Advisors at this firm
Hiram H
Series 63, Series 65
West Orange, NJ
Clemensen Capital Company LLC
Hiram Helm is a financial advisor at Clemensen Capital Company LLC with 11 years of industry experience. He holds Series 63 and Series 65 licenses and previously worked at Barrow Hanley Mewhinney & Strauss Inc. from 2010 to 2021. Clemensen Capital Company LLC provides investment advice and separately managed accounts to individuals, trusts, companies, and charitable organizations. The firm employs active management across mutual funds, ETFs, equities, and fixed income, combining fundamental and quantitative analysis to adjust portfolios according to economic and interest-rate cycles.
Frederick O
Series 63
Newton, MA
Clemensen Capital Company LLC
Frederick Offenberg is a financial advisor with Clemensen Capital Company LLC, holding a Series 63 designation and over 40 years of industry experience. He has worked at Clemensen Capital since 2017 and previously held positions at Andres Capital Management, LLC and FOX CHASE CAPITAL PARTNERS LLC. Clemensen Capital Company LLC provides investment advice and separately managed accounts to individuals, trusts, companies, and charitable organizations. The firm employs active management across mutual funds, ETFs, equities, and fixed income, with expertise in energy and credit markets, and emphasizes independent analysis and governance-conscious proxy voting.
Mariel C
Series 63, Series 65
West Orange, NJ
Clemensen Capital Company LLC
Mariel Clemensen is a financial advisor at Clemensen Capital Company LLC with 23 years of industry experience. She holds Series 63 and Series 65 licenses and has been with Clemensen Capital since 1998. Clemensen Capital Company LLC provides investment advice and separately managed accounts to individuals, trusts, companies, and charitable organizations. The firm employs active management across various asset classes, combining fundamental and quantitative analysis to tailor portfolios according to client objectives.
Thomas M
CFA®, Series 63, Series 66
West Orange, NJ
Clemensen Capital Company LLC
Thomas Moore is a CFA® charterholder with 30 years of industry experience. He is currently with Clemensen Capital Company LLC, where he has worked since 2021, and has been associated with Morgan Stanley and Morgan Stanley Private Bank since 2016. Moore serves as an advisory board member for the Women's Institute for Science, Equity, and Race. Clemensen Capital Company LLC provides investment advice and separately managed accounts to individuals, trusts, companies, and charitable organizations. The firm uses active management strategies across mutual funds, ETFs, equities, and fixed income, combining fundamental and quantitative analysis to align with client objectives for income, growth, or balanced outcomes.