Investment Management Associates

Cyrus Pearo is a CFP® professional at Investment Management Associates with nine years of industry experience. Prior to joining Investment Management Associates in 2022, he worked at Breakaway Capital Advisors LLC and TIAA. Outside of his advisory role, Pearo competes in professional bicycle racing and is also an enrolled agent, preparing personal tax returns and answering tax questions on a limited basis. Investment Management Associates provides discretionary investment management and non-discretionary services to individuals, high-net-worth clients, and various institutions. The firm employs an active value investing approach focusing on Quality, Valuation, and Growth, and manages portfolios typically holding 20 to 30 stocks without using margin or shorting, but occasionally utilizing options strategies to generate income or hedge positions.

Robert Eckart is a financial advisor at Investment Management Associates with a Series 65 credential. He has eight years of industry experience, including a prior role at Funding Circle before joining his current firm. Investment Management Associates provides discretionary and non-discretionary investment management services to individuals, high-net-worth clients, foundations, pension and profit-sharing plans, trusts, charitable organizations, and corporations. The firm manages approximately $573 million across a few hundred accounts, employing an active value investing approach that incorporates Quality, Valuation, and Growth factors.

Vitaliy Katsenelson is a CFA® charterholder with 25 years of industry experience. He has been with Investment Management Associates since 1997. Katsenelson writes a monthly column under contract to Institutional Investor and also contributes articles to other organizations and his personal website. Investment Management Associates is a small team managing approximately $573 million for individuals, high-net-worth clients, foundations, pension and profit-sharing plans, trusts, charitable organizations, and corporations. The firm employs an active value investing approach focused on Quality, Valuation, and Growth, typically holding 20 to 30 stocks without using margin or shorting, but incorporating listed option strategies such as secured puts and covered calls.