Andrew Niemoeller is a CFP® with two years of industry experience, currently serving as a financial advisor at Collaborative Capital Advisors LLC in New York. Prior to joining Collaborative Capital Advisors, he worked at Savant Wealth Management for two years and has an academic background from the University of Wisconsin–Madison. Collaborative Capital Advisors provides portfolio management and financial planning primarily to high-net-worth individuals, family offices, trusts, and estates, typically serving clients with net worths of $25 million or more. The firm employs a tailored investment approach that combines fundamental, quantitative, and modern portfolio theory analyses across a broad investable universe, including public equities, fixed income, alternative assets, and derivatives.

Jonathan Bergman is a CFP® professional at Collaborative Capital Advisors LLC with over a decade of experience in financial advisory roles. Prior to joining Collaborative Capital Advisors in 2025, he spent 13 years at TAG Associates. Collaborative Capital Advisors provides portfolio management and financial planning primarily to high-net-worth individuals, family offices, trusts, and estates, typically serving clients with net worths of $25 million or more. The firm uses a combination of fundamental, quantitative, and modern portfolio theory analysis to develop tailored investment programs across a broad investable universe, including public equities, fixed income, alternative investments, and cryptocurrencies.