Spirepoint Private Client, LLC

Trent Leyda is a financial advisor with Spirepoint Private Client, LLC, holding Series 63 and Series 66 licenses and bringing 21 years of industry experience. He has worked at Morgan Stanley in various capacities from 2009 to 2023 before joining Spirepoint Private Client in 2023. Leyda is also a licensed insurance agent servicing clients on insurance policies. Spirepoint Private Client, LLC serves individuals, families, trusts, institutions, and retirement plans with discretionary investment management, financial planning, and consulting. The firm employs a multi-faceted investment process combining fundamental, technical, and relative-strength analysis with portfolio construction tools, offering both active and passive strategies tailored to client profiles.

Courtenay Satterwhite is a financial advisor at Spirepoint Private Client, LLC with 13 years of industry experience. She holds a Series 66 designation and previously worked at Morgan Stanley for 12 years. Outside of her advisory work, she is involved in health coaching as an independent contractor with OPTAVIA. Spirepoint Private Client, LLC provides discretionary investment management, financial planning, and consulting services to individuals, high-net-worth clients, trusts, retirement plans, and institutional investors. The firm manages approximately $1.44 billion using a mix of active and passive strategies and operates a wrap fee program consolidating transaction, custody, and reporting services.

Ronnie Marceaux is a financial advisor at Spirepoint Private Client, LLC with 26 years of industry experience. He holds Series 65 and Series 66 licenses and has previously worked at Morgan Stanley Private Bank and Morgan Stanley Smith Barney. Marceaux is also a licensed insurance agent, providing services related to insurance policies based on client needs. Spirepoint Private Client, LLC serves individuals, families, trusts, institutions, and retirement plans with discretionary investment management, financial planning, and consulting. The firm employs a multi-faceted investment approach that integrates fundamental and technical analysis with portfolio construction tools, offering tailored portfolios that may include third-party managers and alternative investments.

Hakyung Campione is a CFP® professional with 12 years of industry experience, currently serving at Spirepoint Private Client, LLC. Prior to joining Spirepoint in 2023, Campione worked at Morgan Stanley Private Bank and Bank of America Merrill Lynch. Outside of advisory work, Campione serves on the investment committee of the VNA of Treasure Coast. Spirepoint Private Client, LLC offers discretionary investment management, financial planning, and consulting services to individuals, high-net-worth clients, trusts, retirement plans, and institutional investors. The firm employs a combination of active and passive strategies and manages approximately $1.44 billion across more than a thousand accounts.

Robert Scarborough is a financial advisor at SpirePoint Private Client, LLC with 24 years of industry experience. He holds the Series 66 designation and has worked at firms including Morgan Stanley Private Bank and Purshe Kaplan Sterling Investments. Outside of his advisory role, Scarborough serves as Vice President and board member of Palm Beach Island Cats and performs with the Palm Beach Opera. SpirePoint Private Client, LLC provides discretionary investment management, financial planning, and consulting services to individuals, families, trusts, institutions, and retirement plans. The firm employs a multi-disciplinary investment approach combining fundamental and technical analysis with portfolio construction tools, offering both active and passive strategies tailored to client profiles.

Kim Orsi is a financial advisor at Spirepoint Private Client, LLC with 21 years of industry experience. She previously worked at Morgan Stanley Smith Barney and Morgan Stanley & Co. Incorporated for a combined 17 years. Outside of her advisory role, she is an independent contractor for Pampered Chef, focusing on home goods and hosting home shows. Spirepoint Private Client, LLC provides discretionary investment management, financial planning, and consulting services to individuals, families, trusts, institutions, and retirement plans. The firm employs a combination of fundamental and technical analysis alongside portfolio construction tools to tailor active and passive investment strategies for its clients.

James Beindorf is a financial advisor with Spirepoint Private Client, LLC, holding a Series 66 designation and five years of industry experience. His prior roles include positions at Purshe Kaplan Sterling Investments and Morgan Stanley. He serves on the board of Child Care Resources, a nonprofit organization in Vero Beach, FL, and is a minority owner of a local restaurant. SpirePoint Private Client, LLC provides discretionary investment management, financial planning, and consulting services to individuals, families, trusts, institutions, and retirement plans. The firm utilizes a combination of fundamental, technical, and quantitative analysis alongside active and passive strategies to construct tailored portfolios, managing over $1 billion in client assets.

Susan Zimmerman is a financial advisor at Spirepoint Private Client, LLC with 18 years of industry experience. She holds a Series 66 designation and previously worked at Morgan Stanley from 2007 to 2023. In addition to her advisory role, she is a licensed insurance agent servicing clients’ insurance policies. Spirepoint Private Client, LLC provides discretionary investment management, financial planning, and consulting services to individuals, families, trusts, institutions, and retirement plans. The firm employs a multi-faceted investment process that integrates fundamental and technical analysis with portfolio construction techniques, offering both active and passive strategies tailored to client profiles.

Garrett Hudson is a financial advisor at Spirepoint Private Client, LLC with a Series 65 credential and one year of industry experience. Prior to joining Spirepoint, he worked in various roles at Drew Estate, Swisher, PwC, and held positions at the University of North Florida and the University of Florida. Spirepoint Private Client, LLC provides discretionary investment management, financial planning, and consulting services to individuals, high-net-worth clients, trusts, retirement plans, and institutional investors. The firm employs a blend of active and passive investment strategies and manages approximately $1.44 billion across more than one thousand accounts through a team of eight advisors.