Catalyst Private Wealth, LLC

John Dodd is a financial advisor at Catalyst Private Wealth, LLC with 13 years of industry experience. He holds a Series 65 designation and has worked at Catalyst since 2019, following roles at Mutual Advisors, LLC and ClearPath Capital Partners LLC. Outside of his advisory work, he is the founder of The Lonely Mushroom, a custom crush wine business. Catalyst Private Wealth is a registered investment adviser managing approximately $330.6 million for around 483 clients through a team of five advisors. The firm serves individuals, high-net-worth clients, trusts, estates, and institutional accounts using a combination of fundamental, technical, and tactical investment strategies tailored to client objectives and risk profiles.

Tamaki Kern is a CFP® and holds a Series 66 license, with eight years of industry experience. She has worked at Catalyst Private Wealth since 2022 and previously held roles at Sanford C. Bernstein & Co., UBS, The Meatball Shop, and Marymount Manhattan College. Catalyst Private Wealth is a registered investment adviser managing approximately $330.6 million for individuals, high-net-worth clients, trusts, estates, and institutions. The firm employs a combination of fundamental, technical, and charting analysis alongside tactical asset allocation and alternative strategies to create customized portfolios tailored to client objectives and risk tolerance.

Brendan Connaughton is a financial advisor at Catalyst Private Wealth, LLC with 18 years of industry experience. He holds Series 63 and Series 66 licenses and has worked at Catalyst since 2019. Prior to that, he was with Mutual Advisors, LLC and ClearPath Capital Partners LLC. Outside of his advisory work, he is an investor in URLIFE MEDIA, an application site that assists users in creating custom video trailers. Catalyst Private Wealth is a privately owned registered investment adviser managing approximately $330.6 million for around 483 clients through a team of five advisors. The firm offers investment management, financial planning, ERISA plan advisory, and third-party money manager selection for individuals, high-net-worth clients, trusts, estates, and institutional accounts, employing a combination of fundamental, technical, and tactical strategies tailored to client profiles.

Mitchell Sands is a financial advisor at Catalyst Private Wealth, LLC in San Mateo, CA, with 11 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at Emerson Equity, Mutual Advisors, LLC, and ClearPath Capital Partners LLC. Sands is a partner and founder at Catalyst Private Wealth and also serves as a registered representative at Emerson Equity. Catalyst Private Wealth is a privately owned registered investment adviser managing approximately $330.6 million for about 483 clients through a team of five advisors. The firm offers discretionary and non-discretionary investment management, financial planning, ERISA plan advisory, and third-party money manager selection, utilizing a combination of fundamental, technical, and tactical investment strategies tailored to individual client profiles.

Bryan Wilson is a financial advisor at Catalyst Private Wealth, LLC in San Mateo, CA, holding Series 63 and Series 65 licenses with 10 years of industry experience. He has worked at Emerson Equity LLC since 2019 and has been with Catalyst Private Wealth since 2018, where he is a partner involved in both client advisory and firm management. Catalyst Private Wealth is a privately owned registered investment adviser managing approximately $330.6 million for nearly 483 clients through a team of five advisors. The firm offers discretionary and non-discretionary investment management, financial planning, and ERISA plan advisory, utilizing a blend of fundamental, technical, and tactical strategies tailored to client objectives and risk tolerance.