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Michael K

CFA®

Fremont, CA

Lahontan Capital LLC

Michael Kinstlick is a CFA® charterholder and an advisor at Lahontan Capital LLC with one year of industry experience. Prior to joining Lahontan Capital, he worked at JUST Capital and SASB (/IFRS). He is also involved with Coppersea Distilling, a business he has been part of since 2011. Lahontan Capital is a fee-only registered investment adviser serving individual and high net-worth investors with wealth management, discretionary portfolio management, and financial planning services. The firm combines passive and active investment vehicles and incorporates ESG considerations according to client preferences.

General retirement planning Cash flow / budgeting College savings (529s, UTMA, etc.) General estate planning guidance
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Derek M

Series 65

Albany, NY

Lahontan Capital LLC

Derek Miller is an advisor at Lahontan Capital LLC in Albany, NY, holding a Series 65 designation with one year of industry experience. His prior roles include positions at Mathmata LLC and Numerious Inc, as well as a one-year tenure at The University of Chicago Booth School of Business. Lahontan Capital is a fee-only registered investment adviser serving individual and high net-worth clients with wealth management, discretionary portfolio management, and financial planning. The firm employs a blend of passive and active investment vehicles guided by asset allocation and modern portfolio theory, with options for ESG considerations tailored to clients’ risk tolerance and goals.

General retirement planning Cash flow / budgeting College savings (529s, UTMA, etc.) General estate planning guidance
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