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Jesse W

CFA®, Series 63

Miami, FL

Powell Investment Advisors, LLC

Jesse Wachs is a CFA® charterholder with 13 years of industry experience, currently serving at Powell Investment Advisors, LLC since 2007. He holds a Series 63 license and is based in Miami, FL. Outside of his advisory role, he is a minority owner of an agriculture-related business, PIA Integrated LLC. Powell Investment Advisors, LLC is a fee-only registered investment adviser specializing in discretionary portfolio management for high-net-worth individuals and related pooled investment vehicles. The firm manages the CEF Total Return Opportunity Fund LP and employs a risk-focused investment process that includes fundamental, technical, and cyclical analysis across various asset classes.

Private / alternative investments Options & derivatives strategies
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Todd G

Series 65

Miami, FL

Powell Investment Advisors, LLC

Todd Gross is a financial advisor at Powell Investment Advisors, LLC with 13 years of industry experience. He holds a Series 65 designation and has been with Powell Investment Advisors since 2011. Outside of his advisory role, he is a minority owner of PIA Integrated LLC, an agriculture-related business. Powell Investment Advisors is a fee-only registered investment adviser serving primarily high-net-worth individuals and related pooled investment vehicles. The firm manages discretionary portfolios with an investment process that includes risk assessment, asset allocation, and a blend of fundamental, technical, and cyclical analysis, and it also acts as a private fund adviser and sponsor for affiliated closed-end funds.

Private / alternative investments Options & derivatives strategies
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