New Line Capital, LLC

Jonathan Stephens is a financial advisor at New Line Capital, LLC with five years of industry experience. He holds Series 63 and Series 65 licenses and has worked at Stires, O'Donnell and Co., Inc. since 1998. New Line Capital provides investment advisory and portfolio management services primarily to individuals, trusts, estates, and charitable organizations, as well as businesses and pension and profit-sharing plans. The firm offers customized advice based on a combination of fundamental, technical, and cyclical analysis, managing both discretionary and non-discretionary accounts.

Mark Boutote Sr. is a financial advisor with New Line Capital, LLC, holding Series 63 and Series 66 licenses and bringing 32 years of industry experience. He has been with New Line Capital since 2015. New Line Capital, LLC provides investment advisory and portfolio management services primarily to individuals, trusts, estates, and charitable organizations, as well as businesses and retirement plans. The firm employs a customized approach using fundamental, technical, and cyclical analysis and manages both discretionary and non-discretionary accounts.

David Nagler is a financial advisor with New Line Capital, LLC in Santa Fe, NM, holding Series 63 and Series 65 designations and bringing 39 years of industry experience. He has been with New Line Capital since 2006. New Line Capital provides investment advisory and portfolio management services primarily to individuals, trusts and estates, and charitable organizations, as well as to businesses and pension and profit-sharing plans. The firm employs a mix of fundamental, technical, and cyclical analysis to customize client portfolios and manages both discretionary and non-discretionary accounts for a select client base.