Advisors at this firm
Patrick R
CFA®
Dorado, PR
Euro Pacific Asset Management, LLC
Patrick Rien is a CFA® charterholder with 14 years of industry experience, currently serving at Euro Pacific Asset Management, LLC since 2010. He is based in Dorado, Puerto Rico, and is part of a five-advisor team at the firm. Euro Pacific Asset Management provides investment advisory services to individual and high-net-worth clients through separately managed accounts and mutual funds. The firm emphasizes international exposure with a blend of top-down and bottom-up analysis, managing approximately $1.36 billion in discretionary assets across a diverse client base and institutional mandates.
James N
CFA®, Series 63, Series 65
Dorado, PR
Euro Pacific Asset Management, LLC
James Nelson is a CFA® charterholder with 16 years of industry experience, currently serving at Euro Pacific Asset Management, LLC since 2009. He has also been associated with Euro Pacific Capital Inc. since 2008. Outside of his advisory role, Nelson is a board member of B New Fuels, an energy production company, where he advises on business matters. Euro Pacific Asset Management provides investment advisory services to individual and high-net-worth clients, as well as registered investment companies. The firm emphasizes international exposure through a combination of top-down country and industry selection with bottom-up fundamental security analysis, maintaining a long-term, low-turnover approach across various model strategies.
Stephen K
Series 63, Series 65
Dorado, PR
Euro Pacific Asset Management, LLC
Stephen Kleckner is a financial advisor at Euro Pacific Asset Management, LLC with 14 years of industry experience. He holds Series 63 and Series 65 designations and has been with Euro Pacific since 2010. Euro Pacific Asset Management provides investment advisory services to individual and high-net-worth clients through separately managed accounts and mutual funds. The firm emphasizes international exposure with a long-term, low-turnover investment approach across various strategies including International Value, Dividend Payers, and Emerging Markets.
Luke A
Series 65
Dorado, PR
Euro Pacific Asset Management, LLC
Luke Allen is a financial advisor at Euro Pacific Asset Management, LLC with 14 years of industry experience. He holds a Series 65 designation and has been with Euro Pacific Asset Management and Grand Distribution Services, LLC since 2010. Euro Pacific Asset Management provides advisory services to individual and high-net-worth clients through separately managed accounts and mutual funds, with a focus on international exposure. The firm manages approximately $1.36 billion in discretionary assets, serving both retail and institutional clients through customized portfolio strategies and sub-advisory relationships.
Christopher P
Series 66
Dorado, PR
Euro Pacific Asset Management, LLC
Christopher Pieretti is a financial advisor with Euro Pacific Asset Management, LLC, holding a Series 66 designation and 23 years of industry experience. He has worked at multiple firms including TIAA-CREF Individual & Institutional Services, LLC and Distribution Services, LLC, and has been with Euro Pacific Asset Management since 2020. Euro Pacific Asset Management provides investment advisory services to individual and high-net-worth clients through separately managed accounts and serves as advisor to a series of mutual funds. The firm emphasizes international exposure with a long-term, low-turnover investment approach across various model strategies and manages both direct retail and institutional client mandates.
Peter S
Series 63, Series 65
Dorado, PR
Euro Pacific Asset Management, LLC
Peter Schiff is a financial advisor at Euro Pacific Asset Management, LLC with 34 years of industry experience. He holds Series 63 and Series 65 licenses and has worked with various divisions of Euro Pacific since 2009. Outside of advisory work, he is a 50% owner of Schiff Sovereign, a social media and communication business that offers newsletters and hosts events, and he also engages in investment-related speaking and writing. Euro Pacific Asset Management provides advisory services to individual and high-net-worth clients through separately managed accounts and mutual funds. The firm emphasizes international exposure with a long-term, low-turnover investment approach, managing approximately $1.36 billion in discretionary assets and serving over 3,700 clients.
Rafael S
Series 65
Dorado, PR
Euro Pacific Asset Management, LLC
Rafael Santiago Santiago is a financial advisor at Euro Pacific Asset Management, LLC with six years of industry experience. He holds a Series 65 designation and has worked at Euro Pacific Asset Management since 2019. Prior to that, his work history includes positions at Liberty Group and GFR Media, LLC. Euro Pacific Asset Management provides investment advisory services to individual and high-net-worth clients through separately managed accounts and mutual funds. The firm emphasizes international exposure and a long-term, low-turnover investment approach, managing approximately $1.36 billion in discretionary assets across a diverse client base.
Brandon B
Series 63, Series 65
Dorado, PR
Euro Pacific Asset Management, LLC
Brandon Bierk is a financial advisor with Euro Pacific Asset Management, LLC, holding Series 63 and Series 65 credentials and six years of industry experience. His prior roles include positions at Cetera Investment Advisers LLC and Distribution Services, LLC. Outside of finance, he has experience in the coffee industry, having worked with Sixth Wave Coffee. Euro Pacific Asset Management provides investment advisory services to individual and high-net-worth clients through separately managed accounts and mutual funds. The firm emphasizes international exposure with a long-term, low-turnover investment approach and serves both retail and institutional clients.
Mark I
Series 63, Series 65
Dorado, PR
Euro Pacific Asset Management, LLC
Mark Ishkanian is a financial advisor at Euro Pacific Asset Management, LLC with six years at the firm and five years of industry experience. He holds Series 63 and Series 65 licenses and has worked at several firms including Distribution Services, LLC and Fiducian Financial Services. Euro Pacific Asset Management provides investment advisory services to individual and high-net-worth clients through separately managed accounts and mutual funds. The firm emphasizes international exposure with a combination of top-down and bottom-up analysis, pursuing long-term, low-turnover strategies across various global market segments.
Brendan T
Series 65
Dorado, PR
Euro Pacific Asset Management, LLC
Brendan Temple Smith is a financial advisor at Euro Pacific Asset Management, LLC with one year of industry experience. He holds a Series 65 designation and previously worked at Maloneys Financial Services and Strategy360. Outside of his advisory role, he serves as a director of a family company in Australia and acts as a trustee for a family unit trust. Euro Pacific Asset Management provides investment advisory services to individual and high-net-worth clients, as well as registered investment companies. The firm emphasizes international exposure through a combination of top-down and bottom-up investment analysis and manages a diverse range of strategies including International Value, Dividend Payers, and Emerging Markets.