Payne Capital Management, LLC

Christopher Payne is a financial advisor at Payne Capital Management, LLC with 14 years of industry experience. He holds a Series 65 designation and has been with Payne Capital Management since 2011. Payne Capital Management offers comprehensive wealth management services to individuals, trusts, estates, corporations, non-profits, and employer-sponsored retirement plans. The firm’s investment approach uses quantitative methods based on Modern Portfolio Theory and tailors portfolios to client risk tolerances and goals, employing a mix of mutual funds, ETFs, individual securities, options, and independent managers.

Jennifer Angell is a CFA® charterholder with nine years of industry experience, currently serving as an advisor at Payne Capital Management, LLC since 2015. She holds a Series 65 license and is based in Miami, FL. Payne Capital Management provides comprehensive wealth management services to individuals, trusts, estates, corporations, non-profits, and employer-sponsored retirement plans. The firm employs a quantitative investment process based on Modern Portfolio Theory, customizing portfolios across various asset types and offering both discretionary and non-discretionary advisory services.

Robert Payne is a financial advisor at Payne Capital Management, LLC with 18 years of industry experience. He holds Series 63 and Series 65 credentials and has been with Payne Capital Management since 2008. Payne Capital Management provides comprehensive wealth management services to individuals, trusts, estates, corporations, nonprofit organizations, and employer-sponsored retirement plans. The firm employs a quantitative investment approach based on Modern Portfolio Theory, customizing portfolios according to client risk tolerances and goals, and offers a range of services including financial planning, consulting, portfolio management, and financial coaching.

Aaron Dessen is a CFP® and holds a Series 65 license, with eight years of experience in the financial industry. He has been with Payne Capital Management, LLC since 2017 and previously worked at CGO Consultants and Bridget's Steakhouse. Payne Capital Management provides comprehensive wealth management services to individuals, trusts, estates, corporations, non-profits, and employer-sponsored retirement plans. The firm employs a quantitative investment approach based on Modern Portfolio Theory, customizing portfolios to client risk tolerances and goals, and offers a range of services including financial planning, portfolio management, and financial coaching.

Courtney Garcia is a CFP® with nine years of industry experience and has been with Payne Capital Management, LLC since 2014. She contributes to CNBC as a financial market commentator, providing insights on various programs. Payne Capital Management offers comprehensive wealth management services to individuals, trusts, estates, corporations, nonprofits, and retirement plans. The firm employs a quantitative investment approach based on Modern Portfolio Theory and customizes portfolios to client-specific risk tolerances and goals.

Ryan Payne is a financial advisor at Payne Capital Management, LLC with 18 years of industry experience. He holds the Series 66 designation and has been with Payne Capital Management since 2008. Payne Capital Management provides comprehensive wealth management services to individuals, trusts, estates, corporations, non-profits, and employer-sponsored retirement plans. The firm’s investment approach is based on quantitative methods from Modern Portfolio Theory and is tailored to client risk tolerances and goals, utilizing a range of investment vehicles including mutual funds, ETFs, individual securities, options, and independent managers.

Francesca Lagrotteria is a financial advisor at Payne Capital Management, LLC with eight years of industry experience. She holds a Series 65 designation and has been with Payne Capital Management since 2015. Payne Capital Management provides comprehensive wealth management services to individuals, trusts, estates, corporations, non-profits, and employer-sponsored retirement plans. The firm’s investment approach is based on quantitative methods derived from Modern Portfolio Theory and is customized to client risk tolerances, time horizons, and goals.

Gaurav Adhikari is a financial advisor at Payne Capital Management, LLC with seven years of industry experience. He holds a Series 65 designation and has been with Payne Capital Management since 2015. Payne Capital Management offers comprehensive wealth management services including financial planning, consulting, portfolio management, and financial coaching. The firm serves individuals, trusts, estates, corporations, non-profits, and employer-sponsored retirement plans, employing a quantitative investment approach based on Modern Portfolio Theory and customized to client-specific risk tolerances and goals.

Miranda Chiarella is a financial advisor at Payne Capital Management, LLC with a Series 65 designation. She has experience working at Morgan Stanley and Ss&C prior to joining Payne Capital Management in 2024. Her background also includes roles at Jackson Lewis PC, SUNY Geneseo, and the New York Power Authority. Payne Capital Management provides comprehensive wealth management services to individuals, trusts, estates, corporations, non-profits, and retirement plans. The firm employs a quantitative investment approach based on Modern Portfolio Theory, customizing portfolios to client risk tolerances and goals across a range of asset types, and offers both discretionary and non-discretionary advisory services.