DeRoy & Devereaux Private Investment Counsel, Inc.

Sean Metrose is a financial advisor at DeRoy & Devereaux Private Investment Counsel, Inc. in Bloomfield Hills, MI, holding Series 63 and Series 65 licenses with 16 years of industry experience. He has been with DeRoy & Devereaux since 2008. DeRoy & Devereaux provides discretionary investment management to high-net-worth individuals, families, foundations, pension and Taft-Hartley plans, and institutional investors, including municipalities. The firm uses a bottom-up, value-oriented approach to manage concentrated equity portfolios and diversified bond strategies with a long-term focus.

Michael Madison is a CFA® charterholder with 23 years of experience in the investment industry. He has been with DeRoy & Devereaux Private Investment Counsel, Inc. since 2003. DeRoy & Devereaux provides discretionary investment management to high-net-worth individuals, families, foundations, pension and Taft-Hartley plans, and other institutional investors, including municipalities. The firm employs a bottom-up, value-oriented approach focused on fundamental analysis to build concentrated equity portfolios and diversified bond strategies managed individually with a long-term perspective.

Kelly Fetterman is a financial advisor at Yousif Capital Management, LLC with 12 years of industry experience. She holds the Series 65 designation and has worked at Yousif Capital Management since 2021, following a 23-year tenure at World Asset Management, Inc. Yousif Capital Management provides discretionary portfolio management and sub-advisory services to a diverse client base, including corporations, municipalities, Taft-Hartley plans, faith-based organizations, and individual clients. The firm uses a rule-based, model-driven investment approach across equities, fixed income, and ETFs, incorporating quantitative sampling and benchmark-replication techniques tailored to client constraints and preferences.

Connor Cloetingh is a financial advisor at DeRoy & Devereaux Private Investment Counsel, Inc. He holds Series 63 and Series 65 licenses and has two years of industry experience. His prior roles include positions at Key Private Bank, Ancora Advisors, and KeyBank Capital Markets Inc. DeRoy & Devereaux provides discretionary investment management to high-net-worth individuals, families, foundations, pension and Taft-Hartley plans, and institutional investors, including municipalities. The firm employs a bottom-up, value-oriented investment approach focused on fundamental analysis to build concentrated equity portfolios and diversified bond strategies with a long-term orientation.

Jeffrey Wardlow is a CFA® charterholder with 17 years of industry experience. He has been with DeRoy & Devereaux Private Investment Counsel, Inc. since 2004. The firm provides discretionary investment management to high-net-worth individuals, families, foundations, pension and Taft-Hartley plans, and other institutional investors, including municipalities. DeRoy & Devereaux employs a bottom-up, value-oriented investment approach focused on fundamental analysis to build concentrated equity portfolios and diversified bond strategies managed with a long-term perspective.

Karl Knas is a financial advisor at DeRoy & Devereaux Private Investment Counsel, Inc. in Bloomfield Hills, MI, with 15 years of industry experience. He holds the Series 63 and Series 65 designations and has been with DeRoy & Devereaux since 2015. DeRoy & Devereaux provides discretionary investment management to high-net-worth individuals, families, foundations, pension and Taft-Hartley plans, and other institutional investors, including municipalities. The firm employs a bottom-up, value-oriented investment approach across equities and fixed income, managing concentrated and diversified portfolios with a long-term focus.

Laree Perez is a financial advisor at DeRoy & Devereaux Private Investment Counsel, Inc. in Phoenix, AZ, holding Series 63 and Series 65 licenses with 16 years of industry experience. She has been with DeRoy & Devereaux since 2015. Perez serves on the board of directors as well as the audit and finance committees for Martin Marietta, a supplier of aggregates and heavy building materials. DeRoy & Devereaux provides discretionary investment management to high-net-worth individuals, families, foundations, pension and Taft-Hartley plans, and other institutional investors, including municipalities. The firm employs a bottom-up, value-oriented investment approach focused on actively managed separate accounts and diversified bond strategies with a long-term orientation.

Sarah Schattner is a financial advisor at DeRoy & Devereaux Private Investment Counsel, Inc. in Bloomfield Hills, MI, holding a Series 65 designation with 15 years of industry experience. She has been with DeRoy & Devereaux since 2012. DeRoy & Devereaux provides discretionary investment management to high-net-worth individuals, families, foundations, pension and Taft-Hartley plans, and institutional investors, including municipalities. The firm employs a bottom-up, value-oriented investment approach focused on fundamentally analyzed, concentrated equity portfolios and diversified bond strategies managed with a long-term perspective.

Michael Harris is a CFA® charterholder with 15 years of industry experience. He has been with DeRoy & Devereaux Private Investment Counsel, Inc. since 2004. The firm provides discretionary investment management to high-net-worth individuals, families, foundations, pension and Taft-Hartley plans, and other institutional investors, including municipalities. DeRoy & Devereaux employs a bottom-up, value-oriented approach, managing concentrated equity portfolios and diversified bond strategies with a long-term focus.

Steven Lewis is a Series 65 licensed advisor with DeRoy & Devereaux Private Investment Counsel, Inc. in Bloomfield Hills, Michigan, where he has worked since 2015. He has 14 years of experience in the financial industry. DeRoy & Devereaux provides discretionary investment management to high-net-worth individuals, families, foundations, pension and Taft-Hartley plans, and other institutional investors, including municipalities. The firm employs a bottom-up, value-oriented investment approach focused on actively managed separate accounts, with portfolios managed individually and a long-term orientation.