Sterneck Capital Management LLC

Robin Sterneck is a financial advisor at Sterneck Capital Management LLC with 11 years of industry experience. He holds Series 63 and Series 65 licenses and has served with Sterneck Capital Management since 2014. Outside of advisory work, he is a trustee on the Board of Trustees for EPR Properties, Inc., and works as a facilitator and trainer for leadership development courses through the KC Central Exchange, as well as a business consultant and speaker on leadership and networking topics through Highland Birch LLC. Sterneck Capital Management provides discretionary investment management and financial planning services to individuals, trustees, foundations, and corporate clients. The firm employs a multi-cap, value-oriented investment approach focused on fundamental analysis and long-term strategies, offering diversified portfolios that include equities, ETFs, mutual funds, private investments, and cash management options.

Austin Drake is a CFP® professional with 10 years of industry experience. He has been with Sterneck Capital Management LLC since 2018 and previously worked at FBR Capital Markets & Co. and B. Riley & Co., LLC. He is based in Kansas City, MO. Sterneck Capital Management provides discretionary investment management and financial planning to individuals, trustees, foundations, and corporate clients. The firm employs a multi-cap, value-oriented approach focused on fundamental analysis, long-term investing, and tactical rebalancing, offering diverse portfolio options including individual equities, ETFs, mutual funds, and private investments.

Frank Sterneck is a financial advisor with Sterneck Capital Management LLC, holding Series 63 and Series 65 licenses and possessing 29 years of industry experience. He has been with Sterneck Capital Management since 1989. Sterneck Capital Management provides discretionary investment management and financial planning services to individuals, trustees, foundations, and corporate clients. The firm follows a multi-cap, value-oriented investment approach based on fundamental analysis with a long-term focus and tactical rebalancing, offering a range of portfolio options including equities, ETFs, mutual funds, debt securities, and private investments.

Brandie Giffin is a financial advisor at Sterneck Capital Management LLC with 10 years of industry experience. She holds a Series 65 designation and has been with Sterneck Capital Management since 2014. Outside of her advisory role, she and her husband operate a small Airbnb rental at their lake home. Sterneck Capital Management provides discretionary investment management and financial planning services to individuals, trustees, foundations, and corporate clients. The firm follows a multi-cap, value-oriented investment approach focused on fundamental analysis and long-term strategies, incorporating various asset types and recently expanded third-party SMA offerings.