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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, holding Series 65 and Series 66 licenses and six years of industry experience. He has been with Season Investments since 2019 and previously worked at Krueger Brothers Construction. Haag 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 offers a mix of strategies including trend-following, manager allocations, and alternative investments, and sponsors a private pooled fund, the Season Investments Alternative Credit & Equity Fund, LP.

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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