Entasis Asset Management LLC

David Lacroix is a financial advisor at Entasis Asset Management LLC with 29 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at Entasis since 2018. Prior to that, he spent 15 years at Cleary Gull Inc. and Cleary Gull Advisors Inc. Entasis Asset Management provides investment advisory and planning services to individuals, institutions, and retirement plan sponsors. The firm employs a Core/Completion investment philosophy supported by in-house research and offers discretionary management alongside financial and tax planning, consulting, and coaching services.

Michael Peters is a CFA® charterholder with 14 years of industry experience. He has worked at Entasis Asset Management LLC since 2016 and previously spent six years at Cleary Gull Advisors Inc. Entasis Asset Management provides investment advisory and planning services to individuals, institutions, and retirement plan sponsors. The firm employs a Core/Completion investment philosophy supported by in-house equity and fixed-income research and offers discretionary management alongside financial and tax planning, retirement plan advisory, and personalized concierge services.

K. Robert Batchelor is a CFA® charterholder with 11 years of industry experience, currently serving as an advisor at Entasis Asset Management LLC since 2016. He is also President of CSC Investments LLC, a non-investment business focused on personal real estate project oversight. Entasis Asset Management provides investment advisory and planning services to individuals, institutions, and retirement plan sponsors, employing a Core/Completion philosophy with in-house research and a documented manager selection process.

Ashley Fredricks is a financial advisor at Entasis Asset Management LLC with one year of industry experience. She holds the PFS™ designation and has been involved in her own CPA tax practice, Fredericks CPA LLC, since 2016. Prior to joining Entasis in 2023, she worked at Dwayne Johnson & Associates, SC from 2015 to 2017. Entasis Asset Management provides investment advisory and planning services to individuals, institutions, and retirement plan sponsors. The firm follows a Core/Completion investment philosophy and offers discretionary management, financial and tax planning, as well as client education and coaching services.

Charles Batchelor is a CFA® charterholder with 14 years of industry experience. He has been with Entasis Asset Management LLC since 2016 and previously worked at Cleary Gull Inc. and Cleary Gull Advisors from 2004 to 2016. Entasis Asset Management provides investment advisory and planning services to individuals, institutions, and retirement plan sponsors. The firm follows a Core/Completion investment philosophy supported by in-house equity and fixed-income research and offers a range of discretionary and non-discretionary management, financial planning, and concierge services.