Peter Mcgratty is a CFA® charterholder with over a decade of experience in the financial industry. He has worked at Pinnacle Advisor Solutions, Congress Wealth Advisor Solutions, and Precursor Asset Management before joining Verdence Capital Advisors, LLC. Verdence Capital Advisors serves individual and institutional clients, including high-net-worth individuals, business entities, pension and profit-sharing plans, trusts, and charitable organizations. The firm employs a blend of fundamental, technical, and cyclical analysis in its investment decisions and offers specialized services such as family office support and tailored advice for professional athletes and entertainers.

Leo Kelly is a financial advisor with Verdence Capital Advisors, LLC, holding a Series 66 designation and 28 years of industry experience. He has worked at Verdence since 2017 and concurrently at Independent Access Partners since 2019. Outside of his advisory role, he serves as a board member and shareholder of Devils River Holdings LLC, a holding company for a whiskey distillery. Verdence Capital Advisors serves individual and institutional clients, including high-net-worth individuals, business entities, pension and profit-sharing plans, trusts, and charitable organizations. The firm offers discretionary portfolio management, financial planning, and consulting through specialized teams and employs a mix of fundamental, technical, and cyclical analysis to guide investment decisions.

Brian Grumbach is a CFP® professional with 28 years of industry experience. He has been with Verdence Capital Advisors, LLC since 2017 and previously worked at Hightower Securities, LLC and Hightower Advisors, LLC from 2012 to 2017. He is also a partner in Hunt Valley Partners, an investment partnership for personal investment purposes. Verdence Capital Advisors serves individual and institutional clients, including high-net-worth individuals, business entities, and charitable organizations, providing discretionary portfolio management, financial planning, and consulting. The firm employs a blend of fundamental, technical, and cyclical analysis and offers specialized teams for family office services, sports and entertainment clients, and sub-advisory consulting.

Ayaz Hasan is a CFP® and holds a Series 66 designation, with 17 years of experience in the financial services industry. He is currently with Verdence Capital Advisors, LLC and previously worked at Morgan Stanley Private Bank, N.A. and Morgan Stanley Smith Barney LLC. Verdence Capital Advisors serves individual and institutional clients, including high-net-worth individuals, pension plans, trusts, and charitable organizations, offering discretionary portfolio management, financial planning, and consulting through specialized teams such as family office services and a Sports & Entertainment practice. The firm employs a mix of fundamental, technical, and cyclical analysis for investment decisions, utilizing a range of strategies and investment vehicles tailored to client objectives.

Carol Hopkins is a financial advisor at Verdence Capital Advisors, LLC with two years of industry experience. She holds a Series 65 designation and previously worked at PNC Bank NA for 21 years before retiring in 2020. Verdence Capital Advisors serves individual clients, businesses, pension and profit-sharing plans, trusts, estates, and independent advisers, offering discretionary portfolio management and financial planning through specialized teams. The firm’s investment process uses fundamental, technical, and cyclical analysis across various investment vehicles and provides OCIO sub-advisory and consulting services to other registered advisers.

Justin Allen is a CFP® certified financial advisor at Verdence Capital Advisors, LLC with five years of industry experience. He previously worked at MML Investors Services, LLC and MassMutual Life Insurance Co for seven years, as well as at LPL Financial LLC. Verdence Capital Advisors serves individual clients across wealth levels, businesses, pension and profit-sharing plans, trusts, estates, and independent advisers. The firm offers discretionary portfolio management, financial planning, and specialized services including family office, sports and entertainment advisory, and OCIO/sub-advisory solutions, using a multi-disciplinary investment approach that incorporates fundamental, technical, and cyclical analysis.

Abraham Miller is a financial advisor at Verdence Capital Advisors, LLC with one year of industry experience. He holds a Series 66 designation and previously worked at Heritage Financial Consultants and the American Academy of Pediatric Dentistry. Verdence Capital Advisors serves a diverse client base including individuals, businesses, pension and profit-sharing plans, and trusts. The firm provides discretionary portfolio management and financial planning, utilizing fundamental, technical, and cyclical analysis across a range of investment vehicles while also offering specialized advisory services such as family office support and sports and entertainment advisory.

