Private Wealth Partners, LLC

Richard Kuchen is a financial advisor at Private Wealth Partners, LLC with 11 years of experience at the firm. He holds Series 63 and Series 65 licenses and is based in Mill Valley, California. Private Wealth Partners, LLC provides discretionary portfolio management and financial planning to individuals, high-net-worth clients, trusts, pensions, corporations, and bank trust departments. The firm manages approximately $1.98 billion in assets and employs a combination of fundamental and quantitative analysis to manage diversified portfolios across multiple asset classes, including the use of options and alternative investment strategies.

William Dagley is a financial advisor at Private Wealth Partners, LLC with eight years of industry experience. He holds Series 63 and Series 65 licenses and has been with Private Wealth Partners since 2005. Private Wealth Partners, LLC provides discretionary portfolio management and financial planning services to individuals, high-net-worth clients, trusts, pensions, corporations, and bank trust departments. The firm manages approximately $1.98 billion in assets and employs a combination of fundamental and quantitative analysis across multiple asset classes, including equities, ETFs, fixed income, and alternatives, while utilizing both long- and short-term trading strategies.

Frank Greene is a CFA® charterholder with seven years of experience at Private Wealth Partners, LLC and six years at BCI Capital Management. He is a co-owner of ETFreplay.com, Inc., an information services business focused on statistical investing, where he manages software development. Private Wealth Partners, LLC provides discretionary portfolio management and financial planning to individuals, high-net-worth clients, trusts, pensions, corporations, and bank trust departments. The firm combines fundamental and quantitative analysis to manage diversified portfolios and employs a range of strategies including options and alternative investments.

Hubert Lenczowski is a financial advisor with Private Wealth Partners, LLC, holding a Series 65 credential and eight years of industry experience. He served in the United States Navy from 2013 to 2018 before joining Private Wealth Partners. Private Wealth Partners, LLC provides discretionary portfolio management and financial planning to individuals, high-net-worth clients, trusts, pensions, corporations, and bank trust departments. The firm manages approximately $1.98 billion in assets and employs both fundamental and quantitative analysis to manage diversified portfolios, including the use of options and alternative investments.

Michael Yongue is a CFA® charterholder with four years at Private Wealth Partners, LLC and nine years of prior experience at Bank of Marin. He is based in Mill Valley, CA. Private Wealth Partners, LLC serves individuals, high-net-worth clients, trusts, pensions, corporations, and bank trust departments with discretionary portfolio management and financial planning. The firm manages approximately $1.98 billion in assets and employs both fundamental and quantitative analysis across multiple asset classes, utilizing strategies including options and covered calls.