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Roberto V

Series 65

San Francisco, CA

Strong Bridge Advisors LLC

Roberto Ventura is a financial advisor at Strong Bridge Advisors LLC with one year of industry experience. He holds a Series 65 designation and has worked in software research and development for investment through his involvement with Tekton Ind Com Ser Ltda since 2019. Prior to that, he spent 20 years at Efix Ltda. Strong Bridge Advisors serves a diverse client base, including high-net-worth individuals, retirement plan participants, privately held corporations, and nonprofit organizations. The firm employs a value-oriented, bottom-up fundamental research process across multiple investment strategies and offers discretionary management alongside educational workshops and tailored financial planning.

Active portfolio management Tax-loss harvesting Retirement withdrawal strategies Wealth management
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Brett J

CFA®

San Francisco, CA

Strong Bridge Advisors LLC

Brett Janis is a CFA® charterholder and financial advisor at Strong Bridge Advisors LLC with nine years of industry experience. Prior to joining Strong Bridge Advisors in 2021, he worked at Wells Fargo Bank and McKinsey & Company. He serves as a board director for Navigator Acquisition Corp, providing corporate advisory, governance, and risk advice, and consults on business, financial industry, and government policy through expert network companies. Strong Bridge Advisors serves individuals, retirement participants, privately held corporations, endowments, and foundations with discretionary investment management, financial planning, and consulting. The firm employs a value-oriented, bottom-up fundamental research process and emphasizes position sizing, sector rotation, and liquidity considerations aligned with client risk tolerance.

Active portfolio management Tax-loss harvesting Retirement withdrawal strategies Wealth management
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Nilesh N

CFA®, Series 63

San Francisco, CA

Strong Bridge Advisors LLC

Nilesh Nanavati is a CFA charterholder and Series 63 licensee with 4 years of industry experience. He has been with Strong Bridge Advisors LLC since 2011 and is also a partner at Financial Technology Solutions LLC, a consulting business. Strong Bridge Advisors serves individuals, defined contribution retirement participants, privately held corporations, endowments, and foundations, providing discretionary investment management, financial planning, and investment consulting. The firm employs a value-oriented, bottom-up fundamental research process and manages accounts with an emphasis on position sizing, sector rotation, and liquidity aligned with client risk tolerance.

Active portfolio management Tax-loss harvesting Retirement withdrawal strategies Wealth management
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