Pactolus

Cierra Telleen is a financial advisor at Pactolus with a Series 65 designation and one year of experience. Her prior roles include a position at Citizens & Farmers Bank and four years at the College of William & Mary. Pactolus provides wealth management and family office services primarily to high-net-worth individuals, families, trusts, charitable entities, and other private entities. The firm employs a combination of in-house portfolio management and third-party managers, using quantitative optimization and risk/return analysis, and offers services including discretionary portfolio management, financial planning, and real-estate consulting.

David Chandik is a CFA® charterholder with four years of industry experience, currently serving as an advisor at Pactolus Private Wealth Management since 2019. Prior to joining Pactolus, he worked at the South Carolina Office of the State Treasurer and L&L Management, Inc. Pactolus provides wealth management and family office services primarily to high-net-worth individuals, families, trusts, and charitable entities. The firm employs a combination of in-house portfolio management and third-party managers, utilizing quantitative optimization and risk/return analysis, and offers a range of services including discretionary portfolio management, financial planning, real-estate consulting, and administration of self-directed IRAs.

Alan Harter is a financial advisor at Pactolus with 34 years of industry experience. He holds Series 63 and Series 65 designations and has been with Pactolus Securities, LLC since 2014 and Pactolus Private Wealth Management LLC since 2011. Harter serves as managing member of several special purpose vehicle (SPV) entities that act as investment vehicles for Pactolus clients. Pactolus provides wealth management and family office services primarily to high-net-worth individuals, families, trusts, charitable entities, and other private entities. The firm combines in-house portfolio management with third-party managers and uses quantitative optimization and risk/return analysis, while also sponsoring private pooled investment vehicles and offering family office, real estate consulting, and structured loan services.

Angela Perry is a financial advisor at Pactolus with 23 years of industry experience. She holds Series 63 and Series 66 licenses and has worked at Pactolus Private Wealth Management since 2019, Pactolus Capital Partners since 2017, as well as prior roles at MML Investors Services and MetLife Securities. Outside of her advisory work, she is the owner of the Angela Perry Trust, which holds a rental property in Oakland, CA. Pactolus provides wealth management and family office services primarily to high-net-worth individuals, families, trusts, and charitable entities. The firm utilizes both in-house and third-party portfolio management, incorporating quantitative optimization and risk/return analysis, and offers services including discretionary portfolio management, financial planning, real-estate consulting, and structured loan monitoring.

Narges Zamani is a CFA® charterholder with 11 years of industry experience, currently serving at Pactolus since 2014. She holds the Series 63 designation and is based in Vienna, VA. Zamani is also an advisory board member for ACANSA Investment Management and the Enquire Knowledge Expert Platform. Pactolus provides wealth management and family office services primarily to high-net-worth individuals, families, related trusts, charitable entities, and other private entities. The firm employs both in-house and third-party portfolio management, utilizing quantitative optimization and risk/return analysis, and offers a range of services including financial planning, tax-aware investment advice, and real-estate consulting.