Kathmere Capital Management, LLC

Kevin Doyle is a Certified Financial Planner® (CFP®) with four years of industry experience. He has worked at Kathmere Capital Management since 2021 and previously at Mill Creek Capital Advisors from 2016 to 2021. Outside of advisory work, he manages student housing rentals in Scranton, PA. Kathmere Capital Management provides investment management, financial planning, family office services, and retirement plan consulting to individuals, including high-net-worth clients, as well as institutional sponsors such as pension plans, endowments, and foundations. The firm employs a top-down, model-portfolio investment approach that includes ETFs, no-load mutual funds, individual securities, structured notes, and private fund allocations.

Nicholas Ryder is a CFA® charterholder and holds a Series 63 license, with 14 years of industry experience. He has been with Kathmere Capital Management, LLC since 2019 and previously worked at Private Advisor Group, LLC and LPL Financial. Kathmere Capital Management, LLC provides investment management, financial planning, family office services, and retirement plan consulting to individuals, including high-net-worth clients, as well as institutional sponsors such as pension plans, endowments, and foundations. The firm employs a top-down, model-portfolio approach primarily using ETFs and no-load mutual funds, while incorporating individual securities, structured notes, and private fund allocations as appropriate.

Brian Fenlin is a financial advisor at Kathmere Capital Management, LLC with 25 years of industry experience. He holds Series 63 and Series 65 licenses and previously worked at Oppenheimer & Co for 11 years before joining Kathmere in 2024. Kathmere Capital Management provides investment management, financial planning, family office services, and retirement plan consulting to individuals, including high-net-worth clients, as well as institutional sponsors. The firm employs a top-down, model-portfolio approach primarily using ETFs and no-load mutual funds, and also manages pooled investment vehicles such as the Kathmere Private Markets Fund 2024 LP.

Brian Todaro is a CFP® professional with four years of experience currently serving at Kathmere Capital Management, LLC. He has worked at Kathmere since 2020 and previously held a position at Ditech Home Loan. Kathmere Capital Management provides investment management, financial planning, family office services, and retirement plan consulting to individuals, including high-net-worth clients, as well as institutional sponsors such as pension plans, endowments, and foundations. The firm employs a top-down, model-portfolio approach using ETFs, mutual funds, and select individual securities, with active oversight and client collaboration.

Geoffrey Forcino is a financial advisor at Kathmere Capital Management, LLC with 21 years of industry experience. He holds Series 63 and Series 65 licenses and has previously worked at Purshe Kaplan Sterling Investments, Private Advisor Group, LLC, and LPL Financial. Outside of his advisory role, he is involved in providing fixed insurance solutions and serves as president of his own S-Corp. Kathmere Capital Management offers investment management, financial planning, family office services, and retirement plan consulting to individuals, including high-net-worth clients, as well as institutional sponsors such as pension plans, endowments, and foundations. The firm utilizes a top-down, model-portfolio approach primarily employing ETFs and no-load mutual funds, with additional allocations to individual securities, structured notes, and private funds when appropriate.

William Schumacher is a CFP® professional at Kathmere Capital Management, LLC with seven years of industry experience. He previously worked at The Vanguard Group, Inc. for four years and attended Clemson University. Kathmere Capital Management provides investment management, financial planning, family office services, and retirement plan consulting to individuals, high-net-worth clients, and institutional sponsors. The firm uses a top-down, model-portfolio approach primarily employing ETFs and no-load mutual funds, while also managing pooled vehicles such as the Kathmere Private Markets Fund 2024 LP.

Andrew Purcell is a financial advisor at Kathmere Capital Management, LLC with 16 years of industry experience. He holds the ChFC® designation as well as Series 63 and Series 65 licenses. Prior to joining Kathmere in 2026, he worked at HBKS Wealth Advisors and Locust Capital Management LLC. Kathmere Capital Management provides investment management, financial planning, family office services, and retirement plan consulting to individuals, including high-net-worth clients, and institutional sponsors. The firm employs a top-down, model-portfolio investment process using ETFs, mutual funds, and other securities, and also manages pooled investment vehicles such as the Kathmere Private Markets Fund 2024 LP.

David Hill Jr. is a CFP® and CFA® with 14 years of industry experience. He is currently with Kathmere Capital Management, LLC and has previously worked at firms including LNW Wealth Management, YieldX Advisers, M HOLDINGS SECURITIES, Legacy Advisors, Miller Investment Management, and Lord, Abbett & Co. LLC. Kathmere Capital Management provides investment management, financial planning, family office services, and retirement plan consulting to individuals, including high-net-worth clients, as well as institutional sponsors. The firm employs a top-down, model-portfolio approach primarily using ETFs and no-load mutual funds, with oversight from an Investment Department and Committee.

