Excalibur Management Corp

Michael Delduchetto is a financial advisor with Excalibur Management Corp in Waltham, MA, holding Series 63 and Series 65 credentials and over 22 years of industry experience. He has been with Excalibur Management Corp since 2003. Outside of his advisory role, he serves as a board member for Spectrum for Living Endowment, a nonprofit organization supporting approximately 500 adults with developmental disabilities in New Jersey. Excalibur Management Corporation serves high-net-worth individuals, families, foundations, business entities, and endowments, providing customized multi-asset discretionary portfolio management and integrated financial planning. The firm emphasizes preserving irreplaceable assets through a blend of macroeconomic research and fundamental and technical analysis, managing portfolios primarily on a discretionary basis with ongoing risk assessment and tactical rebalancing.

Marc Ohler is a CFA® charterholder with 21 years of industry experience. He has been with Excalibur Management Corp in Waltham, MA since 2004 and holds a Series 63 license. Excalibur Management Corporation serves high-net-worth individuals, families, foundations, business entities, and endowments by providing customized multi-asset discretionary portfolio management and integrated financial planning. The firm combines top-down macroeconomic research with bottom-up fundamental and technical analysis, focusing on risk assessment and preserving irreplaceable assets.

Brendan Herlihy is a CFP® with 25 years of industry experience, currently serving at Excalibur Management Corp since 2019. He has also been involved with The Herlihy Company since 2001. Excalibur Management Corporation serves high-net-worth individuals, families, foundations, business entities, and endowments by providing customized multi-asset discretionary portfolio management and integrated financial planning. The firm combines top-down macroeconomic research with bottom-up fundamental and technical analysis, focusing on preserving irreplaceable assets and managing risk through ongoing due diligence and tactical rebalancing.

David Leggett is a Series 65-licensed advisor with 14 years of industry experience, currently serving at Excalibur Management Corp since 2020. He has prior experience with Sierra Financial Management Corporation and has been involved with Leggett & Leggett, PC since 1985. Outside of his advisory work, he is the managing member of Electech Systems, LLC, a research and development company. Excalibur Management Corporation serves high-net-worth individuals, families, foundations, business entities, and endowments with customized multi-asset discretionary portfolio management and integrated financial planning. The firm emphasizes preserving irreplaceable assets through a blend of top-down macroeconomic research and bottom-up security analysis, managing portfolios primarily on a discretionary basis with ongoing due diligence and tactical rebalancing.

Kimberly Leggett is a financial advisor at Excalibur Management Corp with 14 years of industry experience. She holds the PFS™ designation and Series 65 license. Prior to joining Excalibur in 2020, she worked for Sierra Financial Management Corporation for 10 years and has been involved with Leggett & Leggett, PC since 1985. Excalibur Management Corporation serves high-net-worth individuals, families, foundations, business entities, and endowments with customized multi-asset discretionary portfolio management and integrated financial planning. The firm combines top-down macroeconomic research with bottom-up security analysis, focusing on preserving irreplaceable assets and managing risk, primarily through discretionary portfolio management tailored to complex client situations.

Wayne Wetzel Jr. is a financial advisor with Excalibur Management Corp in South Hadley, MA, holding Series 63 and Series 65 licenses and bringing 31 years of industry experience. He has been with Excalibur Management Corp since 1993. Outside of his advisory role, he serves on the advisory board of the Pine Grove Condominium Association. Excalibur Management Corporation serves high-net-worth individuals, families, foundations, business entities, and endowments by providing customized multi-asset discretionary portfolio management and integrated financial planning. The firm’s investment approach combines top-down macroeconomic research with bottom-up fundamental and technical analysis, emphasizing asset preservation and risk management.

Matthew Delduchetto is a financial advisor with Excalibur Management Corp in Wilmette, IL, holding Series 63 and Series 65 designations and bringing 20 years of industry experience. He previously worked at BNP Paribas Securities Corp. for five years before joining Excalibur in 2021. Excalibur Management Corporation serves high-net-worth individuals, families, foundations, business entities, and endowments by providing customized multi-asset discretionary portfolio management and integrated financial planning. The firm combines top-down macroeconomic research with bottom-up security analysis, focusing on asset preservation and risk assessment, and offers tailored strategies coordinated with clients’ other advisors.