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Pranay D

Series 66

New York, NY

Nasdaq Dorsey Wright

Pranay Dureja is a financial advisor at Dorsey, Wright & Associates, LLC with four years of industry experience. He holds a Series 66 designation and has previously worked at Nasdaq, Merrill, and Bank of America. Outside of finance, he is a co-founder and partner of Studio Suzuki, a small record label promoting and distributing local musical artists. Dorsey, Wright & Associates provides discretionary investment management to individual investors and offers research, model licensing, and advisory services to institutional and professional clients. The firm’s investment approach is based on technical analysis, utilizing Point & Figure charting and relative strength methods across multiple asset classes.

ESG / Sustainable investing Passive / index investing Active portfolio management Factor investing / smart beta
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Jay G

Series 63, Series 65

Richmond, VA

Nasdaq Dorsey Wright

Jay Gragnani is a financial advisor with Nasdaq Dorsey Wright, holding Series 63 and Series 65 licenses and 14 years of industry experience. He has worked with Dorsey Wright & Associates since 2005, including through its transition to Nasdaq Dorsey Wright, and has held roles at Foreside Fund Services, LLC and STF Management, LP. Nasdaq Dorsey Wright serves individual investors and institutional clients with a rules-based, technical investment approach centered on Point & Figure charting and relative strength methodologies. The firm offers discretionary investment management alongside research, subscription services, and licensing to investment companies and product sponsors.

ESG / Sustainable investing Passive / index investing Active portfolio management Factor investing / smart beta
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Miles C

Series 65

Richmond, VA

Nasdaq Dorsey Wright

Miles Clark is a financial advisor at Dorsey, Wright & Associates, LLC, holding a Series 65 designation with three years of industry experience. He has worked at Dorsey Wright & Associates since 2022 and previously held positions at Nasdaq Dorsey Wright, Christopher Newport University, Uber, and St. Stephens/St. Agnes School. Dorsey, Wright & Associates provides discretionary investment management to individual investors and offers research, model licensing, and advisory services to institutional and professional clients. The firm’s investment approach is based on technical analysis, utilizing Point & Figure charting and relative strength methods across various asset classes through rules-based products.

ESG / Sustainable investing Passive / index investing Active portfolio management Factor investing / smart beta
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John L

Series 65

Richmond, VA

Nasdaq Dorsey Wright

John Lewis is a financial advisor at Dorsey, Wright & Associates, LLC with 23 years of industry experience. He holds a Series 65 designation and has been with Dorsey, Wright Money Management since 2002. Dorsey, Wright & Associates provides discretionary investment management to individual investors and offers research, model licensing, and advisory services to institutional and professional clients. The firm’s investment approach is based on technical analysis, including Point & Figure charting and relative strength methods, applied across multiple asset classes through rules-based products and model portfolios.

ESG / Sustainable investing Passive / index investing Active portfolio management Factor investing / smart beta
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Steven R

Series 63, Series 65

Richmond, VA

Nasdaq Dorsey Wright

Steven Raymond is a financial advisor at Dorsey, Wright & Associates, LLC with 21 years of industry experience. He has been with the firm since 1996. He holds the Series 63 and Series 65 designations. Dorsey, Wright & Associates provides discretionary investment management to individual investors and offers research, model licensing, and advisory services to institutional and professional clients. The firm’s investment approach is based on technical analysis, using Point & Figure charting and relative strength methods across various asset classes.

ESG / Sustainable investing Passive / index investing Active portfolio management Factor investing / smart beta
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David C

Series 63, Series 65

Richmond, VA

Nasdaq Dorsey Wright

David Clark is a financial advisor at Nasdaq Dorsey Wright with seven years of industry experience. He holds Series 63 and Series 65 licenses and has worked at Dorsey Wright & Associates since 2014, including its current incarnation since 2021. Outside of finance, he founded and helps manage Seven Sisters Brewery, a craft brewery in Wytheville, VA, where he assists with operations. Nasdaq Dorsey Wright serves individual and institutional clients with a rules-based, technical investment approach focused on Point & Figure charting and relative strength methodologies. The firm offers discretionary investment management, research, subscription services, and model portfolio licensing, emphasizing technical analysis and a range of digital research products.

ESG / Sustainable investing Passive / index investing Active portfolio management Factor investing / smart beta
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Missael M

Series 65

Richmond, VA

Nasdaq Dorsey Wright

Missael Macedo is a financial advisor at Nasdaq Dorsey Wright with a Series 65 credential and one year of industry experience. He previously worked at Dorsey Wright & Associates, First Pacific Advisors, and Western Asset Management. Nasdaq Dorsey Wright serves individual investors and institutional clients with a rules-based, technical investment approach focused on Point & Figure charting and relative strength methodologies. The firm offers discretionary investment management, research, subscription services, and licensing to product sponsors.

