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James L

Series 66

Bratenahl, OH

Kirtland Hills Capital Management, LLC

Active portfolio management Factor investing / smart beta Founder/Business Owner
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Zachary P

Series 65

Broadview Heights, OH

Kirtland Hills Capital Management, LLC

Zachary Paul is a financial advisor at Kirtland Hills Capital Management, LLC with five years of industry experience. He holds a Series 65 designation and has worked at Hyland Software since 2021 as a Software Platform Data Engineer. His prior roles include positions at Lovelytics and Paladin Attachments. Kirtland Hills Capital Management provides discretionary investment advisory and portfolio management services primarily to individuals, high-net-worth clients, families, and small businesses. The firm employs a long-term, owner-oriented equity investment approach that combines fundamental and technical analysis, supported by quantitative research, and manages approximately $310 million in client assets.

Active portfolio management Factor investing / smart beta Founder/Business Owner
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