Obran Capital Advisors LLC

Hendrix Berry is a CFP® and holds a Series 65 license with eight years of industry experience. He is currently with Obran Capital Advisors LLC and has previously worked with Balanced Rock Investment Advisors LLC, Boston Ujima Project, and Jamaica Plain Neighborhood Development Corporation. Obran Capital Advisors LLC is a fee-only registered investment adviser serving individuals, businesses, trusts, and charitable organizations. The firm manages discretionary assets of approximately $30.7 million and employs a blend of passive and active strategies guided by asset allocation, Modern Portfolio Theory, and considerations of tax, estate, and cash flow factors.

Leo Freeman is a Series 65-licensed advisor at Obran Capital Advisors LLC with five years of industry experience. He is the founder, CEO, and co-owner of Chosen Family Office, a platform for integrated financial care teams, and also provides consulting services through his firm, Leo Freeman LLC d.b.a. Capital J Consulting, focusing on social justice organizations and wealth alignment with ancestry and social movements. Freeman holds a director role at Obran Group Capital Holdings LLC. Obran Capital Advisors LLC is a fee-only registered investment adviser serving individuals, businesses, trusts, and charitable organizations. The firm employs a blended investment approach combining asset allocation and Modern Portfolio Theory with passive and active strategies, incorporating tax, estate, and cash-flow considerations, and offers values-based investing options including Social Movement Investing.

Anna Finklestein is a financial advisor at Obran Capital Advisors LLC in Boston, MA, with two years of industry experience. She holds a Series 65 designation and previously worked at Reynders, McVeigh Capital Management and ActBlue. Obran Capital Advisors LLC is a fee-only registered investment adviser serving individuals, businesses, trusts, and charitable organizations. The firm combines asset allocation and Modern Portfolio Theory with passive and active strategies, incorporating tax, estate, and cash-flow considerations, and offers specialized services such as Social Movement Investing and coordinated philanthropic planning.

Jordyn Middlebrooks is an investment adviser representative at Obran Capital Advisors LLC with one year of industry experience. She holds a Series 65 credential and has previously worked at Saltbox Financial LLC, Reimagine Wealth LLC, and other firms in the financial and technology sectors. Jordyn is also the proprietor of Reimagine Wealth LLC, a financial coaching and consulting business based in Texas. Obran Capital Advisors LLC is a fee-only registered investment adviser serving individuals, businesses, trusts, and charitable organizations. The firm combines asset allocation and Modern Portfolio Theory with both passive and active strategies, incorporating tax, estate, and cash-flow considerations, and offers specialized services including socially responsible investing and educational seminars.