Advisors at this firm
Mark C
Series 63, Series 65
Cincinnati, OH
Argentarii, LLC
Mark Casella is a financial advisor at Argentarii, LLC with nine years of industry experience. He previously worked at Coppertree Ltd. for 19 years before joining Argentarii in 2024. Outside of his advisory role, he is involved in metal manufacturing as an owner and board member of FC Industries, leads a SaaS platform company as president of Clariata, LLC, and serves as chair and facilitator for a local group of TIGER 21 members. Argentarii, LLC provides discretionary portfolio management and family office services to individuals, corporations, trusts, estates, retirement plans, and charitable organizations. The firm combines traditional advisory services with access to alternative investments and private placements, managing assets primarily through firm-developed or third-party model portfolios and employing a range of strategies including equity, fixed income, option writing, and structured notes.
Maxwell R
Series 63, Series 66
Cincinnati, OH
Argentarii, LLC
Maxwell Rossi is a financial advisor at Argentarii, LLC with Series 63 and Series 66 credentials and three years of industry experience. His prior roles include positions at Bank of America, Merrill Lynch, and Sanford C. Bernstein. Argentarii, LLC provides discretionary portfolio management and family office services to individuals, corporations, trusts, and other entities. The firm combines traditional advisory services with access to alternative investments and private placements, managing assets through model portfolios and various investment strategies, and also serves as adviser and sponsor of pooled investment vehicles and private funds.
Brandon H
Series 66
Cincinnati, OH
Argentarii, LLC
Brandon Hutchison is a financial advisor with Argentarii, LLC in Cincinnati, OH, holding a Series 66 designation and 11 years of industry experience. Prior to joining Argentarii, he worked for Bank of America and Merrill from 2014 to 2024. He serves as a business advisor on the board of Essential Provisions, LLC, a food manufacturing company. Argentarii, LLC provides discretionary portfolio management and family office services to individuals, corporations, trusts, estates, retirement plans, charitable organizations, and pooled investment vehicles. The firm combines traditional advisory services with access to alternative investments and private placements, managing client assets through model portfolios and various strategies including equity, fixed income, option writing, and structured notes.
Taylor P
Series 66
Cincinnati, OH
Argentarii, LLC
Taylor Palmer is a financial advisor at Argentarii, LLC with six years of industry experience. He holds a Series 66 designation and previously worked at Merrill Lynch, Pierce, Fenner & Smith Incorporated. Palmer’s background also includes roles outside finance, such as positions at Lululemon and Health Carousel. Argentarii, LLC provides discretionary portfolio management and family office services to individuals, corporations, trusts, and other entities. The firm employs a range of strategies including equity, fixed income, option writing, and alternative investments, and serves as adviser and sponsor of pooled investment vehicles and private funds.
Ryan M
CFP®, Series 66
Cincinnati, OH
Argentarii, LLC
Ryan Murray is a CFP® and holds a Series 66 license with 11 years of industry experience. He is currently with Argentarii, LLC, a firm he joined in 2024, and previously worked at Bank of America and Merrill Lynch. Argentarii, LLC provides discretionary portfolio management and family office services to individuals, corporations, trusts, and other entities, combining traditional advisory services with access to alternative investments and private placements. The firm manages client assets primarily on a discretionary basis using model portfolios and employs a variety of strategies, including equity, fixed income, option writing, and structured notes, while also serving as adviser and sponsor of pooled investment vehicles and private funds.