Kelleher Financial Advisors, LLC

Neil Cataldi is a financial advisor at Kelleher Financial Advisors, LLC with 13 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at Viking Associates and Blueprint Capital Management, where he is also the Principal. Blueprint Capital Management offers a microcap equity strategy to its clients. Kelleher Financial Advisors serves individuals, families, trusts, institutions, corporations, and pension plans with investment advisory services including discretionary and non-discretionary account management, third-party money manager selection, and family office consulting. The firm operates three divisions focusing on long-term equity management, balanced portfolio construction, and value-oriented, concentrated equity strategies.

Barton Weisenfluh is a CFP® with 16 years of industry experience. He is currently with Kelleher Financial Advisors, LLC and has previously worked at Wall Street Access Asset Management and Hartland & Co. Kelleher Financial Advisors provides investment advisory services to individuals, families, trusts, institutions, corporations, and pension plans. The firm offers both discretionary and limited non-discretionary account management, third-party money manager selection, and family office consulting, operating through three divisions that focus on long-term equity management, balanced portfolios, and value-oriented equity strategies.

David Rauch is a financial advisor at Kelleher Financial Advisors, LLC in New York, NY, with 19 years of industry experience. He holds Series 63 and Series 65 licenses and has been with Kelleher Financial Advisors since 2015. Kelleher Financial Advisors serves individuals, families, trusts, institutions, corporations, and pension plans, offering a range of investment advisory services including discretionary and limited non-discretionary account management, third-party money manager selection, and family office consulting. The firm operates three divisions focusing on long-term equity management, balanced portfolio construction, and value-oriented concentrated equity strategies, tailoring portfolios to client objectives and risk tolerances.

Colleen Sorrentino is a CFA® charterholder with over 33 years of industry experience. She has been with Kelleher Financial Advisors, LLC since 2003 and is also affiliated with Wall Street Access. Kelleher Financial Advisors provides investment advisory services to individuals, families—including high net worth clients—trusts, institutions, corporations, and pension plans. The firm offers discretionary and limited non-discretionary account management, third-party money manager selection and monitoring, and family office consulting, with distinct divisions focused on long-term equity management, balanced portfolios, and value-oriented concentrated equity strategies.