Avestar Capital, LLC

Jonathan Shaban is a CFA® charterholder with two years of industry experience. He currently works at Avestar Capital, LLC and previously held roles at Overbrook Management Corp., Bank of America Private Bank, and MediaVest Worldwide Inc. Avestar Capital provides discretionary and non-discretionary portfolio management primarily for individual and high-net-worth clients and acts as an adviser and sponsor to privately offered pooled vehicles. The firm manages a mix of internally managed ETF and model strategies alongside licensed third-party models, serving a range of clients including family offices and other advisers.

Sanjeet Dass is a financial advisor at Avestar Capital, LLC with 11 years of industry experience. He holds the Series 66 designation and has worked at firms including Merrill Lynch and Bank of America. Dass is also a director of the Dass Family Charitable Foundation, a personal family foundation focused on estate planning. Avestar Capital provides discretionary and non-discretionary portfolio management primarily for individual and high-net-worth clients, managing separately managed accounts, proprietary private funds, and special purpose vehicles. The firm employs a combination of internally managed ETF and model strategies alongside licensed third-party models, and serves pooled investment vehicles while acting as a fund sponsor and general partner.

Michael Kettner is a financial advisor at Avestar Capital, LLC with 22 years of industry experience. He holds Series 63 and Series 65 designations and has previously worked at Kestra Financial Services, Inc., Coastline Wealth Management, and Nfp Securities, Inc. Kettner also owns MCK Wealth Management, a non-investment-related business. Avestar Capital provides discretionary and non-discretionary portfolio management primarily for individual and high-net-worth clients and sponsors privately offered pooled investment vehicles. The firm manages a mix of internally managed ETF and model strategies alongside licensed third-party models, serving family offices, other advisers, and wirehouses.

Jason Mcmillen is a CFP® and Series 66-registered financial advisor with 12 years of industry experience. He is currently with Avestar Capital, LLC and previously worked at Rockefeller Financial LLC, Rock & Co LLC, and The AYCO Company, L.P./Mercer Allied. Avestar Capital provides discretionary and non-discretionary portfolio management primarily for individual and high-net-worth clients, while also serving as an adviser and sponsor to privately offered pooled vehicles. The firm manages a mix of internally managed ETF and model strategies alongside licensed third-party models, and is notable for managing over $1.5 billion with a small advisor team and for its involvement with pooled investment vehicles and offshore clients.

Michael Trapp is a financial advisor at Avestar Capital, LLC in New York, NY, with 10 years of industry experience. He holds a Series 66 designation and has worked previously at Morgan Stanley Private Bank, Morgan Stanley, and UBS Financial Services. Avestar Capital provides discretionary and non-discretionary portfolio management primarily for individual and high-net-worth clients, manages proprietary private funds and special purpose vehicles, and collaborates with third-party partners for customized private fund portfolios and SPV structuring. The firm offers a mix of internally managed ETF and model strategies along with licensed third-party models, serving pooled investment vehicles and maintaining non-U.S. client activity.

Akshat Bhargava is a CFP® professional with six years of industry experience, currently serving at Avestar Capital, LLC. His prior roles include positions at Goldman Sachs & Co. LLC and The AYCO Company, L.P./Mercer Allied. He has also held academic roles at the University at Buffalo in both the School of Management and the Graduate School of Education. Avestar Capital provides discretionary and non-discretionary portfolio management primarily for individual and high-net-worth clients, and acts as an adviser and sponsor to privately offered pooled investment vehicles. The firm manages proprietary private funds and special purpose vehicles, combining internally managed ETF and model strategies with licensed third-party models, and serves a client base that includes family offices, other advisers, and wirehouses.

Xerxes Mullan is a financial advisor at Avestar Capital, LLC with 19 years of industry experience. He holds Series 65 and Series 66 licenses and has previously worked at Purshe Kaplan Sterling Investments, Bank of America, and Merrill Lynch. Mullan serves on the board of directors for Pratham USA, an education nonprofit. Avestar Capital provides discretionary and non-discretionary portfolio management primarily for individual and high-net-worth clients and also acts as an adviser and sponsor to privately offered pooled vehicles. The firm manages proprietary private funds and special purpose vehicles, combining internally managed ETF and model strategies with licensed third-party models.

Connor Tendall is a CFP® and holds a Series 66 license with six years of industry experience. He has worked at Avestar Capital, LLC since 2021 and previously was with Snowden Capital Advisors LLC from 2018 to 2021. Before entering the financial industry, he was a professional and amateur golfer. Avestar Capital provides discretionary and non-discretionary portfolio management primarily for individual and high-net-worth clients, managing separately managed accounts alongside proprietary private funds and special purpose vehicles. The firm combines internally managed ETF and model strategies with licensed third-party models, serving pooled investment vehicles and acting as a fund sponsor with a focus on both domestic and non-U.S. clients.

Raymond Balroop is a financial advisor at Avestar Capital, LLC in New York, NY, holding Series 63 and Series 66 licenses with four years of industry experience. He previously worked at Hightower for two years and spent sixteen years at Fifth Avenue Financial (MassMutual). Avestar Capital provides discretionary and non-discretionary portfolio management primarily for individual and high-net-worth clients, while also advising and sponsoring privately offered pooled vehicles. The firm manages proprietary private funds and special purpose vehicles, serving family offices, other advisers, and wirehouses with a combination of internally managed and licensed third-party ETF and model strategies.

Christopher Dunne is a CFP® and holds a Series 66 license with 15 years of industry experience. He has worked at Avestar Capital, LLC since 2021 and concurrently at IDB Capital Corp. since 2015. Avestar Capital provides discretionary and non-discretionary portfolio management primarily for individual and high-net-worth clients, managing proprietary private funds and special purpose vehicles alongside separately managed accounts. The firm employs a combination of internally managed ETF and model strategies as well as licensed third-party models, serving a diverse client base including family offices and other advisers.

Brian Fullerton is a CFA® charterholder with 19 years of industry experience. He currently serves as an advisor at Avestar Capital, LLC, joining the firm in 2024 after eight years at Goldman Sachs and a one-year sabbatical. Avestar Capital provides discretionary and non-discretionary portfolio management primarily for individual and high-net-worth clients, managing separately managed accounts as well as proprietary private funds and special purpose vehicles. The firm combines internally managed ETF and model strategies with licensed third-party models and acts as an adviser and sponsor to pooled investment vehicles.

Raman Bhalla is a CFA® charterholder and a financial advisor at Avestar Capital, LLC with three years of industry experience. He previously worked at Carson Group and Retro Risk & Finance Consulting. Avestar Capital provides discretionary and non-discretionary portfolio management primarily for individual and high-net-worth clients, managing separately managed accounts, proprietary private funds, and special purpose vehicles. The firm combines internally managed ETF and model strategies with licensed third-party models, serving pooled investment vehicles and maintaining an offshore affiliate.