Sunbeam Capital Management, LLC

Ellis Carson is a financial advisor at Sunbeam Capital Management, LLC with 12 years of industry experience. He holds Series 63 and Series 65 licenses and previously worked at Credit Suisse Securities (USA) LLC for nine years before joining Sunbeam Capital in 2017. Sunbeam Capital Management provides discretionary investment advisory services to high-net-worth individuals, trusts, and estates, focusing on customized portfolio construction and ongoing management. The firm employs fundamental analysis with a long-term orientation, utilizing diversified portfolios of low-cost mutual funds, ETFs, individual securities, alternative investments, and derivatives, serving a small, selective client base.

Matthew Saenger is a financial advisor at Sunbeam Capital Management, LLC with 20 years of industry experience. He holds Series 63 and Series 65 licenses and previously worked at Steel Grove Capital Advisors, LLC for two decades and Green Square Capital, LLC for 14 years. Sunbeam Capital Management provides discretionary investment advisory services to high-net-worth individuals, trusts, and estates, focusing on customized portfolio construction and ongoing management. The firm uses a fundamentally driven, long-term investment approach with diversified portfolios that include mutual funds, ETFs, individual securities, alternative investments, and derivative strategies.