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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

22 advisors near New York, NY

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Jacob R

Series 63, Series 65

New York, NY

Cantor Fitzgerald Investment Advisors

Jacob Reinhart is a financial advisor at Cantor Fitzgerald Investment Advisors with five years of industry experience. He holds Series 63 and Series 65 licenses and has worked at Cantor Fitzgerald & Co. since 2021, with prior experience at SC Distributors, Honda, and the University of Arizona. Cantor Fitzgerald Investment Advisors serves individual and institutional clients through separately managed accounts, model ETF portfolios, sub-advisory relationships, and pooled vehicles. The firm’s investment approach combines strategic, tactical, and opportunistic asset allocation, focusing on index-based ETFs and value-oriented strategies, while also sponsoring private funds and advising registered investment companies.

Active portfolio management Passive / index investing Options & derivatives strategies Real estate investing ESG / Sustainable investing
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Timothy C

Series 63, Series 65, Series 66

New York, NY

Cantor Fitzgerald Investment Advisors

Timothy Collier is a financial advisor at Cantor Fitzgerald Investment Advisors with 14 years of industry experience. He holds the Series 63, 65, and 66 designations and has worked previously at Griffin Capital Securities, LLC and Merrill Lynch, Pierce, Fenner & Smith Incorporated. Cantor Fitzgerald Investment Advisors serves individual and institutional clients through managed accounts, model ETF portfolios, sub-advisory relationships, and pooled vehicles. The firm’s investment approach integrates strategic, tactical, and opportunistic asset allocation driven by macroeconomic research, with a focus on index-based ETFs and value-oriented income strategies.

Active portfolio management Passive / index investing Options & derivatives strategies Real estate investing ESG / Sustainable investing
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Ethan K

Series 63, Series 65

New York, NY

Cantor Fitzgerald Investment Advisors

Ethan Kaufman is a financial advisor at Cantor Fitzgerald Investment Advisors with one year of industry experience. He holds Series 63 and Series 65 licenses and has previously worked at NewEdge Advisors, Periscope Wealth Management, UBS, and other firms. Cantor Fitzgerald Investment Advisors serves both individual and institutional clients through a variety of investment vehicles including separately managed accounts, model ETF portfolios, and private funds. The firm’s investment approach combines strategic, tactical, and opportunistic asset allocation with a focus on index-based ETFs and value-oriented strategies, managing accounts primarily on a discretionary basis with regular portfolio reviews.

Active portfolio management Passive / index investing Options & derivatives strategies Real estate investing ESG / Sustainable investing
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John B

CFA®, Series 63, Series 65

New York, NY

Cantor Fitzgerald Investment Advisors

John Bruce is a CFA® charterholder with 38 years of industry experience. He has worked at Cantor Fitzgerald Investment Advisors since 2021 and previously spent 36 years at Flippin, Bruce & Porter, Inc. Cantor Fitzgerald Investment Advisors serves both individual and institutional clients with a range of investment vehicles including separately managed accounts, model ETF portfolios, and private funds. The firm’s investment approach integrates strategic, tactical, and opportunistic asset allocation, emphasizing index-based ETFs and value-oriented strategies, while managing portfolios typically on a discretionary basis.

Active portfolio management Passive / index investing Options & derivatives strategies Real estate investing ESG / Sustainable investing
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Gregory F

Series 66

New York, NY

Cantor Fitzgerald Investment Advisors

Gregory Ferguson is a financial advisor at Cantor Fitzgerald Investment Advisors with over 20 years of experience in the industry. He holds a Series 66 designation and has previously worked at Morgan Stanley, Marathon (a subsidiary of Stadion Money Management), ALPS Distributors Inc., and InvestX Capital Ltd. His career includes a brief period of unemployment between 2024 and 2026. Cantor Fitzgerald Investment Advisors offers discretionary and non-discretionary investment management to individual and institutional clients through various vehicles, including separately managed accounts, mutual and interval funds, and private pooled funds. The firm employs a combined strategic, tactical, and opportunistic asset allocation approach primarily using index-based ETFs, and manages a broad fund complex that includes registered funds, private funds, and model portfolios for third-party advisors.

