Camelot Portfolios, LLC

Frank Echelmeyer is a financial advisor at Camelot Portfolios, LLC with 20 years of industry experience. He holds Series 63, 65, and 66 licenses and has worked at Atlantis Wealth Advisors, LLC, Realta Equities, Inc., and Purshe Kaplan Sterling Investments. Outside of his advisory role, he serves as a trustee for the endowment fund at Christ the King Parish in Toledo and is on the board of trustees for Baby University, a resource supporting early childhood education. Camelot Portfolios serves individual and high-net-worth investors as well as other advisers and institutional clients by providing discretionary and non-discretionary asset management through proprietary model strategies. The firm employs a range of investment approaches, including fixed-income ladders, ETF and closed-end fund strategies, and option-based techniques, and manages proprietary pooled vehicles and private funds.

Darren Munn is a CFA® charterholder with 22 years of industry experience. He is affiliated with Camelot Portfolios, LLC and has held roles at Atlantis Wealth Advisors and Munn Wealth Management, LLC. Outside of his advisory work, he serves on the boards of the Toledo Christian Schools Foundation, Effective Give, and chairs the One Voice Foundation. Camelot Portfolios serves individual investors, including high-net-worth clients, as well as other investment advisers and institutional-type clients. The firm offers discretionary and non-discretionary asset management through proprietary model strategies that include fixed-income ladders, ETF and closed-end fund approaches, and option-based or hedged strategies.

Paul Hoffmeister is a financial advisor at Camelot Portfolios, LLC with eight years of industry experience. He holds a Series 65 designation and has held portfolio management roles at Camelot Event-Driven Advisors and KHA Capital since 2018 and 2021, respectively. Outside of investment management, he serves as president of PKH Group LLC, a company related to sales of CMMS software. Camelot Portfolios serves individual and high-net-worth investors, as well as other advisers and institutional clients, offering discretionary and non-discretionary asset management across proprietary strategies. The firm utilizes a variety of approaches including fixed-income ladders, ETF and closed-end fund strategies, and option-based techniques, and manages pooled vehicles and private funds.