Advisors at this firm
Daniel C
Series 65
Bethesda, MD
Macroview Investment Management LLC
Daniel Cohen is a financial advisor at MacroView Investment Management LLC with 23 years of industry experience. He holds the Series 65 designation and has been with Absolute Investment Management, LLC since 2010. MacroView serves individual investors, including high net worth clients, as well as corporations, non-profits, and pension and profit-sharing plans. The firm employs a predominantly top-down, macroeconomic investment approach and combines internal portfolio management with third-party managers to deliver discretionary personal wealth management, financial planning, and retirement plan consulting services.
Christopher T
CFP®, Series 63, Series 65
Bethesda, MD
Macroview Investment Management LLC
Christopher Thomas is a CFP®-designated financial advisor with 22 years of industry experience. He has worked at Macroview Investment Management LLC since 2018 and previously held roles at Planning Solutions Group, LLC and Triad Advisors, Inc. Thomas serves as treasurer and board member of the National Capital Chapter of the Society of Financial Service Professionals. Macroview Investment Management LLC serves individual investors, including high net worth clients, corporations, non-profits, and retirement plans, offering discretionary wealth management, financial planning, and retirement plan consulting. The firm employs a top-down, macroeconomic investment approach and combines internal management with third-party managers, also maintaining an active sub-advisory business and a platform relationship with Zoe Financial.
Michael H
CFP®, Series 63, Series 66
Bethesda, MD
Macroview Investment Management LLC
Michael Hoffman is a CFP® with 18 years of industry experience, currently serving as an advisor at Macroview Investment Management LLC. He previously worked at Verdence Capital Advisors, LLC, and held roles at Hightower Securities, LLC and Hightower Advisors. Macroview Investment Management LLC provides discretionary personal wealth management, financial planning, and retirement plan consulting to individuals, corporations, non-profits, and pension plans. The firm employs a top-down macroeconomic investment approach, combining internal portfolio management with third-party managers, and maintains a notable sub-advisory business alongside its client services.
Micah P
CFP®, Series 65
Bethesda, MD
Macroview Investment Management LLC
Micah Patashnik is a CFP® and Series 65-licensed financial advisor with 12 years of industry experience. He has worked at Absolute Investment Management since 2012. Micah is affiliated with MacroView Investment Management LLC, a firm that provides discretionary personal wealth management, financial planning, and fee-based retirement plan consulting to individual investors, corporations, non-profits, and pension plans. MacroView employs a predominantly top-down, macroeconomic investment approach, combining internal portfolio management with third-party managers, and offers a notable sub-advisory business alongside ERISA retirement plan services.