Nicholas Bzovi is a CFA® charterholder with 23 years of industry experience. He currently works at Ducere Wealth Management and has previously been employed at Morgan Stanley Smith Barney LLC and Great Point Capital, LLC. Ducere Wealth Management serves accredited investors, high-net-worth individuals, families, business owners, and corporations by providing discretionary investment management alongside tax optimization and estate planning services. The firm uses a long-term strategic asset allocation approach with tactical adjustments and emphasizes tax-efficient strategies and due diligence for alternative investments.

Jack Stemper is a CFP® professional with 20 years of industry experience, currently serving at Ducere Wealth Management since 2025. He previously worked for 19 years at First Foundation Advisors. Stemper is a minority owner in a biomedical private company, Ostentus. Ducere Wealth Management provides discretionary investment management with advanced tax optimization and estate planning services for high-net-worth individuals, families, and businesses. The firm emphasizes long-term strategic asset allocation with tactical adjustments, tax-efficient investment approaches, and access to alternative investments such as private credit and private equity.

Ulrich Keller Jr. is a financial advisor at Ducere Wealth Management with 35 years of industry experience. He holds the CFP® designation and a Series 65 license. Prior to joining Ducere in 2025, he spent 35 years at First Foundation Advisors. Since 2023, he has provided financial consulting services to Ostentus Therapeutics, a healthcare company in Newport Beach, dedicating a few hours weekly outside of trading hours. Ducere Wealth Management serves accredited investors, high-net-worth individuals, families, business owners, and corporations, offering discretionary investment management alongside tax optimization and estate planning. The firm emphasizes long-term strategic asset allocation with tactical adjustments and utilizes tax-efficient strategies, third-party manager programs, and alternative investments.

John Harrington is a Series 65 licensed financial advisor at Ducere Wealth Management with 12 years of industry experience. Prior to joining Ducere in 2026, he worked at Fairbanks Capital Management, Baker Tilly US and Baker Tilly Wealth Management, Squar Milner Financial Services, and Private Asset Management. Ducere Wealth Management provides discretionary investment management, tax optimization, and estate planning services to accredited investors, high-net-worth individuals, families, business owners, and corporations. The firm uses a long-term strategic asset allocation approach with tactical adjustments and focuses on tax-efficient strategies, alternative investments, and thorough due diligence of third-party managers.

Cody Columna is a financial advisor at Ducere Wealth Management with a Series 65 designation and two years of industry experience. Prior to joining Ducere, he worked for seven years at First Foundation Advisors and three years at US Bank. Ducere Wealth Management provides discretionary investment management, tax optimization, and estate planning services to accredited investors, high-net-worth individuals, families, business owners, and corporations. The firm utilizes a long-term strategic asset allocation approach with tactical adjustments and emphasizes tax-efficient strategies, access to alternative investments, and thorough due diligence on third-party managers.

Zane Keller is a CFP® and Series 65-licensed financial advisor with four years of industry experience. He currently works at Ducere Wealth Management and previously worked at First Foundation Advisors, The Lab Consulting, and IBM. Keller serves as an Advisory Board Member for Powder Financial, a fintech company developing AI tools for financial document analysis. Ducere Wealth Management provides discretionary investment management, advanced tax optimization, and estate planning services for accredited investors, high-net-worth individuals, families, business owners, and corporations. The firm employs a long-term strategic asset allocation approach with tactical adjustments and emphasizes tax-efficient instruments and thorough due diligence in alternative investments.