Mark Sloss is a financial advisor at Wilde Capital Management, LLC in Cleveland, OH, holding Series 63 and Series 66 licenses with 31 years of industry experience. He has been with Wilde Capital Management since 2016 and is also involved in several other business activities, including founding Regenerative Investment Strategies, LLC, a management consulting firm focused on ESG business and marketing strategy, and serving as president of Northbranch Records, LLC, which sells professional musical instruments. Additionally, Sloss works as a registered analyst with Cirrus Research, LLC, and serves as chief strategist and acting CFO for HEALRWORLD, LLC, a company developing ESG data and utilization strategies. Wilde Capital Management provides discretionary portfolio management primarily for individual clients while also serving institutional and charitable clients. The firm employs a combination of fundamental, technical, quantitative, and modern portfolio theory to implement globally diversified, tactically managed strategies, and offers performance-based fee structures for qualified clients.

Douglas Wilde is the managing partner of Wilde Capital Management, LLC in Cleveland, Ohio, with 29 years of industry experience. He holds the Series 63 and Series 66 designations and has previously worked at UBS Financial Services and several other firms. Wilde is also a registered analyst with Cirrus Research, LLC, where he contributes to investment research and portfolio construction. Wilde Capital Management provides discretionary portfolio management primarily for individuals, as well as select institutional and charitable clients. The firm employs a range of analytical techniques to implement globally diversified, tactically managed strategies and offers services including Investment Policy Statements, ongoing monitoring, and wrap-fee program participation.