Attessa Capital LLC

James Good is a financial advisor with Attessa Capital LLC in Tucson, Arizona, holding a Series 65 credential and bringing nine years of industry experience. He previously worked at BGK Capital LLC and Sterling Investment Management Inc. Outside of his advisory role, Good serves on the Finance Committee for the Tucson Jewish Community Center, advising on budgeting and cash management. Attessa Capital provides discretionary portfolio management and financial planning services primarily to individuals and high-net-worth clients. The firm employs a multi-strategy investment approach that includes cyclical, fundamental, quantitative, and technical analysis, managing diverse portfolios across various asset classes.

Alec Berens is a financial advisor with Attessa Capital LLC in Tucson, AZ, holding a Series 65 credential and nine years of industry experience. He previously worked at Sterling Investment Management, Inc. from 2015 to 2020 before joining BGK Capital LLC, where he has worked since 2020. Outside of his advisory role, Berens serves as President of the Board of Directors for El Rio Health Center and volunteers on the boards of several related nonprofit entities as well as the Jewish Philanthropies of Southern Arizona; he also acts as President of his homeowners' association. Attessa Capital provides discretionary portfolio management and financial planning services primarily to individuals and high-net-worth clients. The firm employs a comprehensive investment approach that integrates cyclical, fundamental, quantitative, and technical analysis and manages diversified portfolios using various securities and strategies, with regular client reporting and documented risk assessments.

Julia Rogan is a financial advisor at Attessa Capital LLC with a Series 65 designation and one year of industry experience. Her prior roles include positions at AW Securities, Presidio Group Wealth Management, and Long Realty Company. She has also worked in the hospitality industry and attended the University of Arizona. Attessa Capital provides discretionary portfolio management and financial planning services to individuals and high-net-worth clients. The firm employs a multifaceted investment approach incorporating cyclical, fundamental, quantitative, and technical analysis across various asset classes and maintains regular portfolio reviews with detailed reporting.

Matthew Harrison is a CFP® and CFA® with 17 years of industry experience. He has worked at Attessa Capital LLC since 2024 and previously led Harrison Wealth Management from 2016 to 2024. Attessa Capital LLC provides investment advisory and financial planning services to individual and high-net-worth clients, managing portfolios based on documented client objectives and risk tolerances. The firm employs a variety of analytical approaches and strategies, including discretionary account management and regular portfolio reviews, and distributes a weekly client email titled “weekly thoughts” outside of formal advisories.

David Kornberg is a financial advisor at Attessa Capital LLC with 10 years of industry experience. He holds a Series 65 designation and previously worked at BGK Capital LLC and Sterling Investment Management, Inc. Outside of advising, he serves as treasurer and board member for Archaeology Southwest, a nonprofit focused on conservation-based archaeology in the southwestern United States. Attessa Capital LLC provides investment advisory and financial planning services to individual and high-net-worth clients, offering portfolio management aligned with clients’ goals and risk tolerances. The firm uses a combination of cyclical, fundamental, quantitative, and technical analysis to guide investment decisions and regularly communicates market insights through a weekly client email.

Alexis Stathis is a financial advisor at Attessa Capital LLC with two years of industry experience. Prior to joining Attessa Capital in 2023, Alexis worked at ArcherHall from 2021 to 2023 and has a background in law, having practiced at RPM Law and the Law Offices of Brian Chase. Attessa Capital provides discretionary portfolio management and financial planning services primarily to individuals and high-net-worth clients, managing approximately $318 million across about 239 advisory relationships. The firm employs a multi-faceted investment process that includes cyclical, fundamental, quantitative, and technical analysis, using a range of strategies and investment vehicles tailored to client objectives.

Christopher Campisano is a CFA® charterholder with 18 years of industry experience. He is currently with Attessa Capital LLC, where he has worked since 2023. His prior experience includes roles at Allspring Global Investors and Risk Premium Investments. Attessa Capital LLC provides investment advisory and financial planning services to individual and high-net-worth clients, focusing on portfolio management aligned with each client’s Investment Policy Statement. The firm integrates multiple analytical approaches and offers clients a weekly email titled “weekly thoughts” to share market insights.