Advisors at this firm
Craig M
Series 65
Edina, MN
DSG Capital Advisors, LLC
Craig Mc Pherson is a financial advisor at DSG Capital Advisors, LLC with two years of industry experience. He holds a Series 65 designation and previously worked at Hightower Advisors, LLC. Outside of his advisory role, he serves as a Flight Officer for United Airlines. DSG Capital Advisors serves high-net-worth individuals, families, trusts, estates, businesses, and retirement plans. The firm provides family-office style wealth management, discretionary portfolio management, and retirement-plan advisory services, employing a primarily long-term, research-driven investment approach.
Denver G
Series 66
Edina, MN
DSG Capital Advisors, LLC
Denver Gilliand is a financial advisor at DSG Capital Advisors, LLC with 29 years of industry experience. He holds a Series 66 designation and has previously worked at HighTower Advisors, Bank of America, and Merrill Lynch. He also serves as an investment advisor and distribution advisor for several family trusts and is a managing partner at Stone Arch LLC. DSG Capital Advisors serves high-net-worth individuals, families, trusts, estates, businesses, and retirement plans. The firm offers family-office style wealth management, discretionary portfolio management, and retirement-plan advisory services, employing a primarily long-term, research-driven investment approach.
Nicholas M
CFA®, Series 63
Edina, MN
DSG Capital Advisors, LLC
Nicholas Mattiacci is a CFA® charterholder with five years of industry experience. He is currently with DSG Capital Advisors, LLC and previously worked at Castalian Partners, Craig-Hallum Capital Group, and Maynards. DSG Capital Advisors serves high-net-worth individuals, families, trusts, estates, businesses, and retirement plans. The firm provides family-office style wealth management, discretionary portfolio management, and retirement-plan advisory services, utilizing a long-term investment approach based on fundamental, technical, and macroeconomic research.
Klair R
Series 66
Edina, MN
DSG Capital Advisors, LLC
Klair Reese is a financial advisor at DSG Capital Advisors, LLC with six years of industry experience. He holds a Series 66 designation and has worked previously at Hightower Advisors, LLC, Hightower Securities, LLC, and Family Partners LTD. DSG Capital Advisors serves high-net-worth individuals, families, trusts, estates, businesses, and retirement-plan sponsors, offering family-office style wealth management, discretionary portfolio management, and retirement-plan advisory services. The firm employs a primarily long-term, discretionary investment approach using fundamental, technical, and macroeconomic research.
Jonathan B
Series 66
Edina, MN
DSG Capital Advisors, LLC
Jonathan Bellm is a financial advisor at DSG Capital Advisors, LLC with three years of industry experience. He holds a Series 66 designation and has worked previously at Raymond James Financial Services, Inc., Cambridge Trust, and Fidelity Investments. DSG Capital Advisors serves high-net-worth individuals, families, trusts, estates, and businesses, providing family-office style wealth management, discretionary portfolio management, and retirement-plan advisory services. The firm employs a long-term, discretionary investment approach utilizing fundamental, technical, and macroeconomic analysis to construct diversified portfolios.
Cynthia S
Series 63, Series 65
Edina, MN
DSG Capital Advisors, LLC
Cynthia Slater is a financial advisor at DSG Capital Advisors, LLC with 18 years of industry experience. She holds Series 63 and Series 65 designations and previously worked at Hightower Securities, LLC and Hightower Advisors. DSG Capital Advisors serves high-net-worth individuals, families, trusts, estates, businesses, and retirement plans, offering family-office style wealth management, discretionary portfolio management, and retirement-plan advisory services. The firm employs a long-term, discretionary investment approach that combines fundamental, technical, and macroeconomic analysis.
Jack B
Series 66
Edina, MN
DSG Capital Advisors, LLC
Jack Bridgeman is a financial advisor at DSG Capital Advisors, LLC with two years of industry experience. He holds the Series 66 designation and has previously worked at Hightower Advisors and Hightower Securities, LLC. DSG Capital Advisors serves high-net-worth individuals, families, trusts, estates, businesses, and retirement plans. The firm provides family-office style wealth management, discretionary portfolio management, and retirement-plan advisory services using a primarily long-term, research-driven investment approach.