Richmond, VA W Leigh Street Office

Jay Gragnani is a financial advisor with Nasdaq Dorsey Wright, holding Series 65 and Series 63 licenses and bringing 14 years of industry experience. He has worked at Dorsey Wright & Associates since 2005, including its current iteration under Nasdaq Dorsey Wright since 2022. Nasdaq Dorsey Wright serves individual and institutional clients, offering discretionary investment management, research subscriptions, and consulting services. The firm employs a rules-based, technical investment approach focused on Point & Figure charting and relative strength methodologies, providing model portfolios and research primarily through paid subscription services.

Miles Clark is a financial advisor at Dorsey, Wright & Associates, LLC, holding a Series 65 designation with three years of industry experience. He has worked at Dorsey Wright & Associates since 2022 and previously held positions at Nasdaq Dorsey Wright, Christopher Newport University, Uber, and St. Stephens/St. Agnes School. Dorsey, Wright & Associates provides discretionary investment management to individual investors and offers research, model licensing, and advisory services to institutional and professional clients. The firm’s investment approach is based on technical analysis, utilizing Point & Figure charting and relative strength methods across various asset classes through rules-based products.

John Lewis is a financial advisor at Dorsey, Wright & Associates, LLC with 23 years of industry experience. He holds a Series 65 designation and has been with Dorsey, Wright Money Management since 2002. Dorsey, Wright & Associates provides discretionary investment management to individual investors and offers research, model licensing, and advisory services to institutional and professional clients. The firm’s investment approach is based on technical analysis, including Point & Figure charting and relative strength methods, applied across multiple asset classes through rules-based products and model portfolios.

Steven Raymond is a financial advisor at Dorsey, Wright & Associates, LLC with 21 years of industry experience. He has been with the firm since 1996. He holds the Series 63 and Series 65 designations. Dorsey, Wright & Associates provides discretionary investment management to individual investors and offers research, model licensing, and advisory services to institutional and professional clients. The firm’s investment approach is based on technical analysis, using Point & Figure charting and relative strength methods across various asset classes.

David Clark is a financial advisor at Nasdaq Dorsey Wright with seven years of industry experience. He holds Series 63 and Series 65 licenses and has worked at Dorsey Wright & Associates since 2014. Outside of his advisory role, he founded and helps manage Seven Sisters Brewery, a craft brewery in Wytheville, Virginia. Nasdaq Dorsey Wright serves individual and institutional clients with a rules-based, technical investment approach centered on Point & Figure charting and relative strength methodologies. The firm offers discretionary investment management, research and subscription services, and licensing to multiple ETF and product sponsors.

Missael Macedo is a financial advisor at Nasdaq Dorsey Wright with a Series 65 credential and one year of industry experience. He previously worked at Dorsey Wright & Associates, First Pacific Advisors, and Western Asset Management. Nasdaq Dorsey Wright serves individual investors and institutional clients with a rules-based, technical investment approach focused on Point & Figure charting and relative strength methodologies. The firm offers discretionary investment management, research, subscription services, and licensing to product sponsors.

Robert Deangelo is a financial advisor at Nasdaq Dorsey Wright with 17 years of industry experience. He holds a Series 66 designation and has been with Dorsey Wright since 2016. Outside of his advisory role, he owns Makes Sense Clothing, a business specializing in screen-printed shirts, and is involved in personal and group training. Nasdaq Dorsey Wright serves individual and institutional clients, offering discretionary investment management alongside research, consulting, and licensing services. The firm employs a rules-based, technical investment approach focused on Point & Figure charting and relative strength methodologies.

Benjamin Jones is a financial advisor at Dorsey, Wright & Associates, LLC with 13 years of industry experience. He holds the Series 65 designation and has been with Dorsey Wright since 2009. Dorsey, Wright & Associates provides discretionary investment management to individual investors and offers research, model licensing, and advisory services to institutional and professional clients. The firm’s investment approach is based on technical analysis, utilizing Point & Figure charting and relative strength methods across multiple asset classes through rules-based products.

Sara Marshall is a financial advisor at Nasdaq Dorsey Wright with 11 years of industry experience. She holds Series 65 and Series 63 credentials and has been with Nasdaq, Inc. since 2013. Outside of her advisory role, she operates a Poshmark and eBay account focused on buying and selling personal items. Nasdaq Dorsey Wright serves individual investors, institutional clients, and financial professionals with a rules-based, technical investment approach centered on Point & Figure charting and relative strength methodologies. The firm offers discretionary investment management alongside research, subscription services, consulting, and licensing to various investment companies and product sponsors.

Trevor Plesko is a financial advisor at Dorsey, Wright & Associates, LLC with one year of industry experience. He holds a Series 65 designation and has worked at Dorsey, Wright since 2023, with prior experience outside the industry including roles at Foods of All Nations and Ivy Road House. Dorsey, Wright & Associates provides discretionary investment management to individual investors and offers research, model licensing, and advisory services to institutional and professional clients. The firm’s investment approach is based on technical analysis, utilizing Point & Figure charting and relative strength methods across multiple asset classes with rules-based products.

Anthony Garcia is a financial advisor at Dorsey, Wright & Associates, LLC with a Series 65 credential and one year of industry experience. His prior roles include positions at Nasdaq Dorsey Wright, Moss Adams, and the General Conference of SDA. Dorsey, Wright & Associates provides discretionary investment management to individual investors and offers research, model licensing, and advisory services to institutional and professional clients. The firm’s investment approach centers on technical analysis, utilizing Point & Figure charting and relative strength methods across multiple asset classes.

Michael Kaplan is a financial advisor at Dorsey, Wright & Associates, LLC with four years of industry experience. He holds Series 63 and Series 65 credentials and has been with Dorsey Wright, a Nasdaq company, since 2016. Prior to that, he worked briefly at Sterling National Bank and LPL Financial, LLC in 2016. Dorsey, Wright & Associates provides discretionary investment management to individual investors and offers research, model licensing, and advisory services to institutional and professional clients. The firm’s investment approach is based on technical analysis, including Point & Figure charting and relative strength methods applied across multiple asset classes through rules-based products.

Connor Kamp is an advisor with Nasdaq Dorsey Wright, holding Series 63 and Series 65 licenses and bringing eight years of industry experience. He has been with Nasdaq since 2016. Nasdaq Dorsey Wright provides discretionary investment management and technical research services to individual investors, institutional clients, and financial professionals. The firm’s rules-based approach centers on Point & Figure charting and relative strength methodologies, supporting a range of managed model portfolios and extensive index/licensing partnerships with product sponsors.

Ian Saunders is a financial advisor at Nasdaq Dorsey Wright with eight years of industry experience. He holds a Series 65 credential and has been with Dorsey Wright & Associates since 2018. Nasdaq Dorsey Wright serves individual investors, institutional clients, and financial professionals with a rules-based, technical investment approach centered on Point & Figure charting and relative strength methodologies. The firm provides discretionary investment management alongside research, subscription services, and licensing of models to multiple ETF and product sponsors.

James West is a financial advisor at Dorsey, Wright & Associates, LLC with eight years of industry experience. He has worked at Dorsey Wright & Associates since 2017 and previously at Local Finance Solutions dba VML/VACo Finance from 2014 to 2017. Dorsey, Wright & Associates provides discretionary investment management to individual investors and offers research, model licensing, and advisory services to institutional and professional clients. The firm’s investment approach is based on technical analysis, including Point & Figure charting and relative strength methods, applied across multiple asset classes through rules-based products.