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Chong N

Series 63, Series 65

Henderson, NV

&PARTNERS

Chong Nam is a financial advisor with \u0026Partners, holding Series 63 and Series 65 designations and bringing 31 years of industry experience. His career includes roles at Wells Fargo Advisors and Wiley Bros. Aintree Capital, LLC. Outside of his advisory work, he serves as Treasurer on the Board of Directors for Pinecrest Academy of Nevada and as Treasurer for the Anthem Country Club Community Association, where he oversees financial governance and budgeting. \u0026Partners serves a diverse client base that includes individuals, retirement plans, charities, foundations, universities, trusts, private businesses, and corporations. The firm offers investment management, financial and tax planning, and consulting services through both discretionary and non-discretionary approaches, utilizing a range of analytical methods and third-party managers.

Wealth management Equity compensation tax strategy Retirement income strategy Business exit / sale strategy Founder/Business Owner Executive Retired
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Conner R

Series 66

Henderson, NV

&PARTNERS

Conner Rood is a financial advisor at &PARTNERS with three years of industry experience. He holds a Series 66 designation and previously worked at JPMorgan Chase Bank and J.P. Morgan Securities. He attended Hamilton College prior to entering the financial industry. &PARTNERS serves a diverse client base including high-net-worth individuals, retirement plans, and charitable organizations. The firm offers investment management and financial planning services, utilizing a combination of proprietary and third-party strategies with discretionary and non-discretionary account management.

Wealth management Equity compensation tax strategy Retirement income strategy Business exit / sale strategy Founder/Business Owner Executive Retired
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Matthew I

Series 66

Henderson, NV

&PARTNERS

Matthew Imhof is a financial advisor at &Partners with eight years of industry experience. He holds a Series 66 designation and has worked at Wiley Bros.-Aintree Capital, Wells Fargo Advisors, and Argent Management. &Partners serves a diverse client base that includes high-net-worth individuals, institutions, retirement plans, and charitable organizations, offering investment management, financial and tax planning, and municipal advisory services. The firm combines fundamental, technical, and quantitative analysis with proprietary and third-party strategies to manage accounts on both discretionary and non-discretionary bases.

Wealth management Equity compensation tax strategy Retirement income strategy Business exit / sale strategy Founder/Business Owner Executive Retired
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