Carapace Financial Advisors LLC

Ryan Toohers is a financial advisor at Carapace Financial Advisors LLC with two years of industry experience. He holds a Series 65 credential and has worked previously at J O Hambro Capital Management, InTandem Capital Partners, and Villanova University. Carapace Financial Advisors LLC provides discretionary portfolio management and sub‑advisory services primarily to high‑net‑worth individuals, accredited and institutional investors, and other investment advisers. The firm’s investment approach focuses on market-linked hedging strategies using collateral portfolios combined with exchange-listed and FLEX options, applying a proprietary quantitative methodology to manage downside risk while offering defined upside participation or enhanced income.

Timothy Moran is a financial advisor at Carapace Financial Advisors LLC with 18 years of industry experience. He holds a Series 66 designation and has previously worked at Financial Northeastern Securities, Inc. and operates NANTIM LLC, a real estate consulting business advising on loans and property purchases. Carapace Financial Advisors LLC provides discretionary portfolio management and sub-advisory services primarily to high-net-worth individuals, accredited and institutional investors, and other advisers. The firm uses a proprietary quantitative approach focusing on market-linked hedging strategies with options and collateral portfolios, managing both separately managed accounts and multi-series private funds.

Gregory Aroneo is a financial advisor with Carapace Financial Advisors LLC and holds Series 63 and Series 66 licenses. He has 12 years of industry experience, including roles at Financial Northeastern Securities and prior positions in education and legal support. He has been with Carapace Financial Advisors since 2017. Carapace Financial Advisors LLC provides discretionary portfolio management and sub-advisory services primarily to high-net-worth individuals, accredited and institutional investors, and other investment advisers. The firm employs market-linked hedging strategies using a combination of fixed income or equity portfolios with exchange-listed and FLEX options, applying a proprietary quantitative methodology to reduce downside risk while offering defined upside participation or enhanced income.

William Mc Carthy is a CFA® charterholder with two years of industry experience, currently serving at Carapace Financial Advisors LLC. Prior to joining Carapace, he spent five years engaged in extended travel and nearly three decades at State Street Corp. Carapace Financial Advisors LLC provides discretionary portfolio management and sub-advisory services to high-net-worth individuals, accredited and institutional investors, and other investment advisers. The firm employs a proprietary, quantitative approach to market-linked hedging strategies using long-dated and FLEX options, managing both separately managed accounts and private pooled funds.

Frederick Ziwot is a financial advisor at Carapace Financial Advisors LLC with 33 years of industry experience. He holds Series 63 and Series 65 credentials and has worked at firms including Financial Northeastern Securities and Merrion Investment Management Co, LLC. Carapace Financial Advisors LLC provides discretionary portfolio management and sub-advisory services mainly to high-net-worth individuals, accredited and institutional investors, and other advisers. The firm focuses on market-linked hedging strategies using a proprietary quantitative approach and employs long-dated and FLEX options to manage downside risk while offering defined upside or enhanced income.