Union Capital Company

Francisco Almada is a financial advisor with Union Capital Company in Tucson, AZ, holding Series 63 and Series 66 credentials with 34 years of industry experience. He has been with Union Capital Company since 1999 and is also the principal and investment advisor of Alamos Capital, LLC, and sole owner of Hilltop Capital Company. Union Capital Company serves individuals, trusts, estates, charitable organizations, and corporations through a team of ten advisors, managing approximately $150 million across about 414 client accounts. The firm employs a portfolio management approach based on Modern Portfolio Theory, utilizing mutual funds, ETFs, individual securities, and occasional covered-call strategies.

Samuel Almada is a financial advisor with Union Capital Company in Tucson, AZ, holding Series 63 and Series 65 licenses and with three years of industry experience. Prior to his current role, he worked at Alamos Capital, LLC. In addition to advising, Almada is involved in trading and market research. Union Capital Company is a team-based firm serving individuals, trusts, estates, charitable organizations, and corporations. The firm manages approximately $150 million across around 414 client accounts, offering portfolio management using modern portfolio theory alongside fundamental, technical, and charting analysis.

Joseph Bodkin is a financial advisor at Union Capital Company with 55 years of industry experience. He has been with Union Capital Company since 2000. Bodkin holds Series 63 and Series 65 licenses. Union Capital Company provides portfolio management and advisory services to individuals, trusts, estates, charitable organizations, and corporations. The firm employs a process-driven approach using modern portfolio theory and offers both discretionary and non-discretionary services through a dual broker-dealer and registered investment adviser model.

Richard Sladek is a financial advisor at Union Capital Company with 57 years of industry experience. He holds Series 63 and Series 65 licenses and previously worked for Merrill Lynch, Pierce, Fenner & Smith Incorporated for 50 years before joining Union Capital Company in 2018. Union Capital Company provides portfolio management and advisory services to individuals, trusts, estates, charitable organizations, and corporations. The firm uses a process-oriented approach based on Markowitz modern portfolio theory, offering both discretionary and non-discretionary portfolio management across a range of investment strategies.

Steven Hill is a financial advisor with Union Capital Company, holding Series 63 and Series 66 licenses and bringing 25 years of industry experience. He has been with Union Capital Company since 2009. Outside of his advisory role, Hill is involved as a member and manager in several storage businesses, including Affordable Boat and RV Storage and related entities. Union Capital Company provides portfolio management and advisory services to individuals, trusts, estates, charitable organizations, and corporations. The firm employs Markowitz modern portfolio theory for asset allocation and offers both discretionary and non-discretionary services, operating as an SEC-registered investment adviser and a FINRA-member broker-dealer.

Joseph Eberle III is a financial advisor at Union Capital Company with 37 years of industry experience. He holds a Series 63 designation and has worked at Union Capital since 2021, following six years at Calton & Associates, Inc. Eberle has provided quarterly performance reviews for the Shelby County Schools Local Retirement Plan for over thirty years, preparing detailed reports on money managers’ performance. Union Capital Company offers portfolio management and advisory services to individuals, trusts, estates, charitable organizations, and corporations. The firm applies Markowitz modern portfolio theory to asset allocation and manages portfolios using a variety of investment vehicles on both discretionary and non-discretionary bases.

Edward Carpenter is a financial advisor at Union Capital Company with 26 years of industry experience. He holds Series 63, 65, and 66 licenses. His work history includes roles at Colonial Life Insurance, Humana, and Uber Technologies. Carpenter owns two insurance and fixed annuities businesses, Money Benefit, PLLC, and Final Expense Plus, PLLC, which operate outside of securities trading hours. Union Capital Company serves individuals, trusts, estates, charitable organizations, and corporations through a team of ten advisors managing approximately $150 million across about 414 client accounts. The firm employs portfolio management strategies based on Modern Portfolio Theory, utilizing mutual funds, ETFs, individual securities, and various analysis techniques.

Larry Friedenberg is a financial advisor with Union Capital Company in Seguin, TX, holding a Series 63 license and over 40 years of industry experience. He has been with Union Capital Company since 2007 and has operated under his own name since 1996. Friedenberg also works as a licensed life, health, and annuity insurance salesperson, dedicating part-time hours to this activity. Union Capital Company serves individuals, trusts, estates, charitable organizations, and corporations through a team of ten advisors, managing approximately $150 million across about 414 client accounts. The firm offers portfolio management on both discretionary and non-discretionary bases, employing Markowitz Modern Portfolio Theory alongside various analytical techniques.

Kevin Brown is a financial advisor at Union Capital Company with 41 years of industry experience. He has been with Union Capital since 2015. Outside of his advisory role, he is a 50% partner and vice president of Specialty Insurance and Financial Services, where he is involved in sales and management of life, health, disability, annuity, long-term care, dental, and vision insurance products. Union Capital Company provides portfolio management and advisory services to individuals, trusts, estates, charitable organizations, and corporations. The firm utilizes Markowitz modern portfolio theory for asset allocation and offers both discretionary and non-discretionary management using a range of investment vehicles including mutual funds, ETFs, and equities.