Navellier & Associates Inc

Thomas Donnelly is a financial advisor at Navellier & Associates Inc with 36 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at Navellier since 2016. Prior to that, he was with Advisors Asset Management Inc and has been employed by Sears Holdings Corp since 2013. Outside of his advisory role, he works part-time as a sales consultant in the home improvement sector. Navellier & Associates serves a diverse client base including individual and high-net-worth investors, trusts, estates, charitable organizations, pension plans, and registered investment companies. The firm employs a quantitative and fundamental screening process across various equity and ETF strategies, providing discretionary and non-discretionary portfolio management as well as model and signal services to third-party advisors.

Brendon Williams is a financial advisor at Navellier & Associates Inc with 30 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at Navellier & Associates since 2015. Williams also serves as an acquisitions consultant and provides administrative and technology customer support services for RealtyMogul Co. Navellier & Associates serves individual and institutional clients, including high-net-worth investors and charitable organizations, offering discretionary and non-discretionary portfolio management across various equity and ETF strategies. The firm employs a quantitative and fundamental screening process and provides model and signal services to third-party advisors.

Phillip Mitteldorf is a financial advisor with Navellier & Associates Inc in Reno, NV, holding Series 63 and Series 65 credentials and 19 years of industry experience. He has been with Navellier Securities Corp. since 2000. Navellier & Associates serves a diverse client base including individual and high-net-worth investors, trusts, estates, charitable organizations, pension plans, and registered investment companies. The firm employs a bottom-up, multi-step quantitative and fundamental screening process across various equity and ETF strategies and offers both discretionary and non-discretionary portfolio management.

James Mc Garry is a CFP® with 21 years of industry experience, currently serving at Navellier & Associates Inc since 2014. He holds Series 63 and Series 65 licenses and works as Senior Director of Private Client Services, focusing on private account management for high-net-worth clients. Navellier & Associates serves a diverse client base including individuals, trusts, estates, and institutional investors. The firm employs a quantitative and fundamental screening process across multiple equity and ETF strategies and offers both discretionary and non-discretionary portfolio management.

Cheryl Czyz is a financial advisor with Navellier & Associates Inc in Reno, NV, holding a Series 63 designation and 11 years of industry experience. She has been with Navellier & Associates since 1994, working as a marketing associate and providing market support to wholesalers and registered representatives. Navellier & Associates serves a diverse client base including individual and high-net-worth investors, trusts, estates, charitable organizations, pension plans, and registered investment companies. The firm employs a bottom-up quantitative and fundamental screening process across various equity and ETF strategies and offers discretionary and non-discretionary portfolio management along with model and signal services to third-party advisors.

Keith Basso is a financial advisor with Navellier & Associates Inc, holding Series 63 and Series 65 credentials and bringing 19 years of industry experience. He has worked with Navellier & Associates since 1992 and with IFS Fund Distributors since 2006. Outside of his advisory role, he manages a horse racing and breeding business through Antietam Bloodstock, LLC. Navellier & Associates serves a diverse range of clients, including individuals, high-net-worth investors, trusts, estates, and institutional entities, offering discretionary and non-discretionary portfolio management across various equity and ETF strategies. The firm employs a bottom-up, quantitative and fundamental screening process and provides model and signal services, wrap fee and managed-account programs, and UIT arrangements.

Louis Navellier is a financial advisor at Navellier & Associates Inc with 34 years of industry experience. He holds Series 63 and Series 65 designations and has been associated with Navellier & Associates since 1987. In addition to his advisory role, he writes newsletters under a personal services contract for InvestorPlace Media. Navellier & Associates serves a diverse client base including individual and high-net-worth investors, trusts, estates, charitable organizations, pension plans, and registered investment companies. The firm employs a bottom-up, multi-step quantitative and fundamental screening process across various equity and ETF strategies, offering both discretionary and non-discretionary portfolio management.

Albert Burchfield IV is a financial advisor at Navellier & Associates Inc with 19 years of industry experience. He holds Series 63 and Series 65 licenses and has been with Navellier since 2002. Navellier & Associates serves a diverse range of individual and institutional clients, offering discretionary and non-discretionary portfolio management focused on equity and ETF strategies. The firm employs a bottom-up quantitative and fundamental screening process and provides model services to third-party advisors, with portfolios monitored regularly and including tactical overlays and defensive cash allocations.

Arjen Kuyper is a financial advisor with Navellier & Associates Inc, holding Series 63 and Series 65 licenses and bringing 19 years of industry experience. He has worked at Bhil Distributors, Inc. since 2009 and has been associated with Navellier since 1992. Navellier & Associates serves a diverse client base including individual and high-net-worth investors, trusts, estates, charitable organizations, pension plans, and registered investment companies. The firm employs a bottom-up quantitative and fundamental screening process across various equity and ETF strategies, offering both discretionary and non-discretionary portfolio management as well as model and signal services to third-party advisors.

Michael Garaventa is a financial advisor at Navellier & Associates Inc with 19 years of industry experience. He holds Series 63 and Series 65 licenses and has been with Navellier Securities since 2001. Navellier & Associates serves a diverse client base including individual and high-net-worth investors, trusts, estates, charitable organizations, pension plans, and registered investment companies. The firm employs a quantitative and fundamental screening process across various equity and ETF strategies and offers both discretionary and non-discretionary portfolio management.

Ivan Martchev is a financial advisor at Navellier & Associates Inc with 11 years of industry experience. He holds a Series 65 designation and has been with Navellier & Associates since 2011. Navellier & Associates serves individual and institutional clients, including high-net-worth investors, trusts, estates, charitable organizations, pension plans, and registered investment companies. The firm employs a quantitative and fundamental screening process across various equity and ETF strategies and offers discretionary and non-discretionary portfolio management, model services, and participation in wrap fee and managed-account programs.