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Thomas F

CFA®, Series 63

Gig Harbor, WA

GenSphere Private Wealth, LLC

Thomas Fletcher is a CFA® charterholder with 26 years of industry experience. He currently serves as an advisor at GenSphere Private Wealth, LLC and is an advisory committee member at Buffer Labs, providing internal technical guidance to its founders. Prior to joining GenSphere, he spent 21 years at Russell Investments Services, LLC. GenSphere Private Wealth, LLC is an investment manager that offers discretionary and non-discretionary asset management, alternative investment administrative services, and modular financial planning primarily for individuals and high-net-worth clients. The firm employs a combination of fundamental and momentum analysis across multiple asset classes and incorporates option-writing and derivative strategies, along with alternative investment administration services.

Private / alternative investments Retirement income strategy Business succession planning Charitable giving & philanthropy Founder/Business Owner Executive Self-Employed Retired Established Professionals
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Patrick F

CFP®, Series 65, Series 63

Gig Harbor, WA

GenSphere Private Wealth, LLC

Patrick Fletcher is a CFP® with five years of industry experience, currently serving as an advisor at GenSphere Private Wealth, LLC. His prior roles include positions at D.A. Davidson & Co., Parcion Private Wealth, and Russell Investments. GenSphere Private Wealth provides discretionary and non-discretionary asset management and financial planning services to individuals, business owners, corporate executives, and charitable organizations. The firm employs both fundamental and momentum analysis and offers portfolio management strategies that include the use of borrowing and derivatives, serving a broad range of wealth levels.

Private / alternative investments Retirement income strategy Business succession planning Charitable giving & philanthropy Founder/Business Owner Executive Self-Employed Retired Established Professionals
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Ryan H

Series 66

Sammamish, WA

GenSphere Private Wealth, LLC

Ryan Halleran is a financial advisor at GenSphere Private Wealth, LLC with 13 years of industry experience. He holds the Series 66 designation and has previously worked at D.A. Davidson & Co., Parcion Private Wealth Management, UBS Financial Services Inc, and Wells Fargo Advisors. GenSphere Private Wealth, LLC provides discretionary and non-discretionary asset management, administrative services for private and alternative investments, and modular financial planning primarily for individuals and high-net-worth clients. The firm employs fundamental and momentum analysis across various asset classes and utilizes option-writing strategies and derivatives in its investment approach.

Private / alternative investments Retirement income strategy Business succession planning Charitable giving & philanthropy Founder/Business Owner Executive Self-Employed Retired Established Professionals
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