Gould Asset Management LLC

John Debiase is a CFA® charterholder and holds a Series 65 license, with 13 years of experience in the financial industry. He has been with Gould Asset Management LLC since 2012. Gould Asset Management LLC is an SEC-registered investment adviser serving individuals, retirement plans, trusts, foundations, and institutions. The firm offers discretionary portfolio management with tailored accounts and access to private market opportunities, focusing on risk-adjusted returns through diversified strategies and disciplined asset allocation.

Jezmier Johnson Oliveros is a financial advisor at Gould Asset Management LLC with a Series 65 credential and one year of industry experience. Prior to joining Gould, he worked at PBK and was a student for ten years. Gould Asset Management LLC is an SEC-registered investment adviser serving individuals, retirement plans, trusts, foundations, and institutions. The firm offers discretionary portfolio management with a focus on risk-adjusted returns, diversified strategies, and access to private market opportunities.

Serena Lam is a CFP® and holds a Series 65 license with seven years of industry experience. She has worked at Gould Asset Management LLC since 2017 and previously spent five years at Genuine Financial Services. Gould Asset Management LLC is an SEC-registered investment adviser managing approximately $901 million in assets as of December 2024. The firm provides discretionary portfolio management for individuals, retirement plans, trusts, foundations, and institutions, employing a diversified investment approach with tailored strategies and access to private market opportunities.

Derek Baldwin is a CFA® charterholder with 11 years of industry experience, currently serving at Gould Asset Management LLC since 2014. He is based in Claremont, CA, and is part of a nine-advisor team. Gould Asset Management LLC is an SEC-registered investment adviser that manages discretionary portfolios for individuals, retirement plans, trusts, foundations, and institutions. The firm offers tailored accounts, sub-advisory services, and access to private market opportunities, employing diversified strategies focused on risk-adjusted returns over a long horizon.

Scott Smith is a CFA® charterholder with over 21 years of experience in the financial industry. He has been with Gould Asset Management LLC since 2004. Gould Asset Management LLC is an SEC-registered investment adviser serving individuals, retirement plans, trusts, foundations, and other institutions. The firm offers discretionary portfolio management with a focus on risk-adjusted returns, disciplined diversification, and various investment strategies, including access to private market opportunities.

John Heitkemper is a CFA® charterholder with 10 years of industry experience. He is currently with Gould Asset Management LLC and previously worked at R Squared BM LLC, Tortoise Credit Strategies, LLC, and Bradford & Marzec. Gould Asset Management LLC provides discretionary portfolio management for individuals, retirement plans, trusts, foundations, and other institutions. The firm offers tailored accounts, sub-advisory services, and access to private market investments, emphasizing risk-adjusted returns through diversified strategies and the use of derivatives and asset-allocation techniques.

Thomas Carr Jr. is a CFP® with 28 years of industry experience and has been with Gould Asset Management LLC since 2002. He holds a Series 63 license and is based in Claremont, CA. Gould Asset Management LLC is an SEC-registered investment adviser serving individuals, retirement plans, trusts, foundations, and other institutions. The firm manages approximately $901 million in assets and offers discretionary portfolio management with a focus on risk-adjusted returns, diversified strategies, and access to private market opportunities.

Donald Gould is a financial advisor at Gould Asset Management LLC with 23 years of industry experience. He has been with the firm since 1999 and holds a Series 63 designation. Outside of his advisory role, he serves as a trustee on the Pitzer College Board of Trustees. Gould Asset Management LLC provides discretionary portfolio management for individuals, retirement plans, trusts, foundations, and institutions. The firm offers tailored accounts, sub-advisory services, and access to private market investments, employing a range of strategies focused on risk-adjusted returns, diversification, and cost management.