Jacob Swartz is a financial advisor at Main Street Research LLC with a Series 65 designation and four years of industry experience. Prior to joining Main Street Research in 2021, he worked at Bloomberg LP for two years and attended Chapman University from 2015 to 2019. Main Street Research LLC is a multi-advisor investment firm managing approximately $2.38 billion for around 920 clients. The firm offers wealth management and consulting services to individuals, families, foundations, and institutions, employing a combination of fundamental, quantitative, and technical analysis to construct portfolios primarily of individual securities, with selective use of ETFs and ESG factor scoring for interested clients.

Henrique Cataldi is a financial advisor at Main Street Research LLC with seven years of industry experience. He holds Series 65 and Series 63 licenses and has previously worked at firms including Charles Schwab, Edward Jones, and EQIS Capital Management. Main Street Research LLC provides wealth management services to individuals, families, foundations, and institutions, offering comprehensive financial planning and discretionary investment management through a team of 17 advisors. The firm employs a detailed investment policy process that incorporates fundamental, quantitative, and technical analysis, focusing on individual securities and offering ESG models and specialized sub-advisor strategies.

Natalie Mc Mahon is a CFP® professional with six years of industry experience, currently serving as an advisor at Main Street Research LLC since 2015. She is based in Lakeville, Connecticut, and has worked exclusively at Main Street Research during her career. Main Street Research LLC is a multi-advisor investment firm managing approximately $2.38 billion for about 920 clients. The firm offers wealth management, financial planning, and consulting services to individuals, families, foundations, and institutional clients, utilizing a combination of fundamental, quantitative, and technical analysis to construct portfolios that primarily use individual securities with selective ETF inclusion.

Elizabeth Baldassari is a Series 65-licensed advisor at Main Street Research LLC with six years of industry experience. She has been with Main Street Research since 1998. Main Street Research LLC is a multi-advisor investment firm managing approximately $2.38 billion for about 920 clients, offering wealth management and consulting services to individuals, families, foundations, and institutional clients. The firm uses a combination of fundamental, quantitative, and technical analysis to manage discretionary portfolios and incorporates ESG factors and risk-management tools where appropriate.

Lily Taft is a CFA® charterholder and holds a Series 65 license with six years of industry experience. She has been with Main Street Research LLC since 2019 and previously worked at Shelton Capital Management and held various roles connected to Tulane University. Main Street Research LLC is a multi-advisor firm managing approximately $2.38 billion for about 920 clients, offering wealth management and consulting services to individuals, families, foundations, and institutions. The firm employs a combination of fundamental, quantitative, and technical analysis to construct portfolios, incorporates ESG factor scoring for interested clients, and uses risk-management tools such as stop-loss orders and option overlays.

Emily Slama is a financial advisor at Main Street Research LLC with a Series 65 credential and two years of industry experience. Her prior work includes roles at JPMorgan Chase and Co., Deloitte and Touche, and Beltrano Law, LLC. Main Street Research LLC is a multi-advisor firm managing approximately $2.38 billion for about 920 clients, offering wealth management and consulting services to individuals, families, foundations, and institutional clients. The firm employs a combination of fundamental, quantitative, and technical analysis to manage discretionary portfolios, incorporates ESG factor scoring for interested clients, and utilizes risk-management tools such as stop-loss orders and option overlays.

Aaron Stern is a Series 65-licensed financial advisor with 11 years of industry experience, currently with Main Street Research LLC. He has been with the firm since 2005, working there continuously except for a brief gap between 2018 and 2019. Main Street Research LLC is a multi-advisor investment firm managing approximately $2.38 billion for around 920 clients. The firm serves individuals, families, foundations, and institutional clients with wealth management and consulting, employing a combination of fundamental, quantitative, and technical analysis to construct portfolios primarily of individual securities, supplemented by ETFs for diversification and specialized strategies.

Stephanie Andersen is a financial advisor at Main Street Research LLC with nine years of industry experience. She holds a Series 65 designation and has been with Main Street Research since 2015. Main Street Research LLC is a multi-advisor investment firm managing approximately $2.38 billion for about 920 clients. The firm offers wealth management and consulting services to individuals, families, foundations, and institutional clients, employing a blend of fundamental, quantitative, and technical analysis to construct portfolios that primarily use individual securities with selective ETF use.

James Demmert is a financial advisor at Main Street Research LLC with 11 years of industry experience. He holds the Series 63 and Series 65 designations and has been with Main Street Research since 1993. Main Street Research LLC is a multi-advisor investment firm managing approximately $2.38 billion for about 920 clients, offering wealth management and consulting services to individuals, families, foundations, and institutional clients. The firm employs a combination of fundamental, quantitative, and technical analysis to manage discretionary portfolios, incorporating ESG factors and risk-management tools, and is notable for offering performance-based fee arrangements alongside traditional fees.

Janelle Durbin is a financial advisor at Main Street Research LLC with a Series 65 designation and three years of industry experience. She previously worked at LPL Financial and Nicole E Stokes, among other firms. Main Street Research LLC is a multi-advisor investment adviser managing approximately $2.38 billion for around 920 clients. The firm offers wealth management and consulting services to individuals, families, foundations, and institutional clients, using a combination of fundamental, quantitative, and technical analysis to construct discretionary portfolios.

Peter Fiorita is a CFP® with 15 years of industry experience, currently serving as an advisor at Main Street Research LLC since 2021. His prior experience includes roles at UBS Financial Services, Fiorita Group LLC, and the City of Stamford. He holds a Connecticut Justice of the Peace designation. Main Street Research LLC provides wealth management services to individuals, families, foundations, and institutions, managing approximately $2.68 billion across a multi-advisor team. The firm emphasizes tailored investment advice through a structured policy process, focusing on individual securities with diversification strategies including ETFs and ESG models.

Jacob Margo is a financial advisor at Main Street Research LLC with 12 years of industry experience. He holds the Series 66 designation and has worked previously at Fisher Investments and JP Morgan Securities LLC. He has been with Main Street Research since 2021. Main Street Research LLC provides wealth management services to individuals, families, foundations, and institutions through a multi-advisor team. The firm delivers comprehensive financial planning and discretionary investment management with an emphasis on tailored portfolios that include individual securities and ETFs, serving both non-high-net-worth and high-net-worth clients.

Roman Le Febure is a financial advisor at Main Street Research LLC with five years of industry experience. He holds a Series 66 designation and previously worked at Ameriprise. Main Street Research LLC provides wealth management services to individuals, families, foundations, and institutions. The firm follows a multi-advisor team approach and emphasizes customized investment strategies based on fundamental, quantitative, and technical analysis.