Active portfolio management Passive / index investing Options & derivatives strategies Real estate investing ESG / Sustainable investing
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Jason H

Series 63, Series 65

New York, NY

Cantor Fitzgerald Investment Advisors

Jason Hayes is a financial advisor with Cantor Fitzgerald Investment Advisors, holding Series 63 and Series 65 licenses and bringing 28 years of industry experience. He has been with Cantor Fitzgerald and its affiliated entities since 2016. Cantor Fitzgerald Investment Advisors serves individual and institutional clients through a variety of managed account structures, mutual funds, and private funds. The firm employs a disciplined investment process combining strategic, tactical, and opportunistic asset allocation, with a focus on index-based ETFs and value-oriented strategies.

Active portfolio management Passive / index investing Options & derivatives strategies Real estate investing ESG / Sustainable investing
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John B

Series 63, Series 65

New York, NY

Cantor Fitzgerald Investment Advisors

John Bacigalupi is a financial advisor at Cantor Fitzgerald Investment Advisors with 18 years of industry experience. He holds Series 63 and Series 65 licenses and has been with Cantor Fitzgerald & Co. since 2016. He serves as president of the San Francisco chapter of the Financial Planning Association. Cantor Fitzgerald Investment Advisors serves individual and institutional clients through various managed accounts, model ETF portfolios, turnkey arrangements, and pooled vehicles. The firm applies a mix of strategic, tactical, and opportunistic asset allocation based on macroeconomic research, with an emphasis on index-based ETFs and value-focused strategies.

Active portfolio management Passive / index investing Options & derivatives strategies Real estate investing ESG / Sustainable investing
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Cody R

Series 63, Series 65

New York, NY

Cantor Fitzgerald Investment Advisors

Cody Rominger is a financial advisor at Cantor Fitzgerald Investment Advisors with 10 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at Cantor Fitzgerald since 2017, following two years at Efficient Market Advisors, LLC. Cantor Fitzgerald Investment Advisors serves individual and institutional clients through a variety of investment vehicles, including separately managed accounts and model ETF portfolios. The firm’s investment approach integrates strategic, tactical, and opportunistic asset allocation with a focus on index-based ETFs and value-oriented strategies, managing accounts primarily on a discretionary basis with quarterly portfolio reviews.

Active portfolio management Passive / index investing Options & derivatives strategies Real estate investing ESG / Sustainable investing
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Tiffany O

Series 63, Series 65

New York, NY

Cantor Fitzgerald Investment Advisors

Tiffany Orcutt is a financial advisor at Cantor Fitzgerald Investment Advisors with 10 years of industry experience. She holds Series 63 and Series 65 licenses and previously worked at Smith Asset Management Group for a decade before joining Cantor Fitzgerald in 2023. Cantor Fitzgerald Investment Advisors serves individual and institutional clients through a variety of managed accounts, model ETF portfolios, sub-advisory relationships, and pooled vehicles. The firm uses a strategic, tactical, and opportunistic asset allocation approach driven by macroeconomic research, emphasizing index-based ETFs and value-oriented strategies.

Active portfolio management Passive / index investing Options & derivatives strategies Real estate investing ESG / Sustainable investing
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Christopher Y

Series 63, Series 65

New York, NY

Cantor Fitzgerald Investment Advisors

Christopher Yost is a financial advisor with Cantor Fitzgerald Investment Advisors, holding Series 63 and Series 65 licenses and bringing 25 years of industry experience. He has worked at Cantor Fitzgerald & Co. since 2016. Cantor Fitzgerald Investment Advisors serves individual and institutional clients through a variety of managed account structures, mutual funds, and private funds. The firm employs a mix of strategic and tactical asset allocation with a focus on index-based ETFs and value-oriented strategies, including covered-call option writing and fixed-income approaches.

Active portfolio management Passive / index investing Options & derivatives strategies Real estate investing ESG / Sustainable investing
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Steven P

Series 63, Series 65

New York, NY

Cantor Fitzgerald Investment Advisors

Steven Pointer is a financial advisor with Cantor Fitzgerald Investment Advisors, holding Series 63 and Series 65 licenses and bringing 11 years of industry experience. He previously worked at LPL Financial and has been with Cantor Fitzgerald and its investment advisory affiliate since 2017. Outside of advising, he is involved in managing rental properties as a co-owner and landlord. Cantor Fitzgerald Investment Advisors serves individual and institutional clients through a variety of managed accounts, model ETF portfolios, and pooled investment vehicles. The firm’s investment approach integrates strategic and tactical asset allocation based on macroeconomic research and emphasizes index-based ETFs, while also offering value and income strategies that include large-cap value analysis and covered-call option writing.

