Global View Capital Management LLC

Chadwick Albano is a financial advisor with Global View Capital Management LLC, holding Series 63 and Series 65 licenses and bringing 22 years of industry experience. He has worked with multiple affiliated firms within the Global View Capital group since 2010 and has prior experience at Purshe Kaplan Sterling Investments and Robert Half International. Albano is also involved in marketing, education, and sales of insurance and advisory services across several related entities. Global View Capital Management provides discretionary investment management and financial planning services to individuals, high-net-worth clients, trusts, corporations, retirement plans, and other businesses. The firm employs a model-driven, quantitative investment approach utilizing technical analysis and proprietary research to manage approximately $708 million in assets across 85 advisors.

Joyce Kelley is a financial advisor at Global View Capital Management LLC with 10 years of industry experience. She holds Series 63 and Series 65 licenses and has been with Global View Capital Management since 2015. Kelley serves as a board member of the Membership Committee at the South Suburban Small Business Association. Global View Capital Management provides discretionary investment management and financial planning services to individuals, high-net-worth clients, trusts, corporations, retirement plans, and other businesses. The firm employs a largely model-driven, quantitative investment process that uses technical analysis and trend-following signals, supported by a majority-owned research arm, to manage approximately $708 million in discretionary assets across about 85 advisors.

John Peters II is a financial advisor at Global View Capital Management LLC with 27 years of industry experience. He holds a Series 63 designation and has previously worked at Horter Financial Strategies and Horter Investment Management, LLC. Outside of his advisory role, he volunteers at Cincinnati Children’s Hospital Medical Center. Global View Capital Management provides discretionary investment management and financial planning for individuals, high-net-worth clients, trusts, corporations, retirement plans, and other businesses. The firm uses a model-driven, quantitative investment approach based on technical analysis and proprietary research, managing approximately $708 million in discretionary assets across about 85 advisors.

Brennen Baker is a financial advisor at Global View Capital Management LLC with two years of industry experience. He holds a Series 65 credential and has worked in various roles at Global View Capital entities since 2023. Outside of advisory work, he has been employed in management positions at Camping World since 2016. Global View Capital Management provides discretionary investment management and financial planning services to individuals, high-net-worth clients, trusts, corporations, retirement plans, and other businesses. The firm employs a largely model-driven, quantitative investment process using proprietary research and algorithmic signals to manage approximately $708 million in discretionary assets.

Zachary Rohrer is a financial advisor with Global View Capital Management LLC in Billings, MT, holding Series 63 and Series 65 credentials and 11 years of industry experience. His work history includes roles at Kc & Company, PC, and multiple affiliated entities of Global View Capital since 2015, as well as Cornerstone Financial Associates LLC since 2009. He serves as a committee member providing compliance and audit guidance at Valley Credit Union. Global View Capital Management provides discretionary investment management and financial planning for individuals, high-net-worth clients, trusts, corporations, retirement plans, and other businesses. The firm employs a model-driven, quantitative investment process using proprietary research and algorithmic signals to manage approximately $708 million in assets across 85 advisors.

Terry Hastings is a financial advisor at Global View Capital Management LLC with nine years of industry experience and a Series 66 designation. His prior work history includes roles at NewBridge Securities Corporation, Generations Wealth, and Charles Schwab, among others. Outside of financial services, he works as a driver for Uber. Global View Capital Management provides discretionary investment management and financial planning for individuals, high-net-worth clients, trusts, corporations, retirement plans, and other businesses. The firm employs a model-driven, quantitative investment approach using proprietary research and algorithmic signals to manage approximately $708 million in discretionary assets across 85 advisors.

Dean Fliss is a financial advisor with Global View Capital Management LLC, holding Series 63 and Series 65 credentials and bringing 39 years of industry experience. He has been with Global View Capital Management since 2014 and also maintains a role at Purshe Kaplan Sterling Investments. Outside of his advisory work, Fliss owns and operates Fliss Enterprises and is involved in various business ventures, including serving as president of Global View Capital Partners, LLC. Global View Capital Management provides discretionary investment management and financial planning services to individuals, high-net-worth clients, trusts, corporations, retirement plans, and other businesses. The firm employs a model-driven, quantitative investment approach based on technical analysis, momentum, and trend-following signals, supported by a majority-owned research arm that generates daily rankings and trade alerts.

Lawrence Peterson is a financial advisor with Global View Capital Management LLC, holding Series 63 and Series 65 credentials and bringing 30 years of industry experience. He has worked with Global View Capital Management since 2014 and previously with Purshe Kaplan Sterling Investments. Outside of his advisory work, he has a non-investment related involvement with Amway through a family business account. Global View Capital Management provides discretionary investment management and financial planning services to individuals, high-net-worth clients, trusts, corporations, retirement plans, and other businesses. The firm employs a model-driven, quantitative investment approach using technical analysis and proprietary research to manage approximately $708 million in discretionary assets.

