Core Capital Management and Research Inc.

Katharine Patrick is a financial advisor at Core Capital Management and Research Inc. in Houston, TX, holding a Series 65 credential with two years of industry experience. Prior to joining Core Capital Management, she worked with the LPGS Epson Tour and has been involved with Backswing Golf Events, a nonprofit fundraising organization. Core Capital Management and Research provides discretionary and non-discretionary investment advisory services to individuals, trusts, estates, charitable organizations, and business entities. The firm employs a combination of fundamental, technical, charting, and cyclical analysis to manage portfolios using strategies that include stock and bond selection, trading, short sales, option writing, and futures.

John Barry is a financial advisor at Core Capital Management and Research Inc. in Houston, TX, holding a Series 65 designation with 13 years of industry experience. He has been with Core Capital since 2016 and also serves as Vice President of Marketing at BMC Software, Inc., a non-investment role he has held since 1999. Additionally, Barry is President of JB3 Marketing Group, a marketing and insurance sales business he founded in 2008. Core Capital Management and Research Inc. provides discretionary and non-discretionary investment advisory services to individuals, trusts, estates, charitable organizations, and business entities. The firm employs a combination of fundamental, technical, charting, and cyclical analysis in its investment strategies, which include long- and short-term purchases, trading, short sales, option writing, and futures.

Gregory Hadley is a financial advisor at Core Capital Management and Research Inc. with 12 years of industry experience. He holds Series 65 and Series 66 licenses and has previously worked at Belpointe Asset Management, LLC, Retirement Wealth Advisors Inc., and serves as an Options Trading Instructor at Online Trading Academy. Core Capital Management and Research Inc. provides discretionary and non-discretionary investment advisory services to individuals, trusts, estates, charitable organizations, and business entities. The firm employs a combination of fundamental, technical, charting, and cyclical analysis to implement diverse strategies, including long- and short-term purchases, trading, short sales, option writing, and futures.

Louis Pelz Jr. is a financial advisor at Core Capital Management and Research Inc. in Houston, TX, with 28 years of industry experience. He has been with Core Capital since 2008 and holds Series 63 and Series 65 licenses. Outside of his advisory role, he is a general partner in Pelz Family LP, an asset holding and leasing company. Core Capital Management and Research Inc. provides discretionary and non-discretionary investment advisory services to individuals, trusts, estates, charitable organizations, and business entities. The firm employs a combination of fundamental, technical, charting, and cyclical analysis and offers strategies including long- and short-term purchases, short sales, option writing, and futures.