Point Windward Advisors, Inc.

Bradley Small is a financial advisor at Point Windward Advisors, Inc. with three years of industry experience. He holds Series 63 and Series 65 licenses and has worked at Beech Hill Securities, Inc. since 2020. Outside of finance, he is involved in a music publishing business, composing and licensing music for television and radio. Beech Hill Advisors, Inc. provides discretionary and occasional non-discretionary investment management, annuity oversight, and comprehensive financial planning for individuals, pension and profit-sharing plans, and other entities. The firm uses a combination of fundamental, quantitative, and technical analysis, including strategies such as short sales and option writing, with portfolio management generally conducted on a discretionary basis.

Richard Owen Jr. is a financial advisor at Point Windward Advisors, Inc. with 18 years of industry experience. He holds a Series 66 designation and has been associated with Beech Hill Advisors, Inc. and Beech Hill Securities, Inc. since 2014. In addition to his role at Point Windward Advisors, he serves as Vice-President at Beech Hill Advisors, providing investment advice and general planning. Beech Hill Advisors, Inc. offers discretionary and occasional non-discretionary investment management, annuity oversight, and comprehensive financial planning to individuals, pension and profit-sharing plans, and other entities. The firm employs a combination of fundamental, quantitative, qualitative, and technical analysis, managing approximately $358.6 million in client assets with a dually registered structure that includes brokerage services.

Anthony Vivona is a financial advisor at Beech Hill Advisors, Inc. with two years of industry experience. He holds a Series 65 designation and has prior work experience at JDX Consulting and Tulane University. Beech Hill Advisors, Inc. provides discretionary and occasional non-discretionary investment management, annuity oversight, and comprehensive financial planning to individuals, including high-net-worth clients, as well as pension and profit-sharing plans. The firm uses a combination of fundamental, quantitative, qualitative, and technical analysis methods and manages approximately $358.6 million in client assets.

William Wurm is a CFA® charterholder with over 31 years of industry experience. He has been with Beech Hill Advisors and its affiliated entities, including Point Windward Advisors, Inc., since 2001. Outside of his advisory role, he is a partner and member of Beech Hill Financial, LLC, where he assists in operations and opportunity identification. Beech Hill Advisors, Inc. provides discretionary and occasional non-discretionary investment management, annuity oversight, and comprehensive financial planning for individuals, pension and profit-sharing plans, and other entities. The firm employs a combination of fundamental, quantitative, qualitative, and technical analysis, including short sales and option strategies, managing approximately $358.6 million in client assets.

Evan Slater is a financial advisor with Point Windward Advisors, Inc. in New York, NY, holding Series 63 and Series 66 licenses and bringing 32 years of industry experience. He has served as Senior Vice President and Fixed Income Portfolio Manager at Beech Hill Advisors, Inc. since 2017. Outside of his advisory role, he manages LRF Slater Co, Inc., an asset management company specializing in commercial real estate development. Point Windward Advisors is an SEC-registered firm serving individual and high-net-worth clients, pension and profit-sharing plans, and corporate entities. The firm employs a variety of trading strategies, including short-term trading and options, and emphasizes portfolio management by individual managers who conduct at least quarterly reviews.

Michael Stern is a financial advisor at Point Windward Advisors, Inc. with 23 years of industry experience. He holds Series 63 and Series 65 designations and has been with Beech Hill Advisors, Inc. since 2010. Beech Hill Advisors, Inc. provides discretionary and occasional non-discretionary investment management, annuity oversight, and comprehensive financial planning to individuals, pension and profit-sharing plans, and other entities. The firm combines fundamental, quantitative, qualitative, and technical analysis methods, including short sales and option writing, to manage approximately $358.6 million in client assets.