Cyrus Pearo is a CFP® and Series 66 professional with 10 years of industry experience. He is currently an advisor at Investment Management Associates, where he has worked since 2022. Prior to that, he held roles at Breakaway Capital Advisors LLC and TIAA-CREF. Outside of his advisory work, Pearo is an enrolled agent who prepares personal tax returns and competes as a professional cyclist. Investment Management Associates offers discretionary and non-discretionary investment management services to individuals, high-net-worth clients, and various institutions. The firm employs an active value investing approach focused on quality, valuation, and growth, managing concentrated equity and fixed income portfolios with income-oriented strategies.

Robert Eckart is a financial advisor at Investment Management Associates with a Series 65 credential. He has eight years of industry experience, including a prior role at Funding Circle before joining his current firm. Investment Management Associates provides discretionary and non-discretionary investment management services to individuals, high-net-worth clients, foundations, pension and profit-sharing plans, trusts, charitable organizations, and corporations. The firm manages approximately $573 million across a few hundred accounts, employing an active value investing approach that incorporates Quality, Valuation, and Growth factors.

Vitaliy Katsenelson is a CFA® charterholder with 25 years of industry experience. He has been with Investment Management Associates since 1997. Katsenelson writes a monthly column under contract to Institutional Investor and also contributes articles to other organizations and his personal website. Investment Management Associates is a small team managing approximately $573 million for individuals, high-net-worth clients, foundations, pension and profit-sharing plans, trusts, charitable organizations, and corporations. The firm employs an active value investing approach focused on Quality, Valuation, and Growth, typically holding 20 to 30 stocks without using margin or shorting, but incorporating listed option strategies such as secured puts and covered calls.