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Treva N

Series 66

New York, NY

Retirable

Treva Nostdahl is a Fiduciary Financial Advisor who focuses on helping clients plan for retirement with clarity and confidence. She specializes in retirement income planning and goals-based financial planning, working closely with individuals to build strategies that align with their long-term priorities. Before joining Retirable, Treva worked at Oppenheimer & Co. Inc., where she supported financial advisors and their clients with retirement planning, account management, and ongoing financial guidance. Her experience spans both client-facing work and behind-the-scenes planning, giving her a well-rounded perspective on the financial planning process. Treva holds a B.S. in Business Administration with an emphasis in Finance and a minor in Communication from Regis University in Denver. She is known for her clear, thoughtful approach and her ability to explain complex financial topics in a way that helps clients feel informed and supported as they plan for retirement.

Retirement income strategy Income planning Social Security optimization Retired Approaching retirement Baby Boomers (Born 1946-1964) Gen X (Born 1965-1980) Values-based investing Behavioral coaching / decision support

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Susan S

Series 63, Series 65

New York, NY

Manchester Capital Management LLC

Susan Sofronas is a financial advisor at Manchester Capital Management LLC with three years of industry experience. She holds Series 63 and Series 65 licenses and has been affiliated with Geller Advisors LLC since 2010. Outside of her advisory role, she serves on the Board of Directors for Element Solutions Inc., a specialty chemicals company, where she contributes to strategic oversight. Manchester Capital Management provides advisory services to individuals, families, family offices, pension plans, trusts, and charitable organizations. The firm offers discretionary portfolio management and family office services, employing a strategic asset allocation process and managing private equity and venture capital pooled investment vehicles.

Private / alternative investments Real estate investing Concentrated stock management Charitable giving & philanthropy Business Financial Management Founder/Business Owner Executive
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Frederick H

Series 65

New York, NY

Manchester Capital Management LLC

Frederick Hinkley is a financial advisor at Manchester Capital Management LLC with six years of industry experience. He holds a Series 65 designation and has worked at Manchester Capital since 2017, following prior roles at Alta Core Consulting LLC and Netplus Capital LLC. Manchester Capital Management provides advisory services to individuals, high-net-worth families, family office entities, pension and profit-sharing plans, trusts, estates, and charitable organizations. The firm’s investment approach centers on written Investment Policy Statements and strategic asset allocation, offering discretionary portfolio management, family office services, private real estate acquisition, and management, as well as managing private limited partnerships across various investment sectors.

Private / alternative investments Real estate investing Concentrated stock management Charitable giving & philanthropy Business Financial Management Founder/Business Owner Executive
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Miroslava M

Series 65

New York, NY

Manchester Capital Management LLC

Miroslava Martinez is a financial advisor at Manchester Capital Management LLC with one year of industry experience. She holds a Series 65 designation and has prior work experience at Merrill and Bank of America. Manchester Capital Management provides advisory services to individuals, families, family offices, pension and profit-sharing plans, trusts, estates, charitable organizations, and related entities. The firm offers discretionary portfolio management, family office services, private real estate acquisition and asset management, and manages multiple private limited partnerships, including private equity and venture capital funds.

Private / alternative investments Real estate investing Concentrated stock management Charitable giving & philanthropy Business Financial Management Founder/Business Owner Executive
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