Jeffrey Gordon is a financial advisor at Slocum, Gordon & Co. LLP with 31 years of industry experience. He has been with the firm since 1978, totaling 48 years at Slocum, Gordon & Co. LLP. Slocum, Gordon & Co. LLP provides discretionary portfolio management and advisory services to individuals, pension and profit-sharing plans, charitable organizations, corporations, and state and municipal government entities. The firm constructs customized portfolios combining asset allocation and security selection through fundamental, quantitative, qualitative, and technical analysis, and offers trustee services for client accounts.

Michael Moeller is a financial advisor at Slocum, Gordon & Co. LLP with two years of industry experience. He holds a Series 65 designation and previously worked at Clearwater, UBS Investment Bank, Amundi Pioneer Asset Management, GW&K Investment Management, and State Street. Slocum, Gordon & Co. LLP provides discretionary portfolio management and advisory services to individuals, pension and profit-sharing plans, charitable organizations, corporations, and government entities. The firm constructs customized portfolios using a combination of fundamental, quantitative, qualitative, and technical analysis, managing accounts on a discretionary basis with periodic rebalancing across various asset classes.