Commons Capital, LLC

Robert Manschot is a financial advisor at Commons Capital, LLC with four years of industry experience. He holds Series 63 and Series 65 licenses and has been with Commons Capital Advisors, LLC since 2016. Prior to that, he worked at Cramer Rosenthal McGlynn from 2002 to 2016. Commons Capital serves individuals, high-net-worth clients, families, trusts, and estates with wealth management, financial planning, and portfolio management. The firm uses a long-term investment approach based on Modern Portfolio Theory, combining passive and active strategies with a documented risk management process.

Nicholas Dutter is a financial advisor with Commons Capital, LLC in Needham, MA, holding Series 63 and Series 66 licenses. He has nine years of experience in the investment industry, including roles at Truist Investment Services, ABS Global Investments, and Natixis Global Asset Management. Commons Capital serves individuals, high-net-worth clients, families, trusts, and estates with wealth management, financial planning, and portfolio management. The firm employs a long-term investment approach based on Modern Portfolio Theory, combining passive and active strategies with a documented risk management process.

Rose Thompson is a financial advisor at Commons Capital, LLC with 43 years of industry experience. She holds Series 63 and Series 66 licenses and has worked previously at Leigh Baldwin & Co., LLC and Mutual Securities, Inc. She has been with Commons Capital Advisors, LLC since 2012. Commons Capital serves individuals, high-net-worth clients, families, trusts, and estates with wealth management, financial planning, and portfolio management. The firm employs a long-term investment approach based on Modern Portfolio Theory, combining passive and active strategies with a documented seven-step risk management process.

Helen Jamieson is a CFA® charterholder with seven years of industry experience. She is currently with Commons Capital, LLC and has prior experience at Radius Capital Management. Commons Capital serves individuals, high-net-worth clients, families, trusts, and estates with wealth management, financial planning, and portfolio management. The firm employs a long-term investment approach based on Modern Portfolio Theory that combines passive and active strategies, and applies a documented risk management process.

Malik Smith is a financial advisor with Commons Capital, LLC, holding a Series 66 designation and 13 years of industry experience. He has worked at Commons Capital Advisors, Leigh Baldwin & Co., Raymond James & Associates, and Morgan Stanley in various advisory and private banking roles. Malik serves as a board member and treasurer of the Urban League of Eastern Massachusetts. Commons Capital serves individuals, high-net-worth clients, families, trusts, and estates with wealth management, financial planning, and portfolio management. The firm employs a long-term investment approach based on Modern Portfolio Theory, combining passive and active strategies with a documented risk management process that includes the use of derivatives and margin in separately managed accounts.

Kimball Halsey is a Series 65-licensed financial advisor with 22 years of industry experience. He is currently with Commons Capital, LLC and also maintains a transitional dual registration with Radius Capital Management, LLC, where he has worked since 2004. Commons Capital serves individuals, high-net-worth clients, families, trusts, and estates with wealth management, financial planning, and portfolio management. The firm employs a long-term investment approach based on Modern Portfolio Theory, combining passive and active strategies, and uses a documented seven-step risk management process that includes derivatives and margin in separately managed accounts.

Jonathan Straus is a financial advisor at Commons Capital, LLC in Needham, MA, with 26 years of industry experience. He holds Series 63, Series 65, and Series 66 licenses and has worked at Leigh Baldwin & Co., LLC and Mutual Securities, Inc. Straus is a founding principal of Commons Capital. Commons Capital serves individuals, high-net-worth clients, families, trusts, and estates with wealth management, financial planning, and portfolio management. The firm employs a long-term investment approach based on Modern Portfolio Theory, combining passive and active strategies with a seven-step risk management process.