Advisors at this firm
Paul W
Series 66
Tallahassee, FL
Cassini Capital Management, LLC
Paul Woodward is a financial advisor at Cassini Capital Management, LLC in Tallahassee, FL, holding a Series 66 designation with nine years of industry experience. He has been with Cassini since 2012. Outside of his advisory role, Woodward serves on the board of Ology Brewing Company, LLC, and is the CEO of Dwell Bot, Inc., a company focused on research and development for a household robot assistant. Cassini Capital Management manages discretionary separate accounts and private pooled funds for individual clients and financial advisors, employing a blend of fundamental, technical, and cyclical analysis. The firm is noted for combining pooled funds with separate managed accounts and for its status as a registered Commodity Pool Operator and NFA member.
Brian C
Series 65
Tallahassee, FL
Cassini Capital Management, LLC
Brian Clark is a financial advisor with Cassini Capital Management, LLC, holding a Series 65 license and bringing nine years of industry experience. He has been with Cassini Capital Management since 2012 and also serves as CTO at Stagger, LLC, where he provides software customization and support. Additionally, he is a board member of Ology Brewing Company, LLC, and is involved in research and development at Dwell Bot, Inc., a company focused on household robot assistants. Cassini Capital Management manages discretionary separate accounts for individuals and financial advisors, as well as two private pooled funds. The firm employs a combination of fundamental, technical, and cyclical analysis with various instruments to manage volatility and sector risk, and is notable for operating both pooled funds and separate accounts side-by-side while registered as a Commodity Pool Operator.
Kimberly A
Series 63
Clearwater, FL
Cassini Capital Management, LLC
Kimberly Adams Dipiero is a financial advisor with Cassini Capital Management, LLC, holding a Series 63 designation and bringing 30 years of industry experience. She has worked at Cassini since 2021 and previously spent over two decades at Provise Management Group, LLC. Outside of her advisory role, she is the owner of Druid Road, LLC, a real estate business managing office building rentals. Cassini Capital Management manages discretionary separate accounts and private pooled funds for individual clients and financial advisors. The firm employs a combination of fundamental, technical, and cyclical analysis with various instruments to manage risk, and is noted for its role as a registered Commodity Pool Operator and its use of performance-based compensation in its funds.