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David H

CFA®

Colorado Springs, CO

Season Investments, LLC

David Houle is a CFA® charterholder with 15 years of experience in financial advising, currently serving at Season Investments, LLC since 2011. He is based in Colorado Springs, CO. Outside of his advisory role, he is a managing member of White Space Companies, LLC, a wine industry business. Season Investments serves individual and institutional clients, including high-net-worth households, trusts, pension plans, and pooled investment vehicles, offering discretionary portfolio management, financial planning, and investment consulting. The firm integrates long-term target allocations with active risk management and a multi-disciplinary analytical approach across public and alternative investments.

Private / alternative investments Active portfolio management
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Logan H

Series 66, Series 65

Colorado Springs, CO

Season Investments, LLC

Logan Haag is a financial advisor with Season Investments, LLC in Colorado Springs, Colorado, holding Series 66 and Series 65 licenses and bringing six years of industry experience. His prior roles include positions at Krueger Brothers Construction and EXTENDED Travel, and a brief tenure at T. Rowe Price Advisory Services. He also operates as an independent life insurance agent, facilitating the application and execution of life insurance policies. Season Investments, LLC provides discretionary portfolio management, financial planning, and investment consulting to individuals, trusts, institutions, and other entities. The firm manages traditional and alternative assets and sponsors a private pooled vehicle, employing strategies such as trend-following, manager allocations, and alternative investments with active risk management.

Private / alternative investments Active portfolio management
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Elliott O

CFA®, Series 66

Colorado Springs, CO

Season Investments, LLC

Elliott Orsillo is a CFA® charterholder with 16 years of industry experience, currently serving as an advisor at Season Investments, LLC since 2011. He holds a Series 66 license and is based in Colorado Springs, CO. Outside of his advisory role, he manages Homeschool Solutions, LLC, a homeschool software business. Season Investments provides discretionary portfolio management, financial planning, and investment consulting to individual and institutional clients, including high-net-worth households, trusts, and pension plans. The firm integrates a multi-disciplinary analytical approach with active risk management and sponsors private alternative credit and equity funds alongside managing pooled investment vehicles.

Private / alternative investments Active portfolio management
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