Ducere Wealth Management

Alexis Miranda is a CERTIFIED FINANCIAL PLANNER™ professional with two years of industry experience. She has worked at Ducere Wealth Management since 2025 and previously spent seven years at The Investment Counsel Company. Ducere Wealth Management serves high-net-worth and ultra-high-net-worth individuals, families, business owners, and accredited clients, providing discretionary investment management, advanced tax optimization, and estate planning. The firm employs a long-term strategic asset allocation approach with tactical adjustments and incorporates both public and alternative investments.

Nicholas Bzovi is a CFA® charterholder with 23 years of industry experience. He is currently with Ducere Wealth Management, where he has worked since 2025. Prior to that, he held roles at Morgan Stanley Smith Barney LLC and Great Point Capital, LLC. Ducere Wealth Management serves high-net-worth and ultra-high-net-worth individuals, families, and business owners, focusing on discretionary investment management combined with tax optimization and estate planning. The firm employs a long-term strategic asset allocation approach with tactical adjustments and incorporates both public and alternative investments.

Jack Stemper is a CFP® with 19 years of industry experience. He is currently with Ducere Wealth Management and previously worked at First Foundation Advisors for 19 years. He is a minority owner in a biomedical private company, Ostentus. Ducere Wealth Management serves high-net-worth and ultra-high-net-worth individuals, families, and business owners, focusing on discretionary investment management combined with advanced tax optimization and estate planning. The firm employs a primarily long-term strategic asset allocation approach with tactical adjustments and includes alternative investments such as private credit and private equity.

Ulrich Keller is a CFP® and holds a Series 65 license with 35 years of industry experience. He has been with Ducere Wealth Management since 2025 and previously spent 35 years at First Foundation Advisors. Outside of his advisory role, he provides financial consulting to Ostentus Therapeutics, a healthcare company based in Newport Beach. Ducere Wealth Management serves high-net-worth and ultra-high-net-worth individuals, families, and business owners, generally requiring a $2 million account minimum. The firm offers discretionary investment management with a focus on tax optimization and estate planning, utilizing both public and alternative investments within a long-term strategic asset allocation framework.

John Harrington is a financial advisor at Fairbanks Capital Management, Inc. with 12 years of industry experience. He holds the Series 65 designation and has worked previously at Baker Tilly US, LLP, Baker Tilly Wealth Management, Squar Milner Financial Services, LLC, and Private Asset Management, Inc. Fairbanks Capital Management, Inc. provides discretionary investment management primarily to individual and institutional clients, focusing on a concentrated, long-term equity investment approach combined with actively managed investment-grade fixed income and explicit risk controls. The firm is also known for advising and sponsoring private pooled investment vehicles and real estate projects.

Cody Columna is a financial advisor at Ducere Wealth Management with a Series 65 designation and two years of industry experience. He previously worked at First Foundation Advisors for seven years and US Bank for three years. Ducere Wealth Management serves high-net-worth and ultra-high-net-worth individuals, families, business owners, and accredited or qualified purchaser clients, typically requiring a $2 million account minimum. The firm offers discretionary investment management with advanced tax optimization and estate planning, employing a long-term strategic asset allocation approach complemented by tactical adjustments and specialized third-party managers.

Zane Keller is a CFP® with three years of industry experience, currently serving at Ducere Wealth Management. He previously worked at First Foundation Advisors and The Lab Consulting, and has a background that includes roles at IBM and Seton Hall University. Keller serves on the advisory board of Powder Financial, a fintech firm developing AI tools for analyzing financial documents. Ducere Wealth Management advises high-net-worth and ultra-high-net-worth clients, focusing on long-term strategic asset allocation with tactical adjustments. The firm integrates tax-efficient strategies and alternative investments, serving a concentrated client base with a team of six advisors.