Xcelsior Advisor Partners LLC

Calum Bashford is a financial advisor at Xcelsior Advisor Partners LLC with Series 63 and Series 66 licenses and three years of industry experience. His prior work includes roles at Fidelity Investments and legal positions at several law offices. Xcelsior Advisor Partners LLC offers discretionary and limited non-discretionary portfolio management, financial planning, and retirement-plan consulting for individuals, high-net-worth clients, estates, trusts, retirement plans, foundations, and businesses. The firm develops individualized Investment Risk Profiles and employs a mix of in-house advice, licensed model portfolios, independent sub-advisors, and third-party platforms to manage client assets.

Matthew Toelke is a financial advisor with Xcelsior Advisor Partners LLC, holding Series 65 and Series 66 licenses and nine years of industry experience. His prior roles include positions at Paychex, Inc., E*TRADE Capital Management LLC, and Charles Schwab & Co., Inc. He is also a licensed life and health insurance agent. Xcelsior Advisor Partners LLC provides discretionary and limited non-discretionary portfolio management, financial planning, and retirement-plan consulting for individuals, high-net-worth clients, estates, trusts, retirement plans, foundations, and businesses. The firm combines fundamental analysis with modern portfolio theory to develop individualized investment risk profiles and uses a mix of in-house advice, licensed model portfolios, and independent sub-advisors.

Peter Lisicky is a CFP® with 15 years of industry experience, currently serving at Xcelsior Advisor Partners LLC in Scottsdale, AZ. He previously worked at Robert W. Baird & Co. Incorporated for 12 years. Lisicky is also involved in insurance and annuity advice as an Insurance Agent. Xcelsior Advisor Partners LLC provides discretionary and limited non-discretionary portfolio management, financial planning, and retirement-plan consulting for individuals, high-net-worth clients, estates, trusts, retirement plans, foundations, and businesses. The firm develops individualized Investment Risk Profiles and combines fundamental analysis with modern portfolio theory to construct and monitor strategic allocations.

Gene Pucci is a financial advisor with Xcelsior Advisor Partners LLC in Denver, CO, holding a Series 66 designation and 26 years of industry experience. His prior work includes roles at Robert W. Baird & Co., Inc., Wells Fargo Advisors LLC, and Wells Fargo Clearing Services, LLC. He also serves as National Director of Operations for Excelsior Advisor Network LLC and is a registered representative with The Leaders Group, focusing on variable annuities. Xcelsior Advisor Partners LLC offers discretionary and limited non-discretionary portfolio management, financial planning, and retirement-plan consulting to individuals, high-net-worth clients, and institutions. The firm employs a combination of fundamental analysis and modern portfolio theory to develop individualized investment risk profiles and uses a mix of in-house advice, licensed model portfolios, and third-party managers.

David Eubanks is a CFP® and holds a Series 66 license with 17 years of industry experience. He has worked at Robert W. Baird & Co. for 10 years and is currently affiliated with The Leaders Group Inc and Excelsior Advisor Network LLC. He is also the founder and managing partner of BV Private Wealth in Fort Worth, TX. Excelsior Advisor Network LLC provides discretionary and limited non-discretionary portfolio management, financial planning, and retirement-plan consulting to individuals, high-net-worth clients, estates, trusts, retirement plans, foundations, and businesses. The firm combines fundamental analysis with modern portfolio theory to develop individualized investment strategies, utilizing a mix of in-house advice, licensed custom model portfolios, independent sub-advisors, and third-party risk assessment tools.

Joseph Hardee is a financial advisor at Xcelsior Advisor Partners LLC with 38 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at Morgan Stanley and Morgan Stanley Private Bank for over 16 years. He also serves as CEO and Wealth Advisor at Excelsior, where he manages client advisory services. Xcelsior Advisor Partners LLC provides discretionary and limited non-discretionary portfolio management, financial planning, and retirement-plan consulting for individuals, high-net-worth clients, estates, trusts, retirement plans, foundations, and businesses. The firm combines fundamental analysis with modern portfolio theory, using a range of in-house and third-party resources to construct and monitor customized investment strategies.

