Core Wealth Partners LLC

Nathaniel Holden is a financial advisor with Core Wealth Partners LLC in Meridian, ID, holding a Series 65 designation and nine years of industry experience. His prior work includes roles at HAC Certified Public Accountants, Inc., Holden Hall LLC, and Holden & Company LLP. Core Wealth Partners LLC provides discretionary investment management to pooled investment vehicles and separately managed accounts, focusing on sector-specific long/short and event-driven equity strategies in technology, clean energy, and industrials. The firm acts as general partner and co-investor in its funds, employing a proprietary real-time risk management system and performance-based allocations.

Michael Hall is a CFP® and ChFC® with 12 years of experience in the financial industry. He is currently with Core Wealth Partners LLC in Santa Rosa, CA, where he has worked since 2021. His prior experience includes roles at Western International Securities, Linkenheimer LLP, Holden & Company LLP, and Holden Hall Wealth Management. Outside of his advisory work, he is active as an insurance agent. Core Wealth Partners LLC provides discretionary investment management to pooled investment vehicles and separately managed accounts, focusing on equity market pricing discrepancies with an emphasis on capital preservation. The firm employs sector-focused long/short and event-driven strategies across technology, clean energy, and industrials, supported by proprietary risk management and performance-based allocation structures.

Gerard Gloisten is a financial advisor at Core Wealth Partners LLC with 30 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at firms including Western International Securities, Inc. and GBS Financial Corp. Outside of his advisory role, he is also active as an insurance agent with various insurance agencies. Core Wealth Partners LLC provides discretionary investment management to pooled investment vehicles and separately managed accounts, focusing on equity market pricing discrepancies with an emphasis on capital preservation. The firm employs sector-focused long/short and event-driven strategies across technology, clean energy, and industrials, supported by a proprietary real-time risk management system.

Adam Wiatrak is a financial advisor at Core Wealth Partners LLC with 22 years of industry experience. He holds Series 63, 65, and 66 licenses and previously worked at Western International Securities, Inc. and LegalShield. His other business activities include serving as an agent for accident and health, life, and variable insurance. Core Wealth Partners provides discretionary investment management to pooled investment vehicles and separately managed accounts, focusing on sector-specific long/short and event-driven equity strategies. The firm acts as a general partner and co-investor in its funds and employs a proprietary risk management system overseen by a designated Risk Manager.

Alfred Slayton is a financial advisor with Core Wealth Partners LLC, holding a Series 63 designation and bringing 55 years of industry experience. His prior roles include positions at Western International Securities, Inc. and Newport Coast Securities, Inc. In addition to his advisory work, Mr. Slayton is an insurance agent specializing in Accident, Health, and Life insurance. Core Wealth Partners LLC provides discretionary investment management to pooled investment vehicles and separately managed accounts, focusing on equity market pricing discrepancies with an emphasis on capital preservation. The firm employs sector-focused long/short and event-driven strategies across technology, clean energy, and industrials, supported by a proprietary risk management system.