Kelleher Financial Advisors, LLC

Neil Cataldi is a financial advisor at Kelleher Financial Advisors, LLC in Portland, ME, holding Series 63 and Series 65 designations with 14 years of industry experience. He is also the Principal of Blueprint Capital Management, a single-operator RIA specializing in a Microcap equity strategy since 2012. His prior experience includes roles at Viking Associates from 2008 to 2022. Kelleher Financial Advisors serves individuals, families, trusts, institutions, corporations, and pension plans with about $1.15 billion in assets under management. The firm’s investment approach is driven by fundamental research, offering tailored strategies across three divisions that include long-term equity management, balanced portfolios with third-party managers, and a value-oriented concentrated strategy incorporating options.

Barton Weisenfluh is a CFP® with 16 years of industry experience. He is currently with Kelleher Financial Advisors, LLC and has previously worked at Wall Street Access Asset Management and Hartland & Co. Kelleher Financial Advisors provides investment advisory services to individuals, families, trusts, institutions, corporations, and pension plans. The firm offers both discretionary and limited non-discretionary account management, third-party money manager selection, and family office consulting, operating through three divisions that focus on long-term equity management, balanced portfolios, and value-oriented equity strategies.

David Rauch is a financial advisor at Kelleher Financial Advisors, LLC in New York, NY, with 20 years of industry experience. He holds Series 63 and Series 65 designations and has worked at Kelleher Financial Advisors since 2015. Prior to that, he was associated with SAM Advisors, LLC, and Smith Asset Management, Inc. Kelleher Financial Advisors provides investment advisory and financial planning services to individuals, families, trusts, institutions, corporations, and pension plans. The firm manages approximately $1.15 billion in assets across about 279 client relationships and operates three divisions with distinct investment approaches tailored to client objectives.

Colleen Sorrentino is a CFA® charterholder with over 33 years of industry experience. She has been with Kelleher Financial Advisors, LLC since 2003 and is also affiliated with Wall Street Access. Kelleher Financial Advisors provides investment advisory services to individuals, families—including high net worth clients—trusts, institutions, corporations, and pension plans. The firm offers discretionary and limited non-discretionary account management, third-party money manager selection and monitoring, and family office consulting, with distinct divisions focused on long-term equity management, balanced portfolios, and value-oriented concentrated equity strategies.