Cantor Fitzgerald Investment Advisors

Jacob Reinhart is a financial advisor at Cantor Fitzgerald Investment Advisors with five years of industry experience. He holds Series 63 and Series 65 licenses and has worked at Cantor Fitzgerald & Co. since 2021, with prior experience at SC Distributors, Honda, and the University of Arizona. Cantor Fitzgerald Investment Advisors serves individual and institutional clients through separately managed accounts, model ETF portfolios, sub-advisory relationships, and pooled vehicles. The firm’s investment approach combines strategic, tactical, and opportunistic asset allocation, focusing on index-based ETFs and value-oriented strategies, while also sponsoring private funds and advising registered investment companies.

Timothy Collier is a financial advisor at Cantor Fitzgerald Investment Advisors with 14 years of industry experience. He holds the Series 63, 65, and 66 designations and has worked previously at Griffin Capital Securities, LLC and Merrill Lynch, Pierce, Fenner & Smith Incorporated. Cantor Fitzgerald Investment Advisors serves individual and institutional clients through managed accounts, model ETF portfolios, sub-advisory relationships, and pooled vehicles. The firm’s investment approach integrates strategic, tactical, and opportunistic asset allocation driven by macroeconomic research, with a focus on index-based ETFs and value-oriented income strategies.

Ethan Kaufman is a financial advisor at Cantor Fitzgerald Investment Advisors with one year of industry experience. He holds Series 63 and Series 65 licenses and has previously worked at NewEdge Advisors, Periscope Wealth Management, UBS, and other firms. Cantor Fitzgerald Investment Advisors serves both individual and institutional clients through a variety of investment vehicles including separately managed accounts, model ETF portfolios, and private funds. The firm’s investment approach combines strategic, tactical, and opportunistic asset allocation with a focus on index-based ETFs and value-oriented strategies, managing accounts primarily on a discretionary basis with regular portfolio reviews.

John Bruce is a CFA® charterholder with 38 years of industry experience. He has worked at Cantor Fitzgerald Investment Advisors since 2021 and previously spent 36 years at Flippin, Bruce & Porter, Inc. Cantor Fitzgerald Investment Advisors serves both individual and institutional clients with a range of investment vehicles including separately managed accounts, model ETF portfolios, and private funds. The firm’s investment approach integrates strategic, tactical, and opportunistic asset allocation, emphasizing index-based ETFs and value-oriented strategies, while managing portfolios typically on a discretionary basis.

Jason Hayes is a financial advisor with Cantor Fitzgerald Investment Advisors, holding Series 63 and Series 65 licenses and bringing 28 years of industry experience. He has been with Cantor Fitzgerald and its affiliated entities since 2016. Cantor Fitzgerald Investment Advisors serves individual and institutional clients through a variety of managed account structures, mutual funds, and private funds. The firm employs a disciplined investment process combining strategic, tactical, and opportunistic asset allocation, with a focus on index-based ETFs and value-oriented strategies.

Spencer Morgan is a Series 65 licensed financial advisor at Cantor Fitzgerald Investment Advisors with over eight years of experience in the industry. His prior roles include positions at TBM Consulting Group and Efficient Market Advisors, as well as earlier work at Cantor Fitzgerald Investment Advisors LP. Cantor Fitzgerald Investment Advisors serves individual and institutional clients through a variety of investment vehicles, including separately managed accounts, model ETF portfolios, and private funds. The firm employs a top-down macroeconomic research process with a focus on index-based ETFs and offers both discretionary portfolio management and individualized equity strategies.

John Bacigalupi is a financial advisor at Cantor Fitzgerald Investment Advisors with 18 years of industry experience. He holds Series 63 and Series 65 licenses and has been with Cantor Fitzgerald & Co. since 2016. He serves as president of the San Francisco chapter of the Financial Planning Association. Cantor Fitzgerald Investment Advisors serves individual and institutional clients through various managed accounts, model ETF portfolios, turnkey arrangements, and pooled vehicles. The firm applies a mix of strategic, tactical, and opportunistic asset allocation based on macroeconomic research, with an emphasis on index-based ETFs and value-focused strategies.

