Sterneck Capital Management LLC

Robin Sterneck is a financial advisor at Sterneck Capital Management LLC with 10 years of industry experience. He holds Series 63 and Series 65 licenses and has been with Sterneck Capital Management since 2014. In addition to his advisory role, he serves as a trustee on the board of EPR Properties, Inc., and works as a facilitator and trainer for an Emerging Leaders Course through the KC Central Exchange, as well as a business consultant and speaker on leadership and networking topics. Sterneck Capital Management provides discretionary investment management, financial planning, and related advisory services to individuals, high-net-worth clients, trustees, and foundations. The firm follows a multi-cap, value-oriented investment approach with a long-term focus, offering a diverse range of portfolio options and specialized services including leadership coaching and alternative cash management tools.

Austin Drake is a Certified Financial Planner® with ten years of industry experience. He has been with Sterneck Capital Management LLC since 2018 and previously worked at FBR Capital Markets & Co. and B. Riley & Co., LLC. Sterneck Capital Management provides discretionary investment management, financial planning, and related advisory services to individuals, high-net-worth clients, trustees, and foundations. The firm employs a multi-cap, value-oriented investment approach focused on fundamental analysis and long-term portfolio management with periodic tactical rebalancing.

Frank Sterneck is a financial advisor at Sterneck Capital Management LLC with 28 years of industry experience. He holds Series 63 and Series 65 designations and has been with Sterneck Capital Management since 1989. Sterneck Capital Management provides discretionary investment management, financial planning, and related advisory services to individuals, high-net-worth clients, trustees, foundations, and similar household accounts. The firm employs a multi-cap, value-oriented investment approach with a long-term focus and periodic tactical rebalancing, offering portfolios that include equities, mutual funds, ETFs, fixed income, private alternatives, and other instruments.

Brandie Giffin is a financial advisor at Sterneck Capital Management LLC with nine years of industry experience. She holds a Series 65 designation and has been with Sterneck since 2014. Outside of her advisory role, Brandie and her husband manage a small Airbnb rental at their lake home. Sterneck Capital Management provides discretionary investment management, financial planning, and related advisory services to individuals, high-net-worth clients, trustees, and foundations. The firm employs a multi-cap, value-oriented investment approach with fundamental analysis and offers a range of portfolio options including equities, fixed income, private alternatives, and derivatives.