LM Advisors LLC

Alberto Assad is a financial advisor at LM Advisors LLC in San Diego, CA, holding a Series 65 designation. He began his advisory career with LM Advisors in 2024 after completing a decade of academic studies. LM Advisors LLC provides investment supervisory services and individual portfolio management to a diverse client base, including individuals, pension and profit-sharing plans, charitable organizations, insurance companies, and pooled investment vehicles. The firm employs both fundamental and technical analysis, utilizing various strategies such as long- and short-term positions, margin, short selling, and options, and manages approximately $2.29 billion in client assets.

Leonardo Simpser is a Series 65-licensed advisor at LM Advisors LLC with one year of industry experience. He has been with LM Advisors since 2010. Outside of his advisory role, he is the managing partner of LLJ Ventures, LLC. LM Advisors, LLC provides investment supervisory services and portfolio management to a diverse client base, including individuals, pension and profit-sharing plans, charitable organizations, insurance companies, and pooled investment vehicles. The firm uses both fundamental and technical analysis and employs a range of strategies, including long- and short-term positions, margin, short selling, and options.

Jonathan Chatfield is a CFA® charterholder with 18 years of industry experience. He is currently an advisor at LM Advisors LLC and has previously worked at Probabilities Fund Management, LLC, Anchor Bay Capital, Inc., and as a self-employed consultant. He also provides consulting services to former employers on a limited basis. LM Advisors, LLC offers investment supervisory services and individual portfolio management to a diverse client base, including individuals, pension plans, charitable organizations, and insurance companies. The firm employs both fundamental and technical analysis and manages discretionary and non-discretionary accounts with a reported $2.29 billion in client assets as of the end of 2024.

Luis Maizel is a financial advisor at LM Advisors LLC with 15 years of industry experience. He holds a Series 65 designation and has been involved with LM Advisors, LLC since 1984 and LM Capital Group, LLC since 1989. Outside of his advisory work, he is a partner in C CUBED LLC and a member of LLJ LLC. LM Advisors, LLC provides investment supervisory services and individual portfolio management to a diverse client base, including individuals, pension plans, charitable organizations, and insurance companies. The firm employs both fundamental and technical analysis, offering a range of strategies and managing approximately $2.29 billion in client assets as of the end of 2024.

Yoel Bank is a financial advisor at LM Advisors LLC in San Diego, CA, holding a Series 65 designation with one year of industry experience. He has been with LM Advisors since 2015. LM Advisors provides investment supervisory services and individual portfolio management to a diverse client base, including individuals, pension plans, charitable organizations, insurance companies, and pooled investment vehicles. The firm employs both fundamental and technical analysis and manages approximately $2.29 billion in client assets as of the end of 2024.