Arena Private Wealth

Erik Kratz is a CFA® charterholder based in Chicago, IL, with one year of industry experience. He is currently with Arena Private Wealth, following positions at Focus Partners Wealth, The Colony Group, Connectus Wealth, and Mid-Continent Capital. Kratz serves on the board of CHA Shared Services, an organization providing ancillary services to hospitals in Colorado. Arena Private Wealth offers tailored financial planning and portfolio management to individual and high-net-worth clients, as well as advising and sponsoring pooled investment vehicles and private funds. The firm’s investment process includes developing customized financial profiles and investment plans, allocating across public and alternative markets, and engaging in fund sponsorship with performance-based fees and conflict management procedures.

Edward Pettegrew IV is a financial advisor at Arena Private Wealth in Chicago, IL, holding a Series 66 designation with four years of industry experience. His prior roles include positions at Meaden & Moore Financial Services and Avantax Advisory Services. Arena Private Wealth provides tailored financial planning and portfolio management for individual and high-net-worth clients, offering services that include wealth management, manager selection, and investment plans across public and alternative markets. The firm also sponsors pooled investment vehicles and employs strategies such as covered-call writing and AI-assisted operational tools.

Jason Tosh is a CFP® with 19 years of industry experience, currently serving as a Private Wealth Advisor at Arena Private Wealth in Chicago. He has held roles at Objective Capital Management, LLC and Mutual Securities, Inc., and spent 12 years at Fifth Third Securities. Outside of his advisory work, he manages administrative operations for Tosh Watt Partners, LLC. Arena Private Wealth provides tailored financial planning and portfolio management for individual and high-net-worth clients, advising pooled investment vehicles and private funds. The firm focuses on personalized financial profiles and investment plans, allocating across public markets and alternatives, and distinguishes itself by actively sponsoring funds and employing performance-based fees for certain pooled vehicles.

Ryan Watt is a CFP® professional with 20 years of experience in financial advisory roles. He is currently with Arena Private Wealth and has previously worked at Objective Capital Management, Mutual Securities, Inc., and Fifth Third Securities/Fifth Third Bank. He serves on the Board of Directors for the Juvenile Diabetes Research Foundation's Southern and Central Ohio Chapter. Arena Private Wealth offers customized financial planning and portfolio management for individual and high-net-worth clients, with services including concentrated equity strategies and discretionary and non-discretionary investment plan implementation. The firm acts as both advisor and fund sponsor, employing diverse asset allocations and performance-based fees within its investment approach.

Mitchell Stein is a financial advisor at Arena Private Wealth with 20 years of industry experience and a Series 66 credential. He has previously worked at Mutual Securities, Inc. and Fifth Third Securities, Inc., and is the president and partner of Objective Capital Management, LLC. Outside of his advisory work, he serves on the Board of Trustees for University School and is involved in fundraising and leadership roles with Cleveland Clinic Children’s Hospital and local high schools. Arena Private Wealth provides tailored financial planning and portfolio management for individual and high-net-worth clients, offering services that include managing concentrated equity positions and sponsoring pooled investment vehicles. The firm employs both public and alternative market allocations and uses a combination of AI tools and active human oversight in its investment process.

Christian Francaviglia is a Financial Solutions Advisor with Merrill Lynch Wealth Management. He works closely with clients to understand their personal priorities and develop strategies tailored to pursue their financial goals. His approach includes guiding clients on topics such as investing, retirement planning, funding education, and managing unexpected expenses. Christian holds a Bachelor's Degree from the University of Iowa and has earned several professional designations, including Certified Financial Planner (CFP), Certified Investment Management Analyst (CIMA), Certified Exit Planning Advisor (CEPA), and Personal Investment Advisor (PIA). He is involved with the organization PAWS Chicago.

Joseph Littman is a financial advisor at Arena Private Wealth with 11 years of industry experience. He holds Series 63 and Series 66 designations and previously worked at firms including OCM Private Wealth, J.P. Morgan Securities, J.P. Morgan Chase Bank, Sanford C. Bernstein & Co., ProEquities, and Protective Life Insurance. Littman is also involved as treasurer with Hillel organizations at Kent State University, University of Akron, and Hiram College, and he is an owner/partner in a manufacturing business outside the investment industry. Arena Private Wealth provides tailored financial planning and portfolio management services to individual and high-net-worth clients, advising pooled investment vehicles and private funds. The firm employs a detailed investment process across public and alternative markets and is notable for its active role as a fund sponsor and general partner, as well as its use of performance-based fees for certain pooled vehicles.