Promethium

David Poch is a financial advisor at Promethium with a Series 65 designation and one year of industry experience. Prior to joining Promethium, he worked for Challenger Performance Optimization, Inc. and held roles at Miami University and Archbishop Moeller High School. Promethium Advisors, LLC provides discretionary investment management, financial planning, and consulting services to individuals, including high-net-worth clients, as well as institutional clients. The firm uses a combination of active and passive strategies, tactical asset allocation, and alternative investments to construct diversified portfolios tailored to client objectives.

Edward Giese is a financial advisor at Promethium Advisors, LLC with 14 years of industry experience. He holds a Series 65 designation and has previously worked at Sargent Investment Group LLC and United Capital Financial Advisors. Promethium Advisors, LLC is an SEC-registered investment adviser serving both individual and institutional clients, including high-net-worth individuals. The firm employs a combination of active and passive investment strategies, tactical asset allocation, and third-party manager oversight to construct diversified portfolios tailored to client objectives.

Christopher Poch is a financial advisor at Promethium Advisors, LLC with 38 years of industry experience. He holds the Series 63, Series 65, and Series 66 designations. Prior to joining Promethium in 2024, he worked at Morgan Stanley and its affiliates from 2017 to 2024. Outside of his advisory role, Poch is involved in executive coaching through Purpose Advisors, serves on the finance committee of the Society of the Sacred Heart, and has authored books related to investments. Promethium Advisors provides discretionary investment management, financial planning, and consulting services to individual and institutional clients. The firm employs a mix of active and passive strategies, including tactical asset allocation and alternative investments, and oversees third-party independent managers while offering a wrap fee program that covers certain transaction and custodial fees.

Eliza Jeffereis is a financial advisor at Promethium with Series 65 and Series 66 licenses and one year of industry experience. Her prior work includes roles at GWU, DECA Inc., UC Leuven-Limburg, and Noble Americas Corp. Promethium Advisors, LLC provides discretionary investment management, financial planning, and consulting services to both individual and institutional clients. The firm utilizes a combination of active and passive strategies, including tactical asset allocation and alternative investments, and manages its own wrap fee program.