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Gus J

CFP®

Glenwood Springs, CO

Systematic Wealth Management, Inc.

Gus Jepsen is the President and CEO of Systematic Wealth Management. He has a proven track record working with high-net-worth individuals, foundations, and institutional investors. He was instrumental in building a rapidly growing Denver-based Registered Investment Advisor practice, which was ultimately acquired by a private equity-backed group. His diverse client roster has included entrepreneurs, executives, former State Governors, and senior members of Congress. Gus holds an MSc in Carbon Finance from the University of Edinburgh and a B.S. in Business Administration from the University of Denver. His background includes work in sustainable finance and collaboration with academic and institutional partners on investment data strategy. Outside the office, Gus is an avid adventurer. He has bikepacked the Great Divide Mountain Bike Route, rafted the Grand Canyon, snowboarded the Canadian Rockies, the French Alps, and Hokkaido, and completed multiple mountaineering expeditions in Alaska. He lives with his wife and son in Glenwood Springs, Colorado.

General retirement planning General tax planning Factor investing / smart beta Exec comp design Business ownership considerations Engineering Professional Technology Professional Attorney Founder/Business Owner Retired Established Professionals Approaching retirement Retired Widow/Widower Divorced

13 advisors near New York, NY

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Ryan W

CFP®

New York, NY

Bridgewater Advisors Inc.

Ryan Wilkens is a CFP® professional at Bridgewater Advisors Inc. with one year of industry experience. He has been with Bridgewater Advisors since 2021. Bridgewater Advisors Inc. is a multi-advisor SEC-registered investment firm managing approximately $2.14 billion for about 540 clients, including high-net-worth individuals, pension plans, charitable organizations, and corporations. The firm employs a combination of actively managed and index-related strategies across traditional and alternative asset classes, conducts ongoing due diligence, and provides discretionary portfolio management alongside financial planning, consulting, and optional tax-preparation services.

Private / alternative investments Active portfolio management
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David S

CFP®, Series 63

New York, NY

Bridgewater Advisors Inc.

David Shaw is a CFP® and holds a Series 63 license with one year of experience in financial advising. He currently works at Bridgewater Advisors Inc. and has prior experience at Focus Wealth Partners, Argent Wealth Management, and Boston Financial Investment Management. Bridgewater Advisors Inc. is a multi-advisor SEC-registered investment adviser managing approximately $2.14 billion for around 540 clients. The firm serves individuals, pension and profit-sharing plans, charitable organizations, and corporations, utilizing a combination of actively managed and index-related strategies across traditional and alternative asset classes.

Private / alternative investments Active portfolio management
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Benjamin B

CFP®, Series 65

New York, NY

Bridgewater Advisors Inc.

Benjamin Bernard is a CFP® and holds a Series 65 license with four years of industry experience. He is based in New York, NY, and has been with Bridgewater Advisors Inc. since 2005. Bridgewater Advisors Inc. is a multi-advisor SEC-registered investment adviser managing approximately $2.14 billion for around 540 clients. The firm serves individuals, pension and profit-sharing plans, charitable organizations, and corporations, providing discretionary portfolio management along with financial planning, consulting, and optional tax-preparation services. Their approach includes thoughtful asset allocation across traditional and alternative asset classes, combining actively managed and index-related strategies with ongoing due diligence and quarterly reviews.

Private / alternative investments Active portfolio management
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Timothy F

Series 65

New York, NY

Bridgewater Advisors Inc.

Timothy Feeney is a financial advisor at Bridgewater Advisors Inc. with Series 65 credentials. He has been with Bridgewater Advisors since 2018 and previously worked at Clarfeld from 2005 to 2018. Bridgewater Advisors Inc. is a SEC-registered investment adviser managing approximately $2.14 billion for about 540 clients through a multi-advisor team. The firm serves individuals, pension and profit-sharing plans, charitable organizations, and corporations, focusing on thoughtful asset allocation across traditional and alternative asset classes and combining actively managed and index-related strategies.

Private / alternative investments Active portfolio management
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Leo M

CFP®, CFA®, Series 63

New York, NY

Bridgewater Advisors Inc.

Leo Marzen is a financial advisor at Bridgewater Advisors Inc. with 19 years of industry experience. He holds the CFP®, CFA®, and Series 63 designations and has been with Bridgewater Advisors since 1993. Bridgewater Advisors Inc. manages approximately $2.14 billion for around 540 clients through a multi-advisor team, offering discretionary portfolio management, financial planning, consulting, and optional tax-preparation services. The firm employs a combination of actively managed and index-related strategies across traditional and alternative asset classes and provides oversight of private investment funds and other investment-company interests.

Private / alternative investments Active portfolio management
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Josefine C

CFP®

New York, NY

Bridgewater Advisors Inc.