ESG / Sustainable investing Passive / index investing Active portfolio management Factor investing / smart beta
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Robert D

Series 66

Richmond, VA

Nasdaq Dorsey Wright

Robert Deangelo is a financial advisor at Nasdaq Dorsey Wright with 17 years of industry experience. He holds a Series 66 designation and has been with Dorsey Wright since 2016. Outside of his advisory role, he owns Makes Sense Clothing, a business specializing in screen-printed shirts, and is involved in personal and group training. Nasdaq Dorsey Wright serves individual and institutional clients, offering discretionary investment management alongside research, consulting, and licensing services. The firm employs a rules-based, technical investment approach focused on Point & Figure charting and relative strength methodologies.

ESG / Sustainable investing Passive / index investing Active portfolio management Factor investing / smart beta
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Benjamin J

Series 65

Richmond, VA

Nasdaq Dorsey Wright

Benjamin Jones is a financial advisor at Dorsey, Wright & Associates, LLC with 13 years of industry experience. He holds the Series 65 designation and has been with Dorsey Wright since 2009. Dorsey, Wright & Associates provides discretionary investment management to individual investors and offers research, model licensing, and advisory services to institutional and professional clients. The firm’s investment approach is based on technical analysis, utilizing Point & Figure charting and relative strength methods across multiple asset classes through rules-based products.

ESG / Sustainable investing Passive / index investing Active portfolio management Factor investing / smart beta
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Sara M

Series 63, Series 65

Richmond, VA

Nasdaq Dorsey Wright

Sara Marshall is a financial advisor at Nasdaq Dorsey Wright with 11 years of industry experience. She has worked at Nasdaq, Inc. since 2013. Outside of her advisory role, she manages an online resale account for personal items on platforms such as Poshmark and eBay. Nasdaq Dorsey Wright serves individual investors, institutional clients, and financial professionals, offering discretionary investment management alongside research, subscription services, and consulting. The firm’s investment approach is rules-based and technical, centered on Point & Figure charting and relative strength methodologies, with a notable focus on digital research products and model portfolio licensing.

ESG / Sustainable investing Passive / index investing Active portfolio management Factor investing / smart beta
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Trevor P

Series 65

Richmond, VA

Nasdaq Dorsey Wright

Trevor Plesko is a financial advisor at Dorsey, Wright & Associates, LLC with one year of industry experience. He holds a Series 65 designation and has worked at Dorsey, Wright since 2023, with prior experience outside the industry including roles at Foods of All Nations and Ivy Road House. Dorsey, Wright & Associates provides discretionary investment management to individual investors and offers research, model licensing, and advisory services to institutional and professional clients. The firm’s investment approach is based on technical analysis, utilizing Point & Figure charting and relative strength methods across multiple asset classes with rules-based products.

ESG / Sustainable investing Passive / index investing Active portfolio management Factor investing / smart beta
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Anthony G

Series 65

Richmond, VA

Nasdaq Dorsey Wright

Anthony Garcia is a financial advisor at Dorsey, Wright & Associates, LLC with a Series 65 credential and one year of industry experience. His prior roles include positions at Nasdaq Dorsey Wright, Moss Adams, and the General Conference of SDA. Dorsey, Wright & Associates provides discretionary investment management to individual investors and offers research, model licensing, and advisory services to institutional and professional clients. The firm’s investment approach centers on technical analysis, utilizing Point & Figure charting and relative strength methods across multiple asset classes.

ESG / Sustainable investing Passive / index investing Active portfolio management Factor investing / smart beta
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Michael K

Series 63, Series 65

Richmond, VA

Nasdaq Dorsey Wright

Michael Kaplan is a financial advisor at Dorsey, Wright & Associates, LLC with four years of industry experience. He holds Series 63 and Series 65 credentials and has been with Dorsey Wright, a Nasdaq company, since 2016. Prior to that, he worked briefly at Sterling National Bank and LPL Financial, LLC in 2016. Dorsey, Wright & Associates provides discretionary investment management to individual investors and offers research, model licensing, and advisory services to institutional and professional clients. The firm’s investment approach is based on technical analysis, including Point & Figure charting and relative strength methods applied across multiple asset classes through rules-based products.

ESG / Sustainable investing Passive / index investing Active portfolio management Factor investing / smart beta
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Connor K

Series 63, Series 65

Richmond, VA

Nasdaq Dorsey Wright

Connor Kamp is an advisor with Nasdaq Dorsey Wright, holding Series 63 and Series 65 licenses and bringing eight years of industry experience. He has been with Nasdaq since 2016. Nasdaq Dorsey Wright provides discretionary investment management and technical research services to individual investors, institutional clients, and financial professionals. The firm’s rules-based approach centers on Point & Figure charting and relative strength methodologies, supporting a range of managed model portfolios and extensive index/licensing partnerships with product sponsors.

