Panoramic Capital Partners LLC

Taylor Gentry is a financial advisor at Panoramic Capital Partners LLC with one year of industry experience. He holds a Series 65 designation and previously worked at Fi Holdings LLC and Endeavour Capital. Gentry is involved with several investment-related entities, including serving administrative and development roles in private equity and real estate projects. Panoramic Capital Partners serves individuals, trusts, retirement plans, foundations, and business entities by providing asset management, comprehensive portfolio management, financial planning, and consulting services. The firm employs an individualized investment approach that includes various asset classes and third-party money managers, with ongoing portfolio monitoring and integration of planning and business considerations.

Grace Buchanan is a financial advisor at Panoramic Capital Partners LLC with one year of industry experience. She holds the Series 66 designation and previously worked at JPMorgan Chase Bank, N.A. and J.P. Morgan Securities LLC. Panoramic Capital Partners serves individuals, trusts, retirement plans, foundations, and business entities, providing asset management, financial planning, and business consulting services. The firm employs an individualized investment approach that includes a variety of asset types and integrates planning and business considerations into portfolio construction.

Catherine Groff is a financial advisor at Panoramic Capital Partners LLC with a Series 65 designation and two years of industry experience. Prior to joining Panoramic Capital Partners in 2024, she worked at Morgan Stanley, Fisher Investments, and Green Imaging LLC. Panoramic Capital Partners serves individuals, trusts, retirement plans, foundations, and business entities by providing asset management, financial planning, and business consulting services. The firm employs an individualized investment approach that includes a range of securities and alternative investments, conducts due diligence on third-party managers, and integrates planning and business considerations into portfolio construction.

Nicholas Hubert is a financial advisor at Panoramic Capital Partners LLC with nine years of industry experience. He holds a Series 66 designation and previously worked at Morgan Stanley Private Bank and Morgan Stanley from 2016 to 2024, as well as Point B from 2015 to 2016. Outside of his advisory role, he is involved as a minority owner and investor in real estate development projects. Panoramic Capital Partners serves individuals, trusts, retirement plans, foundations, and business entities, offering asset management, financial planning, and business consulting. The firm employs an individualized investment approach that includes a range of securities and alternative investments while integrating planning and business considerations into portfolio construction.

Lisa Caselli is a financial advisor at Panoramic Capital Partners LLC with a Series 65 designation and experience at Goldman Sachs & Co., Inc. from 2011 to 2024. She has been with Panoramic Capital Partners since 2024. Panoramic Capital Partners serves individuals, trusts, retirement plans, foundations, and business entities, offering asset management, portfolio management, financial planning, and business consulting. The firm employs an individualized investment approach that includes a range of asset types and integrates planning and business considerations into portfolio construction.

Andrew Carter is a financial advisor at Panoramic Capital Partners LLC with 34 years of industry experience. He holds Series 63 and Series 65 licenses and previously worked at Morgan Stanley in various private banking and wealth management roles from 2009 to 2024. Outside of advisory work, he manages several family investment properties through multiple LLCs. Panoramic Capital Partners serves individuals, trusts, retirement plans, foundations, and business entities by offering asset management, comprehensive portfolio management, financial planning, and business consulting. The firm employs an individualized investment approach that includes a range of securities and alternative investments, integrates planning and business considerations into portfolio construction, and conducts ongoing due diligence on third-party managers.