Advisors at this firm
Joseph H
Series 63, Series 66
Boca Raton, FL
Financial Trust Asset Management Chartered
Joseph Hage is a financial advisor at Financial Trust Asset Management Chartered with 39 years of industry experience. He holds Series 63 and Series 66 licenses and has previously worked at Citigroup, Cetera Investment Advisers, Regions Bank, and Bb&T Investments. He is a part-owner of Financial Trust Research Partners, LLC, where he conducts and guides investment research. Financial Trust Asset Management Chartered manages approximately $115 million for individuals, high-net-worth clients, and institutional plans, offering discretionary portfolio management, model licensing, and retirement plan consulting. The firm uses a multidisciplinary investment approach that combines quantitative, fundamental, and technical analysis across proprietary models and collaborates with affiliated CPA and insurance entities.
John S
Series 65
Boca Raton, FL
Financial Trust Asset Management Chartered
John Sessa is a financial advisor at Financial Trust Asset Management Chartered with a Series 65 designation and two years of industry experience. Prior to joining Financial Trust Asset Management, he worked at Marcus & Millichap and CoinCentral.com. Financial Trust Asset Management Chartered manages approximately $115 million for individuals, high-net-worth clients, and institutional plans, offering discretionary portfolio management, model licensing, and retirement plan consulting. The firm employs a multidisciplinary investment process using proprietary models and maintains affiliations with CPA firms and an insurance entity for tax planning and related services.
Anthony H
CFP®, Series 65
Boca Raton, FL
Financial Trust Asset Management Chartered
Anthony Hueston is a CFP® with four years of industry experience, currently serving as a financial advisor at Financial Trust Asset Management Chartered in Boca Raton, FL. He has a background in tax services as a tax manager at Hueston & Company CPA, LLC and has held multiple roles in financial and accounting firms since 2016. Financial Trust Asset Management Chartered manages approximately $115 million for individuals, high-net-worth clients, and institutional plans, offering discretionary portfolio management, model licensing, and retirement plan consulting. The firm integrates quantitative, fundamental, and technical analysis across proprietary models and collaborates with affiliated CPA and insurance entities for tax planning and insurance services.
Arno M
CFP®, CFA®, Series 63
Boca Raton, FL
Financial Trust Asset Management Chartered
Arno Mayer is a CFP® and CFA® with 39 years of industry experience. He is currently with Financial Trust Asset Management Chartered in Delray Beach, FL, where he has worked since 1995, including a recent role at FT Insurance Services, LLC. Mayer is also CEO and majority shareholder of Financial Trust Research Partners, LLC, a firm focused on investment research. Financial Trust Asset Management Chartered manages approximately $115 million for individuals, high-net-worth clients, and institutional plans, offering discretionary portfolio management, model licensing, and retirement plan consulting. The firm employs a multidisciplinary investment process that integrates quantitative, fundamental, and technical analysis across proprietary models and collaborates with affiliated CPA and insurance entities for tax and insurance services.
