Advisors at this firm
Steven S
CFA®
Winter Park, FL
55 North Private Wealth
Steven Seager is a CFA® charterholder with one year of experience at 55 North Private Wealth. Prior to joining the firm, he worked at Lockheed Martin and held roles at MML Investors Services, Signature Wealth Advisors LLC, and Mass Mutual. 55 North Private Wealth is a fee-only, independent wealth management firm serving individuals and high-net-worth clients. The firm employs a quantitative investment process tailored to clients’ financial structures and offers comprehensive wealth planning alongside discretionary and non-discretionary portfolio management.
Andrew B
CFP®, Series 66
Winter Park, FL
55 North Private Wealth
Andrew Birkmire is a CFP® and holds a Series 66 license with six years of industry experience. He is currently with 55 North Private Wealth, where he has worked since 2024, following roles at Independent Financial Partners, Bank of America, and Merrill Lynch. Outside of finance, he has experience in the hospitality industry, including a position at Boots Steakhouse. 55 North Private Wealth is a fee-only, independent wealth management firm serving individuals and high-net-worth clients. The firm offers tailored investment management and comprehensive wealth planning, employing a quantitative process that integrates passive and active strategies to align portfolios with clients’ liabilities and goals.
Michael A
CFA®
Winter Park, FL
55 North Private Wealth
Michael Ackerman is a CFA® charterholder with three years of industry experience. He is currently with 55 North Private Wealth, where he has worked since 2023. Prior to this, he was with CI Brightworth and Tiffany Property Group. 55 North Private Wealth is an independent, fee-only wealth management firm serving individuals and high-net-worth clients. The firm uses a quantitative approach to tailor portfolios across a mix of passive and active strategies, focusing on clients’ entire financial structures and employing a multidisciplinary team.
Mark W
CFA®, Series 63
Winter Park, FL
55 North Private Wealth
Mark Wichrowski is a CFA® charterholder with two years of industry experience, currently serving as an advisor at 55 North Private Wealth. He previously worked at Bessemer Trust, Northern Trust, and Invesco. 55 North Private Wealth is an independent, fee-only wealth management firm serving individuals and high-net-worth clients. The firm employs a quantitative investment approach that integrates both passive and active strategies, providing comprehensive wealth planning through a multi-disciplinary team.
Stephen C
CFP®, CFA®, Series 65
Winter Park, FL
55 North Private Wealth
Stephen Curley is a CFP®, CFA®, and Series 65 credentialed advisor with 15 years of industry experience. He currently works at 55 North Private Wealth, joining the firm in 2023 after roles at Eaton Vance WaterOak Advisors and Water Oak Advisors, LLC. 55 North Private Wealth is a fee-only, independent wealth management firm serving individuals and high-net-worth clients. The firm offers investment management and comprehensive wealth planning, using a quantitative process that integrates passive and active strategies tailored to clients’ financial structures.
Darrell D
CFP®, Series 66
Winter Park, FL
55 North Private Wealth
Darrell Devaney is a CFP® professional with 26 years of industry experience. He is currently with 55 North Private Wealth and has previously worked at IFP Securities, LLC and LPL Financial LLC. 55 North Private Wealth is a fee-only, independent wealth management firm serving individuals and high-net-worth clients. The firm offers investment management alongside comprehensive wealth planning, using a quantitative process to tailor portfolios that integrate passive and active strategies across various securities.
Henry H
PFS™
Winter Park, FL
55 North Private Wealth
Henry Hostetter is a PFS™ credentialed advisor at 55 North Private Wealth with one year of industry experience. His prior work includes eleven years at CLA and a three-year retirement period before joining his current firm. 55 North Private Wealth is a fee-only, independent wealth management firm serving individuals and high-net-worth clients with comprehensive wealth planning and investment management. The firm employs a quantitative process to tailor portfolios to clients' financial structures, combining passive and active strategies across various securities.