Jaffe Tilchin Investment Partners, LLC

Giancarlo Troncoso is a CFP® with nine years of industry experience and is currently with Jaffe Tilchin Investment Partners, LLC, where he has worked for ten years. Prior to that, he was with Glencore LTD for two years. He is also a minority partner in Jaffe Tilchin Wealth Management. Jaffe Tilchin Investment Partners serves individual, high-net-worth, and institutional clients by providing portfolio management, financial planning, and institutional consulting. The firm employs a range of investment strategies and offers both discretionary and non-discretionary account management, including the use of third-party asset managers.

Michelle Ludwig is a financial advisor with Jaffe Tilchin Investment Partners, LLC, holding Series 63 and Series 66 credentials and 23 years of industry experience. She has worked at Treger & Associates LLC since 2002 and has operated Ludwig Investments Inc since 1996. Jaffe Tilchin Investment Partners serves individual, including high-net-worth, and institutional clients by providing portfolio management, financial planning, and institutional consulting. The firm employs a range of analytical approaches and offers tailored investment plans, discretionary account management, and private fund advisory services.

Donald Rhomberg is a financial advisor with Jaffe Tilchin Investment Partners, LLC, holding Series 63 and Series 65 licenses and bringing 25 years of industry experience. He has been with Jaffe Tilchin since 2008 and also operates Rhomberg Financial, where he is involved in insurance sales and offshore fishing charter management. Jaffe Tilchin Investment Partners serves individual, high-net-worth, and institutional clients by providing portfolio management, financial planning, and retirement plan consulting. The firm employs a range of investment strategies including fundamental and technical analysis, and coordinates with tax advisors on private investments.

Marc Ardizzone is a financial advisor at Jaffe Tilchin Investment Partners, LLC with 16 years of industry experience. He holds a Series 65 designation and has been with Jaffe Tilchin since 2008. Ardizzone is also a minority partner in Jaffe Tilchin Wealth Management. Jaffe Tilchin Investment Partners serves individual, high-net-worth, and institutional clients by providing portfolio management, financial planning, and retirement plan consulting. The firm offers tailored investment plans, discretionary and non-discretionary account management, and uses a variety of research methods including fundamental and economic analysis.

Brett Witkowski is a CFP® and holds a Series 65 license with 17 years of industry experience. He is affiliated with Jaffe Tilchin Investment Partners, LLC and has worked at J.W. Cole Financial Inc. and Jaffetilchin Wealth Management since 2008. Witkowski is also a minority partner at Jaffe Tilchin Wealth Management. Jaffe Tilchin Investment Partners serves individual, high-net-worth, and institutional clients with portfolio management, financial planning, and institutional consulting. The firm offers discretionary and non-discretionary account management, utilizes a variety of analytical approaches, and is known for advising a privately placed pooled vehicle and providing performance-based fee structures for certain private fund clients.

Ryan Nickel is a financial advisor at Jaffe Tilchin Investment Partners, LLC with a Series 65 credential and one year of industry experience. Prior to joining Jaffe Tilchin, he worked at the University of Tampa and Woodforest National Bank. He has also been a student since 2016. Jaffe Tilchin Investment Partners serves individual, high-net-worth, and institutional clients by providing portfolio management, financial planning, and institutional consulting. The firm employs a range of research methods and may use third-party asset managers to create tailored investment solutions.

John Thomas is a financial advisor at Jaffe Tilchin Investment Partners, LLC with 12 years of industry experience. He previously worked at Morgan Stanley Private Bank, N.A. and Morgan Stanley Smith Barney LLC for eight years, as well as MassMutual Life Insurance Company and Emory Healthcare. Outside of his financial advisory role, he serves as the live video director for Greater Travelers Rest Baptist Church and owns a recreation and automotive business, JT2 Aero. Jaffe Tilchin Investment Partners provides investment advisory services to both retail and institutional clients, offering financial planning, portfolio management, and institutional consulting. The firm integrates public and private investments, employs model portfolios and third-party managers, and manages an actively traded options- and volatility-focused pooled vehicle.

Grace Pellegrino is a financial advisor at Jaffe Tilchin Investment Partners, LLC with one year of industry experience. She holds the Series 65 designation and previously worked at Worldwide Recruitment Solutions and Lee Hecht Harrison. Jaffe Tilchin Investment Partners serves individual, high-net-worth, and institutional clients by providing portfolio management, financial planning, and consulting for retirement plans. The firm uses a range of analytical approaches and third-party managers to deliver tailored investment solutions, including private placements and private fund services.

