Elm Wealth

James White is a financial advisor at Elm Wealth with seven years of industry experience. He holds a Series 65 designation and has worked at Elm Partners Management LLC since 2017, previously spending nine years at PAC Partners. Elm Wealth serves individuals, trusts, estates, charities, businesses, and pooled investment vehicles through discretionary portfolio management, private fund advisory, and financial planning services. The firm employs a rules-based, dynamic asset-allocation process using low-cost mutual funds, ETFs, ETNs, and cash equivalents.

Brandon Labbe is a financial advisor at Elm Wealth with one year of industry experience. He holds a Series 65 designation and has worked at Elm Partners Management LLC since 2023. His prior experience includes roles at PGM Accounting, Saxbys, Hannaford, and The Philadelphia Orchestra. Elm Wealth serves individuals, trusts, estates, charities, businesses, and pooled investment vehicles by providing discretionary portfolio management, financial planning, and lifetime investing and spending analysis. The firm uses a rules-based, dynamic asset-allocation process with regular evaluation and rebalancing across multiple asset categories.

Nolan Lenaghan is a financial advisor at Elm Wealth with a Series 65 designation. He has one year of industry experience and previously worked at DaFonte Pro Training, Ossining, Oppenheimer and Co., and DeCicco and Sons. Nolan attended Lafayette College and Cornell University from 2020 to 2024. Elm Wealth serves individuals, trusts, estates, charities, businesses, and pooled investment vehicles by providing discretionary portfolio management, financial planning, and lifetime investing and spending analysis. The firm employs a rules-based, dynamic asset-allocation process and is notable for advising an exchange-listed ETF and managing both offshore private funds and insurance-dedicated fund series.

Michael Fothergill is a financial advisor at Elm Wealth with six years of industry experience. He holds a Series 65 designation and has worked at Elm Partners Management, LLC since 2019, following two years at SS&C Eze. Prior to his advisory roles, he was employed at Connecticut College from 2013 to 2017. Elm Wealth serves individuals, trusts, estates, charities, businesses, and pooled investment vehicles through discretionary portfolio management, financial planning, and investment advisory services. The firm employs a rules-based, dynamic asset-allocation process and manages various investment vehicles, including an exchange-listed ETF and offshore private funds.

Jerry Bell II is a financial advisor with Elm Wealth in Philadelphia, holding Series 63 and Series 65 licenses and one year of industry experience. Prior to joining Elm Partners Management LLC in 2024, he worked at VidMob, Inc. from 2015 to 2023. Elm Wealth serves individuals, trusts, estates, charities, businesses, and pooled investment vehicles through discretionary portfolio management and financial planning services. The firm employs a rules-based, dynamic asset-allocation process across multiple asset categories and manages both private funds and an exchange-listed ETF.

Francisco Agrest is a financial advisor at Elm Wealth in Philadelphia, PA, holding a Series 65 designation. He has been in the industry since 2025 and previously worked at Perchwell, AvantStay, and WeWork. Elm Wealth serves individuals, trusts, estates, charities, businesses, and pooled investment vehicles by providing discretionary portfolio management, financial planning, and investment analysis. The firm uses a rules-based, dynamic asset-allocation process with regular portfolio evaluations and manages both private funds and an exchange-listed ETF.

Victor Haghani is a financial advisor at Elm Wealth with six years of industry experience. He holds Series 63 and Series 65 licenses and has been associated with Elm Partners Management LLC since 2012. Elm Wealth serves individuals, trusts, estates, charities, businesses, and pooled investment vehicles by providing discretionary portfolio management, financial planning, and investment advisory services. The firm employs a rules-based, dynamic asset-allocation process using low-cost funds and manages both private funds and an exchange-listed ETF.