Sarasota, FL Office

Joseph Gissy is a financial advisor with Tactive Advisors, LLC in Sarasota, FL, holding a Series 65 designation and 12 years of industry experience. He worked at Capital Management Services, Inc. for nine years prior to joining Tactive. Outside of his advisory role, Gissy serves as Chief Operating Officer and minority owner of Lancia Technologies, Inc., a holding company involved in raising capital for private placements. Tactive Advisors provides portfolio management to individual clients, trusts, businesses, employee benefit plans, and institutional investors through a mix of robo-advisor and advisor-led model portfolios. The firm employs a tactical asset allocation approach using the Black-Litterman framework and combines mutual funds, ETFs, and occasionally options to implement strategies for both discretionary and non-discretionary accounts.

Jonathan Pace is a financial advisor at Tactive Advisors, LLC in Sarasota, FL, holding a Series 65 license with seven years of industry experience. He has worked at several firms, including Strategy Marketplace LLC, Capital Management Services, AE Wealth Management, LLC, and The Lotter Group. He is also the founder of Pace Financial and Insurance Services, where he is involved in insurance sales. Tactive Advisors provides portfolio management to individual clients, trusts, businesses, employee benefit plans, and institutional investors. The firm uses a tactical asset allocation approach with blended model portfolios based on the Black-Litterman framework and offers both discretionary and non-discretionary management through a hybrid robo-advisor and advisor-led service model.

Jon Lee is a financial advisor at Tactive Advisors, LLC with 33 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at firms including Global Investment Advisory, American Global Wealth Management, Eagle Wealth Advisors, Aegis Capital Corp, LCM Capital Advisors, Gunnallen Financial, and Citigroup Global Markets. Lee is also a partner in LCM Capital Advisors. Tactive Advisors provides portfolio management to individual clients, trusts, businesses, employee benefit plans, and institutional investors. The firm employs a tactical asset allocation approach using blended model portfolios built with the Black-Litterman framework and offers services through both a robo-advisor platform and advisor-led model portfolio strategies.

Charles Giaquinto is a financial advisor at Tactive Advisors, LLC with 19 years of experience. He holds Series 63, Series 65, and Series 66 licenses. His prior work includes roles at Young America Capital, Paulson Investment Advisors, and Wall Street Access. In addition to advisory work, he is involved in investment banking activities helping companies raise capital through Young America Capital. Tactive Advisors serves individual clients, trusts, businesses, employee benefit plans, and institutional investors, offering portfolio management through a combination of a robo-advisor platform and advisor-led model portfolios. The firm employs a tactical asset allocation approach using blended model portfolios and manages both discretionary and non-discretionary assets.

Rodney Watkins Jr. is a financial advisor at Tactive Advisors, LLC with 28 years of industry experience. He holds Series 63 and Series 65 licenses and has previously worked at Merrill and Ameriprise, among other firms. In addition to his advisory work, he owns Watkins and Associates Financial Services and is involved in a personal commercial real estate business as a managing member. Tactive Advisors provides portfolio management services to individuals, trusts, businesses, employee benefit plans, and institutional investors. The firm uses a tactical asset allocation approach with blended model portfolios built on the Black-Litterman framework and offers both discretionary and non-discretionary management through a hybrid service model combining robo-advisor and advisor-led programs.