Active portfolio management Passive / index investing Options & derivatives strategies Real estate investing ESG / Sustainable investing
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Walter K

CFP®, Series 63

New York, NY

Cantor Fitzgerald Investment Advisors

Walter Karle is a CFP® with 14 years of industry experience, currently serving as an advisor at Smith Group Asset Management, LLC. His prior roles include positions at Cantor Fitzgerald Investment Advisors, Cantor Fitzgerald & Co, and O'Connor Alternative Investments, LLC. Smith Group Asset Management, LLC provides equity-focused portfolio management and advisory services to individual and institutional clients. The firm employs a model-based approach combining quantitative screening and proprietary fundamental analysis, managing multiple equity and fixed income strategies while serving as a sub-adviser on Cantor Fitzgerald mutual fund strategies and acting as a general partner to a private fund.

Active portfolio management Passive / index investing Options & derivatives strategies Real estate investing ESG / Sustainable investing
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Joshua A

Series 63, Series 65

New York, NY

Cantor Fitzgerald Investment Advisors

Joshua Abercrombie is a financial advisor at Cantor Fitzgerald Investment Advisors with 19 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at firms including Brighthouse Financial and Griffin Capital Securities. Outside of his advisory role, he is the founder and sole proprietor of Denovo Ventures LLC, a business focused on acquiring, renovating, and selling residential properties in the Phoenix area. Cantor Fitzgerald Investment Advisors serves both individual and institutional clients with a variety of investment solutions including separately managed accounts, model ETF portfolios, and private funds. The firm’s investment approach integrates strategic, tactical, and opportunistic asset allocation, emphasizing index-based ETFs and value-oriented strategies.

Active portfolio management Passive / index investing Options & derivatives strategies Real estate investing ESG / Sustainable investing
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Peter L

Series 63, Series 65

New York, NY

Cantor Fitzgerald Investment Advisors

Peter Levin is a financial advisor at Cantor Fitzgerald Investment Advisors with 33 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at Ivy Distributors, Inc. and Waddell & Reed, Inc. before joining Cantor Fitzgerald in 2021. Cantor Fitzgerald Investment Advisors serves individual and institutional clients through a range of investment vehicles including separately managed accounts, model ETF portfolios, and private funds. The firm employs a mix of strategic, tactical, and opportunistic asset allocation driven by macroeconomic research and offers both ETF-centric and individualized equity strategies.

Active portfolio management Passive / index investing Options & derivatives strategies Real estate investing ESG / Sustainable investing
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Taylor H

Series 65, Series 66

New York, NY

Cantor Fitzgerald Investment Advisors

Taylor Hogarth is a financial advisor at Cantor Fitzgerald Investment Advisors with 10 years of industry experience. He holds Series 65 and Series 66 licenses and has previously worked at firms including Lord Abbett, Foreside Fund Services, and Central Park Group. Outside of his advisory roles, he was involved with Ridgewood Country Club for four years. Cantor Fitzgerald Investment Advisors serves individual and institutional clients through a variety of managed accounts, ETFs, and pooled vehicles, combining strategic, tactical, and opportunistic asset allocation with a focus on index-based ETFs and value-oriented strategies. The firm also sponsors private funds and manages portfolios for other advisers’ platforms.

Active portfolio management Passive / index investing Options & derivatives strategies Real estate investing ESG / Sustainable investing
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Todd F

Series 63, Series 65

New York, NY

Cantor Fitzgerald Investment Advisors

Todd Forgione is a financial advisor with Cantor Fitzgerald Investment Advisors, holding Series 63 and Series 65 licenses and bringing 18 years of industry experience. His prior roles include positions at Morgan Stanley, RBC Capital Markets, and the U.S. Department of Education. He serves on the boards of the Ronald McDonald House NYC and the Brian Forgione Foundation, contributing to fundraising and strategic planning efforts. Cantor Fitzgerald Investment Advisors serves individual and institutional clients through a variety of managed accounts and funds, employing a disciplined investment process that integrates macroeconomic research with index-based ETFs and specialized strategies such as large-cap value and fixed income. The firm also sponsors private pooled vehicles and maintains affiliations that support its diverse product offerings.

