Rebecca Jin is a financial advisor at Arete Wealth Advisors, LLC with nine years of industry experience. She holds Series 63 and Series 65 credentials and has previously worked at JPMorgan Chase Bank NA and Golub Capital. Arete Wealth Advisors provides investment advisory and financial planning services to a diverse client base, including individuals, pension plans, trusts, and charitable organizations. The firm primarily manages assets on a discretionary basis using a combination of advisor-driven and proprietary model allocations, and it integrates affiliated financial businesses and third-party managers as part of its offering.

Jacqueline Gibson is a financial advisor at Arete Wealth Advisors, LLC in New York, NY, holding a Series 66 designation with one year of industry experience. Prior to joining Arete Wealth Management, she worked at Golub Capital, Beacon Hill Staffing Group, and held roles in public health and medical organizations. Arete Wealth Advisors provides investment advisory and financial planning services to a diverse client base, including individuals, pension and profit-sharing plans, trusts, and charitable organizations. The firm uses a combination of advisor-driven and proprietary model allocations to manage assets on a discretionary basis and employs third-party sub-advisers while acting as an ERISA fiduciary when applicable.

Melissa Shaw Patino is a financial advisor at Arete Wealth Advisors, LLC in New York, NY, with three years of industry experience. She holds the Series 66 designation and previously worked at Neuberger Berman for five years before joining Arete Wealth Management and Golub Capital. Arete Wealth Advisors provides investment advisory and financial planning services to a diverse client base including individuals, pension and profit-sharing plans, trusts, estates, and charitable organizations. The firm primarily manages assets on a discretionary basis using both advisor-driven and proprietary model allocations, and it integrates affiliated financial businesses and product channels into its service offerings.

Brandon De Otaduy Nam is a financial advisor at Arete Wealth Advisors, LLC with five years of industry experience. He holds a Series 66 designation and has worked at BlackRock Investments LLC and Golub Capital LLC. Arete Wealth Advisors provides investment advisory and financial planning services to a diverse client base, including individuals, pension plans, trusts, and charitable organizations. The firm manages assets primarily on a discretionary basis using both advisor-driven and proprietary model allocations, and it integrates with affiliated financial businesses and product channels.

Graham Blackburn is a financial advisor at Arete Wealth Advisors, LLC with a Series 66 designation and one year of industry experience. Prior to joining Arete Wealth Advisors in 2025, he worked at Golub Capital and Liberty Mutual Insurance. He also attended the University of Michigan from 2016 to 2020. Arete Wealth Advisors provides investment advisory and financial planning services to individuals, pension and profit-sharing plans, trusts, estates, charitable organizations, and other business entities. The firm manages assets primarily on a discretionary basis using both advisor-driven allocation and proprietary model portfolios, and it incorporates affiliated financial businesses and product channels in its service offerings.

Victoria Pantaleo is a financial advisor at Arete Wealth Advisors, LLC with eight years of industry experience. She holds the Series 66 designation and has worked at Golub Capital since 2023, and previously at BlackRock from 2017 to 2023. Arete Wealth Advisors provides investment advisory and financial planning services to a diverse client base, including individuals, pension plans, trusts, and charitable organizations. The firm primarily manages assets on a discretionary basis using both advisor-driven and proprietary model allocations, and it employs third-party sub-advisers alongside a due-diligence process for recommended managers and private investments.