Avalon Capital Management

Keli Cole is a financial advisor at Avalon Capital Management with a Series 65 designation and five years of industry experience. Prior to joining Avalon, she worked at Capstone Financial Group and KPMG. Avalon Capital Management provides discretionary investment management, cash management, and fixed-income services to individual and high-net-worth clients. The firm employs an active, global asset-allocation approach using a six-asset-class framework and quantitative analysis to guide investment decisions.

Ross Revenaugh is a financial advisor at Avalon Capital Management with 19 years of industry experience. He holds Series 63 and Series 65 licenses and has previously worked at Sanford C. Bernstein & Co., Echelon Asset Management, and Windhaven Investment Management. Revenaugh served as an independent consultant in 2019 before joining Avalon Capital Management in 2020. Avalon Capital Management provides discretionary investment management, cash management, and fixed-income services to individual and high-net-worth clients, including IRAs, personal trusts, and charitable foundations. The firm employs an active, dynamic global asset-allocation strategy across six asset classes, utilizing quantitative analysis and external research to guide investment decisions.

Clara Basile is a Series 65-licensed financial advisor at Avalon Capital Management with one year of industry experience. She has been with Avalon Capital Management since 1992. Avalon Capital Management provides discretionary investment management, cash management, and fixed-income services to individual and high-net-worth clients. The firm uses an active, quantitative-driven global asset-allocation approach across six asset classes and manages over $400 million on a discretionary basis.