Catalina Capital Group, LLC

Calvin Hedman is a financial advisor with Catalina Capital Group, LLC, holding Series 63 and Series 65 licenses and over 20 years of industry experience. His career includes leadership roles at Hedman M&A Advisors and Hedman Partners, as well as involvement in public accounting through HP Holdings, Inc. Hedman serves as Co-Chair of the Board of Directors for the Santa Clarita Valley Economic Development Corporation and participates in financial oversight for Real Life Church. Catalina Capital Group provides portfolio management, pension and financial consulting to individuals, high-net-worth clients, pension and profit-sharing plans, and business entities. The firm employs a combination of fundamental, quantitative, technical, and modern portfolio theory analysis, offering direct-index separately managed accounts with daily tax-loss harvesting and custom reporting.

Bradd Donovan is a financial advisor with Catalina Capital Group, LLC in Torrance, CA, holding a Series 66 designation and 18 years of industry experience. He has worked at Catalina Capital Group since 2017 and has been affiliated with Securian Financial Services and Minnesota Life Insurance Company since 2013. Catalina Capital Group provides discretionary and non-discretionary portfolio management, pension and financial consulting to individuals, high-net-worth clients, pension and profit-sharing plans, and business entities. The firm employs a combination of fundamental, quantitative, technical, and modern portfolio theory analyses, offering institutional-style separately managed account capabilities including rules-based direct indexing with daily tax-loss harvesting.

Chris Frantz is a financial advisor with Catalina Capital Group, LLC in Torrance, CA, holding Series 63 and Series 65 licenses and 18 years of industry experience. He has been with Catalina Capital Group since 2012. Outside of his advisory role, he is the owner of Frantz Holdings, a real estate investing and asset management business. Catalina Capital Group provides discretionary and non-discretionary portfolio management, pension consulting, and financial consulting to individuals, high-net-worth clients, pension and profit-sharing plans, and business entities. The firm offers direct-index separately managed accounts with daily tax-loss harvesting and employs a combination of fundamental, quantitative, technical, and modern portfolio theory in its investment approach.

Philippe Oertle is a CFA® charterholder with 18 years of industry experience. He has been with Catalina Capital Group, LLC since 2016 and previously worked at First Foundation Advisors from 2013 to 2016. Catalina Capital Group LLC provides discretionary and non-discretionary portfolio management, pension consulting, and financial consulting to individuals, high-net-worth clients, pension and profit-sharing plans, and business entities. The firm employs a combination of fundamental, quantitative, technical, and modern-portfolio-theory analysis in portfolio construction and offers institutional-style separately managed account capabilities, including rules-based direct indexing with daily tax-loss harvesting.