CX Institutional, LLC

Matthew Redmond is a CFA® charterholder with eight years of industry experience. He is currently an advisor at CX Institutional, LLC and was previously with First State Investment Advisors Inc for eleven years. He also serves as vice president and director of First State Financial, Inc., a holding company unrelated to investment activities. CX Institutional serves individuals, high-net-worth clients, charitable organizations, and business entities, providing discretionary and non-discretionary portfolio management, financial planning, and retirement plan consulting. The firm employs a multi-strategy investment approach combining fundamental, quantitative, technical, and cyclical analysis across various asset classes and offers specialized strategy portfolios alongside traditional models.

Michael Pepin is a financial advisor with CX Institutional, LLC, holding a Series 66 designation and 18 years of industry experience. His prior roles include positions at Securities America Advisors, Securities America, Inc., and First Allied Advisory Services. He volunteers as an adult community education instructor teaching financial topics and serves on the board of a local nonprofit addressing homelessness and hunger. CX Institutional serves individuals, high-net-worth clients, charitable organizations, and business entities with portfolio management, financial planning, and retirement plan consulting. The firm employs a multi-strategy investment process across various asset classes, integrating financial planning and utilizing third-party technology, with offerings that include specialized strategy portfolios and both wrap and non-wrap program structures.

Garrett Mooney is a financial advisor at CX Institutional, LLC with a Series 65 designation and one year of industry experience. Prior to joining CX Institutional, he worked at American National Bank & Trust and held various positions in education and retail. CX Institutional serves individuals, high-net-worth clients, charitable organizations, and business entities by providing portfolio management, financial planning, and retirement plan consulting through a multi-strategy platform that includes discretionary and non-discretionary services. The firm employs a comprehensive investment process combining fundamental, quantitative, technical, and cyclical analysis across a range of asset classes and offers specialized strategy portfolios alongside customized investment solutions.

Andrew Renninger is a financial advisor at CX Institutional, LLC with a Series 65 designation and one year of industry experience. Prior to joining CX Institutional, he worked at ProFed Credit Union and has held teaching positions at Purdue University, Norwell High School, and Norwell Middle School. CX Institutional serves individuals, high-net-worth clients, charitable organizations, and business entities by providing discretionary and non-discretionary portfolio management, financial planning, and retirement plan consulting. The firm employs a multi-strategy investment approach that integrates fundamental, quantitative, technical, and cyclical analysis across various asset classes, including equities, fixed income, ETFs, structured products, and private investment funds.

Joseph D'amico II is a CFP® professional affiliated with CX Institutional, LLC, bringing 25 years of industry experience. His prior roles include positions at Personal Capital and Fidelity Brokerage Services LLC. CX Institutional serves individuals, high-net-worth clients, charitable organizations, and business entities by providing portfolio management, financial planning, and retirement plan consulting. The firm employs a multi-strategy investment approach that integrates fundamental, quantitative, technical, and cyclical analysis across a range of asset classes and uses both model portfolios and customized strategies.

Laken Lewis is a financial advisor at CX Institutional, LLC with nine years of industry experience. He holds Series 63 and Series 65 licenses and has previously worked at Fisher Investments and Fidelity Investments. CX Institutional serves individuals, high-net-worth clients, charitable organizations, and business entities by providing discretionary and non-discretionary portfolio management, financial planning, and retirement plan consulting. The firm employs a multi-strategy investment approach that incorporates fundamental, quantitative, technical, and cyclical analysis across diverse asset classes, including equities, fixed income, ETFs, structured products, and private investment funds.

Susan Isaacson is a CFP® and PFS™ credentialed advisor with 14 years of industry experience. She has worked at CX Institutional, LLC since 2022 and previously at Personal Wealth Partners LLC and LPL Financial. She is also a commissioned notary for the state of Minnesota. CX Institutional serves individuals, high-net-worth clients, charitable organizations, and business entities, offering discretionary and non-discretionary portfolio management alongside financial planning and retirement plan consulting through a multi-strategy platform that includes fundamental, quantitative, technical, and cyclical analysis across various asset classes.

