Scottsdale, AZ Scottsdale Office

Jacob Duffy is a financial advisor with Xcelsior Advisor Partners LLC in Scottsdale, AZ, holding Series 63 and Series 66 licenses and bringing 25 years of industry experience. His prior work includes roles at Robert W. Baird and Duffy Mathias Private Wealth. He serves as a board member on the finance committees of the BHHS Legacy Foundation and the Rotary Foundation of Evanston, Illinois. Xcelsior Advisor Partners LLC is a team of approximately 18 advisors managing over $650 million for individual and high-net-worth clients, trusts, estates, retirement plans, foundations, and corporate entities. The firm employs both fundamental analysis and modern portfolio theory in discretionary portfolio management, financial planning, and retirement-plan consulting, with access to third-party money managers and alternative investments.

Katie Nulliner is a financial advisor with Xcelsior Advisor Partners LLC and holds a Series 66 designation. She has one year of industry experience and has previously worked at Strategic Advisors, Fidelity Brokerage Services LLC, and Wealth Strategies Advisory Group. Outside of her advisory role, she is an employee at The Mission Restaurant in Scottsdale, Arizona, where she bartends and serves. Xcelsior Advisor Partners LLC is an SEC-registered team of approximately 18 advisors managing about $650.7 million for around 348 clients, including individuals, high-net-worth clients, trusts, estates, retirement plans, foundations, and corporate entities. The firm offers discretionary portfolio management and financial planning services, using both fundamental analysis and modern portfolio theory while providing access to third-party money managers and alternative investments.