Advisors at this firm
Clinton K
Series 63, Series 65
Chattanooga, TN
Ethos Private Wealth
Clinton Kilgore is a financial advisor with Ethos Private Wealth in Chattanooga, TN, holding Series 63 and Series 65 licenses and bringing 12 years of industry experience. His prior roles include positions at March Capital Corp, Bank of America, Merrill Lynch, and Gavin de Becker & Associates. Kilgore is also a managing partner and financial advisor at Ethos Wealth Management, LLC, where he provides financial planning and portfolio management. Ethos Private Wealth is a boutique advisory firm serving individuals, including high-net-worth clients, as well as corporate and institutional clients. The firm offers personalized portfolio management and employs a diversified investment approach using equities, fixed income, options, and alternative investments, incorporating third-party research and managers to support asset allocation and risk management.
Matthew L
CFP®, Series 66
Coral Gables, FL
Ethos Private Wealth
Matthew Lapides is a CFP® with 24 years of industry experience, currently serving as an advisor at Ethos Private Wealth. He has worked at Ethos Private Wealth since 2013 and has prior experience with Ethos Capital Solutions and March Capital Corp. Outside of his advisory role, Lapides is involved in several business ventures including publishing children’s books and overseeing a construction company specializing in luxury property remodeling. Ethos Private Wealth is a boutique advisory firm that provides investment supervisory and family-wealth services to individuals, including high-net-worth clients, as well as corporate and institutional clients. The firm constructs customized portfolios using equities, fixed income, options, and alternative investments, employing third-party research and managers to implement asset allocation and risk management strategies.
Xiuming J
Series 66
Coral Gables, FL
Ethos Private Wealth
Xiuming Jin is a financial advisor at Ethos Private Wealth with eight years of industry experience. He holds the Series 66 designation and has previously worked at Merrill and Lee & Associates ISG. His background includes periods of extended travel between his roles. Ethos Private Wealth serves individuals, including high-net-worth clients, as well as corporate and institutional clients, providing investment supervisory and family-wealth services. The firm constructs customized portfolios utilizing equities, fixed income, options, and alternative investments, employing third-party research and managers to implement asset allocation and risk management strategies.