Optimist Capital

Gregory Adams is a financial advisor at Optimist Capital with 25 years of industry experience and holds a Series 66 designation. His prior roles include positions at Ameritas Investment Corp, Alpha Wealth Strategies LLC, and Lowry Capital Management Corporation. Optimist Capital is a state-registered investment adviser serving individuals, trusts, estates, charitable organizations, corporations, and small- to medium-sized business pension plans. The firm combines fundamental security selection with portfolio-level composites and custom Investment Policy Statements, focusing on listed equities, investment-grade fixed income, and listed equity options, with a practice of regular portfolio review and client reporting.

Ivan Rosa is a financial advisor at Optimist Capital with two years of industry experience. He holds a Series 66 designation and has worked previously at Park Avenue Securities, Guardian Life Insurance, R Squared Consulting, and New York Life. Outside of his advisory role, Rosa serves as President of the Palm Beach and Treasure Coast Chapter of the US Naval Academy Alumni Association and is Treasurer and a board member of Sunfest, Florida’s largest waterfront music and art festival. Optimist Capital is a state-registered investment adviser that provides investment counseling and discretionary portfolio management to individuals, trusts, estates, charitable organizations, and corporations. The firm also offers pension consulting for small- to medium-sized businesses, using a combination of fundamental security selection and client-specific Investment Policy Statements to manage portfolios emphasizing listed equities, investment-grade fixed income, and listed equity options.

John Smith Jr. is a financial advisor with Optimist Capital, holding Series 63 and Series 65 licenses and bringing 25 years of industry experience. Prior to joining Optimist Capital in 2020, he worked at Lowry Capital Management from 2016 to 2020. He is also president of International Consultants & Investors, Inc., a compliance and consulting firm where he has been involved since 1978. Optimist Capital is a state-registered investment adviser serving individuals, trusts, estates, charitable organizations, corporations, and small- to medium-sized pension plans. The firm combines fundamental security selection with tailored client portfolios emphasizing equities, investment-grade fixed income, and listed equity options, and provides regular reporting and market commentary.

Alexander Cooke is a financial advisor at Optimist Capital with 22 years of industry experience. He holds Series 63 and Series 65 designations and previously worked at Fairfield, Bush & Co. for 12 years before joining Optimist Capital in 2017. Optimist Capital is a state-registered investment adviser serving individuals, trusts, estates, charitable organizations, corporations, and small- to medium-sized pension plans. The firm combines fundamental security selection with portfolio-level composites and custom Investment Policy Statements, emphasizing listed equities, investment-grade fixed income, and listed equity options.