James Smith is a financial advisor with Parvin Asset Management, LLC, holding Series 63 and Series 65 credentials and 24 years of industry experience. He worked at Swan Asset Management LLC for 21 years before joining Parvin Asset Management in 2021, where he currently serves as Managing Director and Portfolio Manager. Parvin Asset Management provides discretionary portfolio management to individuals, families, trusts, pension and profit-sharing plans, charitable organizations, corporations, small businesses, and investment companies. The firm employs a fundamentally driven, value-oriented investment process enhanced by quantitative screens and third-party research, offering a range of strategies including long-only equity, hedged equity, fixed income, ultrashort Treasury, and selective private equity.

Richard Preston is a financial advisor with Parvin Asset Management, LLC, holding Series 63 and Series 65 designations and bringing 22 years of industry experience. He has been with Swan Asset Management, LLC since 2015. Parvin Asset Management provides discretionary investment supervisory services to individuals, families, trusts, pension and profit-sharing plans, charitable organizations, and small businesses. The firm emphasizes fundamental company analysis combined with quantitative screening and third-party research, offering tailored portfolios and hedged strategies that utilize options to manage market risk.

Todd Keating is a financial advisor with Parvin Asset Management, LLC, holding Series 63 and Series 65 credentials and 19 years of industry experience. He previously worked at Citizens Financial Group, Inc. for 10 years before joining Parvin Asset Management in 2022. Parvin Asset Management provides discretionary portfolio management to individuals, families, trusts, pension and profit-sharing plans, charitable organizations, corporations, small businesses, and investment companies. The firm employs a fundamentally driven, value-oriented investment process supported by quantitative screens and third-party research, offering a range of strategies including long-only equity, hedged equity with option contracts, fixed income, and selective private equity.

George Meschter is a financial advisor at Parvin Asset Management, LLC, holding a Series 65 credential with one year of industry experience. He previously worked at Capstone for six years and at FVMAC for two years. Parvin Asset Management provides discretionary portfolio management to a diverse client base including individuals, families, trusts, pension and profit-sharing plans, and charitable organizations. The firm employs a fundamentally driven, value-oriented investment process supported by quantitative screens and third-party research, offering strategies across equities, fixed income, and selective private equity.