Stansberry Asset Management, LLC

Christopher Gilmor is a CFP® professional with 15 years of experience in the financial industry. He has worked at Stansberry Asset Management, LLC since 2022 and previously spent seven years at Marin Capital Management. He holds the Series 63, Series 65, and Series 66 licenses. Stansberry Asset Management, LLC serves predominantly high-net-worth individuals and families, offering discretionary portfolio management, financial planning, and access to third-party asset management programs. The firm employs a multi-team approach, investing across public equities and credit instruments using a combination of top-down macro analysis and fundamental bottom-up research.

Mario Valente is a CFA® charterholder and financial advisor with Stansberry Asset Management, LLC, where he has worked since 2018. He has three years of industry experience and previously held roles at PDL Biopharma and Zazove Associates LLC. Stansberry Asset Management advises primarily high-net-worth individuals and families on a discretionary basis, offering separately managed account portfolio management, financial planning, and access to third-party asset management programs. The firm employs a combination of top-down macro analysis and fundamental bottom-up research to invest across public equities and credit instruments, including special situations and private credit opportunities.

Austin Root is a Series 65 licensed financial advisor with over three years of industry experience. He is currently with Stansberry Asset Management, LLC and has held previous roles at Re-Occur Capital Management, Stansberry & Associates Investment Research, LLC, and D.F. Dent & Company. Root serves as Chief Investment Officer of Stansberry Asset Management. Stansberry Asset Management advises predominantly high-net-worth individuals and families on a discretionary basis, providing separately managed account portfolio management, financial planning, and access to third-party asset management programs. The firm employs a multi-team approach and invests across public equities and credit instruments using a combination of top-down macro analysis and fundamental bottom-up research.

Rick Kennedy is a financial advisor at Stansberry Asset Management, LLC with 22 years of industry experience. He holds Series 63 and Series 66 licenses and previously worked at Fisher Investments, Inc. for over two decades. Stansberry Asset Management serves predominantly high-net-worth individuals and families with discretionary portfolio management, financial planning, and access to third-party asset management programs. The firm employs a combination of top-down macro analysis and fundamental bottom-up research to invest across public equities and credit instruments.

Zachary Laws is a financial advisor with Stansberry Asset Management, LLC, holding a Series 66 designation and two years of industry experience. His prior work includes roles at Bank of America and Merrill Lynch. Stansberry Asset Management advises primarily high-net-worth individuals and families, offering discretionary portfolio management, financial planning, and access to third-party asset management programs. The firm applies a combination of top-down macro analysis and fundamental research to invest across public equities and credit instruments.

William Pedersen is a financial advisor at Stansberry Asset Management, LLC with 24 years of industry experience. He has held roles at Stansberry Asset Management since 2016 and previously worked at Paulson Investment Company from 2014 to 2016. Pedersen holds Series 63 and Series 65 designations. Stansberry Asset Management advises primarily high-net-worth individuals and families, providing discretionary portfolio management, financial planning, and access to third-party asset management programs. The firm employs a combination of top-down macro analysis and fundamental bottom-up research to invest across public equities and credit instruments, managing over $1 billion in discretionary assets.

Jeffrey Sargent is a financial advisor at Stansberry Asset Management, LLC with 25 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at firms including Brite Advisors LLC, Northstar Wealth Partners LLC, and LPL Financial LLC. Stansberry Asset Management, LLC serves primarily high-net-worth individuals and families with discretionary portfolio management, financial planning, and access to third-party asset management programs. The firm combines top-down macro analysis with fundamental research to invest across equities and credit instruments, including value, special situations, and yield-oriented strategies.

Peter Mahony is a financial advisor at Stansberry Asset Management, LLC with a Series 65 designation and three years of industry experience. His prior work includes roles at Stevens Transport, Nolan Transportation Group, Patten & Company, Auburn University, and Highland Park High School. Stansberry Asset Management advises primarily high-net-worth individuals and families through discretionary portfolio management, financial planning, and access to third-party asset management programs. The firm employs a multi-team approach and combines top-down macro analysis with fundamental bottom-up research to invest in public equities and credit instruments.

