Cayside Partners

Joseph Mariani is a financial advisor at Cayside Partners with one year of industry experience. He holds a Series 65 designation and previously worked at PopStroke and Allied Wealth Partners. Cayside Partners is an SEC-registered advisory firm that provides investment management, financial planning, retirement-plan advisory, and family office services to individuals, families, and businesses. The firm uses a combination of fundamental and technical analysis, third-party research, and proprietary data models to develop customized portfolios and offers expanded services including formal family office offerings and management of affiliated special purpose vehicles.

Colin Hickey is a financial advisor at Cayside Partners with 11 years of industry experience. He holds Series 65 and Series 66 licenses and has previously worked at JPMorgan Securities LLC, Forbes Family Trust, and AM Global Family Investment Office, among others. Outside of financial advising, he is involved in several business ventures including ownership in a water and mold restoration company and investments in a surf pool project. Cayside Partners is an SEC-registered firm providing investment management, financial planning, and family office services to individuals, families, and businesses. The firm offers bespoke portfolios and employs various strategies including options and margin, serving a relatively small client base with expanded services such as consolidated reporting and affiliated special purpose vehicles.

Michael Rhea is a financial advisor with Cayside Partners in Jupiter, FL, holding Series 63 and Series 65 credentials and six years of industry experience. His prior experience includes roles at Morgan Stanley Private Bank, Optima Asset Management, LLC, and Tannenbaum Capital Group. Cayside Partners is an SEC-registered advisory firm that offers investment management, financial planning, retirement-plan advisory, and family office services to individuals, families, and businesses. The firm uses fundamental and technical analysis along with proprietary data models to develop customized portfolios and manages affiliated special purpose vehicles while providing expanded reporting and education programs.

Tanner Strunk is a financial advisor with Cayside Partners in Jupiter, FL, holding Series 63 and Series 65 credentials and 11 years of industry experience. His prior roles include positions at Cowen and Company, Merrill, and Bofa Securities. He serves as Managing Member of Cayside Asset Management, LLC, an investment-related venture focused on identifying revenue-generating projects. Cayside Partners is an SEC-registered advisory firm offering investment management, financial planning, retirement-plan advisory, and family office services to individuals, families, and businesses. The firm utilizes a range of investment strategies and instruments, including ETFs, mutual funds, and individual securities, and manages a relatively large asset base for a small client group while providing expanded services such as formal family office offerings and affiliated special purpose vehicle management.

Todger Strunk is a financial advisor at Cayside Partners with 10 years of industry experience. He holds Series 65 and Series 66 licenses and has worked previously at Aethos Investment Management, Suntrust Advisory Services, GenSpring Family Offices, and UBS Financial Services. He is also the managing member of Cayside Asset Management, LLC, which invests in various projects that produce revenue or value. Cayside Partners is an SEC-registered advisory firm serving individuals, families, and businesses with investment management, financial planning, retirement-plan advisory, and family office services. The firm offers customized portfolios using various instruments and also manages affiliated special purpose vehicles and private fund services for accredited and qualified investors.