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Gary P
Series 65
Northbrook, IL
Mulberry Capital Management LLC
Gary Patzik is a financial advisor at Mulberry Capital Management LLC with 10 years of industry experience and holds a Series 65 designation. His career includes roles at Budo Group LLC and Budo Securities LLC prior to joining Mulberry Capital Management. Mulberry Capital Management LLC provides discretionary asset management and sub-advisory services primarily to high-net-worth individuals and other investment advisory firms, managing about $70 million across roughly 37 client relationships. The firm employs a mix of fundamental, charting, and cyclical analysis combined with long-term and trading strategies, selectively using covered options in separately managed accounts.
Gregg S
Series 65
Northbrook, IL
Mulberry Capital Management LLC
Gregg Shamberg is a financial advisor at Mulberry Capital Management LLC with 13 years of industry experience. He holds a Series 65 designation and previously worked at Peak6 Capital Management LLC and Peak6 Investments, L.P. from 2010 to 2024. Mulberry Capital Management LLC provides discretionary asset management and sub-advisory services primarily to high-net-worth individuals and other investment advisory firms. The firm employs a mixed investment approach combining fundamental, charting, and cyclical analysis, alongside selective use of covered options for hedging and income generation.
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