Panteles Advisors

Stephen Shannon is a financial advisor at Panteles Advisors with Series 63 and Series 65 credentials and two years of industry experience. He is also the founder and manager of Colo Development Partners, a commercial real estate firm. Additionally, he serves as a board member of the North Texas Community Foundation. Panteles Advisors serves individuals, families, trusts, estates, businesses, and charitable organizations, providing discretionary investment management, financial planning, and consulting. The firm employs a strategic asset-allocation approach across a broad range of instruments and uses multiple forms of analysis while managing a small client base with approximately $68 million in assets under management.

Collins Knight is a CFP® certified financial advisor with seven years of industry experience, currently serving at Panteles Advisors. His prior experience includes roles at Ausdal Financial Partners, Stephens Inc., and Ernst & Young. He is also a licensed Certified Public Accountant in Texas and holds an insurance license, dedicating limited time to these activities alongside his advisory work. Panteles Advisors serves individuals, families, trusts, estates, businesses, and charitable organizations, providing discretionary investment management and financial planning with a strategic asset-allocation approach across diverse asset classes. The firm manages approximately $68 million in assets and operates with a four-advisor team focused on a relatively small client roster.

Alec Calvillo is a financial advisor at Panteles Advisors with a Series 65 credential and one year of industry experience. Prior to joining Panteles Advisors, he held roles at Colo Development Partners, KHA, PLLC, Dell Technologies, Deloitte & Touche, LLP, and Ernst & Young, LLP. Outside of his advisory work, Calvillo serves as a financial analyst for Colo Development Partners, focusing on commercial real estate deal financial analysis. Panteles Advisors serves individuals, families, trusts, estates, businesses, and charitable organizations by providing discretionary investment management, financial planning, and consulting. The firm employs a strategic asset-allocation approach across a broad range of instruments and utilizes macroeconomic, fundamental, quantitative, and qualitative analysis to manage roughly $68 million in assets for a small client roster.

Aaron Junk is a financial advisor at Panteles Advisors with 27 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at firms including JPMorgan Investment Management and Hartford Funds. He is also the owner and manager of two holding companies for personal non-exchange traded investments. Panteles Advisors serves individuals, families, trusts, estates, businesses, and charitable organizations, providing discretionary investment management, financial planning, and consulting. The firm employs a strategic asset-allocation approach across a broad range of instruments and utilizes macroeconomic, fundamental, quantitative, and qualitative analysis to customize investment programs for its clients.