Advisors at this firm
Joseph M
Series 63, Series 65
Los Angeles, CA
Private Financial Counseling
Joseph Malhas is a financial advisor at NinePointTwo Capital LLC with seven years of industry experience. He holds Series 63 and Series 65 designations and has worked at firms including Freeman Spogli & Co., Bank of America Merrill Lynch, Merrill Lynch, and Morgan Stanley. Malhas is based in Los Angeles, CA. NinePointTwo Capital LLC provides fee-based, discretionary portfolio management to individual and institutional clients, managing separate accounts and operating a private pooled investment fund. The firm employs a tactical allocation strategy combining fundamental, technical, cyclical, and quantitative analysis across various asset classes and maintains registrations with both the SEC and CFTC.
Timothy S
Series 65
Los Angeles, CA
Private Financial Counseling
Timothy Streufert is a Series 65-licensed financial advisor at NinePointTwo Capital LLC with seven years of industry experience. He previously worked at Ares Management and spent four years at the University of California, Los Angeles. Streufert is also involved with Private Financial Counseling, where he has served since 2025. NinePointTwo Capital LLC provides fee-based, discretionary portfolio management to individual and institutional clients, managing separately managed accounts alongside a pooled investment vehicle. The firm employs a tactical allocation approach using fundamental, technical, cyclical, and quantitative analysis to adjust exposures and manage risk across various asset classes.