Cody Rominger is a financial advisor at Cantor Fitzgerald Investment Advisors with 10 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at Cantor Fitzgerald since 2017, following two years at Efficient Market Advisors, LLC. Cantor Fitzgerald Investment Advisors serves individual and institutional clients through a variety of investment vehicles, including separately managed accounts and model ETF portfolios. The firm’s investment approach integrates strategic, tactical, and opportunistic asset allocation with a focus on index-based ETFs and value-oriented strategies, managing accounts primarily on a discretionary basis with quarterly portfolio reviews.

Tiffany Orcutt is a financial advisor at Cantor Fitzgerald Investment Advisors with 10 years of industry experience. She holds Series 63 and Series 65 licenses and previously worked at Smith Asset Management Group for a decade before joining Cantor Fitzgerald in 2023. Cantor Fitzgerald Investment Advisors serves individual and institutional clients through a variety of managed accounts, model ETF portfolios, sub-advisory relationships, and pooled vehicles. The firm uses a strategic, tactical, and opportunistic asset allocation approach driven by macroeconomic research, emphasizing index-based ETFs and value-oriented strategies.

Christopher Yost is a financial advisor with Cantor Fitzgerald Investment Advisors, holding Series 63 and Series 65 licenses and bringing 25 years of industry experience. He has worked at Cantor Fitzgerald & Co. since 2016. Cantor Fitzgerald Investment Advisors serves individual and institutional clients through a variety of managed account structures, mutual funds, and private funds. The firm employs a mix of strategic and tactical asset allocation with a focus on index-based ETFs and value-oriented strategies, including covered-call option writing and fixed-income approaches.

Steven Pointer is a financial advisor with Cantor Fitzgerald Investment Advisors, holding Series 63 and Series 65 licenses and bringing 11 years of industry experience. He previously worked at LPL Financial and has been with Cantor Fitzgerald and its investment advisory affiliate since 2017. Outside of advising, he is involved in managing rental properties as a co-owner and landlord. Cantor Fitzgerald Investment Advisors serves individual and institutional clients through a variety of managed accounts, model ETF portfolios, and pooled investment vehicles. The firm’s investment approach integrates strategic and tactical asset allocation based on macroeconomic research and emphasizes index-based ETFs, while also offering value and income strategies that include large-cap value analysis and covered-call option writing.

Walter Karle is a CFP® with 14 years of industry experience, currently serving as an advisor at Smith Group Asset Management, LLC. His prior roles include positions at Cantor Fitzgerald Investment Advisors, Cantor Fitzgerald & Co, and O'Connor Alternative Investments, LLC. Smith Group Asset Management, LLC provides equity-focused portfolio management and advisory services to individual and institutional clients. The firm employs a model-based approach combining quantitative screening and proprietary fundamental analysis, managing multiple equity and fixed income strategies while serving as a sub-adviser on Cantor Fitzgerald mutual fund strategies and acting as a general partner to a private fund.

Joshua Abercrombie is a financial advisor at Cantor Fitzgerald Investment Advisors with 19 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at firms including Brighthouse Financial and Griffin Capital Securities. Outside of his advisory role, he is the founder and sole proprietor of Denovo Ventures LLC, a business focused on acquiring, renovating, and selling residential properties in the Phoenix area. Cantor Fitzgerald Investment Advisors serves both individual and institutional clients with a variety of investment solutions including separately managed accounts, model ETF portfolios, and private funds. The firm’s investment approach integrates strategic, tactical, and opportunistic asset allocation, emphasizing index-based ETFs and value-oriented strategies.

Peter Levin is a financial advisor at Cantor Fitzgerald Investment Advisors with 33 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at Ivy Distributors, Inc. and Waddell & Reed, Inc. before joining Cantor Fitzgerald in 2021. Cantor Fitzgerald Investment Advisors serves individual and institutional clients through a range of investment vehicles including separately managed accounts, model ETF portfolios, and private funds. The firm employs a mix of strategic, tactical, and opportunistic asset allocation driven by macroeconomic research and offers both ETF-centric and individualized equity strategies.