Diastole Wealth Management

Elizabeth Cook is a financial advisor with Diastole Wealth Management, holding Series 63 and Series 65 credentials and having 24 years of industry experience. She has been with Diastole since 2002. Outside of her advisory role, she is a principal at Eden Partners. Diastole Wealth Management provides portfolio management, financial planning, and consulting services to individual clients, charitable organizations, and pooled investment vehicles. The firm customizes portfolios based on client objectives and risk tolerance, employing various analytical methods and investment strategies, and also manages private pooled vehicles, including serving as an affiliated general partner.

Mary O’Toole is a CFA® charterholder and financial advisor with 26 years of industry experience. She has been with Diastole Wealth Management since 2009 and previously worked at Interocean Wealth Management LLC, Column Capital Advisors, LLC, and Ernst & Young Investment Advisers LLP. Diastole Wealth Management is a team-based registered investment adviser serving individuals, charitable organizations, and accredited investors. The firm provides portfolio management, financial planning, and consulting, employing both fundamental and technical analysis alongside long- and short-term strategies, and also manages private funds and pooled investment vehicles.

Eniko Mikle is a financial advisor at Diastole Wealth Management with 20 years of industry experience. She has been with Diastole Wealth Management since 2013 and holds a Series 66 designation. Diastole Wealth Management provides discretionary and non-discretionary portfolio management, financial planning, and consulting services to individuals, charitable organizations, and pooled investment vehicles. The firm offers tailored portfolio strategies and ongoing monitoring, employing fundamental and technical analysis along with modern portfolio theory.

Barbara Buzzelli is a financial advisor at Diastole Wealth Management with 21 years of industry experience. She has been with Diastole Wealth Management since 2010 and previously worked at William Pitt Sotheby's International Realty from 2007 to 2018. She holds a Series 66 designation. Diastole Wealth Management provides discretionary and non-discretionary portfolio management, financial planning, and consulting services to individual clients, charitable organizations, and pooled investment vehicles. The firm employs analytical approaches including fundamental and technical analysis and modern portfolio theory, and uniquely serves as adviser and affiliated general partner to a private pooled vehicle.

Ethan Eden is a financial advisor at Diastole Wealth Management with 24 years of industry experience. He holds a Series 66 designation and has been involved with the firm since 2002. Eden is also the founder and CEO of Market76, a software technology company, and serves as a managing member of Digital Financial, a financial data and software technology firm. Diastole Wealth Management is a team-based registered investment adviser serving individuals, charitable organizations, and accredited investors. The firm employs a combination of fundamental and technical analysis and uses both long- and short-term strategies, offering discretionary and non-discretionary portfolio management alongside comprehensive financial planning.

Jennifer O'Brien is a financial advisor at Diastole Wealth Management with 23 years of industry experience. She has been with the firm since 2012 and holds Series 63 and Series 65 licenses. Diastole Wealth Management provides discretionary and non-discretionary portfolio management, financial planning, and consulting to individual clients, charitable organizations, and pooled investment vehicles. The firm tailors portfolios to clients’ objectives and risk tolerances using a range of strategies and analytical approaches, and also serves as adviser and affiliated general partner to a private pooled vehicle.

Elizabeth Eden is a financial advisor with Diastole Wealth Management in Cincinnati, Ohio, holding Series 63 and Series 65 designations and bringing 44 years of industry experience. She has been with Diastole Wealth Management since 2002. Outside of her advisory role, she is a principal at Boston Street Real Estate Partners and Eden Partners. Diastole Wealth Management offers discretionary and non-discretionary portfolio management, financial planning, and consulting services to individuals, charitable organizations, and pooled investment vehicles. The firm tailors portfolios to clients’ objectives and risk tolerances using analytical approaches and a variety of investment strategies, and also serves as adviser and affiliated general partner to a private pooled vehicle.

Samson Staff is a financial advisor at Diastole Wealth Management in New York, NY, holding a Series 65 designation with one year of industry experience. His prior roles include positions at NESS and NEC, as well as multiple terms at Diastole Wealth Management. Diastole Wealth Management offers discretionary and non-discretionary portfolio management, financial planning, and consulting services to individual clients, charitable organizations, and pooled investment vehicles. The firm employs a variety of analytical approaches and investment strategies, providing regular account reviews and performance reporting, and also acts as adviser and affiliated general partner to a private pooled vehicle.

Joseph Depatie is a CFP®, CFA®, and holds a Series 65 license with 11 years of industry experience. He is currently with Diastole Wealth Management, where he has worked since 2025, following six years at Baltimore-Washington Financial Advisors. Diastole Wealth Management is a team-based registered investment adviser serving individuals, charitable organizations, and accredited investors. The firm employs a mix of fundamental and technical analysis for portfolio construction, offers discretionary and non-discretionary management, and manages private fund activities including acting as adviser and general partner to a private fund.