Martin Eader II is a financial advisor at Verdence Capital Advisors, LLC with a Series 65 credential and one year of industry experience. His prior work history includes roles at StepStone Group, RBC Wealth Management, Campbell and Company, Montgomery County Public Schools, Signet Jewelers, and Gap. Verdence Capital Advisors serves individual clients, businesses, pension and profit-sharing plans, trusts and estates, and independent advisers. The firm offers discretionary portfolio management and financial planning through specialized teams that provide family office services, sports and entertainment advisory, OCIO and sub-advisory solutions, as well as consulting engagements.

Dwight Davenport is a financial advisor at Verdence Capital Advisors, LLC with 25 years of industry experience. He holds Series 63 and Series 65 designations and previously worked at Greenport Capital Advisors, LLC for nine years. Verdence Capital Advisors serves individual and institutional clients, including high-net-worth individuals, business entities, pension and profit-sharing plans, trusts, and charitable organizations. The firm employs a blend of fundamental, technical, and cyclical analysis to manage portfolios through various investment vehicles and offers specialized teams for family office services, sports and entertainment clients, and sub-advisory consulting.

Bryan Dalesandro is a financial advisor at Verdence Capital Advisors, LLC with 15 years of industry experience. He holds the CFP® and ChFC® designations and serves as an adjunct professor at The American College of Financial Services. His prior work includes roles at RiversEdge Advisors, LLC and Concentus Wealth Advisors. Verdence Capital Advisors serves individual clients ranging from non-high-net-worth to high-net-worth, as well as businesses, pension plans, trusts, and independent advisers. The firm employs a multifaceted investment process and offers specialized services including family office support, sports and entertainment advisory, and OCIO sub-advisory solutions.

Kevin Cuff is a financial advisor at Verdence Capital Advisors, LLC with 24 years of industry experience. He holds Series 63 and Series 65 credentials and has previously worked at HighTower Advisors and Independent Access Partners, LLC. Outside of his advisory role, he coaches at Gorillaz Fitness in Forest Hill, MD. Verdence Capital Advisors serves individual and institutional clients, including high-net-worth individuals, pension plans, and charitable organizations, offering discretionary portfolio management, financial planning, and consulting. The firm employs a blend of fundamental, technical, and cyclical analysis to implement long- and short-term investment strategies across a variety of asset types.

Kerry Ahern is a financial advisor with Verdence Capital Advisors, LLC, holding Series 63 and Series 66 designations and 21 years of industry experience. His prior roles include positions at Morgan Stanley Smith Barney LLC, Fidelity Investments, and Janney Montgomery Scott LLC. Verdence Capital Advisors serves a diverse client base including high-net-worth individuals, business entities, pension and profit-sharing plans, trusts, and charitable organizations. The firm employs a blend of fundamental, technical, and cyclical analysis to manage portfolios through various investment vehicles and offers specialized services such as family office support and tailored advice for professional athletes and entertainers.

Robert Schmitt is a financial advisor at Verdence Capital Advisors, LLC with 27 years of industry experience. He holds Series 63 and Series 65 licenses and has worked previously at Triad Advisors, Inc. and SC&H Financial Advisors, Inc. Schmitt has been with Verdence since 2021. Verdence Capital Advisors serves individual and institutional clients, including high-net-worth individuals, pension plans, and charitable organizations, providing portfolio management, financial planning, and consulting through specialized teams such as family office services and a Sports & Entertainment practice. The firm employs a combination of fundamental, technical, and cyclical analysis to guide investment decisions across various asset types.

Meg Sheil Puopolo is a financial advisor at Verdence Capital Advisors, LLC with 24 years of industry experience. She holds Series 63 and Series 66 licenses and has worked at firms including Fidelity Investments and Purshe Kaplan Sterling Investments. She is a partner in Hunt Valley Partners, an investment partnership for personal investment purposes. Verdence Capital Advisors serves individual and institutional clients with discretionary portfolio management, financial planning, and consulting, employing a combination of fundamental, technical, and cyclical analysis across various investment vehicles. The firm offers specialized teams for family office services, sports and entertainment clients, and sub-advisory consulting for other registered advisers.

