Next Capital Management LLC

Andrew Hart is a financial advisor at Next Capital Management LLC with 10 years of industry experience. He holds Series 63 and Series 65 licenses and has been with Next Capital since 2016. Next Capital Management provides discretionary and non-discretionary investment advisory services to individuals, trusts, retirement plans, charitable organizations, and business entities, including serving as a sub-adviser for private placement life insurance assets. The firm offers tailored asset allocation and ongoing monitoring, employing strategies across mutual funds, ETFs, equities, fixed income, and alternative investments such as direct indexing and tax-managed long/short strategies.

Christopher Fineburg is a CFA® charterholder with six years of industry experience. He is currently with Next Capital Management LLC and previously worked at Rockefeller Global Family Office, Spearhead Capital Advisors, and Greycourt & Co., Inc. Next Capital Management LLC provides discretionary and non-discretionary investment advisory services to individuals, trusts, retirement plans, charitable organizations, business entities, and insurance companies as a sub-adviser for private placement life insurance assets. The firm offers tailored asset allocation and monitoring, employing strategies across mutual funds, ETFs, equities, fixed income, and alternative investments, including direct indexing and tax-managed long/short approaches.

Ross Levin is a financial advisor with Next Capital Management LLC in Summit, NJ, holding Series 65 and Series 66 licenses and bringing five years of industry experience. He has been with Next Capital Management since 2007 and previously worked for Aida's Liquors, Inc. He is a passive investor in beverage importing and rideshare ventures. Next Capital Management provides discretionary and non-discretionary investment advisory services to individuals, trusts, retirement plans, charitable organizations, business entities, and insurance companies as a sub-adviser for private placement life insurance assets. The firm offers tailored asset allocation and monitoring, utilizing a range of investment strategies including mutual funds, ETFs, direct indexing, and structured products.

Teresa Armel is a Series 65-licensed financial advisor with five years of industry experience. She is currently with Next Capital Management LLC and previously worked at Rockefeller Capital Management, Spearhead Capital Advisors, LLC, and Greycourt & Co., Inc. Next Capital Management LLC provides discretionary and non-discretionary investment advisory services to individuals, trusts, retirement plans, charitable organizations, and business entities, including serving as a sub-adviser for private placement life insurance assets. The firm offers tailored asset allocation and monitoring, utilizing a range of investment strategies and vehicles across multiple client types.

Frazer Rice is a financial advisor at Next Capital Management LLC with four years of industry experience. He holds a Series 65 designation and has previously worked at Calamos Wealth Management LLC and Wilmington Trust. Rice is also president of Wealth Actually LLC, an IP holding company focused on public speaking, media, marketing consulting, and family education. Next Capital Management provides discretionary and non-discretionary investment advisory services to individuals, trusts, retirement plans, charitable organizations, and business entities, including engagements as a sub-adviser for private placement life insurance assets. The firm offers tailored asset allocation and monitoring, utilizing a range of investment strategies and products across multiple offices.

Christopher Ofsthun is a financial advisor at Next Capital Management LLC with five years of industry experience. He holds a Series 65 designation and has worked at Next Capital Management since 2010, with a brief period away from the firm between 2018 and 2020. Next Capital Management provides discretionary and non-discretionary investment advisory services to individuals, trusts, retirement plans, charitable organizations, business entities, and insurance companies, including sub-advisory services for private placement life insurance assets. The firm offers tailored asset allocation strategies and a range of investment options including mutual funds, ETFs, individual equities, and structured products.

Ryan Davis is a CFA® charterholder and holds a Series 65 license with six years of industry experience. He has been with Next Capital Management LLC since 2015, working as part of a nine-advisor team based in New York, NY. Next Capital Management LLC provides discretionary and non-discretionary investment advisory services to individuals, trusts, retirement plans, charitable organizations, business entities, and insurance companies, including sub-advisory services for private placement life insurance assets. The firm offers tailored asset allocations and employs a range of strategies across mutual funds, ETFs, individual equities, fixed income, and alternative investments, servicing clients through multiple offices.

Daniel Magier is a CFP® with nine years of industry experience, currently serving at Next Capital Management LLC since 2018. Prior to that, he worked at Fidelity Investments for five years. He holds the Series 66 designation and is based in New York, NY. Next Capital Management LLC provides discretionary and non-discretionary investment advisory services to individuals, trusts, retirement plans, charitable organizations, business entities, and insurance companies through private placement life insurance sub-advisory. The firm offers tailored asset allocation and monitoring, employing a range of investment strategies including mutual funds, ETFs, direct indexing, and tax-managed long/short approaches.

Theodore Smith is a financial advisor at Next Capital Management LLC with 10 years of industry experience. He holds Series 65 and Series 66 licenses and has previously worked at Innovation Partners LLC, Northern Lights Distributors, LLC, and Mount Yale Capital Group. Next Capital Management provides discretionary and non-discretionary investment advisory services to individuals, trusts, retirement plans, charitable organizations, and business entities, including sub-advisory services for private placement life insurance assets. The firm offers tailored asset allocation and monitoring, utilizing a range of investment strategies across various asset classes and operates multiple offices with a fee-only, percentage-of-AUM billing model.