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Jason H

Series 66

Castle Rock, CO

Forecast Capital Management

Jason Hilliard is a financial advisor at Forecast Capital Management with 14 years of industry experience. He holds a Series 66 designation and has worked at Forecast Capital Management since 2013, including roles at Great Point Capital and Sowell Financial Services. Forecast Capital Management provides investment advisory and financial planning services to individuals, families, trusts, retirement plans, and business clients, including high-net-worth households. The firm employs a Global Macro long/short approach with tactical asset allocation and alternative investments, tailoring portfolios using a proprietary Risk Assessment Questionnaire and ongoing monitoring.

Tax-loss harvesting Private / alternative investments Active portfolio management Concentrated stock management
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John P

Series 63, Series 65

Castle Rock, CO

Forecast Capital Management

John Pistilli is a financial advisor at Forecast Capital Management in Castle Rock, CO, with 30 years of industry experience. He holds Series 63 and Series 65 licenses and previously worked at Morgan Stanley and Morgan Stanley Private Bank, National Association. Forecast Capital Management provides investment advisory and financial planning services to individuals, families, trusts, retirement plans, and business clients, including high-net-worth households. The firm uses a Global Macro long/short approach with tactical asset allocation and alternative investments, constructing portfolios from ETFs, options, mutual funds, and individual equities.

Tax-loss harvesting Private / alternative investments Active portfolio management Concentrated stock management
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Michael P

CFP®, Series 66

Castle Rock, CO

Forecast Capital Management

Michael Pistilli is a CFP® professional with seven years of industry experience. He is currently with Forecast Capital Management and has prior experience at Great Point Capital, Charles Schwab Bank SSB, and Charles Schwab & Co., Inc. Forecast Capital Management provides investment advisory and financial planning services to individuals, families, trusts, retirement plans, and business clients, including high-net-worth households. The firm uses a Global Macro long/short approach with tactical asset allocation and alternative investments, constructing portfolios using ETFs, options, mutual funds, and individual equities tailored through a proprietary Risk Assessment Questionnaire.

Tax-loss harvesting Private / alternative investments Active portfolio management Concentrated stock management
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