Advisors at this firm
Pranay D
Series 66
New York, NY
Nasdaq Dorsey Wright
Pranay Dureja is a financial advisor at Dorsey, Wright & Associates, LLC with four years of industry experience. He holds a Series 66 designation and has previously worked at Nasdaq, Merrill, and Bank of America. Outside of finance, he is a co-founder and partner of Studio Suzuki, a small record label promoting and distributing local musical artists. Dorsey, Wright & Associates provides discretionary investment management to individual investors and offers research, model licensing, and advisory services to institutional and professional clients. The firm’s investment approach is based on technical analysis, utilizing Point & Figure charting and relative strength methods across multiple asset classes.
Jay G
Series 63, Series 65
Richmond, VA
Nasdaq Dorsey Wright
Jay Gragnani is a financial advisor at Dorsey, Wright & Associates, LLC with 13 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at Dorsey Wright in two separate periods totaling over 20 years, with brief roles at Foreside Fund Services, LLC and STF Management, LP. Dorsey, Wright & Associates provides discretionary investment management to individual investors and offers research, model licensing, and advisory services to institutional and professional clients. The firm’s investment approach is based on technical analysis using Point & Figure charting and relative strength methods, implemented through rules-based products and licensed models across multiple asset classes.
Miles C
Series 65
Richmond, VA
Nasdaq Dorsey Wright
Miles Clark is a financial advisor at Dorsey, Wright & Associates, LLC, holding a Series 65 designation with three years of industry experience. He has worked at Dorsey Wright & Associates since 2022 and previously held positions at Nasdaq Dorsey Wright, Christopher Newport University, Uber, and St. Stephens/St. Agnes School. Dorsey, Wright & Associates provides discretionary investment management to individual investors and offers research, model licensing, and advisory services to institutional and professional clients. The firm’s investment approach is based on technical analysis, utilizing Point & Figure charting and relative strength methods across various asset classes through rules-based products.
John L
Series 65
Richmond, VA
Nasdaq Dorsey Wright
John Lewis is a financial advisor at Dorsey, Wright & Associates, LLC with 23 years of industry experience. He holds a Series 65 designation and has been with Dorsey, Wright Money Management since 2002. Dorsey, Wright & Associates provides discretionary investment management to individual investors and offers research, model licensing, and advisory services to institutional and professional clients. The firm’s investment approach is based on technical analysis, including Point & Figure charting and relative strength methods, applied across multiple asset classes through rules-based products and model portfolios.
Steven R
Series 63, Series 65
Richmond, VA
Nasdaq Dorsey Wright
Steven Raymond is a financial advisor at Dorsey, Wright & Associates, LLC with 21 years of industry experience. He has been with the firm since 1996. He holds the Series 63 and Series 65 designations. Dorsey, Wright & Associates provides discretionary investment management to individual investors and offers research, model licensing, and advisory services to institutional and professional clients. The firm’s investment approach is based on technical analysis, using Point & Figure charting and relative strength methods across various asset classes.
David C
Series 63, Series 65
Richmond, VA
Nasdaq Dorsey Wright
David Clark is a financial advisor at Dorsey, Wright & Associates, LLC with seven years of industry experience. He holds Series 63 and Series 65 licenses and has worked at Dorsey Wright in two periods totaling nine years. Outside of finance, he founded and helps operate Seven Sisters Brewery, a craft brewery in Wytheville, Virginia. Dorsey, Wright & Associates provides discretionary investment management and offers research, model licensing, and advisory services to institutional and professional clients, as well as subscription-based research and educational services to financial professionals and individual investors. The firm’s investment approach is based on technical analysis, including Point & Figure charting and relative strength methods applied across multiple asset classes.
Missael M
Series 65
Richmond, VA
Nasdaq Dorsey Wright
Missael Macedo is a financial advisor at Dorsey, Wright & Associates, LLC, holding a Series 65 designation with over 14 years of industry experience. His prior roles include positions at First Pacific Advisors and Western Asset Management. Dorsey, Wright & Associates provides discretionary investment management to individual investors and offers research, model licensing, and advisory services to institutional and professional clients. The firm’s investment approach is based on technical analysis, utilizing Point & Figure charting and relative strength methods across multiple asset classes.
Robert D
Series 66
Richmond, VA
Nasdaq Dorsey Wright
Robert Deangelo is a Series 66-licensed financial advisor at Dorsey, Wright & Associates, LLC with 16 years of industry experience. He has been with Dorsey Wright since 2016. Outside of his advisory role, he owns Makes Sense Clothing, a screen-printing business, and is involved in personal training. Dorsey, Wright & Associates provides discretionary investment management to individual investors and offers research, model licensing, and advisory services to institutional and professional clients. The firm’s investment approach centers on technical analysis, utilizing Point & Figure charting and relative strength methods across multiple asset classes.
