Almanack Investment Partners

Brendan Gilmore is a financial advisor with Almanack Investment Partners and holds a Series 66 designation. He has 16 years of industry experience, including prior roles at MerCap Advisors, Inc. and Mercap Securities, LLC. Gilmore serves as a board member of the National Liberty Museum, where he oversees the endowment. Almanack Investment Partners provides investment management and financial planning services primarily to individual and high-net-worth clients, as well as trusts, estates, charitable organizations, and institutions. The firm employs model-based Core Allocation portfolios combining diversified index-based exposures and offers support through a proprietary platform for independent advisers.

Erich Yost is a CFA® charterholder with five years of industry experience. He is currently with Almanack Investment Partners and has previously worked at Savvy and Veritable, LP. Almanack Investment Partners provides discretionary and non-discretionary investment management primarily to individual and high-net-worth clients, as well as trusts, estates, charitable organizations, and institutional clients. The firm focuses on model “Core Allocation” portfolios that combine index-based exposures into diversified, risk-conscious allocations using various investment vehicles and offers additional services including financial planning, consulting, and support for independent advisers.

Robert Valleau is a financial advisor at Almanack Investment Partners with 17 years of industry experience. He has held positions at Mercap Securities, MerCap Advisors, Hornor, Townsend & Kent, and Penn Mutual Life Insurance Company. Outside of his advisory role, Valleau is involved in life insurance brokerage through multiple agencies and owns White Knight Capital, a financial planning business. Almanack Investment Partners provides discretionary and non-discretionary investment management primarily to individuals, high-net-worth clients, trusts, estates, charitable organizations, and institutions. The firm utilizes model “Core Allocation” portfolios combining index-based exposures into diversified, risk-conscious allocations and supports independent advisers with model portfolios and back-office services.

Eric Viavattene is a financial advisor at Almanack Investment Partners with 18 years of industry experience. He holds a Series 66 designation and has held leadership roles at multiple firms, including Kingsly Partners and Phoenix Wealth Management, where he serves as President and CEO. Viavattene is also Vice President and Treasurer of Haven Charitable, a donor-advised fund. Almanack Investment Partners provides discretionary and non-discretionary investment management primarily to individual and high-net-worth clients, trusts, estates, charitable organizations, and institutional clients. The firm emphasizes diversified, risk-conscious model Core Allocation portfolios using a range of investment vehicles and supports independent advisers through a proprietary platform.

Robert Pulsifer is a CFP® and CFA® with 27 years of industry experience. He is currently with Almanack Investment Partners, where he has worked since 2016. His prior experience includes positions at MerCap Securities, LLC and Spire Investment Partners. Outside of his work at Almanack, Pulsifer is the owner and adviser of Junto Wealth, LLC, a financial planning firm. Almanack Investment Partners provides discretionary and non-discretionary investment management primarily to individual and high-net-worth clients, as well as trusts, estates, charitable organizations, and institutional clients. The firm’s investment process centers on diversified, risk-conscious model portfolios that use a combination of index-based exposures, mutual funds, ETFs, equities, bonds, and tactical instruments.

Athanasios Tsirukis is a financial advisor at Almanack Investment Partners with two years of industry experience. He holds a Series 65 designation and has previously worked at Forefront Analytics and Dialectic Wealth, LLC, where he provides investment-related consulting services. Tsirukis also supports Forefront Analytics with investment-related research and software analysis. Almanack Investment Partners offers discretionary and non-discretionary investment management primarily to individual and high-net-worth clients, as well as trusts, estates, charitable organizations, and institutional clients. The firm employs model-driven “Core Allocation” portfolios that combine diversified index-based exposures and utilizes a range of investment vehicles including mutual funds, ETFs, equities, bonds, and tactical instruments.

Michael De Quevedo is a financial advisor with Almanack Investment Partners in Wayne, PA, holding Series 63 and Series 65 designations and bringing 21 years of industry experience. He previously worked at BFC PLANNING, Inc. for five years before joining Almanack in 2021. Outside of his advisory role, he is an investor in a privately held fiber optic internet company through Toz LLC. Almanack Investment Partners provides discretionary and non-discretionary investment management primarily to individual and high-net-worth clients, as well as trusts, estates, charitable organizations, and institutional clients. The firm employs model “Core Allocation” portfolios that use diversified, risk-conscious allocations across various asset types and offers additional services including financial planning, consulting, and support for independent advisers.

Donna Teets is a financial advisor at Almanack Investment Partners with 24 years of industry experience. She holds Series 63 and Series 65 credentials and has worked at firms including StoneBridge Advisors, Domani Wealth, and United Capital Financial Advisers. Outside of her advisory work, she participates as an independent contractor in consumer product testing. Almanack Investment Partners provides discretionary and non-discretionary investment management primarily to individual and high-net-worth clients, as well as trusts, estates, charitable organizations, and institutional clients. The firm emphasizes diversified, risk-conscious model “Core Allocation” portfolios utilizing a range of investment vehicles and supports independent advisers through a proprietary platform.

Austen Delahaye is a financial advisor with Almanack Investment Partners in Baton Rouge, LA, holding Series 63 and Series 65 licenses and having 14 years of industry experience. His prior experience includes roles at New York Life and its affiliated entities from 2009 to 2021, as well as Planning For Wealth, LLC. He is also a partner in an insurance brokerage based in Baton Rouge. Almanack Investment Partners provides discretionary and non-discretionary investment management primarily to individual and high-net-worth clients, trusts, estates, charitable organizations, and institutional clients. The firm emphasizes model “Core Allocation” portfolios that utilize diversified, risk-conscious allocations across various asset types and supports independent advisers through a proprietary platform offering model portfolios and back-office services.

Eugene Stone II is a CFA® charterholder with seven years of experience in the financial industry. He is currently affiliated with Almanack Investment Partners and serves as Chief Investment Officer at The Glenview Trust Company. His prior experience includes roles at Avalon Advisors, Stone Investment Partners, and PNC Bank. Almanack Investment Partners provides discretionary and non-discretionary investment management primarily to individual and high-net-worth clients, as well as trusts, estates, charitable organizations, and institutional clients. The firm’s investment process centers on model “Core Allocation” portfolios that combine index-based exposures into diversified, risk-conscious allocations using a range of securities and strategies.

Kevin Harper is a financial advisor at Almanack Investment Partners with 15 years of industry experience. He holds a Series 65 credential and has worked at Almanack since 2016 and Gadsden, LLC since 2018. Almanack Investment Partners provides discretionary and non-discretionary investment management primarily to individual and high-net-worth clients, as well as trusts, estates, charitable organizations, and institutional clients. The firm emphasizes model “Core Allocation” portfolios that use diversified, risk-conscious allocations across various asset types and offers additional services including financial planning, consulting, and support for independent investment adviser representatives.