Stillwater Capital Management

Kyle Sabdo is a CFP® with 10 years of industry experience, currently serving as a financial advisor at Stillwater Capital Management since 2023. He previously worked at Bank of America and Merrill Lynch, where he spent eight and nine years respectively. Outside of his advisory role, he is also licensed as an insurance agent. Stillwater Capital Management provides discretionary portfolio management and financial planning for individual clients, including high-net-worth households, as well as retirement plan consulting for employer plan sponsors. The firm employs a diverse investment approach utilizing fundamental, quantitative, technical, sector, and cyclical analysis to tailor portfolios across multiple asset classes.

Diego Reyes is a financial advisor at Stillwater Capital Management with seven years of industry experience. He holds a Series 66 designation and has worked at firms including Bank of America and Merrill Lynch. He serves as an advisory board member for The Carmel Foundation, a nonprofit organization focused on providing social and activity services for seniors. Stillwater Capital Management offers discretionary portfolio management and financial planning to individual clients and retirement plan consulting to employer plan sponsors. The firm employs a diverse investment approach combining fundamental, quantitative, and technical analysis, with portfolios tailored to client objectives and risk tolerances.

Dawn Correia is a financial advisor at Stillwater Capital Management with one year of industry experience. She holds the Series 65 designation and previously worked at Merrill Lynch Pierce Fenner & Smith from 2015 to 2023. Stillwater Capital Management provides discretionary portfolio management and financial planning to individual clients, including high-net-worth households, as well as retirement plan consulting to employer plan sponsors. The firm employs a diverse investment process incorporating fundamental, quantitative, technical, sector, and cyclical analysis to manage portfolios across various asset classes.