Jared Herndon is a financial advisor at CX Institutional, LLC with a Series 65 designation and over a decade of experience in the industry. His prior roles include positions at Ash Brokerage and Lincoln Financial. CX Institutional serves individuals, high-net-worth clients, charitable organizations, and business entities by providing discretionary and non-discretionary portfolio management, financial planning, and retirement plan consulting through a multi-strategy platform. The firm’s investment approach integrates fundamental, quantitative, technical, and cyclical analysis to allocate across various asset classes, including individual equities, fixed income, ETFs, structured products, and private investment funds.

Anthony Picerni Jr. is a financial advisor at CX Institutional, LLC with 16 years of industry experience. He holds the Series 66 designation and previously worked at Capital Group for 10 years before joining CX Institutional. CX Institutional serves individuals, high-net-worth clients, charitable organizations, and business entities, providing portfolio management, financial planning, and retirement plan consulting. The firm employs a multi-strategy investment approach that includes fundamental, quantitative, technical, and cyclical analysis across various asset classes, and offers specialized strategy portfolios alongside more traditional investment options.

Christopher Lipper is a CFP® with 23 years of industry experience, currently serving at CX Institutional, LLC since 2018. His prior experience includes roles at CXI Advisors, LLC, Vestpro Financial Partners, Inc., LPL Financial, and CPF Texas. He serves as a volunteer board member for InTouch Credit Union and is a commissioned notary public in Texas. CX Institutional serves individuals, high-net-worth clients, charitable organizations, and business entities with portfolio management, financial planning, and retirement plan consulting. The firm employs a multi-strategy investment process combining fundamental, quantitative, technical, and cyclical analysis across various asset classes, offering specialized strategy portfolios and integrating third-party technology tools.

John Ruzza is a CFP® with 39 years of industry experience. He is currently with CX Institutional, LLC and previously worked for 18 years at Cambridge Investment Research Advisors, Cambridge Investment Research, and MainStreet Financial Advisors. CX Institutional serves individuals, high-net-worth clients, charitable organizations, and business entities by providing discretionary and non-discretionary portfolio management, financial planning, and retirement plan consulting through a multi-strategy platform. The firm employs a combination of fundamental, quantitative, technical, and cyclical analysis to manage diversified portfolios that include equities, fixed income, ETFs, structured products, and private investment funds.

Paul Reile is a financial advisor at CX Institutional, LLC with 16 years of industry experience. He holds Series 63 and Series 65 licenses and has worked previously at Tfg Advisers LLC and Tfg Advisors. CX Institutional serves individuals, high-net-worth clients, charitable organizations, and business entities, providing discretionary and non-discretionary portfolio management along with financial planning and retirement plan consulting. The firm utilizes a multi-strategy investment approach that incorporates fundamental, quantitative, technical, and cyclical analysis across various asset classes, and offers specialized portfolio options including ESG and blockchain-focused strategies.

Andrew Mayer is a financial advisor at CX Institutional, LLC with eight years of industry experience. He holds the Series 66 designation and previously worked at Cambridge Investment Research Advisors and Main Street Financial. CX Institutional serves individuals, high-net-worth clients, charitable organizations, and business entities, providing discretionary and non-discretionary portfolio management, financial planning, and retirement plan consulting through a multi-strategy platform. The firm combines fundamental, quantitative, technical, and cyclical analysis to allocate assets across various investment types, including individual equities, fixed income, ETFs, structured products, and private funds.

Thomas Williams is a CFP® with five years of industry experience, currently serving as a financial advisor at CX Institutional, LLC. His prior roles include positions at Tfg Advisors and Jackson National Life Insurance. CX Institutional serves individuals, high-net-worth clients, charitable organizations, and business entities with portfolio management, financial planning, and retirement plan consulting. The firm employs a multi-strategy investment approach incorporating fundamental, quantitative, technical, and cyclical analysis, offering a range of specialized strategy portfolios and integrating financial planning into select client services.

Christopher Bredeson is a financial advisor at CX Institutional, LLC with 14 years of industry experience. He holds Series 63 and Series 65 licenses and previously worked at Fisher Investments for 12 years before joining CX Institutional in 2024. CX Institutional serves individuals, high-net-worth clients, charitable organizations, and business entities by providing discretionary and non-discretionary portfolio management, financial planning, and retirement plan consulting. The firm employs a multi-strategy investment approach that integrates fundamental, quantitative, technical, and cyclical analysis across a range of asset classes and offers specialized strategy portfolios including ESG and blockchain options.