Collaborative Portfolio Management

Resa Thomas is a financial advisor at Collaborative Portfolio Management with a Series 65 designation and over a decade of industry experience. Prior to joining Collaborative Portfolio Management in 2025, she worked at Capital Portfolio Management from 2010 to 2024. Collaborative Portfolio Management serves individuals, families, businesses, trusts, estates, and nonprofit clients, offering discretionary portfolio management, financial planning, and consulting services. The firm employs a globally diversified investment approach that incorporates relative strength analysis and point-and-figure charting, with a focus on capital preservation alongside growth.

Mychal Masterson is a financial advisor at Collaborative Portfolio Management with one year of industry experience. He holds a Series 65 designation and has prior experience at Capital Portfolio Management LLC and Unum. His background includes roles outside finance, such as work at McDonalds and Precision SEM. Collaborative Portfolio Management serves individuals, families, businesses, trusts, estates, and nonprofit clients, providing discretionary portfolio management, financial planning, consulting, and participant-level 401(k) advice. The firm emphasizes relative strength analysis and point-and-figure charting to build globally diversified portfolios focused on capital preservation and growth.

James De Julio is a financial advisor at Collaborative Portfolio Management with over 41 years of industry experience. He holds the ChFC®, Series 63, and Series 65 designations. His prior work includes roles at Raymond James Financial Services Advisors Inc. and First National Bank. Collaborative Portfolio Management serves individuals, families, businesses, trusts, estates, and nonprofit clients, offering discretionary portfolio management, financial planning, consulting, and participant-level 401(k) advice. The firm emphasizes relative strength analysis and point-and-figure charting to construct globally diversified portfolios focused on capital preservation and growth.

John Orindgreff is a financial advisor with Collaborative Portfolio Management and holds Series 63 and Series 65 credentials. He has 27 years of industry experience with prior roles at Comprehensive Asset Management & Servicing, Inc. and Capital Portfolio Management, LLC. Outside of advisory work, he is involved in fixed annuity sales as an insurance representative. Collaborative Portfolio Management serves individuals, families, businesses, trusts, estates, and nonprofit clients, providing discretionary portfolio management, financial planning, consulting, and participant-level 401(k) advice. The firm uses relative strength analysis and point-and-figure charting to construct globally diversified portfolios, managing accounts primarily on a discretionary basis with a focus on capital preservation and growth.