John Lydick is a financial advisor at Jaffe Tilchin Investment Partners, LLC with 22 years of industry experience. He holds the Series 66 designation and has worked at firms including Merrill Lynch, Bank of America, and Harbor Financial. Outside of finance, he is the president and owner of Jon Charles Makeovers Inc., a salon business, and serves as an organist at Christ Our Savior Lutheran Church. Jaffe Tilchin Investment Partners serves individual and institutional clients, providing portfolio management, financial planning, and consulting for retirement plans. The firm uses a range of investment analyses and may incorporate third-party asset managers to tailor client solutions.

Darren Turner is a CFP® with 26 years of industry experience, currently serving at Jaffe Tilchin Investment Partners, LLC. He has been with Jaffe Tilchin and Comprehensive Asset Management & Servicing, Inc. since 2011. Outside of his advisory role, he is the managing member of Turner & Associates Financial, LLC, a business focused on the sale of insurance products. Jaffe Tilchin Investment Partners serves both individual and institutional clients, providing portfolio management, financial planning, and consulting for retirement plans. The firm uses a range of analytical approaches and may incorporate third-party managers, and it is noted for its involvement with private funds and related operational services.

Michael Degenova is a financial advisor with Jaffe Tilchin Investment Partners, LLC, holding Series 63 and Series 65 licenses and bringing 25 years of industry experience. He has been with Jaffe Tilchin Wealth Management since 2010 and serves as president of 1-12 Financial LLC, an insurance production company. He is also a minority partner in Jaffe Tilchin Wealth Management. Jaffe Tilchin Investment Partners provides continuous portfolio management, financial planning, and institutional consulting for both individual and institutional clients. The firm utilizes a range of analytical methods and offers discretionary and non-discretionary account management, including private fund services and third-party manager coordination.

Rodger Elgar is a financial advisor at Jaffe Tilchin Investment Partners, LLC with 17 years of industry experience. He holds a Series 65 designation and has been with Jaffe Tilchin since 2008. Outside of advising, he is involved in insurance sales through several companies including Celtic Life Insurance and Pacific Life and Annuity. Jaffe Tilchin Investment Partners serves individual, high-net-worth, and institutional clients by providing portfolio management, financial planning, and retirement plan consulting. The firm uses a variety of investment strategies and third-party managers, and is noted for its private fund advisory services and integrated operational support.

Robert Bray is a financial advisor at Jaffe Tilchin Investment Partners, LLC with 41 years of industry experience. He holds the ChFC® designation and Series 65 license. Prior to joining Jaffe Tilchin Wealth Management in 2008, he worked at Comprehensive Asset Management & Servicing starting in 2009. Outside of his advisory role, he is president and owner of Bray & Assoc Inc., an insurance business offering home, life, auto, and fixed insurance products. Jaffe Tilchin Investment Partners serves individual, including high-net-worth, and institutional clients by providing portfolio management, financial planning, and retirement plan consulting. The firm uses a range of analytical approaches and may incorporate third-party asset managers, with specialized services for private funds and related operational functions.

Garrett Walker is a financial advisor at Jaffe Tilchin Investment Partners, LLC in Tampa, FL, holding a Series 65 credential with seven years of industry experience. He has been with Jaffe Tilchin since 2018 and previously held roles at the University of South Florida in admissions, housing, and credit union services. Jaffe Tilchin Investment Partners serves individual and institutional clients, providing portfolio management, financial planning, and consulting for retirement plans. The firm uses a range of analytical approaches and may incorporate third-party asset managers, offering discretionary and non-discretionary account options tailored to client needs.

Scott Jaffe is a financial advisor at Jaffe Tilchin Investment Partners, LLC with 39 years of industry experience. He has been with Jaffe Tilchin Wealth Management since 2007 and previously worked at Comprehensive Asset Management & Servicing for 12 years. Mr. Jaffe is a majority partner of Jaffe Tilchin Investment Partners, LLC, where he shares ownership responsibilities. Jaffe Tilchin Investment Partners serves individual, high-net-worth, and institutional clients by providing continuous portfolio management, financial planning, and institutional consulting. The firm employs a range of investment strategies and offers tailored plans, regular portfolio monitoring, and private fund advisory services.