Josefine Cays is a CFP® professional with six years of industry experience, currently serving at Bridgewater Advisors Inc. in New York, NY. She has been with Bridgewater Advisors since 2001. Bridgewater Advisors Inc. is a multi-advisor SEC-registered investment adviser managing approximately $2.14 billion for about 540 clients. The firm offers discretionary portfolio management and financial planning services to individuals, pension and profit-sharing plans, charitable organizations, and corporations, utilizing a combination of actively managed and index-related strategies across traditional and alternative asset classes.

Private / alternative investments Active portfolio management
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Barbara L

CFP®, CFA®

New York, NY

Bridgewater Advisors Inc.

Barbara Leclerc is a CFP® and CFA® with 23 years of experience at Bridgewater Advisors Inc. She is based in New York, NY, and has been with Bridgewater since 2003. Bridgewater Advisors Inc. is a SEC-registered investment adviser managing approximately $2.14 billion for about 540 clients through a multi-advisor team. The firm serves individuals, pension and profit-sharing plans, charitable organizations, and corporations, using a combination of actively managed and index-related strategies with a focus on thoughtful asset allocation across traditional and alternative asset classes.

Private / alternative investments Active portfolio management
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Jacques F

CFP®

New York, NY

Bridgewater Advisors Inc.

Jacques Freeman is a CFP® professional with four years of industry experience, currently serving as a financial advisor at Bridgewater Advisors Inc. since 2018. Prior to this, he worked at Monarch Business & Wealth Management from 2015 to 2019. Bridgewater Advisors Inc. is a SEC-registered investment adviser managing approximately $2.14 billion for about 540 clients through a multi-advisor team. The firm serves individuals, pension and profit-sharing plans, charitable organizations, and corporations, employing a mix of actively managed and index-related strategies across traditional and alternative asset classes, and offers additional services including financial planning, consulting, and optional tax preparation.

Private / alternative investments Active portfolio management
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Olabode A

Series 65

New York, NY

Bridgewater Advisors Inc.

Olabode Aladenika is a financial advisor at Bridgewater Advisors Inc. with two years of industry experience. He holds a Series 65 designation and has worked at Bridgewater Advisors since 2022. His prior roles include positions at Relax and Company and Tekoa Missions. Bridgewater Advisors Inc. is a SEC-registered investment adviser managing approximately $2.14 billion for about 540 clients through a multi-advisor team. The firm provides discretionary portfolio management and financial planning services to individuals, pension plans, charitable organizations, and corporations, using a combination of actively managed and index-related strategies across traditional and alternative asset classes.

Private / alternative investments Active portfolio management
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Gabe B

CFP®, Series 65

New York, NY

Bridgewater Advisors Inc.

Gabe Bryan is a CFP® and Series 65-registered financial advisor with Bridgewater Advisors Inc. in New York, NY, where he has worked since 2008. He has five years of industry experience. Bridgewater Advisors Inc. is a multi-advisor SEC-registered investment firm managing approximately $2.14 billion for about 540 clients. The firm offers discretionary portfolio management, financial planning, consulting, and tax-preparation services, with an investment approach that combines active and index strategies across traditional and alternative asset classes.

Private / alternative investments Active portfolio management
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Sara S

CFP®

New York, NY

Bridgewater Advisors Inc.

Sara Stollberger is a CFP® professional with seven years at Bridgewater Advisors Inc. and a total of ten years in the financial industry. Prior to Bridgewater, she worked at Arcadia Wealth Management and Paragon Capital Management. She is based in New York, NY. Bridgewater Advisors Inc. is a multi-advisor SEC-registered firm managing approximately $2.14 billion for about 540 clients. The firm serves individuals, pension and profit-sharing plans, charitable organizations, and corporations, employing a blend of actively managed and index strategies with an emphasis on thoughtful asset allocation and regular portfolio reviews.

Private / alternative investments Active portfolio management
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Ann T

Series 63

New York, NY

Bridgewater Advisors Inc.

Ann Thibodeau is a financial advisor at Bridgewater Advisors Inc. in New York, NY, holding a Series 63 designation with four years of industry experience. She has been with Bridgewater Advisors since 2007. Bridgewater Advisors Inc. is a SEC-registered investment adviser managing about $2.14 billion for approximately 540 clients through a multi-advisor team. The firm serves individuals, pension and profit-sharing plans, charitable organizations, and corporations, utilizing a combination of actively managed and index-related strategies with a focus on thoughtful asset allocation across traditional and alternative asset classes.

Private / alternative investments Active portfolio management
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Matthew P

CFP®

New York, NY

Bridgewater Advisors Inc.

Matthew Pelz is a CFP® professional with 11 years of industry experience, currently serving at Bridgewater Advisors Inc. since 2010. He is based in New York, NY. Bridgewater Advisors Inc. is a multi-advisor SEC-registered investment adviser managing approximately $2.14 billion for about 540 clients. The firm offers discretionary portfolio management and financial planning services to individuals, pension and profit-sharing plans, charitable organizations, and corporations, emphasizing thoughtful asset allocation across traditional and alternative asset classes.

Private / alternative investments Active portfolio management
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