Advisors at this firm
Debra M
Series 65
Northbrook, IL
Moonstone Asset Management, Inc.
Debra Meyer is a financial advisor at Moonstone Asset Management, Inc. with four years of industry experience. She holds a Series 65 designation and has worked at Moonstone since 2018. Prior to joining Moonstone, she was employed at Grubhub and Huron Consulting Group. Moonstone Asset Management provides discretionary asset management and integrated financial planning services to individuals, high-net-worth clients, and corporate retirement plans. The firm employs a mix of fundamental, technical, and cyclical analysis to manage portfolios and offers planning services including cash-flow analysis, retirement strategy, tax reduction, and estate preservation.
Bradley P
Series 63, Series 65
Northbrook, IL
Moonstone Asset Management, Inc.
Bradley Price is a financial advisor at Moonstone Asset Management, Inc. with 15 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at DH2, Inc. since 1999, where he serves as director of trading and operations, handling trade execution, cash management, and back office support for a family office. Moonstone Asset Management provides discretionary asset management and integrated financial planning to individuals, high-net-worth clients, and corporate retirement plans, managing $65 million in assets for approximately 87 clients. The firm uses a mix of fundamental, technical, and cyclical analysis, employing active investment techniques and conducting regular account reviews with attention to rebalancing and tax-loss harvesting.
Karen N
Series 63, Series 65
Northbrook, IL
Moonstone Asset Management, Inc.
Karen Natkin is a financial advisor at Moonstone Asset Management, Inc. with 18 years of industry experience. She holds Series 63 and Series 65 licenses and has been with Moonstone since 2008. Moonstone Asset Management, Inc. provides discretionary asset management and integrated financial planning services to individuals, high-net-worth clients, and corporate retirement plans. The firm manages approximately $65 million in discretionary assets for about 87 clients, employing a mix of fundamental, technical, and cyclical analysis while using active investment techniques such as options and derivatives.
