Ironview Capital Management, LLC

James Mendelson is a financial advisor at Ironview Capital Management, LLC with 20 years of industry experience. He holds Series 63 and Series 65 licenses and previously worked at Waldron Private Wealth from 2005 to 2016. Mendelson is also a passive investor and partner in private real estate funds through WWM Partners I, LP. Ironview Capital Management, LLC manages approximately $1.15 billion for individuals, trusts, estates, and retirement plans, offering discretionary portfolio management, financial planning, and pension consulting. The firm employs a range of investment strategies, including fundamental, technical, and quantitative analysis, and provides access to alternative investments and private equity funds.

Rahul Kothari is a financial advisor at Ironview Capital Management, LLC with 10 years of industry experience. He holds a Series 65 designation and has been with Ironview, formerly Bergin Roberts & Co. LLC, since 2015. Outside of his advisory role, he serves on the board of directors for Elysium Robotics LLC. Ironview Capital Management is an SEC-registered investment adviser managing approximately $1.15 billion for individuals, trusts, estates, and retirement plans. The firm offers discretionary portfolio management, financial planning, and pension consulting, employing a variety of analytical approaches and investment strategies, including access to alternative investments and affiliated private equity funds.

Cara Lidgett is a financial advisor at Ironview Capital Management, LLC with seven years of industry experience. She has been with Ironview since 2017 and completed CFP studies in 2017. Outside of her advisory role, she coaches youth hockey. Ironview Capital Management is an SEC-registered investment adviser managing approximately $1.15 billion for individuals, trusts, estates, and retirement plans. The firm offers discretionary portfolio management, financial planning, and pension consulting services, employing a variety of analytical approaches and investment strategies, including access to alternative investments and an affiliated private equity fund.

Bradley Rosen is a financial advisor at Ironview Capital Management, LLC with 26 years of industry experience. He holds a Series 65 designation and has worked at Ironview since 2016, as well as at Forest Securities, Inc. and his own firm, Rosen Financial, Inc. Outside of advisory services, Rosen is a licensed insurance agent and serves on the board of a business networking group. Ironview Capital Management, LLC is a SEC-registered investment adviser managing approximately $1.15 billion for individuals, trusts, estates, and retirement plans. The firm offers discretionary portfolio management, financial planning, and pension consulting, employing fundamental, technical, and quantitative analysis across various investment strategies, including access to alternative investments and an affiliated private equity fund.

Matthew Mendelson is a financial advisor at Ironview Capital Management, LLC with five years of industry experience. He holds a Series 65 designation and has been with Ironview since 2018. Prior to his advisory career, he spent eight years in high school and university. Ironview Capital Management, LLC is a SEC-registered investment adviser managing approximately $1.15 billion for individuals, trusts, estates, and retirement plans. The firm offers discretionary portfolio management, financial planning, and pension consulting, employing a variety of investment strategies including fundamental, technical, and quantitative analysis.

Bryan Rementer is a financial advisor at Ironview Capital Management, LLC with seven years of industry experience. He holds a Series 65 designation and has previously worked at SEI Investments Management Corp and Morgan Stanley. Outside of advisory work, he owns a real estate business. Ironview Capital Management is an SEC-registered investment adviser managing approximately $1.15 billion for individuals, trusts, estates, and retirement plans. The firm offers discretionary portfolio management, financial planning, and pension consulting, employing a range of strategies including fundamental, technical, and quantitative analysis.

Daniel Callahan is a CFA® charterholder and holds a Series 65 license with 13 years of industry experience. He is currently with Ironview Capital Management, LLC and has prior experience at Summit Financial, LLC, Capasso Planning Partners LLC, and JBJ Invest. Ironview Capital Management, LLC manages approximately $1.15 billion for individuals, trusts, estates, and retirement plans, offering discretionary portfolio management, financial planning, and pension consulting. The firm employs fundamental, technical, and quantitative analysis across a variety of strategies and also manages an affiliated private equity fund.

Stephen Stulb is a financial advisor with Ironview Capital Management, LLC, holding Series 63 and Series 65 licenses and 11 years of industry experience. He has worked at Ironview since 2014 and is also involved with Colony Lane Capital, LLC, where he evaluates, sells, and services fixed insurance products. Ironview Capital Management, LLC is a SEC-registered investment adviser managing approximately $1.15 billion for individuals, trusts, estates, and retirement plans. The firm offers discretionary portfolio management, financial planning, and pension consulting, utilizing fundamental, technical, and quantitative analysis across a variety of strategies, including alternative investments and private equity.