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Kineo Capital LLC

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Sam T

CFP®, Series 63, Series 65, AIF®

Castle Rock, CO

Fidelis Wealth Advisors

Sam began his wealth management career in 2000. He was previously a partner in a registered investment advisory firm in Denver, acting as its Director of Financial Planning, Chief Financial Officer, and OSJ. Sam completed his CERTIFIED FINANCIAL PLANNER™ designation from the CFP® Board of Standards in early 2006. He holds insurance licenses in the State of Colorado for life, accident, property, casualty, and health. He’s also a member of the Financial Planning Association (FPA) and very active in his local chapter. Sam’s been featured on the local Channel 9 news affiliate segment, Moneyline 9 and currently serves his community providing pro bono financial advice to families in distress. He has a unique ability to relate to his clients, help them feel comfortable with difficult topics, and offer advice to meet their individual and family needs. His exceptional talent to see the big picture helps direct specific pieces of the planning puzzle to meet the overall needs of each client. PERSONAL Sam graduated from the University of Phoenix with a major in Finance. He enjoys spending time with his seven children. They participate in many sports activities, and Sam coaches several of his kids’ basketball teams. Sam resides in Castle Rock, Colorado.

Wealth management Business ownership considerations Business exit / sale strategy Retirement plans for business owners (SEP, solo 401k) Charitable giving tax strategies Dentist Attorney Retired Founder/Business Owner Executive Established Professionals Approaching retirement Retired Mid-Career Professionals Divorced

3 advisors near New York, NY

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Jona S

Series 63, Series 65

New York, NY

Kineo Capital LLC

Jona Saraci is a financial advisor at Kineo Capital LLC in New York, NY, holding Series 63 and Series 65 licenses. He has prior experience at Morgan Stanley, Aksia, and PwC, among other firms. Kineo Capital primarily serves high-net-worth individuals, family offices, pooled investment vehicles, and small institutions, managing approximately $258 million in discretionary assets. The firm focuses on single-stock long/short momentum strategies and derivative-based risk solutions, providing discretionary portfolio management, subadvisory services, and cryptocurrency portfolio management to qualified clients.

Concentrated stock management Options & derivatives strategies Tax-loss harvesting Private / alternative investments Executive Founder/Business Owner
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James S

Series 63, Series 65

New York, NY

Kineo Capital LLC

James Strugger is a financial advisor at Kineo Capital LLC with 24 years of industry experience. He holds Series 63 and Series 65 licenses and previously worked at Predata Inc. and MKM Partners LLC. Kineo Capital primarily serves high-net-worth individuals, family offices, pooled investment vehicles, and small institutions, overseeing approximately $258 million in discretionary assets. The firm focuses on single-stock long/short momentum strategies and derivative-based risk solutions, managing accounts on a discretionary basis with regular monitoring and monthly reporting.

Concentrated stock management Options & derivatives strategies Tax-loss harvesting Private / alternative investments Executive Founder/Business Owner
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Thomas M

Series 63, Series 65

New York, NY

Kineo Capital LLC

Thomas Menacho is a financial advisor at Kineo Capital LLC with 14 years of industry experience. He holds Series 63 and Series 65 licenses and has previously worked at HSBC Securities (USA) Inc. and Merrill Lynch, Pierce, Fenner & Smith Incorporated. Kineo Capital primarily serves high-net-worth individuals, family offices, pooled investment vehicles, and small institutions, managing approximately $258 million in discretionary assets. The firm employs single-stock long/short momentum strategies and derivative-based risk solutions, offering discretionary portfolio management, subadvisory services, and cryptocurrency portfolio management to qualified clients.

Concentrated stock management Options & derivatives strategies Tax-loss harvesting Private / alternative investments Executive Founder/Business Owner
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