Brian Sabo is a CFP® with 30 years of industry experience, currently serving as a financial advisor at Verdence Capital Advisors, LLC. His prior roles include positions at Purshe Kaplan Sterling Investments, Inc. and Hightower Advisors, LLC. He is also a partner in an investment partnership, Hunt Valley Partners, for personal investment purposes. Verdence Capital Advisors serves individual and institutional clients, including high-net-worth individuals, business entities, pension plans, trusts, and charitable organizations, offering portfolio management, financial planning, and consulting. The firm employs a blend of fundamental, technical, and cyclical analysis to guide investment decisions and provides specialized services through distinct teams focused on family office needs, sports and entertainment clients, and sub-advisory consulting.

Jeffrey Simet is a financial advisor at Verdence Capital Advisors, LLC with two years of industry experience. He holds a Series 66 credential and has previously worked at T. Rowe Price and Hyland Advisors LLC. Outside of his advisory role, he has worked in food service as a server and cashier. Verdence Capital Advisors serves a diverse client base including individuals, businesses, pension and profit-sharing plans, trusts, estates, and independent advisers. The firm employs a multi-disciplinary investment process combining fundamental, technical, and cyclical analysis, offering discretionary portfolio management, financial planning, and specialized advisory services.

Megan Foard is a financial advisor at Verdence Capital Advisors, LLC with 23 years of industry experience. She holds Series 63 and Series 65 licenses and previously worked at Deutsche Bank Securities Inc. for 12 years. Megan is also a partner in an investment partnership, Hunt Valley Partners, which she engages with for personal investment purposes. Verdence Capital Advisors serves individual and institutional clients, including high-net-worth individuals, business entities, pension plans, trusts, and charities, providing discretionary portfolio management, financial planning, and consulting. The firm employs a mix of fundamental, technical, and cyclical analysis to implement long- and short-term strategies across various investment vehicles and offers specialized teams for family office services, sports and entertainment clients, and sub-advisory consulting.

Richard Rosa is a financial advisor at Verdence Capital Advisors, LLC with 17 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at Verdence since 2017, previously serving at Hightower Advisors, LLC. Outside of his financial advisory role, he is the owner and agent of Compass Sports Advisors LLC, a firm specializing in NFL player contract and marketing negotiations. Verdence Capital Advisors serves individual and institutional clients, including high-net-worth individuals, trusts, and charitable organizations, providing discretionary portfolio management, financial planning, and consulting. The firm employs a blend of fundamental, technical, and cyclical analysis to implement investment strategies and offers specialized services such as family office support and tailored advice for professional athletes and entertainers.

Matthew Andrulot is a CFP® professional with 21 years of industry experience, currently serving at Verdence Capital Advisors, LLC. His prior experience includes roles at Independent Access Partners, LLC and Hightower Securities, LLC. He is also a partner in Hunt Valley Partners, an investment partnership where he participates in sourcing and recommending investment opportunities for limited partners. Verdence Capital Advisors serves individual and institutional clients, including high-net-worth individuals, business entities, pension plans, trusts, and charitable organizations. The firm employs a combination of fundamental, technical, and cyclical analysis to guide investment decisions and offers specialized teams for family office services, sports and entertainment clients, and sub-advisory consulting.

Matthew Moore is a financial advisor at Verdence Capital Advisors, LLC with a Series 65 credential and one year of industry experience. His prior experience includes roles at KPMG LLP and Stepstone Group, as well as academic positions at Loyola University Maryland. Verdence Capital Advisors serves a diverse client base including individuals, businesses, pension and profit-sharing plans, trusts, estates, and independent advisers. The firm employs a multi-faceted investment process incorporating fundamental, technical, and cyclical analysis, and offers specialized services such as family office support, sports and entertainment advisory, and OCIO/sub-advisory solutions.

Jonathan Saklad is a financial advisor with Verdence Capital Advisors, LLC and holds the Series 65 designation. He has been with Verdence since 2024 and has prior experience working in academic and hospitality settings. Verdence Capital Advisors serves individual clients, businesses, pension and profit-sharing plans, trusts, estates, and independent advisers. The firm employs a combined fundamental, technical, and cyclical investment approach across various portfolio vehicles and offers specialized services including family office support and sports and entertainment advisory.

