Jeffrey Gollehon is a financial advisor with Virtue Capital Management, LLC, holding the ChFC® designation and Series 63 and 65 licenses. He has 33 years of industry experience, including prior roles at Horter Investment Management and his own firm, JG Financial Consulting, where he continues as owner. His other business activities include the sale and service of fixed insurance products such as fixed life insurance, fixed annuities, and health insurance. Virtue Capital Management, LLC is an SEC-registered enterprise adviser managing approximately $1.2 billion in discretionary assets through about 90 advisors for over 4,000 clients. The firm offers discretionary portfolio management, financial planning, third-party manager selection, and retirement education, employing strategic and model-driven investment approaches primarily through mutual funds and ETFs.

Danielle Gollehon is a financial advisor at Virtue Capital Management, LLC with four years of industry experience. She holds a Series 65 designation and has previously worked at Thompson Greenspon and within academic settings at Ohio State University and George Washington University. In addition to her advisory role, she is involved with JG Financial Consulting, assisting in the sales and marketing of fixed life insurance, fixed annuities, and health insurance products, and plans to provide paid tax preparation services as a CPA. Virtue Capital Management, LLC serves individuals, trusts, estates, charitable organizations, corporations, and qualified retirement plans, offering portfolio management, financial planning, third-party manager due diligence, and client education. The firm employs a combination of active tactical, strategic, and dynamic investment strategies alongside quantitative analysis and model-based portfolio construction.