Lountzis Asset Management, LLC

Zachary Lountzis is a financial advisor at Lountzis Asset Management, LLC, with 13 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at Jefferies LLC before joining his current firm in 2019. Lountzis Asset Management provides discretionary portfolio management and limited financial planning to individuals, high-net-worth clients, institutions, and retirement plans. The firm emphasizes fundamental research, concentrated equity holdings, and low turnover, managing both individual accounts and a privately offered pooled investment vehicle.

Apostolos Paul Lountzis is a financial advisor at Lountzis Asset Management, LLC with 25 years of industry experience. He holds Series 63 and Series 65 designations and has been with Lountzis Asset Management and Achtinon Capital Management since 2000. Lountzis Asset Management provides discretionary portfolio management and limited financial planning to individuals, high-net-worth clients, institutions, and retirement plans. The firm emphasizes fundamental research, concentrated equity holdings, and low turnover, and manages both individual accounts and a privately offered pooled investment vehicle.

Timothy Whitmoyer is a financial advisor with Lountzis Asset Management, LLC, holding Series 63 and Series 65 licenses and three years of industry experience. Prior to joining Lountzis Asset Management in 2022, he worked at The Vanguard Group and Santander N.A. He attended Shippensburg University from 2015 to 2019. Lountzis Asset Management offers discretionary portfolio management and limited financial planning to individuals, high-net-worth clients, institutions, and retirement plans. The firm emphasizes fundamental, field-based research with a focus on concentrated equity holdings and low turnover, managing assets through both individual accounts and a privately offered pooled vehicle.