Long Game Financial, LLC

David Finkelstein is a financial advisor at Long Game Financial, LLC with 11 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at firms including Foreside Fund Services, Vivaldi Asset Management, and Carey Financial. Outside of financial advising, he serves as Head of Growth at Airstack W3 Inc., focusing on marketing for a web3 data software company. Long Game Financial provides discretionary investment management and consulting to individuals, trusts, corporations, and other business entities. The firm employs a combination of top-down macroeconomic analysis and bottom-up fundamental research, constructing concentrated portfolios guided by a CAM framework and incorporating selective leverage and options strategies.

Charles Beresford is a CFA® charterholder and holds a Series 65 license with eight years of industry experience. He has been with Long Game Financial, LLC since 2017 and previously worked at Ocean Road Advisors and as a self-employed investor. Long Game Financial provides discretionary investment management and consulting services to individuals, trusts, corporations, and other business entities. The firm employs a combination of top-down macroeconomic and industry analysis with bottom-up fundamental research to build concentrated portfolios, utilizing a CAM framework and incorporating selective use of leverage and covered options.