Advisors at this firm
William R
Series 63, Series 65
New Hope, PA
Poxono Capital
William Reube is a financial advisor at Poxono Capital with two years of industry experience. He holds Series 63 and Series 65 designations and has previously worked at Corbin Capital Partners, Panning Capital Management, and New Albion Partners. Poxono Capital provides discretionary portfolio management primarily to individual and high-net-worth clients, offering tailored investment programs and written Investment Policy Statements. The firm combines multiple methods of analysis and a range of strategies, including proprietary and structured-alternative investments, while generally requiring discretionary authority to implement its approaches.
Connor M
Series 65
New Hope, PA
Poxono Capital
Connor Mc Nicholas is a financial advisor at Poxono Capital with a Series 65 designation and three years of industry experience. His prior roles include positions at Dillon Capital Management, Parkway Clinical Labs, and General Healthcare Resources. Outside of finance, he has experience working at Squires Golf Club. Poxono Capital provides discretionary portfolio management primarily to individual and high-net-worth clients, offering tailored investment programs and written Investment Policy Statements. The firm employs a multi-method investment approach and serves as adviser and general partner to a private fund, Poxono Derivatives, LLC.
Stewart R
Series 65
New Hope, PA
Poxono Capital
Stewart Rickenbach is a financial advisor at Poxono Capital with a Series 65 designation and one year of industry experience. Prior to joining Poxono Capital, he worked at Johnson & Johnson for three years and GlaxoSmithKline for three years. Poxono Capital provides discretionary portfolio management primarily to individual and high-net-worth clients, offering tailored investment programs and written Investment Policy Statements. The firm employs a multi-method investment process and serves as adviser and general partner to a private fund, providing a range of strategies including proprietary and structured-alternative approaches.
Wilder H
CFA®, Series 63, Series 66
New York, NY
Poxono Capital
Wilder Harvard is a CFA® charterholder with 14 years of industry experience. He is currently with Poxono Capital and has previously worked at Alliance Bernstein, BlackRock Investments LLC, and Vernier Capital Partners. He is the founder of a consulting firm that provides market intelligence, brand consultation, and fundraising advice to alternative investment managers. Poxono Capital offers discretionary portfolio management primarily to individual and high-net-worth clients, combining multiple analytical methods and a range of investment strategies. The firm also advises a private fund and emphasizes tailored investment programs supported by written Investment Policy Statements.