Argentarii, LLC

Mark Casella is a financial advisor with Argentarii, LLC in Cincinnati, OH, holding Series 63 and Series 65 designations and bringing 10 years of industry experience. Prior to joining Argentarii in 2024, he worked for Coppertree Ltd. for 19 years. Outside of advising, he is involved in several non-investment ventures, including serving as owner and board member of FC Industries, president of the SaaS platform company Clariata, LLC, and chair of a local TIGER 21 group. Argentarii serves individual and high-net-worth clients, as well as trusts, estates, corporations, retirement plans, and charitable organizations, providing discretionary portfolio management, family office services, and access to alternative investments and private placement opportunities. The firm employs model portfolios and third-party SMA managers and is involved directly in pooled and private investment vehicles.

Maxwell Rossi is a financial advisor at Argentarii, LLC with four years of industry experience. He holds Series 63 and Series 66 licenses and has worked at Merrill, Bank of America, and Sanford C. Bernstein & Co., LLC prior to joining Argentarii. Argentarii serves individual and high-net-worth clients, trusts, estates, corporations, retirement plans, and charitable organizations by providing discretionary portfolio management, family office services, and access to separately managed accounts and alternative investments. The firm is involved in advising and managing private placements and operates a private capital arm, often co-sponsoring investment vehicles.

Brandon Hutchison is a financial advisor at Argentarii, LLC in Cincinnati, OH, holding a Series 66 credential with 12 years of industry experience. His prior experience includes a decade at Bank of America and Merrill. He serves as a business advisor on the Board of Advisors for Essential Provisions, LLC, a food manufacturing company. Argentarii serves individual and high-net-worth clients, trusts, estates, corporations, retirement plans, charitable organizations, and pooled investment vehicles, offering discretionary portfolio management, family office services, and access to separately managed accounts and alternative investments. The firm is involved in private placements and manages private capital vehicles, employing a mix of model portfolios, third-party managers, and custodial platforms.

Taylor Palmer is a financial advisor at Argentarii, LLC with seven years of industry experience. He holds a Series 66 designation and previously worked at Merrill for six years. Palmer has also held positions outside finance, including roles at Lululemon and Health Carousel. Argentarii serves individual and high-net-worth clients, as well as trusts, estates, corporations, retirement plans, charitable organizations, and pooled investment vehicles. The firm provides discretionary portfolio management, family office services, and access to alternative investments through model portfolios, third-party SMA managers, and private placement offerings.

Ryan Murray is a CFP® professional with 12 years of experience in the financial industry. He currently works at Argentarii, LLC and ARG Private Wealth, with prior experience at Bank of America and Merrill. Argentarii serves individual and high-net-worth clients, as well as trusts, estates, and various organizations, offering discretionary portfolio management, family office services, and access to separately managed accounts and alternative investments. The firm is involved in private placements and pooled investment vehicles, with an emphasis on model portfolios and private capital partnerships.