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3 advisors near New York, NY
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David L
Series 65
New York, NY
American Capital Management Inc
David La Valle is a financial advisor at American Capital Management Inc with 18 years at the firm and six years of industry experience. He holds a Series 65 designation and is based in New York, NY. American Capital Management provides discretionary portfolio management primarily to high-net-worth individuals and a range of institutional clients. The firm employs a long-term, low-turnover investment approach focused on fundamental research and manages assets with an emphasis on small- and medium-sized growth companies, complemented by fixed-income holdings and a sector tilt toward healthcare and technology.
Kristin G
CFA®, Series 65
New York, NY
American Capital Management Inc
Kristin Gamble is a CFA® charterholder with 32 years of industry experience. She has been with American Capital Management, Inc. since 2015. The firm provides discretionary portfolio management primarily to high-net-worth individuals and a range of institutional clients, focusing on small- and medium-sized growth companies with a sector emphasis on healthcare and technology. American Capital Management employs a long-term, low-turnover investment approach supported by fundamental research and also manages a UCITS fund.
Mary Catherine M
CFA®
New York, NY
American Capital Management Inc
Mary Catherine Mcrae is a CFA® charterholder with 16 years of experience at American Capital Management, Inc., where she has worked since 2010. Based in New York, NY, she has focused her career within this multi-team firm. American Capital Management provides discretionary portfolio management primarily to high-net-worth individuals and a range of institutional clients. The firm emphasizes fundamental research and manages portfolios with a focus on small- and medium-sized growth companies, complemented by convertible and fixed-income holdings.
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3 advisors near New York, NY
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