Cottonwood Capital Advisors

John Rubottom is a CFP® and holds a Series 66 license with 22 years of industry experience. He has worked at Cottonwood Capital Advisors since 2023 and previously spent seven years with Commonwealth Financial Network. Cottonwood Capital Advisors provides financial planning, retirement-plan consulting, and discretionary asset management for individuals, pension and profit-sharing plans, charitable organizations, and other entities. The firm employs a mix of asset allocation, fundamental and quantitative analysis, with a notable private fund program focused on oil and gas investments.

Victor Berlizov is a financial advisor at Cottonwood Capital Advisors in Irving, TX, holding a Series 65 designation. He has worked in the industry since 2021, with prior experience at BAKC, LLP, CBIZ, Inc., Farrell & Hardeman, LLC, and B&T Advisors, LLC. Cottonwood Capital Advisors provides financial planning, retirement-plan consulting, and discretionary asset management for individuals, pension and profit-sharing plans, charitable organizations, and other entities. The firm employs a mix of asset allocation, fundamental and quantitative analysis, and manages accounts primarily on a discretionary basis using third-party platforms and models grounded in modern portfolio theory.

Kristen Holt is a financial advisor with Cottonwood Capital Advisors, holding Series 63 and Series 65 licenses and bringing 16 years of industry experience. She has been with Cottonwood Capital since 2016 and previously worked at Commonwealth Financial Network during that time. Cottonwood Capital Advisors provides financial planning, retirement-plan consulting, and discretionary asset management for individuals, pension and profit-sharing plans, charitable organizations, and other entities. The firm employs a combination of asset allocation, fundamental and quantitative analysis, and offers unique investment opportunities through private fund programs focused on oil and gas pooled funds.

Stephen Shipley is a financial advisor at Cottonwood Capital Advisors with 32 years of industry experience. He holds Series 63 and Series 65 licenses and previously worked at Commonwealth Financial Network for seven years. Outside of his advisory role, he is a managing partner and co-owner of Cottonwood Ventures, LLC, and Algodon Madera Partners, LLC, the latter of which invests in real estate and oil and gas opportunities. Cottonwood Capital Advisors provides financial planning, retirement-plan consulting, and discretionary asset management for individuals, pension and profit-sharing plans, charitable organizations, and other entities. The firm employs a mix of asset allocation, fundamental and quantitative analysis, and sponsors private funds investing in oil and gas pooled funds.

Christa Bass is a CFP® professional with 11 years of industry experience, currently serving at Cottonwood Capital Advisors since 2021. Her prior roles include positions at JPMorgan Chase and Commonwealth Financial Network. She spends a small portion of her time involved in fixed insurance sales. Cottonwood Capital Advisors provides financial planning, retirement-plan consulting, and discretionary asset management for individuals, pension and profit-sharing plans, and charitable organizations. The firm employs a mix of asset allocation, fundamental and quantitative analysis, and manages private fund programs including special purpose vehicles investing in oil and gas pooled funds.