Matthew Moore is a financial advisor with Verdence Capital Advisors, LLC, holding Series 63 and Series 65 licenses and bringing 35 years of industry experience. He has worked at Verdence since 2017 and previously held positions at Hightower Securities, LLC and Hightower Advisors from 2013 to 2017. Outside of his advisory role, Moore is a partner in an investment partnership, Hunt Valley Partners, which he is involved with for personal investment purposes. Verdence Capital Advisors serves individual and institutional clients, including high-net-worth individuals, business entities, pension plans, trusts, and charitable organizations, providing discretionary portfolio management, financial planning, and consulting. The firm employs a combination of fundamental, technical, and cyclical analysis to guide investment decisions and offers specialized services such as family office support and tailored advice for professional athletes and entertainers.

Jason Edelson is a financial advisor at Verdence Capital Advisors, LLC with 25 years of industry experience. He holds the Series 66 designation and has worked at Verdence since 2017, following prior roles at Hightower Advisors and HighTower Securities, LLC. Verdence Capital Advisors serves individual and institutional clients—including high-net-worth individuals, business entities, pension and profit-sharing plans, trusts, and charitable organizations—providing discretionary portfolio management, financial planning, and consulting. The firm employs a blend of fundamental, technical, and cyclical analysis to guide investment decisions across multiple asset types and offers specialized teams for family office services, sports and entertainment clients, and sub-advisory consulting.

Lucas Belanger is a financial advisor at Verdence Capital Advisors, LLC with four years of industry experience. He holds the Series 65 designation and has been with Verdence since 2017. Prior to joining Verdence, he worked at American University from 2013 to 2017. Verdence Capital Advisors serves individual and institutional clients, including high-net-worth individuals, business entities, pension plans, trusts, and charitable organizations, providing portfolio management, financial planning, and consulting. The firm employs a combination of fundamental, technical, and cyclical analysis to guide investment decisions and offers specialized teams for family office services, sports and entertainment clients, and sub-advisory services for other registered advisers.

Stephen Thacker is a financial advisor at Verdence Capital Advisors, LLC with 22 years of industry experience. He has been with Verdence since 2017 and previously worked at Hightower Advisors from 2015 to 2017. He holds the Series 63 and Series 65 designations. Verdence Capital Advisors serves a diverse client base, including high-net-worth individuals, business entities, pension and profit-sharing plans, trusts, and charitable organizations. The firm employs a variety of investment strategies based on fundamental, technical, and cyclical analysis and offers specialized teams for family office services, sports and entertainment clients, and sub-advisory consulting.

Kelly Wright is a financial advisor at Verdence Capital Advisors, LLC with 14 years of industry experience. He holds the CFP® and Series 63 designations and previously worked at Congress Wealth Management LLC and Pinnacle Advisory Group, Inc. He serves on the board of directors for the Financial Planning Association of Maryland. Verdence Capital Advisors serves a diverse client base, including individuals, businesses, and trusts, and offers specialized services such as family office support and sports and entertainment advisory. The firm uses a combined fundamental, technical, and cyclical investment process and provides discretionary portfolio management, financial planning, and sub-advisory solutions.

Leo Kelly IV is a financial advisor at Verdence Capital Advisors, LLC with two years of industry experience. He previously worked at T. Rowe Price for three years and has academic experience at Wake Forest University and Benson University Center. Verdence Capital Advisors serves a diverse client base including individual investors of varying net worth, businesses, pension and profit-sharing plans, trusts, estates, and independent advisers. The firm offers discretionary portfolio management and financial planning through specialized teams with expertise in family office services, sports and entertainment advisory, OCIO/sub-advisory solutions, and consulting engagements.

Colin Rafferty is a financial advisor at Verdence Capital Advisors, LLC with six years of industry experience. His prior work includes roles at Wells Fargo Clearing and Robert Half International. Outside of finance, he works as an Uber Eats driver. Verdence Capital Advisors serves individual clients, businesses, pension and profit-sharing plans, trusts, estates, and independent advisers. The firm employs a combination of fundamental, technical, and cyclical analysis to manage portfolios across various investment vehicles and offers specialized services including family office support, sports and entertainment advisory, OCIO/sub-advisory solutions, and consulting.