatives strategies Concentrated stock management
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Michael R

Series 63, Series 65

Houston, TX

Doliver Advisors, L.P.

Michael Rome is a financial advisor at Doliver Advisors, L.P. in Houston, TX, holding Series 63 and Series 65 licenses with 19 years of industry experience. He has worked at Doliver Advisors since 2020 and previously held roles at Chilton Capital Management, Texan Capital, and Bridgeway Capital Management. Doliver Advisors serves individual and high-net-worth clients, trusts, foundations, and pooled investment vehicles, offering wealth management, customized portfolio management, a quantitative closed-end fund strategy, and private equity access. The firm also acts as adviser and sponsor for multiple private funds and special purpose vehicles, combining quantitative and tailored investment approaches.

Private / alternative investments Options & derivatives strategies Concentrated stock management
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Brett G

Series 65

Houston, TX

Doliver Advisors, L.P.

Brett Gonzalez is a financial advisor at Doliver Advisors, L.P. in Houston, TX, holding a Series 65 credential. He has been with Doliver Advisors since 2024 and has prior experience at Charles Schwab & Co. Inc and Truvo Digital LLC. Doliver Advisors serves individual and high-net-worth clients, as well as trusts, foundations, and pooled investment vehicles, offering wealth management, customized portfolio management, a quantitative closed-end fund strategy, and access to private equity opportunities. The firm is notable for its role as a private fund adviser and sponsor, employing quantitative models and tailored strategies across its client offerings.

Private / alternative investments Options & derivatives strategies Concentrated stock management
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