Catum Advisory Group, LLC

Jason Arena is a Series 66-licensed financial advisor with 19 years of industry experience. He has worked at Catum Advisory Group, LLC since 2017 and is also a mortgage loan originator at Contour Mortgage. Additionally, he provides financial modeling and analysis support for two non-investment related businesses, Luxury Zoo, LLC and AAA Office Furniture. Catum Advisory Group, LLC serves individual clients, pension and profit-sharing plans, and other registered investment advisers, managing approximately $107.6 million across 76 client relationships. The firm offers discretionary and non-discretionary portfolio management, financial planning, pension consulting, and sub-advisory services, with a focus on tailored portfolios using third-party managers, model-driven allocations, and option-based strategies including the use of margin and derivatives where authorized.

Matthew Gachi is a CFP® professional with 28 years of industry experience, currently serving as an advisor at Catum Advisory Group, LLC since 2016. His prior work includes roles at Commonwealth Equity Services, Inc. and Investmark Advisory Services, Inc., each for 18 years, as well as positions at Iag, LLC and CB Design Group. He also holds a vice president role at Devlin & Associates, Inc., a third-party administrator firm unrelated to investment advising. Catum Advisory Group, LLC serves individual clients, pension and profit-sharing plans, and other registered investment advisers, managing approximately $107.6 million across about 76 client relationships. The firm customizes portfolios to client goals and risk tolerance, utilizing third-party managers, model-driven allocations, and option-based strategies, including the use of margin and derivatives when authorized.