Everstar Asset Management, LLC

Lee Larson is a financial advisor at Everstar Asset Management, LLC with 17 years of industry experience. He holds Series 63 and Series 65 licenses and has previously worked at Fundamental Global Investors, LLC and CWA Asset Management Group. Larson serves on the boards of several non-investment related companies, including 27 Software U.S. Inc. and True Health Solutions Inc., and is chairman of Beacon Health Benefits Inc. Everstar Asset Management provides discretionary and non-discretionary investment advisory and financial planning services to individuals, high-net-worth clients, families, trusts, foundations, and certain institutional accounts. The firm manages approximately $311 million in assets for about 1,077 clients and sponsors multiple private investment funds, employing a structured investment process that includes proprietary models and the use of derivatives and options.

Fu Yuet is a financial advisor at Everstar Asset Management, LLC with nine years of industry experience. He holds a Series 65 designation and has worked at Fundamental Global Investors, LLC and CWA Asset Management Group. Outside of his advisory role, he has been employed by Caterpillar Inc. since 2002. Everstar Asset Management provides discretionary and non-discretionary investment advisory and financial planning services to individuals, high-net-worth clients, families, trusts, foundations, and certain institutional accounts. The firm manages approximately $311 million in regulatory assets under management and sponsors multiple private investment funds, employing a five-step investment process centered on long-term asset allocation and proprietary equity and fixed-income models.

Jerry Neal is a financial advisor with Everstar Asset Management, LLC, holding Series 63 and Series 65 licenses and 13 years of industry experience. His prior roles include positions at Advanced Wealth Strategies, Inc., AlphaStar Capital Management, LLC, Park Avenue Securities, and Guardian Life Insurance. Outside of finance, he officiates NCAA football games. Everstar Asset Management provides discretionary and non-discretionary investment advisory and financial planning services to individuals, families, trusts, foundations, and certain institutional accounts. The firm manages approximately $311 million in regulatory assets under management and sponsors multiple private pooled investment vehicles, employing a structured investment process that includes proprietary equity and fixed-income models, as well as the use of derivatives and options.

Renee Simpson is a financial advisor at Everstar Asset Management, LLC with 13 years of industry experience. She holds Series 63 and Series 65 licenses and has worked at firms including AlphaStar Capital Management, Park Avenue Securities, and Guardian Life Insurance. Outside of her advisory role, she assists with a family-owned restaurant, Mt. Pleasant Smokehouse. Everstar Asset Management provides discretionary and non-discretionary investment advisory and financial planning services to individuals, high-net-worth clients, families, trusts, foundations, and certain institutional accounts. The firm manages approximately $311 million in regulatory assets under management and employs a structured investment process that includes proprietary models and the use of derivatives within its portfolios and private funds.

Thomas James is a financial advisor at Everstar Asset Management, LLC with one year of industry experience. He holds a Series 65 designation and has a background that includes consulting roles and a long tenure at Sierra Wireless. Everstar Asset Management offers discretionary and non-discretionary investment advisory and financial planning services to individuals, high-net-worth clients, families, trusts, foundations, and certain institutional accounts. The firm manages approximately $311 million in assets for about 1,077 clients and sponsors multiple private funds, employing a five-step investment process that incorporates proprietary equity and fixed-income models.

Richard Jakiel is a financial advisor at Everstar Asset Management, LLC with eight years of industry experience. He holds a Series 66 designation and has worked at firms including Advanced Wealth Strategies, Inc. and Cambridge Investment Research. Outside of his advisory role, he teaches private tennis lessons and is involved in community organizations such as the Queen City League and Kiwanis Uptown in Charlotte, NC. Everstar Asset Management provides discretionary and non-discretionary investment advisory and financial planning services to individuals, high-net-worth clients, families, trusts, foundations, and certain institutional accounts. The firm manages approximately $311 million in assets and offers a range of investment strategies including proprietary equity and fixed-income models, as well as managing multiple private funds with performance-based incentive structures.

Douglas Marion is a Series 65-licensed financial advisor with nine years of industry experience. He is currently with Everstar Asset Management, LLC and has previously worked at AlphaStar Capital Management, LLC and Advanced Wealth Strategies, Inc. Outside of his advisory role, Marion is an independent insurance agent and a partner in two non-investment related businesses, Fruitful Roots Brewing, LLC and Aspiration Adventures, LLC. Everstar Asset Management provides discretionary and non-discretionary investment advisory and financial planning services to individuals, high-net-worth clients, families, trusts, foundations, and certain institutional accounts. The firm manages approximately $311 million in assets and sponsors multiple private investment funds, employing a proprietary investment process that includes equity and fixed-income models, derivatives, and a diversified range of securities.

Daniel Antonelli is a CFA® charterholder with 19 years of industry experience. He is currently with Everstar Asset Management, LLC and has worked at J.P. Morgan Securities Inc. since 2003. Everstar Asset Management provides discretionary and non-discretionary investment advisory and financial planning services to individuals, high-net-worth clients, families, trusts, foundations, and certain institutional accounts. The firm manages approximately $311 million in regulatory assets for about 1,077 clients and sponsors multiple privately offered pooled investment vehicles, employing a multi-step investment process that includes proprietary equity and fixed-income models.

Ravi Mujumdar is a financial advisor at Everstar Asset Management, LLC with a Series 65 credential and over 18 years of professional experience, including a 17-year tenure at Duke Energy. He has also worked as an independent consultant prior to joining Everstar. Everstar Asset Management provides discretionary and non-discretionary investment advisory and financial planning services to individuals, high-net-worth clients, families, trusts, foundations, and certain institutional accounts. The firm manages approximately $311 million in regulatory AUM for about 1,077 clients and sponsors multiple private investment funds using a proprietary five-step investment process.