ESG / Sustainable investing Passive / index investing Active portfolio management Factor investing / smart beta
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Ian S

Series 65

Richmond, VA

Nasdaq Dorsey Wright

Ian Saunders is a financial advisor at Nasdaq Dorsey Wright with eight years of industry experience. He holds a Series 65 credential and has been with Dorsey Wright & Associates since 2018. Nasdaq Dorsey Wright serves individual investors, institutional clients, and financial professionals with a rules-based, technical investment approach centered on Point & Figure charting and relative strength methodologies. The firm provides discretionary investment management alongside research, subscription services, and licensing of models to multiple ETF and product sponsors.

ESG / Sustainable investing Passive / index investing Active portfolio management Factor investing / smart beta
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James W

Richmond, VA

Nasdaq Dorsey Wright

James West is a financial advisor at Dorsey, Wright & Associates, LLC with eight years of industry experience. He has worked at Dorsey Wright & Associates since 2017 and previously at Local Finance Solutions dba VML/VACo Finance from 2014 to 2017. Dorsey, Wright & Associates provides discretionary investment management to individual investors and offers research, model licensing, and advisory services to institutional and professional clients. The firm’s investment approach is based on technical analysis, including Point & Figure charting and relative strength methods, applied across multiple asset classes through rules-based products.

ESG / Sustainable investing Passive / index investing Active portfolio management Factor investing / smart beta
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Randall D

Series 63, Series 65

Richmond, VA

Nasdaq Dorsey Wright

Randall Dammers III is a financial advisor at Nasdaq Dorsey Wright with 10 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at Dorsey, Wright & Associates, a Nasdaq company, since 2016. Nasdaq Dorsey Wright serves individual and institutional clients, offering discretionary investment management alongside impersonal research, consulting, and model portfolio licensing. The firm employs a rules-based, technical investment approach focused on Point & Figure charting and relative strength methodologies.

ESG / Sustainable investing Passive / index investing Active portfolio management Factor investing / smart beta
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Joseph T

Series 63, Series 65

Richmond, VA

Nasdaq Dorsey Wright

Joseph Tuzzolo is a financial advisor at Nasdaq Dorsey Wright with six years of industry experience. He holds Series 63 and Series 65 licenses. His background includes multiple roles at Nasdaq Dorsey Wright and Equity Services Inc, as well as experience at Virginia Commonwealth University and Randolph Macon College. Nasdaq Dorsey Wright serves individual investors and institutional clients with a rules-based, technical investment approach centered on Point & Figure charting and relative strength methodologies. The firm offers discretionary investment management alongside research, subscription services, and licensing to investment companies and product sponsors.

ESG / Sustainable investing Passive / index investing Active portfolio management Factor investing / smart beta
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Andrew H

CFP®, Series 65

Pasadena, CA

Nasdaq Dorsey Wright

Andrew Hyer is a CFP® with 21 years of industry experience, currently serving at Dorsey, Wright & Associates, LLC since 2004. He is based in Pasadena, CA and holds a Series 65 license. Dorsey, Wright & Associates provides discretionary investment management to individual investors and offers research, model licensing, and advisory services to institutional and professional clients. The firm’s investment approach focuses on technical analysis using Point & Figure charting and relative strength methods applied across multiple asset classes through rules-based products.

ESG / Sustainable investing Passive / index investing Active portfolio management Factor investing / smart beta
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Myron F

Series 65

Richmond, VA

Nasdaq Dorsey Wright

Myron Fuller IV is a financial advisor at Dorsey, Wright & Associates, LLC in Richmond, VA, with 13 years of industry experience. He holds a Series 65 designation and has been with Dorsey Wright since 2007. Dorsey, Wright & Associates provides discretionary investment management to individual investors and offers research, model licensing, and advisory services to institutional and professional clients. The firm’s investment approach is based on technical analysis, utilizing Point & Figure charting and relative strength methods across multiple asset classes.

ESG / Sustainable investing Passive / index investing Active portfolio management Factor investing / smart beta
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Sydney S

Series 65

Richmond, VA

Nasdaq Dorsey Wright

Sydney Siek is a financial advisor with Nasdaq Dorsey Wright, holding a Series 65 designation and 14 years of industry experience. He has worked at Dorsey Wright & Associates since 2010. Nasdaq Dorsey Wright serves individual and institutional clients, offering discretionary investment management, research, and subscription services. The firm employs a rules-based, technical investment approach focused on Point & Figure charting and relative strength methodologies, supporting a variety of model portfolios and extensive index licensing for ETFs and product sponsors.

ESG / Sustainable investing Passive / index investing Active portfolio management Factor investing / smart beta
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