Haven Private

Stacey Cole is a financial advisor at Haven Private with five years of industry experience. She holds a Series 65 designation and has previously worked at AlphaQ Advisors, LLC and Bank of America, NA. Outside of advising, she is an active member of the Florida Bar Association's Real Property Probate Trust and Law Section, serving on the executive council and educational committee. Haven Private provides wealth management and discretionary portfolio management services to individuals and families across a range of net worth levels. The firm employs diversified investment strategies and offers various portfolio approaches, including modern portfolio theory, tactical, and alternative investments, tailoring solutions to client objectives and risk tolerance.

Johnny Gibson is a CFA® charterholder with 10 years of industry experience. He is currently with Haven Private in Orlando, FL, where he serves as part of a five-advisor team. His prior work includes roles at Bank of America and Fieldpoint Private. Haven Private provides wealth management and discretionary portfolio management services to individuals and families across a range of net worth levels. The firm employs diversified investment strategies that incorporate fundamental, quantitative, and behavioral analysis, and it also serves as a sub-advisor to a Regulation D pooled vehicle focusing on private investments.

James Oswald is a financial advisor at Haven Private with a Series 65 license and two years of industry experience. Prior to joining Haven Private, he held roles at GFG Solutions, Gambin Financial Group, Leading Edge Financial Planning, and other firms, and served in the US Army from 2008 to 2017. Haven Private advises individuals and families across a range of wealth levels, offering private wealth management, discretionary portfolio management, and consulting services. The firm employs diversified investment strategies and may utilize independent sub-advisors, with an approach that includes both traditional and alternative asset classes.

Paul Hershiser is a financial advisor at Haven Private with 29 years of industry experience. He holds a Series 63 designation and has worked at AlphaQ Advisors, LLC, OLH Capital, LLC, and ALPHAQ ADVISORS LLC d/b/a Haven Private. Haven Private provides wealth management services to individuals and families across a range of net worth levels, employing diversified investment strategies and discretionary portfolio management. The firm utilizes fundamental, quantitative, technical, cyclical, and behavioral analysis to implement approaches including modern portfolio theory, tactical investing, and alternative assets, and also serves as sub-advisor to a Regulation D pooled investment vehicle.

Marc Angle is a financial advisor at Haven Private with 16 years of industry experience and holds a Series 66 designation. His prior work includes roles at Bank of America and Merrill from 2013 to 2020, as well as several advisory firms since 2020. Outside of advising, he serves as a board member of the Orlando Police Foundation, a charitable organization supporting the local police department. Haven Private advises individuals and families across a range of wealth levels, offering private wealth management, discretionary portfolio management, and general consulting. The firm employs diversified investment strategies and uses a combination of fundamental, quantitative, and behavioral analysis, while also serving as sub-advisor to a Regulation D pooled vehicle targeting private investments.