Active portfolio management Passive / index investing Options & derivatives strategies Real estate investing ESG / Sustainable investing
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Glenn A

CFA®, Series 63, Series 66

New York, NY

Cantor Fitzgerald Investment Advisors

Glenn Ambach is a CFA® charterholder with 17 years of industry experience. He has been with Cantor Fitzgerald Investment Advisors since 2017 and also works with Efficient Market Advisors, LLC. Based in New York, NY, he holds Series 63 and Series 66 licenses. Cantor Fitzgerald Investment Advisors serves individual and institutional clients through various account types, including separately managed accounts and model ETF portfolios. The firm employs a strategic, tactical, and opportunistic asset allocation approach, emphasizing index-based ETFs and offering both discretionary and individualized equity strategies.

Active portfolio management Passive / index investing Options & derivatives strategies Real estate investing ESG / Sustainable investing
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Andrew S

Series 66

New York, NY

Cantor Fitzgerald Investment Advisors

Andrew Shields is a financial advisor with Cantor Fitzgerald Investment Advisors, holding a Series 66 credential and 11 years of industry experience. His prior roles include positions at UBS Financial Services, Wells Fargo Clearing, and Scottrade. Cantor Fitzgerald Investment Advisors serves individual and institutional clients through a range of managed accounts, model ETF portfolios, and private funds. The firm employs a strategic and tactical asset allocation approach guided by macroeconomic research, focusing on index-based ETFs and value-oriented strategies.

Active portfolio management Passive / index investing Options & derivatives strategies Real estate investing ESG / Sustainable investing
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Jesse M

CFP®, Series 66

New York, NY

Cantor Fitzgerald Investment Advisors

Jesse Moreno is a CFP® and holds a Series 66 license with 17 years of industry experience. He has worked at Cantor Fitzgerald & Co since 2021 and has concurrent experience with MBSC Securities Corporation and LPL Financial dating back to 2011. Cantor Fitzgerald Investment Advisors serves both individual and institutional clients with a range of investment solutions including separately managed accounts, model ETF portfolios, and private funds. The firm’s approach combines strategic, tactical, and opportunistic asset allocation, emphasizing index-based ETFs and value-oriented strategies within a discretionary management framework.

Active portfolio management Passive / index investing Options & derivatives strategies Real estate investing ESG / Sustainable investing
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Robert B

Series 63, Series 65

New York, NY

Cantor Fitzgerald Investment Advisors

Robert Burke is a financial advisor with Cantor Fitzgerald Investment Advisors, holding Series 63 and Series 65 licenses and 18 years of industry experience. He has worked at Cantor Fitzgerald & Co. since 2019, with prior roles at Inland Securities Corporation, Avian Capital Markets, Cabot Lodge Securities, and Wellness Fund. Cantor Fitzgerald Investment Advisors serves individual and institutional clients through various managed account solutions, model ETF portfolios, and private funds. The firm employs a top-down macroeconomic research approach with a preference for index-based ETFs and offers specialized strategies including large-cap value analysis, covered-call option writing, and defined fixed-income management.

Active portfolio management Passive / index investing Options & derivatives strategies Real estate investing ESG / Sustainable investing
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Thomas S

Series 63, Series 65

New York, NY

Cantor Fitzgerald Investment Advisors

Thomas Salotti is a financial advisor with Cantor Fitzgerald Investment Advisors, holding Series 63 and Series 65 licenses and bringing 27 years of industry experience. He has worked at Cantor Fitzgerald & Co since 2021 and previously spent over 15 years with ClearBridge Investments LLC and more than two decades with Legg Mason entities. Cantor Fitzgerald Investment Advisors serves individual and institutional clients through various managed account structures and acts as adviser to multiple registered investment companies. The firm combines strategic and tactical asset allocation with a focus on index-based ETFs and offers value and income strategies using large-cap value analysis and covered-call option writing.

Active portfolio management Passive / index investing Options & derivatives strategies Real estate investing ESG / Sustainable investing
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Jeffrey K

Series 63, Series 65

New York, NY

Cantor Fitzgerald Investment Advisors

Jeffrey Kinney is a financial advisor at Cantor Fitzgerald Investment Advisors with 27 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at various firms including Cantor Fitzgerald & Co. and Realto Securities, LLC. His career includes roles at multiple Cantor Fitzgerald entities and other financial services companies. Cantor Fitzgerald Investment Advisors serves individual and institutional clients through a range of managed accounts, model ETF portfolios, and private funds. The firm’s investment approach integrates strategic and tactical asset allocation with a focus on index-based ETFs and value-oriented income strategies.

Active portfolio management Passive / index investing Options & derivatives strategies Real estate investing ESG / Sustainable investing
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