James Leasure is a CFA® charterholder with six years of experience at Kathmere Capital Management, LLC. Prior to joining Kathmere, he held positions at CBRE, the Penn Museum, and Leslie's, Inc. Kathmere Capital Management, LLC provides investment management, financial planning, family office services, and retirement plan consulting to individuals, including high-net-worth clients, as well as institutional sponsors such as pension plans, endowments, and foundations. The firm employs a top-down, model-portfolio approach primarily using ETFs and mutual funds, supplemented by individual securities and private fund allocations.

Clare Diamond is a CFP® with 13 years of industry experience and is currently with Kathmere Capital Management, LLC, where she has worked since 2019. Her prior roles include positions at Private Advisor Group, LLC, LPL Financial, and Janney Montgomery Scott, LLC. She holds Series 63 and Series 66 licenses and engages in fixed insurance activities related to client needs. Kathmere Capital Management, LLC offers investment management, financial planning, family office services, and retirement plan consulting to individuals, including high-net-worth clients, as well as institutional sponsors. The firm utilizes a top-down, model-portfolio approach with an Investment Department and Committee overseeing asset allocation, employing primarily ETFs and no-load mutual funds alongside individual securities and private fund allocations.

Grant Boyle is a CFP® and Series 65-registered advisor with six years of industry experience. He has been with Kathmere Capital Management, LLC since 2018, following earlier roles at Northwestern Mutual and USLI. Boyle also worked at Germantown Cricket Club and Saint Joseph’s University prior to his financial services career. Kathmere Capital Management provides investment management, financial planning, family office services, and retirement plan consulting to individuals, including high-net-worth clients, as well as institutional sponsors such as pension plans, endowments, and foundations. The firm employs a top-down, model-portfolio approach primarily utilizing ETFs and no-load mutual funds, while offering discretionary and non-discretionary account management.

Matthew Lugar is a CFP® professional with 16 years of industry experience. He is currently with Kathmere Capital Management, LLC and has previously worked at TGS Financial Advisors, SEI Investments, Infosys, and Vanguard. Kathmere Capital Management, LLC offers investment management, financial planning, family office services, and retirement plan consulting to both individual clients, including high-net-worth individuals, and institutional sponsors. The firm employs a top-down, model-portfolio approach emphasizing ETFs and no-load mutual funds while allowing for individual securities and private fund investments, with client oversight and routine rebalancing.

Jason Lipka is a financial advisor at Kathmere Capital Management, LLC with 25 years of industry experience. His prior roles include positions at Purshe Kaplan Sterling Investments, Principal Securities Inc, Principal Life Insurance Company, and Vanguard Advisers. Lipka holds Series 63, 65, and 66 credentials. Kathmere Capital Management provides investment management, financial planning, family office services, and retirement plan consulting to individuals, including high-net-worth clients, and institutional sponsors. The firm employs a top-down, model-portfolio approach primarily using ETFs and no-load mutual funds, while also managing private fund investments such as the Kathmere Private Markets Fund 2024 LP.

Nicholas Olesen is a CFP® professional with 20 years of industry experience. He has worked at Kathmere Capital Management since 2019 and previously held roles at Private Advisor Group, LLC and LPL Financial. His other business activities include providing fixed insurance solutions for clients. Kathmere Capital Management, LLC offers investment management, financial planning, family office services, and retirement plan consulting to individuals, including high-net-worth clients, as well as institutional sponsors. The firm employs a top-down, model-portfolio approach using ETFs and no-load mutual funds, and also manages pooled investment vehicles such as the Kathmere Private Markets Fund 2024 LP.

Michael Mc Dermott is a financial advisor at Kathmere Capital Management, LLC with 29 years of industry experience. He holds the CFP® designation along with Series 63 and 66 licenses. His prior roles include positions at Private Advisor Group, LLC and LPL Financial, LLC. Mc Dermott is also the author of the book "Financial Advisors are NOT Created Equal." Kathmere Capital Management, LLC provides investment management, financial planning, family office services, and retirement plan consulting to individuals—including high-net-worth clients—and institutional sponsors. The firm employs a top-down, model-portfolio process using ETFs, no-load mutual funds, and other investment vehicles, while also managing pooled investment vehicles such as the Kathmere Private Markets Fund 2024 LP.