Panoramic Capital Partners LLC

Taylor Gentry is a Series 65-licensed financial advisor with Panoramic Capital Partners LLC, based in Missoula, MT, and has two years of industry experience. Prior to joining Panoramic, Taylor worked at Fi Holdings LLC and Endeavour Capital. Outside of advisory roles, Taylor is involved in investment-related administrative and development activities with multiple LLCs in Portland, Oregon, and Papillion, Nebraska. Panoramic Capital Partners LLC serves individuals, trusts, retirement plans, nonprofits, and businesses by providing discretionary asset management, financial planning, business consulting, and retirement plan consulting. The firm constructs customized portfolios using a blend of individual securities, mutual funds, alternative investments, and vetted third-party managers, with ongoing monitoring and rebalancing tailored to client objectives and risk tolerances.

Grace Buchanan is a financial advisor at Panoramic Capital Partners LLC with one year of industry experience. She holds the Series 66 designation and previously worked at JPMorgan Chase Bank, N.A. and J.P. Morgan Securities LLC. Panoramic Capital Partners serves individuals, trusts, retirement plans, foundations, and business entities, providing asset management, financial planning, and business consulting services. The firm employs an individualized investment approach that includes a variety of asset types and integrates planning and business considerations into portfolio construction.

Catherine Groff is an advisor at Panoramic Capital Partners LLC with a Series 65 designation and two years of industry experience. She previously worked at Morgan Stanley and Fisher Investments, each for one year, and has a background that includes entrepreneurial experience with Green Imaging LLC. Panoramic Capital Partners LLC provides advisory services to individuals, trusts, retirement plans, nonprofits, and businesses, offering discretionary asset management, financial planning, business consulting, and retirement plan consulting. The firm constructs tailored portfolios using a combination of in-house management and third-party sub-advisors, incorporating various asset types and continuous portfolio monitoring.

Nicholas Hubert is a financial advisor with Panoramic Capital Partners LLC, holding a Series 66 designation and bringing 10 years of industry experience. He previously worked at Morgan Stanley and Morgan Stanley Private Bank for eight years. Outside of his advisory role, Hubert is a minority owner and investor in real estate development projects. Panoramic Capital Partners LLC provides advisory services to individuals, trusts, retirement plans, nonprofit organizations, and businesses. The firm offers discretionary asset management, comprehensive portfolio management, financial planning, business consulting, and retirement plan consulting, utilizing both in-house and third-party managers to construct tailored investment portfolios.

Lisa Caselli is a financial advisor at Panoramic Capital Partners LLC with a Series 65 designation and experience at Goldman Sachs & Co., Inc. from 2011 to 2024. She has been with Panoramic Capital Partners since 2024. Panoramic Capital Partners serves individuals, trusts, retirement plans, foundations, and business entities, offering asset management, portfolio management, financial planning, and business consulting. The firm employs an individualized investment approach that includes a range of asset types and integrates planning and business considerations into portfolio construction.

Andrew Carter is a financial advisor at Panoramic Capital Partners LLC with 34 years of industry experience. He holds Series 63 and Series 65 licenses and previously worked at Morgan Stanley in various private banking and wealth management roles from 2009 to 2024. Outside of advisory work, he manages several family investment properties through multiple LLCs. Panoramic Capital Partners serves individuals, trusts, retirement plans, foundations, and business entities by offering asset management, comprehensive portfolio management, financial planning, and business consulting. The firm employs an individualized investment approach that includes a range of securities and alternative investments, integrates planning and business considerations into portfolio construction, and conducts ongoing due diligence on third-party managers.