Barry Arnold is a financial advisor with Global View Capital Management LLC in Waukesha, WI, holding Series 63 and Series 66 licenses and bringing 36 years of industry experience. His prior experience includes nearly three decades at Arnold Investment Counsel, Inc. and roles at Thrivent Financial and Thrivent Investment Management. He serves as president of the National Association of Active Investment Managers (NAAIM). Global View Capital Management provides discretionary investment management and financial planning for individuals, high-net-worth clients, trusts, corporations, retirement plans, and other businesses. The firm uses a largely model-driven, quantitative investment approach based on technical analysis, momentum, relative strength, and trend-following signals, supported by a majority-owned research arm that delivers daily fund and ETF rankings and trade alerts.

Rudy Garcia is a financial advisor with Global View Capital Management LLC, holding Series 63 and Series 65 licenses and bringing 16 years of industry experience. He has been with Global View Capital Management and its affiliates since 2015 and is also the owner and director of Rivanna Woods Associates, LLC, a business involved in real estate brokerage, consulting, and tax preparation. Garcia serves as co-chair of the board for Prevent Child Abuse Virginia and holds leadership roles in several community organizations in Virginia. Global View Capital Management provides discretionary investment management and financial planning services to individuals, high-net-worth clients, trusts, corporations, retirement plans, and other businesses. The firm employs a model-driven, quantitative investment process using technical analysis and proprietary research to manage approximately $708 million in discretionary assets.

Jesse Cole is a financial advisor with Global View Capital Management LLC, holding Series 63 and Series 65 licenses and having 15 years of industry experience. He has worked with Global View Capital Management since 2014 and Global View Capital Advisors since 2013. Outside of finance, he works as a well technician for AES-Houston Contracting Co., providing energy services. Global View Capital Management offers discretionary investment management and financial planning to individuals, high-net-worth clients, trusts, corporations, retirement plans, and other businesses. The firm employs a model-driven, quantitative investment process using proprietary research and algorithmic signals to manage portfolios and sub-advisory arrangements across multiple platforms.

Jeffrey Butler is a financial advisor with Global View Capital Management LLC, holding Series 63 and Series 66 licenses and bringing 31 years of industry experience. His prior work includes roles at Nextstep Financial Wellness LLC and Fortune Financial Services, Inc. Outside of advisory activities, he is a member of Butler Tree and Land LLC, where he manages operations. Global View Capital Management provides discretionary investment management and financial planning services to individuals, high-net-worth clients, trusts, corporations, retirement plans, and other businesses. The firm employs a model-driven, quantitative investment process that utilizes proprietary research and algorithmic strategies to manage approximately $708 million in discretionary assets across a broad client base.

William Sefcik is a financial advisor with Global View Capital Management LLC, holding Series 63 and Series 65 licenses and having 16 years of industry experience. He has been involved with several affiliated firms within the Global View Capital group since 2013 and owns WJS And Associates, a tax planning and consulting business. Outside of his advisory work, he is a managing member and partial owner of multiple franchise bakery businesses alongside his sons. Global View Capital Management provides discretionary investment management and financial planning services to individuals, high-net-worth clients, trusts, corporations, retirement plans, and other businesses. The firm uses a model-driven, quantitative investment process based on technical analysis, momentum, relative strength, and trend-following signals, supported by a proprietary research arm and implemented through centralized trading and platform arrangements.

Jamie Johnson is a financial advisor with Global View Capital Management LLC, holding a Series 66 designation and 11 years of industry experience. Prior to joining Global View Capital Management and its affiliate in 2025, Johnson worked at Transamerica Financial Advisors, World Financial Group, and several other firms. Outside of advisory services, he serves as treasurer for a local Business Networking International chapter and manages an insurance agency. Global View Capital Management provides discretionary investment management and financial planning for individuals, high-net-worth clients, trusts, corporations, retirement plans, and other businesses. The firm uses a largely model-driven, quantitative investment approach based on technical analysis, momentum, and trend-following signals, supported by a majority-owned research arm and centralized trade execution.

Philip Schweik is a financial advisor with Global View Capital Management LLC, holding a Series 65 designation and eight years of industry experience. He has been associated with multiple Global View Capital entities since 2015 and operates a fishing guide service called Hooksetters, which he has owned and managed since 1995. Global View Capital Management provides discretionary investment management and financial planning services for individuals, high-net-worth clients, trusts, corporations, retirement plans, and other businesses. The firm employs a model-driven, quantitative investment approach using proprietary research and algorithmic models to manage approximately $708 million in discretionary assets.