Advisors at this firm
Edward H
Series 65
Hunt Valley, MD
Marathon Capital Management
Edward Hart is a financial advisor at Marathon Capital Management with five years of industry experience. He holds a Series 65 designation and previously worked at Tufton Capital Management, LLC for eight years. Marathon Capital Management provides discretionary portfolio management and integrated financial planning to high-net-worth individuals, trusts, estates, and charitable organizations. The firm follows a long-term, buy-and-hold investment approach focused on growth at a reasonable price, managing client accounts on a discretionary basis with regular portfolio reviews and a fiduciary stance on retirement rollovers.
Linda H
Series 63, Series 65
Hunt Valley, MD
Marathon Capital Management
Linda Hickel is a financial advisor at Marathon Capital Management with 31 years of industry experience. She holds Series 63 and Series 65 licenses and has worked at Marathon since 2019, following a 25-year tenure at Baltimore Capital Management, Inc. Marathon Capital Management provides discretionary portfolio management and integrated financial planning primarily to high-net-worth individuals, trusts, estates, and charitable organizations. The firm follows a long-term, buy-and-hold investment approach based on growth at a reasonable price, emphasizing individual security selection and multi-year outlooks.
Patrick J
Series 63, Series 65
Hunt Valley, MD
Marathon Capital Management
Patrick Jones is a financial advisor at Marathon Capital Management with 24 years of industry experience. He previously worked at Stifel, Nicolaus & Company, Incorporated for 18 years before joining Marathon in 2023. Jones holds Series 63 and Series 65 licenses. Marathon Capital Management provides discretionary portfolio management and integrated financial planning to high-net-worth individuals, trusts, estates, and charitable organizations. The firm follows a long-term, buy-and-hold investment approach based on growth at a reasonable price (GARP) principles and manages client accounts on a discretionary basis.
Clifford A
Series 65, Series 66
Hunt Valley, MD
Marathon Capital Management
Clifford Athey is a financial advisor with Marathon Capital Management, holding Series 65 and Series 66 licenses and 12 years of industry experience. He has been with Marathon Capital Management since 2015. Marathon Capital Management provides discretionary portfolio management and integrated financial planning primarily for high-net-worth individuals, trusts, estates, and charitable organizations. The firm follows a long-term, buy-and-hold investment approach focused on growth at a reasonable price, managing accounts on a discretionary basis and maintaining a fiduciary stance on retirement rollovers.
Angus B
Series 63, Series 65
Hunt Valley, MD
Marathon Capital Management
Angus Burton is a financial advisor with Marathon Capital Management in Hunt Valley, MD, holding Series 63 and Series 65 licenses and bringing 26 years of industry experience. He has been with Marathon Capital Management since 2006 and previously worked at RBC Dain Rauscher beginning in 2002. Marathon Capital Management provides discretionary portfolio management and integrated financial planning to high-net-worth individuals, trusts, estates, and charitable organizations. The firm follows a long-term, buy-and-hold investment approach based on growth at a reasonable price (GARP) principles and manages client accounts on a discretionary basis with an explicit fiduciary stance on retirement rollovers.
