Lee Larson is a financial advisor at Everstar Asset Management, LLC with 17 years of industry experience. He holds Series 63 and Series 65 licenses and has previously worked at Fundamental Global Investors, LLC and CWA Asset Management Group. Larson serves on the boards of several non-investment related companies, including 27 Software U.S. Inc. and True Health Solutions Inc., and is chairman of Beacon Health Benefits Inc. Everstar Asset Management provides discretionary and non-discretionary investment advisory and financial planning services to individuals, high-net-worth clients, families, trusts, foundations, and certain institutional accounts. The firm manages approximately $311 million in assets for about 1,077 clients and sponsors multiple private investment funds, employing a structured investment process that includes proprietary models and the use of derivatives and options.

Fu Yuet is a Series 65-licensed financial advisor with 10 years of industry experience. He has worked at Fundamental Global Investors, LLC and CWA Asset Management Group, and has been employed by Caterpillar Inc. since 2002. Everstar Asset Management, LLC provides investment advisory and management services to individuals, high-net-worth clients, families, and sponsors multiple private pooled funds. The firm follows an IPS-driven investment process focused on long-term capital appreciation through proprietary equity and fixed-income models, and implements strategies across public and private markets, including derivatives, private debt, and private equity.

Thomas James is a financial advisor at Everstar Asset Management, LLC with one year of industry experience. He holds a Series 65 designation and has a background that includes consulting roles and a long tenure at Sierra Wireless. Everstar Asset Management offers discretionary and non-discretionary investment advisory and financial planning services to individuals, high-net-worth clients, families, trusts, foundations, and certain institutional accounts. The firm manages approximately $311 million in assets for about 1,077 clients and sponsors multiple private funds, employing a five-step investment process that incorporates proprietary equity and fixed-income models.

Thomas Hamilton is a financial advisor at Everstar Asset Management, LLC with one year of industry experience. He holds the Series 65 designation and previously worked for American Equity Investment Life Insurance Company for 20 years. Everstar Asset Management provides investment advisory and management services to individuals, high-net-worth clients, and families, as well as sponsoring and managing multiple private pooled funds. The firm uses an IPS-driven investment approach focused on long-term capital appreciation through proprietary equity and fixed-income models and operates across public and private markets with various strategies including derivatives and private equity.

Daniel Antonelli is a CFA® charterholder with 19 years of industry experience. He is currently with Everstar Asset Management, LLC and has worked at J.P. Morgan Securities Inc. since 2003. Everstar Asset Management provides discretionary and non-discretionary investment advisory and financial planning services to individuals, high-net-worth clients, families, trusts, foundations, and certain institutional accounts. The firm manages approximately $311 million in regulatory assets for about 1,077 clients and sponsors multiple privately offered pooled investment vehicles, employing a multi-step investment process that includes proprietary equity and fixed-income models.

Ravi Mujumdar is a financial advisor at Everstar Asset Management, LLC with a Series 65 credential and over 18 years of professional experience, including a 17-year tenure at Duke Energy. He has also worked as an independent consultant prior to joining Everstar. Everstar Asset Management provides discretionary and non-discretionary investment advisory and financial planning services to individuals, high-net-worth clients, families, trusts, foundations, and certain institutional accounts. The firm manages approximately $311 million in regulatory AUM for about 1,077 clients and sponsors multiple private investment funds using a proprietary five-step investment process.