Lionsbridge Wealth Management LLC

Richard Zanghetti is a financial advisor with Lionsbridge Wealth Management LLC, holding Series 63 and Series 65 licenses and bringing 29 years of industry experience. He has worked at Signet Securities, LLC, and has been involved with Lionsbridge Insurance, LLC since 2009, where he serves as managing member with limited administrative responsibilities. Lionsbridge Wealth Management provides discretionary investment management and limited retirement planning to individuals, high-net-worth clients, trusts, foundations, and institutional accounts. The firm uses an active “Core Plus” equity framework with proprietary stock-selection methods and manages fixed income top-down, typically with ETFs or mutual funds.

Bradley Ridinger is a CFA® charterholder with 24 years of industry experience. He is affiliated with Lionsbridge Wealth Management LLC and has worked with Lionsbridge Securities, LLC since 2010 and Lionsbridge Asset Management, LLC since 2008. LionsBridge Wealth Management provides discretionary investment management and limited retirement planning services to individuals, high-net-worth clients, trusts, foundations, and institutional accounts. The firm employs a “Core Plus” equity framework with proprietary stock-selection methods and manages fixed income top-down, typically using ETFs or mutual funds, while exercising discretionary trading authority.

Carolyn Ham is a financial advisor with Lionsbridge Wealth Management LLC in Jacksonville Beach, FL, holding Series 63 and Series 66 licenses and bringing 28 years of industry experience. She has been associated with Lionsbridge Wealth Management since 2008 and also holds roles in Lionsbridge Insurance, LLC and Lionsbridge Capital, LLC, where she performs limited administrative tasks. Lionsbridge Wealth Management provides discretionary investment management and limited retirement planning services to individuals, high-net-worth clients, trusts, foundations, and other institutional accounts. The firm employs an active “Core Plus” equity framework incorporating proprietary stock-selection methods and a tactical ETF strategy, with portfolios managed by an investment committee exercising discretionary trading authority.