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PretiumCapital Management, Inc.

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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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Middat Y

Series 63, Series 65, Series 66

Queens, NY

PretiumCapital Management, Inc.

Middat Yildiz is a financial advisor at Pretium Capital Management, Inc. with two years of industry experience. He holds Series 63, 65, and 66 licenses and has worked at Apple Inc. as a sales specialist and with New York City Government in an analyst role. Pretium Capital Management provides discretionary portfolio management services primarily focused on U.S. equities with limited exposure to European ADRs. The firm manages a small number of client accounts and employs a hybrid investment approach combining fundamental valuation, technical analysis, and sector-rotation themes, while emphasizing risk management through strict position sizing and loss limits.

Active portfolio management Concentrated stock management
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