Christopher Angelo is a financial advisor at S Squared Advisors LLC in Austin, TX, holding a Series 65 designation with 13 years of industry experience. He has worked at S Squared Advisors since 2016 and previously spent four years at Kappa Asset Management LLC. S Squared Advisors LLC provides discretionary investment management through tailored managed accounts for individuals, trusts, and family office entities. The firm employs a bottom-up, multi-factor ranking methodology to construct portfolios and offers various strategies, including long-only, hedged, small-cap, macro, and dynamic approaches that utilize derivatives and leverage.

Michael Heffernan is a financial advisor at S Squared Advisors LLC in Austin, TX, holding Series 63 and Series 65 licenses with 15 years of industry experience. He has been with S Squared Advisors since 2016. S Squared Advisors LLC offers discretionary investment management through tailored managed accounts for individuals, trusts, and family office entities, employing a bottom-up, multi-factor ranking methodology to construct diversified portfolios. The firm manages approximately $79 million in assets and utilizes strategies that include long-only, hedging, and dynamic allocations with derivatives and leverage.