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William K
Series 65
Fallbrook, CA
Vision Investment Advisors, LLC
William Katzelis is a Series 65-credentialed advisor with four years of industry experience. He is currently with Vision Investment Advisors, LLC and has previously worked at Divergent Capital Asset Management and Clarity Capital Partners. Katzelis is also a branch manager at High Ridge Futures LLC. Vision Investment Advisors provides discretionary and non-discretionary portfolio management to individuals, family offices, and institutional clients. The firm utilizes a growth-oriented large-cap equity strategy combined with option-based programs and allocates to third-party managers for managed futures, serving a broad range of portfolios.
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