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Cass T
Series 63, Series 65
Hilton Head, SC
Wright Cove Capital
Cass Tokarski is a financial advisor at Wright Cove Capital with 22 years of industry experience. He holds Series 63 and Series 65 licenses and previously worked at Cantor Fitzgerald & Co. Tokarski is also a passive investor and member/manager of 3 QUID LLC, a company that invests in start-up businesses and real estate. Wright Cove Capital is a boutique, two-advisor firm offering fee-only, discretionary investment management to individuals, high net worth clients, families, and business entities. The firm uses a blend of fundamental and technical analysis along with third-party research and computerized asset-allocation tools to create diversified portfolios tailored to client objectives, with formal monthly portfolio reviews and at least annual client meetings.
Eric L
Series 63, Series 66
Portland, ME
Wright Cove Capital
Eric Leinwand is a financial advisor at Wright Cove Capital with 21 years of industry experience. He holds Series 63 and Series 66 licenses and has previously worked at Morgan Stanley and managed his own practice before joining Wright Cove Capital. Outside of his advisory role, he is a passive investor in 3 QUID LLC, a company that invests in start-ups and real estate. Wright Cove Capital provides fee-only, discretionary investment management to individuals, high net worth clients, families, and business entities. The firm uses a combination of fundamental and technical analysis along with third-party research and computerized asset-allocation tools to create diversified portfolios tailored to client objectives.
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