Alta Via Capital

Dragos Georgescu is a financial advisor at Alta Via Capital with 18 years of industry experience. He holds Series 63 and Series 65 designations and has worked at firms including Insight Wealth Strategies, Lincoln Advisors Corporation, and Insight Capital Research & Management. Alta Via Capital provides discretionary asset management, sub-advisory, and ERISA plan services to individuals, high-net-worth clients, and pension plans. The firm employs growth-oriented strategies driven by fundamental, technical, charting, and cyclical analysis, managing approximately $106.8 million in discretionary assets.

Patrick Gaynor is a financial advisor at Alta Via Capital in Pleasanton, CA, holding a Series 65 designation with 16 years of industry experience. He has been with Alta Via Capital and its predecessor entities since 2013, including a period at PTRC Investments. Alta Via Capital provides discretionary asset management, sub-advisory, and ERISA plan services for individuals, high-net-worth clients, and pension plans, managing approximately $106.8 million in discretionary assets. The firm employs growth-oriented quantitative fundamental (QF) strategies and incorporates insider buying screens, option writing, and concentrated equity growth approaches in its portfolio management.

Carl Gabler is a financial advisor at Alta Via Capital with seven years of industry experience. He holds Series 63 and Series 65 licenses and has worked at Insight Wealth Strategies, LLC, Lincoln Advisors Corporation, and Insight Capital Research & Management Inc. prior to joining Alta Via Capital. Alta Via Capital provides discretionary asset management, sub-advisory services, and ERISA plan services for individuals, high-net-worth clients, and pension plans. The firm employs growth-oriented quantitative strategies, including insider buying screens and concentrated equity options, and manages approximately $106.8 million in discretionary assets.