Arena Private Wealth

Erik Kratz is a CFA® charterholder with one year of experience, currently serving as a financial advisor at Arena Private Wealth. His prior roles include positions at Focus Partners Wealth, The Colony Group, Connectus Wealth, and Mid-Continent Capital. He is a board member of CHA Shared Services, which provides ancillary services to hospitals across Colorado. Arena Private Wealth offers financial planning and portfolio management to individuals and high-net-worth clients, with a focus on customized strategies and pooled investment vehicles. The firm employs a combination of fundamental, technical, and modern portfolio approaches and utilizes AI tools for operational tasks while managing accounts on both discretionary and non-discretionary bases.

Edward Pettegrew IV is a financial advisor at Arena Private Wealth with five years of industry experience. He holds the Series 66 designation and has worked at Meaden & Moore Financial Services, LTD., Avantax Advisory Services, and Cetera Wealth Services. Pettegrew has held roles involving wealth management and client relationship management. Arena Private Wealth provides financial planning and portfolio management to individuals and high-net-worth clients, offering customized investment strategies including covered-call approaches for concentrated equity positions. The firm utilizes a combination of fundamental, technical, and modern portfolio strategies and serves as a fund sponsor and general partner for proprietary investments.

Jason Tosh is a financial advisor at Arena Private Wealth with 19 years of industry experience. He holds the CFP® and Series 66 designations and previously worked at Fifth Third Securities and Mutual Securities, Inc. Outside of his advisory work, he is involved with Tosh Watt Partners, LLC, which manages administrative operations. Arena Private Wealth provides financial planning and portfolio management for individuals and high-net-worth clients, offering customized strategies including covered-call approaches and managing pooled investment vehicles and private funds. The firm uses a combination of fundamental, technical, and modern portfolio techniques and incorporates AI tools for operational efficiency.

Ryan Watt is a CFP® professional with 20 years of industry experience, currently serving at Arena Private Wealth. His prior roles include positions at Objective Capital Management, Mutual Securities, Fifth Third Securities, Fifth Third Bank, and Ameriprise. He is a board member of the Juvenile Diabetes Research Foundation’s Southern and Central Ohio Chapter. Arena Private Wealth provides financial planning and portfolio management services to individuals and high-net-worth clients, offering personalized strategies including covered-call approaches for concentrated equity positions. The firm employs a combination of fundamental, technical, and modern portfolio methods and sponsors proprietary investment funds with performance-based fees.

Mitchell Stein is a financial advisor with Arena Private Wealth holding a Series 66 license and 21 years of industry experience. He has worked at firms including Mutual Securities, Inc., Objective Capital Management, LLC, and Fifth Third Securities, Inc. Stein serves on the board of trustees for University School and is involved in leadership and fundraising activities with Cleveland Clinic Children's Hospital and Saint Martin De Porres High School. Arena Private Wealth provides financial planning and portfolio management services to individuals and high-net-worth clients, offering customized strategies and managing accounts on both discretionary and non-discretionary bases. The firm employs a combination of fundamental, technical, and modern portfolio approaches, sponsors pooled investment vehicles, and implements performance-based fees for certain funds.

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 with Arena Private Wealth in Shaker Heights, OH, holding Series 63 and Series 66 licenses and bringing 11 years of industry experience. His background includes roles at Sanford C. Bernstein & Co., LLC, JPMorgan Securities LLC, JPMorgan Chase Bank NA, and ProEquities Inc. Outside of his advisory work, he serves as Treasurer for Hillel at Kent State University, University of Akron, and Hiram College, as well as a partner in a manufacturing business, Gavitt Wire & Cable Co. Arena Private Wealth provides financial planning and portfolio management to individuals and high-net-worth clients, offering customized strategies and managing accounts on a discretionary or non-discretionary basis. The firm employs a combination of fundamental, technical, and modern portfolio approaches and acts as a fund sponsor and general partner through affiliated entities.