Benjamin J
Series 65
Richmond, VA
Nasdaq Dorsey Wright
Benjamin Jones is a financial advisor at Dorsey, Wright & Associates, LLC with 13 years of industry experience. He holds the Series 65 designation and has been with Dorsey Wright since 2009. Dorsey, Wright & Associates provides discretionary investment management to individual investors and offers research, model licensing, and advisory services to institutional and professional clients. The firm’s investment approach is based on technical analysis, utilizing Point & Figure charting and relative strength methods across multiple asset classes through rules-based products.
Sara M
Series 63, Series 65
Richmond, VA
Nasdaq Dorsey Wright
Sara Marshall is a financial advisor at Dorsey, Wright & Associates, LLC with 10 years of industry experience. She holds Series 63 and Series 65 licenses and has worked at Nasdaq, Inc. since 2013. Outside of her advisory role, she operates a Poshmark and eBay account focused on the sale and purchase of personal items. Dorsey, Wright & Associates provides discretionary investment management to individual investors and offers research, model licensing, and advisory services to institutional clients. The firm’s investment approach is based on technical analysis, utilizing Point & Figure charting and relative strength methods across multiple asset classes.
Trevor P
Series 65
Richmond, VA
Nasdaq Dorsey Wright
Trevor Plesko is a financial advisor at Dorsey, Wright & Associates, LLC with one year of industry experience. He holds a Series 65 designation and has worked at Dorsey, Wright since 2023, with prior experience outside the industry including roles at Foods of All Nations and Ivy Road House. Dorsey, Wright & Associates provides discretionary investment management to individual investors and offers research, model licensing, and advisory services to institutional and professional clients. The firm’s investment approach is based on technical analysis, utilizing Point & Figure charting and relative strength methods across multiple asset classes with rules-based products.
Anthony G
Series 65
Richmond, VA
Nasdaq Dorsey Wright
Anthony Garcia is a financial advisor at Dorsey, Wright & Associates, LLC with a Series 65 credential and one year of industry experience. His prior roles include positions at Nasdaq Dorsey Wright, Moss Adams, and the General Conference of SDA. Dorsey, Wright & Associates provides discretionary investment management to individual investors and offers research, model licensing, and advisory services to institutional and professional clients. The firm’s investment approach centers on technical analysis, utilizing Point & Figure charting and relative strength methods across multiple asset classes.
Michael K
Series 63, Series 65
Richmond, VA
Nasdaq Dorsey Wright
Michael Kaplan is a financial advisor at Dorsey, Wright & Associates, LLC with four years of industry experience. He holds Series 63 and Series 65 credentials and has been with Dorsey Wright, a Nasdaq company, since 2016. Prior to that, he worked briefly at Sterling National Bank and LPL Financial, LLC in 2016. Dorsey, Wright & Associates provides discretionary investment management to individual investors and offers research, model licensing, and advisory services to institutional and professional clients. The firm’s investment approach is based on technical analysis, including Point & Figure charting and relative strength methods applied across multiple asset classes through rules-based products.
Connor K
Series 63, Series 65
Richmond, VA
Nasdaq Dorsey Wright
Connor Kamp is a financial advisor at Dorsey, Wright & Associates, LLC with eight years of industry experience. He holds Series 63 and Series 65 licenses and has worked at Nasdaq since 2016, following a prior role at Ridgewood Securities. Dorsey, Wright & Associates provides discretionary investment management to individual investors and offers research, model licensing, and advisory services to institutional and professional clients. The firm employs a technical analysis approach, including Point & Figure charting and relative strength methods, applied across various asset classes through rules-based products and licensed model portfolios.
Ian S
Series 65
Richmond, VA
Nasdaq Dorsey Wright
Ian Saunders is a financial advisor at Dorsey, Wright & Associates, LLC with seven years of industry experience. He holds a Series 65 designation and has been with Dorsey Wright since 2018. Prior to his advisory career, he was a student from 2014 to 2018. Dorsey, Wright & Associates provides discretionary investment management to individual investors and offers research, model licensing, and advisory services to institutional and professional clients. The firm employs a technical analysis approach, utilizing Point & Figure charting and relative strength methods across multiple asset classes, and supports a range of clients including mutual funds and ETFs.