Sykon Capital LLC

Emily Schaefer is a financial advisor at Sykon Capital LLC with Series 65 and Series 66 licenses and one year of industry experience. Her prior roles include positions at Collective Accounting, Rock Creek Ranch, and Princess Cruises. Sykon Capital LLC provides discretionary and non-discretionary investment management, financial planning, and ERISA plan advisory services to individuals, high-net-worth investors, trusts, retirement plan participants, and institutional clients. The firm’s investment approach integrates fundamental, technical, and relative-strength analysis with portfolio construction based on diversification, Modern Portfolio Theory, tactical asset allocation, and a mix of passive and active strategies.

Stephen Ruvituso is a financial advisor at Sykon Capital LLC with 43 years of industry experience. He holds Series 63 and Series 65 credentials and previously worked at Bank of America and Merrill Lynch from 2013 to 2023. Sykon Capital provides discretionary and non-discretionary investment management, financial planning, ERISA plan advisory, and consulting services to individuals, high-net-worth investors, trusts, retirement plan participants, and institutional accounts. The firm employs a combined fundamental, technical, and relative-strength analysis approach, utilizing diversification, Modern Portfolio Theory, tactical asset allocation, and both passive and active strategies.

Todd Stankiewicz is a financial advisor at Sykon Capital LLC with 20 years of industry experience. He holds the CFP® and ChFC® designations and previously worked at Bank of America and Merrill Lynch. He is involved in operating SYKON Asset Management, an affiliated entity that manages investment companies. Sykon Capital provides discretionary and non-discretionary investment management, financial planning, and ERISA plan advisory services to a diverse client base including individuals, high-net-worth investors, trusts, and institutional accounts. The firm employs a multifaceted investment process combining fundamental, technical, and relative-strength analysis with portfolio construction based on diversification, Modern Portfolio Theory, and tactical asset allocation.

Nicholas Short is a financial advisor at Sykon Capital LLC with three years of industry experience. He holds Series 63 and Series 65 licenses and previously worked at AMG Funds and Strategic Retail Advisors. Sykon Capital provides discretionary and non-discretionary investment management, financial planning, ERISA plan advisory, and consulting services to individuals, high-net-worth investors, trusts, retirement plan participants, and institutional accounts. The firm’s investment approach integrates fundamental, technical, and relative-strength analysis with diversified portfolio construction based on Modern Portfolio Theory, tactical asset allocation, and both passive and active strategies.

Joseph Castiglie III is a financial advisor at Sykon Capital LLC with 16 years of industry experience. He holds Series 63 and Series 66 designations. Prior to joining Sykon Capital, he worked at Bank of America and Merrill for nearly a decade each. Sykon Capital provides discretionary and non-discretionary investment management, financial planning, and ERISA plan advisory services to a diverse client base including individuals, high-net-worth investors, trusts, and institutional accounts. The firm employs a multi-faceted investment process combining fundamental, technical, and relative-strength analysis with portfolio construction based on diversification and tactical asset allocation.