Ducere Wealth Management

Alexis Miranda is a CFP® and Series 65-registered advisor at Ducere Wealth Management with three years of industry experience. Prior to joining Ducere Wealth Management in 2025, Alexis worked at The Investment Counsel Company for seven years. Ducere Wealth Management provides discretionary investment management along with tax optimization and estate planning services to high- and ultra-high-net-worth individuals, families, business owners, and corporations. The firm employs a long-term strategic asset allocation approach with tactical adjustments and emphasizes tax-efficient strategies, incorporating alternative investments for accredited investors.

Nicholas Bzovi is a CFA® charterholder with 23 years of industry experience. He is currently with Ducere Wealth Management, joining in 2025, and previously worked at Morgan Stanley Smith Barney LLC and Great Point Capital, LLC. Ducere Wealth Management provides discretionary investment management along with advanced tax optimization and estate planning services to high- and ultra-high-net-worth individuals, families, business owners, and corporations. The firm emphasizes long-term strategic asset allocation with tax-efficient strategies and selectively includes alternative investments for accredited investors.

Jack Stemper is a CFP® with 20 years of experience in the financial industry. He is currently with Ducere Wealth Management, where he has worked since 2025, following a 19-year tenure at First Foundation Advisors. He is also a minority owner in a biomedical private company called Ostentus. Ducere Wealth Management provides discretionary investment management along with tax optimization and estate planning services to high- and ultra-high-net-worth individuals, families, business owners, and corporations. The firm employs a long-term strategic asset allocation approach with tax-efficient techniques and selectively incorporates alternative investments for accredited investors.

Ulrich Keller Jr. is a CFP® professional with 35 years of industry experience. He is currently with Ducere Wealth Management, where he has worked since 2025, following a 35-year tenure at First Foundation Advisors. Keller also provides financial advice to Ostentus Therapeutics, a healthcare company based in Newport Beach, CA. Ducere Wealth Management is an SEC-registered advisory firm serving high- and ultra-high-net-worth individuals, families, business owners, and corporations. The firm offers discretionary investment management with a focus on long-term strategic asset allocation, tax optimization, estate planning, and selective use of alternative investments.

John Harrington is a Series 65 licensed advisor at Ducere Wealth Management with 12 years of industry experience. His career includes roles at Fairbanks Capital Management, Baker Tilly Us LLP and Wealth Management, Squar Milner Financial Services, and Private Asset Management. He has been with Ducere Wealth Management since 2026. Ducere Wealth Management provides discretionary investment management along with tax optimization and estate planning services to individuals, families, business owners, and corporations. The firm uses a long-term strategic asset allocation approach with tactical adjustments and emphasizes tax-efficient techniques while selectively incorporating alternative investments for accredited and qualified investors.

Luisa Pamela Mendoza is a CFP® professional with experience at Ducere Wealth Management and prior roles at Investment Counsel Company and Bass Underwriters. She has been in the financial industry since 2021. Outside of finance, her earlier work includes roles in hospitality and entertainment. Ducere Wealth Management is an SEC-registered adviser serving high- and ultra-high-net-worth clients, families, business owners, and corporations. The firm offers discretionary investment management along with advanced tax optimization and estate planning, focusing on long-term strategic asset allocation and tax-efficient techniques.

Cody Columna is a financial advisor at Ducere Wealth Management in Newport Beach, CA, holding a Series 65 designation with two years of industry experience. Prior to joining Ducere in 2025, he spent seven years at First Foundation Advisors and three years at US Bank. Ducere Wealth Management is an SEC-registered adviser serving individuals, families, business owners, and corporations, with expertise in discretionary investment management, tax optimization, and estate planning. The firm manages approximately $504 million in assets and employs a long-term strategic asset allocation approach combined with tax-efficient strategies and selective use of alternative investments.

Zane Keller is a CFP® with four years of industry experience, currently serving as an advisor at Ducere Wealth Management. He has worked previously at First Foundation Advisors and The Lab Consulting, as well as IBM. He is an advisory board member for Powder Financial, a fintech company developing an AI tool for reading financial documents. Ducere Wealth Management is an SEC-registered advisory firm that manages discretionary investment portfolios and offers tax optimization and estate planning services to high-net-worth individuals, families, business owners, and corporations. The firm employs a long-term strategic asset allocation approach with tactical adjustments and incorporates tax-efficient techniques and selective alternative investments.