Howard Capital Management Group, LLC

Michael Wissel is a financial advisor at Howard Capital Management Group, LLC with 23 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at Howard Capital entities since 2001. Howard Capital Management Group provides discretionary and non-discretionary investment advisory services primarily to high-net-worth individuals and institutional clients. The firm employs fundamental, technical, and cyclical analysis in managing portfolios that typically include equities, fixed income, and ETFs, and operates as an indirect subsidiary of Focus Financial Partners.

David Robinson is a CFA® charterholder with 16 years of industry experience. He has been with Howard Capital Management Group, LLC since 2020 and previously worked at Howard Capital Management, Inc. from 2007 to 2020. Howard Capital Management Group provides discretionary and non-discretionary investment advisory services primarily to high-net-worth individuals, trusts, and institutional clients. The firm employs a combination of fundamental, technical, and cyclical analysis and uses ETFs and mutual funds within its investment strategies.

Jason Kaplan is a financial advisor at Howard Capital Management Group, LLC with 16 years of industry experience. He holds Series 63 and Series 65 licenses and has been with Howard Capital Management entities since 2010. The firm provides discretionary and non-discretionary investment advisory services to high-net-worth individuals, trusts, estates, foundations, endowments, charitable organizations, corporations, and other business entities. Howard Capital Management Group employs a multifaceted investment approach including fundamental, technical, and cyclical analysis, primarily using ETFs and mutual funds, and operates as a subsidiary within a broader network affiliated with Focus Financial Partners.