Advisors at this firm
Charles B
Series 63, Series 66
Darien, CT
Sonder Partners
Charles Burdette is a financial advisor at Sonder Partners with eight years of industry experience. He holds Series 63 and Series 66 designations and has previously worked at Barclays Capital and Nosara Capital. He is also a venture partner at Nosara Capital. Sonder Partners primarily serves individual and high-net-worth clients by referring them to a select group of unaffiliated advisory firms for ongoing management, while maintaining discretionary portfolio management on a legacy basis for a limited number of clients. The firm emphasizes suitability assessments and manager research, relying largely on third-party models and managers rather than an internal investment platform.
Jason P
Series 65, Series 66
Kennebunkport, ME
Sonder Partners
Jason Pinkham is a financial advisor with Sonder Partners in Kennebunkport, ME, holding Series 65 and Series 66 licenses and seven years of industry experience. He previously worked at Dynasty Financial Partners for eleven years before joining Sonder Partners in 2021. Outside of his advisory role, Pinkham serves as a strategic advisor and investor for AndSimpleApS, a family office networking and consulting business. Sonder Partners primarily serves individual and high-net-worth clients by referring them to a select group of unaffiliated advisory firms for ongoing management. The firm maintains a referral-first model and provides discretionary portfolio management on a limited, legacy basis while conducting diligence to match clients with third-party managers.