Mad River Investors

Stephen Carluccio is a financial advisor at Mad River Investors in Boston, MA, holding a Series 65 credential with 18 years of industry experience. He has been with Mad River Investors since 2012 and concurrently operates SCC Legal and Business Services, where he performs a limited amount of outside legal work for former clients with employer approval. Mad River Investors provides discretionary investment management to individuals, high-net-worth clients, companies, trusts, and other entities through its Managed Opportunities separate-account program and as general partner and advisor to Long Point Investors, L.P., a private partnership for accredited investors. The firm employs a concentrated, long-term equity-oriented approach with a range of strategies including contrarian and special-situation investments, digital assets, and hedging, managing approximately $338 million in assets across about 115 client relationships.

Michael Gagne is a financial advisor at Mad River Investors with a Series 65 designation and no prior industry experience. Before joining Mad River Investors, he held roles in sales and marketing strategy development as owner and CEO of Egmont LLC. Mad River Investors provides discretionary investment management to individuals, high-net-worth clients, companies, trusts, and other entities through its Managed Opportunities separate-account program and as general partner and investment advisor to Long Point Investors, L.P., a private partnership. The firm employs a concentrated, opportunistic, long-term equity-oriented approach with a focus on contrarian, special-situation, hedging, and emerging-asset strategies.

Joshua Stewart is a financial advisor at Mad River Investors in Boston, MA, with 21 years of industry experience. He has been with Mad River Investors, operating as Mrm Horizon Advisors LLC, since 2002. He holds Series 63 and Series 65 licenses. Mad River Investors provides discretionary investment management to individuals, high-net-worth clients, companies, trusts, and other entities through its Managed Opportunities separate-account program and as general partner and investment advisor to Long Point Investors, L.P., a private partnership for accredited and qualified investors. The firm employs a concentrated, opportunistic, long-term equity-oriented approach and manages approximately $338 million in assets across about 115 client relationships.

Richard Silver is a financial advisor with Mad River Investors in St. Petersburg, FL, holding Series 63 and Series 65 credentials and possessing 26 years of industry experience. He has been with Mad River Investors, formerly MRM-Horizon Advisors, LLC, since 1999. Mad River Investors provides discretionary investment management to individuals, high-net-worth clients, companies, trusts, and other entities through its Managed Opportunities separate-account program and as general partner and investment advisor to Long Point Investors, L.P., a private partnership. The firm employs a concentrated, opportunistic, long-term equity-oriented approach with a focus on contrarian, special-situation, hedging, and emerging-asset strategies, managing approximately $338 million in assets across about 115 client relationships.