Advisors at this firm
Robert C
Series 65
Columbus, TX
Anova Management
Robert Coakley is a Series 65 licensed advisor at Anova Management with two years of industry experience. He serves as Chief Executive Officer of Natured Ease, a company specializing in broad spectrum hemp CBD products, tinctures, and creams. Anova Management provides discretionary investment management to individuals, high-net-worth clients, trusts, estates, charitable organizations, corporations, and other business entities. The firm employs its Efficient Market Portfolio Plus (EMP Plus) strategy, which uses quantitative algorithms to build diversified equity portfolios with defensive adjustments aimed at reducing downside volatility.
Wayne P
Series 65
Columbus, TX
Anova Management
Wayne Penello is a financial advisor at Anova Management with four years of industry experience. He holds a Series 65 designation and has previously worked at NextGen EMP and Risked Revenue Energy Associates. Outside of advising, he serves on the board of directors for AEGIS-HEDGING SOLUTIONS, a company focused on commodities research and portfolio management software, and is a co-author of the book *Risk is an Asset*. Anova Management provides discretionary investment management to individuals, high-net-worth clients, and various entities without account minimums. The firm’s approach centers on its Efficient Market Portfolio Plus strategy, which uses quantitative algorithms to adjust allocations among broad equity ETFs, cash, and defensive short ETF positions to manage risk and seeks lower drawdowns.
Anthony D
Series 65
West Islip, NY
Anova Management
Anthony Diplacido is a financial advisor at Anova Management with four years of industry experience. He holds a Series 65 credential and serves as president and CEO of Life Design Construction, Inc., a home remodeling company. Diplacido has worked at Anova Management since 2022 and has prior experience with Nextgen Emp, LLC and World Light Tech, Inc. Anova Management provides discretionary investment management to individuals, high-net-worth clients, trusts, estates, charitable organizations, and corporations. The firm’s approach focuses on portfolio management using exchange-traded funds and periodic rebalancing, centered on its Efficient Market Portfolio Plus strategy that applies quantitative algorithms to adjust allocations for risk management.