Thomas Glynn is a financial advisor with Xcelsior Advisor Partners LLC in Denver, CO, holding Series 63 and Series 65 licenses and bringing 42 years of industry experience. His prior roles include over a decade at Robert W. Baird & Co. He is also a partner and wealth advisor at Eagle Rock Wealth Management, where he develops financial plans and executes wealth management strategies. Xcelsior Advisor Partners LLC provides discretionary and limited non-discretionary portfolio management, financial planning, and retirement-plan consulting for individuals, high-net-worth clients, estates, trusts, retirement plans, foundations, and businesses. The firm uses a combination of fundamental analysis and modern portfolio theory to create customized investment strategies, supported by a multi-office structure and various industry affiliations.

Rebecca Gadus is a financial advisor with Xcelsior Advisor Partners LLC in Fort Worth, TX, holding Series 63 and Series 65 designations and 25 years of industry experience. She previously worked at Robert W. Baird & Co. for ten years and is currently a partner and investment advisor at BV Private Wealth. Xcelsior Advisor Partners LLC offers portfolio management, financial planning, and retirement-plan consulting services to individuals, high-net-worth clients, estates, trusts, retirement plans, foundations, and businesses. The firm combines fundamental analysis with modern portfolio theory to create individualized investment strategies, utilizing a mix of in-house advice, licensed model portfolios, independent sub-advisors, and third-party platforms.

Matthew Curley is a financial advisor with Xcelsior Advisor Partners LLC, holding Series 63 and Series 65 licenses and bringing 35 years of industry experience. He previously worked at Robert W Baird & Company for 18 years and currently serves as CEO and wealth advisor at Excelsior Capital Group. Curley is also registered with The Leaders Group to facilitate brokerage services, primarily involving variable annuities. Xcelsior Advisor Network LLC provides discretionary and limited non-discretionary portfolio management, financial planning, and retirement-plan consulting to individuals, high-net-worth clients, estates, trusts, retirement plans, foundations, and businesses. The firm combines fundamental analysis with modern portfolio theory to develop individualized investment risk profiles and implements strategies through a mix of in-house advice, licensed model portfolios, and independent sub-advisors.

Mark Peterson is a financial advisor with Xcelsior Advisor Partners LLC, holding Series 63 and Series 65 credentials and bringing 28 years of industry experience. He previously worked at Robert W. Baird for 18 years and currently serves as co-CEO and investment adviser representative of Excelsior Advisor Network LLC. Xcelsior Advisor Partners LLC offers discretionary and limited non-discretionary portfolio management, financial planning, and retirement-plan consulting to individuals, high-net-worth clients, estates, trusts, retirement plans, foundations, and businesses. The firm uses individualized Investment Risk Profiles and combines fundamental analysis with modern portfolio theory, implementing strategies through a mix of in-house advice, licensed custom model portfolios, independent sub-advisors, and third-party platforms.

Matteo Curley is a financial advisor at Xcelsior Advisor Partners LLC in Denver, CO, holding a Series 65 designation with less than one year of industry experience. His prior roles include positions at Joe Hardee Investment Management LLC and Excelsior Advisor Network. Xcelsior Advisor Partners LLC serves individuals, high-net-worth clients, estates, trusts, retirement plans, foundations, and businesses by providing discretionary and limited non-discretionary portfolio management, financial planning, and retirement-plan consulting. The firm uses fundamental analysis combined with modern portfolio theory to develop individualized investment strategies and maintains a network of industry affiliations and multi-office operations.

James Chandler is a financial advisor at Xcelsior Advisor Partners LLC in Denver, CO, holding Series 63 and Series 65 licenses with 36 years of industry experience. His prior work includes 14 years at Robert W. Baird. He is also the owner of Vista Wealth Management of Scottsdale, LLC, an independent registered investment adviser. Xcelsior Advisor Network LLC provides discretionary and limited non-discretionary portfolio management, financial planning, and retirement-plan consulting to individuals, high-net-worth clients, estates, trusts, retirement plans, foundations, and businesses. The firm uses a combination of fundamental analysis and modern portfolio theory to create customized investment strategies and maintains a multi-office structure with notable industry affiliations.