These are the professionals at October Mountain Financial Advisors who work directly with each client providing financial planning, portfolio management and/or Trust services.
CFA®, CFP®, ChFC®, ADPA®, AIF®
President & Chief Investment Officer
CFA®
SVP, Head of Equities
Managing Director
Portfolio Manager
CFA®
VP, Head of Fixed Income
CFP
Financial Advisor
CFA®
Portfolio Manager
CTFA®
Client Services
VP-Marketing Director
Client Services Associate
Chief Compliance Officer