Attessa Capital LLC

James Good is a financial advisor with Attessa Capital LLC in Tucson, Arizona, holding a Series 65 credential and bringing nine years of industry experience. He previously worked at BGK Capital LLC and Sterling Investment Management Inc. Outside of his advisory role, Good serves on the Finance Committee for the Tucson Jewish Community Center, advising on budgeting and cash management. Attessa Capital provides discretionary portfolio management and financial planning services primarily to individuals and high-net-worth clients. The firm employs a multi-strategy investment approach that includes cyclical, fundamental, quantitative, and technical analysis, managing diverse portfolios across various asset classes.

Alec Berens is a financial advisor with Attessa Capital LLC in Tucson, AZ, holding a Series 65 credential and nine years of industry experience. He previously worked at Sterling Investment Management, Inc. from 2015 to 2020 before joining BGK Capital LLC, where he has worked since 2020. Outside of his advisory role, Berens serves as President of the Board of Directors for El Rio Health Center and volunteers on the boards of several related nonprofit entities as well as the Jewish Philanthropies of Southern Arizona; he also acts as President of his homeowners' association. Attessa Capital provides discretionary portfolio management and financial planning services primarily to individuals and high-net-worth clients. The firm employs a comprehensive investment approach that integrates cyclical, fundamental, quantitative, and technical analysis and manages diversified portfolios using various securities and strategies, with regular client reporting and documented risk assessments.

Gabriela Ramos is a financial advisor at Attessa Capital LLC with a Series 65 designation and two years of industry experience. Prior to joining Attessa Capital in 2024, she worked at Harrison Wealth Management and spent 17 years at Walbro LLC. Attessa Capital provides discretionary portfolio management and financial planning services to individuals and high-net-worth clients, managing approximately $318 million across about 239 advisory relationships. The firm employs a multi-strategy investment process incorporating cyclical, fundamental, quantitative, and technical analysis, and maintains regular portfolio reviews with documented risk tolerances.

Julia Rogan is a financial advisor at Attessa Capital LLC with a Series 65 designation and one year of industry experience. Her prior roles include positions at AW Securities, Presidio Group Wealth Management, and Long Realty Company. She has also worked in the hospitality industry and attended the University of Arizona. Attessa Capital provides discretionary portfolio management and financial planning services to individuals and high-net-worth clients. The firm employs a multifaceted investment approach incorporating cyclical, fundamental, quantitative, and technical analysis across various asset classes and maintains regular portfolio reviews with detailed reporting.

Matthew Harrison is a CFP® and CFA® with 17 years of industry experience. He is currently with Attessa Capital LLC, where he has worked since 2024. His prior roles include eight years at Harrison Wealth Management and five years at RMH Investment Management. Attessa Capital LLC provides discretionary portfolio management and financial planning services primarily to individuals and high-net-worth clients, managing approximately $318 million across about 239 advisory relationships. The firm’s investment approach incorporates cyclical, fundamental, quantitative, and technical analysis, employing a range of strategies and asset classes tailored to client objectives.

David Kornberg is a financial advisor with Attessa Capital LLC in Tucson, AZ, holding a Series 65 designation and nine years of industry experience. His prior roles include positions at BGK Capital LLC, Sterling Investment Management, Inc., and PricewaterhouseCoopers. Outside of his advisory work, Kornberg serves as Treasurer and a member of the Board of Directors for Archaeology Southwest, a nonprofit focused on conservation-based archaeology in the southwestern United States. Attessa Capital provides discretionary portfolio management and financial planning services to individuals and high-net-worth clients, managing approximately $318 million across 239 advisory relationships. The firm employs a diverse investment approach that includes cyclical, fundamental, quantitative, and technical analysis, utilizing various asset classes and trading strategies tailored to clients’ risk tolerances and objectives.

Alexis Stathis is a financial advisor at Attessa Capital LLC with two years of industry experience. Prior to joining Attessa Capital in 2023, Alexis worked at ArcherHall from 2021 to 2023 and has a background in law, having practiced at RPM Law and the Law Offices of Brian Chase. Attessa Capital provides discretionary portfolio management and financial planning services primarily to individuals and high-net-worth clients, managing approximately $318 million across about 239 advisory relationships. The firm employs a multi-faceted investment process that includes cyclical, fundamental, quantitative, and technical analysis, using a range of strategies and investment vehicles tailored to client objectives.

Christopher Campisano is a CFA® charterholder with 18 years of industry experience. He is currently with Attessa Capital LLC, where he has worked since 2023. His prior roles include positions at Allspring Global Investors, Risk Premium Investments, and BlackRock. Attessa Capital LLC provides discretionary portfolio management and financial planning services to individuals and high-net-worth clients, managing approximately $318 million across about 239 advisory relationships. The firm employs a multi-faceted investment process that includes cyclical, fundamental, quantitative, and technical analysis, utilizing both long- and short-term strategies across a variety of asset classes.