Navellier & Associates Inc

Thomas Donnelly is a financial advisor with Navellier & Associates Inc., holding Series 63 and Series 65 designations and bringing 36 years of industry experience. He has worked at Navellier & Associates since 2016 and previously held positions at Sears Holdings Corp and Guggenheim Investments. Outside of his advisory role, he works part-time as a sales consultant in home improvement. Navellier & Associates provides discretionary portfolio management and related advisory services to individuals, high-net-worth clients, trusts, estates, charitable organizations, corporations, pension plans, and registered investment companies. The firm employs a quantitative and fundamental investment process to construct equity portfolios and offers customized allocations through its Private Client Group.

Brendon Williams is a financial advisor with Navellier & Associates Inc in Reno, NV, holding Series 63 and Series 65 credentials and having 30 years of industry experience. He has worked at firms including Credit Suisse Securities and Realty Mogul, where he currently serves as an Acquisitions Consultant assisting with real estate purchases. Navellier & Associates provides discretionary portfolio management and related advisory services to a range of clients including individuals, high-net-worth clients, trusts, and institutions. The firm employs a quantitative and fundamental investment process to manage diversified equity portfolios and tactical strategies, primarily on a discretionary basis.

Phillip Mitteldorf is a financial advisor at Navellier & Associates Inc with 19 years of industry experience. He holds Series 63 and Series 65 licenses and has been associated with Navellier Securities Corp. since 2000. Navellier & Associates provides discretionary portfolio management and advisory services to a range of clients, including individuals, high-net-worth clients, trusts, and corporations. The firm utilizes a quantitative and fundamental investment process, focusing on constructing diversified equity portfolios and tactical strategies, with accounts primarily managed on a discretionary basis.

James Mc Garry is a CFP®-designated financial advisor with 22 years of industry experience. He has worked at Navellier & Associates Inc. since 2014 and previously held roles at Edelman Financial Services, Chase Investment Services, Equitable Advisors, and MetLife Investment Fund Services. At Navellier, he serves as Senior Director of Private Client Services, providing private account management to high net worth clients. Navellier & Associates offers discretionary portfolio management and advisory services to individuals, high-net-worth clients, trusts, estates, charitable organizations, corporations, pension plans, and registered investment companies. The firm employs a quantitative and fundamental investment process, constructing concentrated and diversified equity portfolios alongside tactical ETF, covered-call, and dividend-focused strategies.

Kelli Howe is a financial advisor at Navellier & Associates Inc with 14 years of industry experience. She has been with Navellier & Associates since 2000. Navellier & Associates provides discretionary portfolio management and advisory services to individuals, high-net-worth clients, trusts, estates, charitable organizations, corporations, pension plans, and registered investment companies. The firm employs a quantitative and fundamental investment process to construct equity portfolios and also offers tactical ETF, covered-call, and dividend-focused strategies.

Peter Koelewyn is a financial advisor at Navellier & Associates Inc with Series 63 and Series 65 credentials and four years of industry experience. He has worked at Navellier since 2000, contributing over two decades to the firm’s operations. Navellier & Associates provides discretionary portfolio management and advisory services to a diverse client base including individuals, high-net-worth clients, trusts, estates, charitable organizations, corporations, pension plans, and registered investment companies. The firm employs a quantitative and fundamental investment process to construct equity portfolios across market capitalizations and offers additional strategies such as tactical ETFs, covered-call, and dividend-focused approaches.

Cheryl Czyz is a financial advisor at Navellier & Associates Inc with 12 years of industry experience. She holds a Series 63 designation and has been with Navellier & Associates since 1994 in a marketing associate role supporting wholesalers and registered representatives. Navellier & Associates provides discretionary portfolio management and advisory services to individuals, high-net-worth clients, trusts, estates, charitable organizations, corporations, pension plans, and registered investment companies. The firm employs a quantitative and fundamental investment process and manages approximately $1.3 billion in discretionary assets across about 1,301 clients.

Keith Basso is a financial advisor with Navellier & Associates Inc, holding Series 63 and Series 65 licenses and 19 years of industry experience. He has worked with Navellier & Associates since 1992 and IFS Fund Distributors since 2006. Outside of his advisory role, Basso manages a horse racing and breeding business through Antietam Bloodstock, LLC. Navellier & Associates provides discretionary portfolio management and related advisory services to individuals, high-net-worth clients, trusts, estates, charitable organizations, corporations, pension plans, and registered investment companies. The firm uses a quantitative and fundamental investment approach to construct equity portfolios and tactical strategies, managing approximately $1.3 billion in discretionary assets for about 1,301 clients.

Louis Navellier is a financial advisor at Navellier & Associates Inc with 34 years of industry experience. He holds Series 63 and Series 65 designations and has been with Navellier & Associates since 1987. Navellier has written for InvestorPlace Media since 2007 under a personal services contract. Navellier & Associates offers discretionary portfolio management and advisory services to individuals, high-net-worth clients, trusts, estates, charitable organizations, corporations, pension plans, and registered investment companies. The firm employs a quantitative and fundamental investment approach using a multi-step screening system to construct equity portfolios and manages approximately $1.3 billion in discretionary assets as of mid-2026.

Albert Burchfield IV is a financial advisor with Navellier & Associates Inc in Reno, NV, holding Series 63 and Series 65 registrations and having 19 years of industry experience. He has been with Navellier since 2002. Navellier & Associates provides discretionary portfolio management and advisory services to individuals, high-net-worth clients, trusts, estates, charitable organizations, corporations, pension plans, and registered investment companies. The firm uses a quantitative and fundamental investment process with multi-step screening to manage concentrated and diversified equity portfolios, along with tactical ETF, covered-call, and dividend-focused strategies.

Arjen Kuyper is a financial advisor at Navellier & Associates Inc with 19 years of industry experience. He holds Series 63 and Series 65 licenses and has been involved with Bhil Distributors, Inc. since 2009. Navellier & Associates provides discretionary portfolio management and advisory services to individuals, high-net-worth clients, trusts, estates, charitable organizations, corporations, pension plans, and registered investment companies. The firm uses a quantitative and fundamental investment process to construct equity portfolios and offers a range of strategies including tactical ETFs, covered-call, and dividend-focused approaches.

Michael Garaventa is a financial advisor with Navellier & Associates Inc, holding Series 63 and Series 65 licenses and bringing 19 years of industry experience. He has been with Navellier Securities since 2001. Navellier & Associates provides discretionary portfolio management and advisory services to individuals, high-net-worth clients, trusts, estates, charitable organizations, corporations, pension plans, and registered investment companies. The firm uses a quantitative and fundamental investment approach, constructing equity portfolios across market capitalizations and offering tactical ETF, covered-call, and dividend-focused strategies.

Ivan Martchev is a financial advisor at Navellier & Associates Inc in Reno, NV, holding a Series 65 designation with 12 years of industry experience. He has been with Navellier & Associates since 2011. Navellier & Associates provides discretionary portfolio management and advisory services to individuals, high-net-worth clients, trusts, estates, charitable organizations, corporations, pension plans, and registered investment companies. The firm uses a quantitative and fundamental investment approach to construct diversified equity portfolios and offers a range of strategies including tactical ETFs, covered-call, and dividend-focused investments.