Echelons Capital, LLC

John Rudio is a financial advisor at Echelons Capital, LLC with 10 years of industry experience. He holds Series 63 and Series 65 licenses and has previously worked at Goldman Sachs & Co, Purshe Kaplan Sterling Investments, and Phase Line Capital, LLC. Outside of finance, he is involved in entrepreneurial ventures including co-founding a nicotine de-addiction company and developing mobile apps to assist soldiers with uniform assembly. Echelons Capital, LLC provides discretionary portfolio management, financial planning, and consulting services to individuals, trusts, charitable organizations, and businesses. The firm employs model portfolios and third-party money managers, utilizing sub-advisory arrangements to implement systematic long/short equity strategies that include leverage, derivatives, and tax-aware trading techniques.

Brett Leahy is a financial advisor at Echelons Capital, LLC with two years of industry experience. He holds Series 63 and Series 65 licenses and has previously worked at Phase Line Capital, LLC, Zogo Technologies Co., Turbo Technology, Inc., and Goldman Sachs & Co. LLC. Outside of finance, he is the founder and COO of American Heartland Corporation, an e-commerce apparel retail business. Echelons Capital provides discretionary portfolio management, financial planning, and consulting services to individuals, trusts, charitable organizations, and businesses. The firm employs model portfolios and third-party money managers, including sub-advisory arrangements, to implement systematic long/short equity strategies and manages a concentrated client base with a focus on incorporating alternative and higher-risk instruments.