Keith Davis is a Series 65-registered financial advisor with Stonegate Capital Management, LLC, where he has worked since 2017. He has nine years of industry experience, including prior roles at Brown Brothers Harriman and Amerita. Stonegate Capital Management provides portfolio management and advisory services to individuals, high-net-worth clients, and charitable organizations. The firm uses a range of analytical techniques and offers diversified exposure across mutual funds, ETFs, fixed income, commodities, and non-U.S. securities, including the use of options and derivatives.

Manuel Mendez is a financial advisor at Stonegate Capital Management, LLC with three years of industry experience. He holds a Series 65 designation and has previously worked at Brown Brothers Harriman and Showingly Inc. In addition to his advisory role, he serves as the CFO of a technology consulting firm that assists companies in software development. Stonegate Capital Management provides discretionary and non-discretionary portfolio management to individuals, high-net-worth clients, and charitable organizations. The firm employs a range of investment techniques and incorporates options and derivative strategies while managing a small, focused client roster.