Avalon Capital Management

Keli Cole is a financial advisor at Avalon Capital Management in Menlo Park, CA, holding a Series 65 designation with five years of experience in the industry. Prior to joining Avalon, she worked at Capstone Financial Group and KPMG. Avalon Capital Management serves high net worth individuals and families, offering discretionary investment management alongside cash management and fixed-income services. The firm uses a proprietary, quantitative investment process combined with external research and investment-committee review to implement dynamic global asset allocation across a multi-asset framework.

Ross Revenaugh is a financial advisor at Avalon Capital Management with 19 years of industry experience. He holds Series 63 and Series 65 licenses and has worked previously at Sanford C. Bernstein & Co., LLC, Echelon Asset Management, Windhaven Investment Management, and Windward Investment Management. He joined Avalon Capital Management in 2020. Avalon Capital Management serves high net worth individuals and families, managing a range of account types including individual, joint, trust, retirement, and charitable accounts. The firm employs a proprietary quantitative investment process combined with external research and committee oversight to implement dynamic global asset allocation primarily through exchange-traded products.

Clara Basile is a financial advisor at Avalon Capital Management with a Series 65 designation and one year of industry experience. She is part of a three-advisor team based in Menlo Park, CA. Clara has been associated with Avalon Capital Management since 1992. Avalon Capital Management serves individual clients and families, primarily high net worth individuals, offering discretionary investment management along with cash and fixed-income services. The firm utilizes a proprietary, quantitative investment process combined with external research and committee review to implement active, dynamic global asset allocation across multi-asset portfolios.