Clinton Kilgore is a financial advisor at Ethos Private Wealth with 12 years of industry experience. He holds Series 63 and Series 65 designations and has worked at March Capital Corp, Bank of America, Merrill, and Gavin de Becker & Associates. Kilgore is also managing partner at Ethos Wealth Management, LLC, where he provides financial planning and portfolio management. Ethos Private Wealth offers discretionary and non-discretionary portfolio management and family wealth services primarily to individual and high-net-worth clients, typically with a $1 million minimum. The firm uses third-party macroeconomic research and internal due diligence to create diversified asset allocations and provides services including IRA rollover advice and financial planning.

Matthew Lapides is a CFP® with 24 years of industry experience, currently serving as an advisor at Ethos Private Wealth. He has worked at Ethos Private Wealth since 2013 and has prior experience with Ethos Capital Solutions and March Capital Corp. Outside of his advisory role, Lapides is involved in several business ventures including publishing children’s books and overseeing a construction company specializing in luxury property remodeling. Ethos Private Wealth is a boutique advisory firm that provides investment supervisory and family-wealth services to individuals, including high-net-worth clients, as well as corporate and institutional clients. The firm constructs customized portfolios using equities, fixed income, options, and alternative investments, employing third-party research and managers to implement asset allocation and risk management strategies.

Xiuming Jin is a financial advisor at Ethos Private Wealth in Coral Gables, FL, with nine years of industry experience. He holds a Series 66 designation and previously worked at Merrill for multiple periods totaling eight years. Jin has also taken extended travel breaks during his career. Ethos Private Wealth provides discretionary and non-discretionary portfolio management and family wealth services primarily to individual and high-net-worth clients, typically accepting accounts with a $1 million minimum. The firm combines third-party macroeconomic research with internal due diligence to construct diversified asset allocations and offers services including IRA rollover advice and financial planning.