Cottonwood Asset Management LLC

Ryan O'Shea is a financial advisor with Cottonwood Asset Management LLC in Salt Lake City, UT, holding Series 63 and Series 66 designations and bringing 17 years of industry experience. He has worked at Cottonwood since 2018 and previously held roles at Allegis Investment Advisors and Garda Financial. Outside of his advisory work, O’Shea is principal of O'Shea Advisory Group, which provides life and health insurance services. Cottonwood Asset Management serves individual and high-net-worth clients with discretionary portfolio management, financial planning, and referrals to third-party money managers. The firm integrates accounting and tax-preparation services into its advisory operations and employs investment strategies tailored to client objectives, including fixed-income approaches and the use of options and derivatives.

Daren Wright is a financial advisor with Cottonwood Asset Management LLC in Salt Lake City, UT, holding Series 63 and Series 66 licenses and bringing 22 years of industry experience. Prior to joining Cottonwood in 2018, he worked at Allegis Investment Advisors and Garda Financial, and he has operated Alliance Financial Strategies since 2003. Outside of his advisory role, Wright is involved in managing private equity investments through Nuvo Ventures, LLC and Citius Ventures, LLC, and he devotes time to a trucking company, Royal Broadcast Company. Cottonwood Asset Management serves individual and high-net-worth clients with discretionary portfolio management, financial planning, and referrals to third-party money managers. The firm integrates accounting and tax-preparation services into its offerings, tailoring investment strategies to client objectives with a focus on diversified portfolios that include stocks, bonds, mutual funds, ETFs, and options.

David Kaplan is a CFA® charterholder with 22 years of experience in the financial industry. He is a principal at Cottonwood Asset Management LLC and also serves as CEO of Cottonwood Tax & Accounting. In addition to his advisory work, Kaplan owns a Mathnasium education center and holds a life insurance license in Utah. Cottonwood Asset Management provides discretionary portfolio management, financial planning, and third-party money manager referrals for individual and high-net-worth clients. The firm combines investment advisory services with integrated accounting and tax-preparation practices, tailoring strategies that include stocks, bonds, mutual funds, ETFs, and options based on client objectives.