Elevate Capital Management, L.L.C.

Jeremy Bardin is a CFA® charterholder with 22 years of industry experience. He is currently a financial advisor at Elevate Capital Management, L.L.C., where he has worked since 2019. Prior to that, he was with Elevate Wealth Management, L.L.C. and Merrill Lynch, Pierce, Fenner & Smith Incorporated. Outside of his advisory role, Bardin serves as CFO and a board member of Fourth Pillar, Inc., an alternative health products company. Elevate Capital Management provides portfolio management and investment planning for individual and high-net-worth clients, employing a range of analytical techniques and generally following a long-term trading approach across various asset classes. The firm manages most assets on a non-discretionary basis and customizes allocations to incorporate client-imposed restrictions.

Karo Kochounian is a financial advisor at Elevate Capital Management, L.L.C. with six years of industry experience. He has been with Elevate Capital since 2019 and previously worked at Institutional Shareholder Services from 2014 to 2019. Outside of finance, he owns Les Amis Salon et Spa, a hair salon located in San Mateo, California. Elevate Capital Management provides portfolio management and investment planning for individual and high-net-worth clients, using a variety of analytical techniques and a generally long-term trading approach. The firm serves approximately 69 client relationships across two advisors and incorporates client-imposed restrictions into tailored allocations.

Daniel Fitzpatrick is a financial advisor at Elevate Capital Management, L.L.C. in San Francisco, CA, holding Series 63 and Series 65 licenses with eight years of industry experience. He is also a licensed attorney and the owner of Pacific Pathways Real Estate Inc., a real estate brokerage. Fitzpatrick practiced law from 2011 to 2017. Elevate Capital Management provides portfolio management and investment planning services to individual and high-net-worth clients. The firm employs a variety of analytical techniques and generally follows a long-term trading approach, managing assets across multiple investment types with tailored allocations that incorporate client-imposed restrictions.