Corey Drejas is a financial advisor at Stansberry Asset Management, LLC with two years of industry experience. He holds a Series 65 designation and previously worked at Trustco Bank, Syracuse University, Retirement Planning Group, LLC, and Janitroncs. Stansberry Asset Management advises high-net-worth individuals and families on discretionary portfolio management, financial planning, and access to third-party asset management programs. The firm employs a multi-team approach, managing approximately $1.05 billion in discretionary assets as of December 31, 2024, and utilizes a combination of top-down macro analysis and fundamental bottom-up research across public equities and credit instruments.

Kimberley Threadgill is a CFP® with nine years of industry experience, currently serving at Stansberry Asset Management, LLC. Her prior roles include positions at JPMorgan Securities LLC, JPMorgan Chase Bank NA, and Morgan Stanley. Outside of her advisory work, she is a partner in Bull Run LLC, a real estate venture. Stansberry Asset Management advises primarily high-net-worth individuals and families, managing over $1 billion in discretionary assets. The firm employs a multi-team approach, combining top-down macro analysis with fundamental research to pursue opportunistic value across equities, credit, and special situation investments.

Michael Joseph is a CFA® charterholder with eight years of industry experience. He has been with Stansberry Asset Management, LLC since 2017 and previously worked at TD Ameritrade and PFM Asset Management LLC. Stansberry Asset Management advises predominantly high-net-worth individuals and families on a discretionary basis, offering separately managed accounts, financial planning, and access to third-party asset management programs. The firm employs a combination of top-down macro analysis and fundamental bottom-up research to invest across public equities and credit instruments.

Tomislav Vatavuk is a financial advisor at Stansberry Asset Management, LLC with five years of industry experience. He holds Series 65 and Series 66 licenses and has worked at BNY Mellon prior to joining Stansberry Asset Management in 2017. Stansberry Asset Management advises predominantly high-net-worth individuals and families on a discretionary basis, offering separately managed account portfolio management, financial planning, and access to third-party asset management programs. The firm applies a combination of top-down macro analysis and fundamental bottom-up research across public equities and credit instruments.

Jeffrey Starr is a financial advisor at Stansberry Asset Management, LLC with nine years of industry experience. He holds the Series 63 and Series 65 designations and has previously worked at NYLIFE Securities LLC, Tarella Financial Group, and Citizens Bank. Outside of his advisory role, he is a commissioned notary public. Stansberry Asset Management advises primarily high-net-worth individuals and families on a discretionary basis, offering separately managed account portfolio management, financial planning, and access to third-party asset management programs. The firm employs a combination of top-down macro analysis and fundamental bottom-up research to invest across public equities and credit instruments, and manages a private investment vehicle focused on private credit.

Jared Skinner is a financial advisor at Stansberry Asset Management, LLC with seven years of industry experience. He holds Series 65 and Series 66 licenses and has worked at firms including Merrill Lynch, Bank of the West, and Northwestern Mutual. Stansberry Asset Management advises primarily high-net-worth individuals and families, providing discretionary portfolio management, financial planning, and access to third-party asset management programs. The firm employs a multi-team approach, combining top-down macro analysis with fundamental research to invest across public equities and credit instruments, and manages approximately $1.05 billion in discretionary assets.

Christopher Delaura is a CFP® professional at Stansberry Asset Management, LLC with 23 years of industry experience. He has worked at Stansberry Asset Management since 2022 and previously held positions at Fieldpoint Private Securities LLC and Westport Resources. Stansberry Asset Management advises primarily high-net-worth individuals and families through discretionary portfolio management, financial planning, and access to third-party asset management programs. The firm applies a combination of top-down macro analysis and fundamental research to invest across public equities and credit instruments, managing approximately $1.05 billion in discretionary assets as of the end of 2024.