Traynor Capital Management

Julia Vandergast is a financial advisor at Traynor Capital Management with Series 63 and 65 credentials and two years of industry experience. She has worked at Traynor since 2022 and previously held positions at The Vanguard Group and Procurement Foundry. Traynor Capital Management serves individuals, corporate retirement plans, foundations, and other institutions, managing approximately $1.85 billion in client assets. The firm focuses on direct equity ownership across multiple market capitalizations and customizes portfolios through a proprietary multi-step analysis, with an operational emphasis on business-funding consulting and institutional custody arrangements.

Matthew Ihlein is a financial advisor at Traynor Capital Management in Malvern, PA, holding a Series 65 designation with 10 years of industry experience. He has been with Traynor Capital Management since 2015. Traynor Capital Management provides portfolio management, financial planning, retirement plan and corporate consulting, and business-funding consulting to individuals, corporate retirement plans, foundations, and other institutions. The firm manages approximately $1.85 billion in client assets and emphasizes direct equity ownership with customized portfolio strategies that incorporate tax considerations when appropriate.

Rachel Leddy is a financial advisor at Traynor Capital Management with four years of industry experience. She holds a Series 65 designation and has worked at Traynor Capital Management since 2022. Prior to her current role, she was affiliated with the University of Alabama and Etowah High School. Traynor Capital Management provides portfolio management, financial planning, retirement plan and corporate consulting, and business-funding consulting to individuals, corporate retirement plans, foundations, and other institutions. The firm manages approximately $1.85 billion in client assets and employs investment strategies focused on direct equity ownership across multiple market capitalizations and international categories.

Simon Arrata is a financial advisor at Traynor Capital Management with 25 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at firms including Harvest USA and Sowell Management. Outside of his advisory role, he owns and manages Cooperative Financial, LLC, an advisory firm based in Miami Beach, FL. Traynor Capital Management serves individuals, corporate retirement plans, foundations, and institutions, managing approximately $1.85 billion in client assets. The firm emphasizes direct equity ownership across various market capitalizations and customizes portfolios through proprietary analysis and ongoing monitoring.

David Peck is a financial advisor at Traynor Capital Management with nine years of industry experience. He holds Series 63 and Series 65 licenses and has been with Traynor since 2016. Outside of his advisory role, Peck serves as Director of Athletic Development for YSC Sports. Traynor Capital Management provides portfolio management, financial planning, retirement plan and corporate consulting, and business-funding consulting to individuals, corporate retirement plans, foundations, and other institutions. The firm manages approximately $1.85 billion in client assets and employs investment strategies focused on direct equity ownership across multiple market capitalizations, with customized portfolios tailored to client objectives.

Michael Jordan is a financial advisor at Traynor Capital Management with 38 years of industry experience. He holds Series 63, 65, and 66 licenses. Prior to joining Traynor Capital Management in 2023, he worked at Charles Schwab Bank and Charles Schwab & Co., Inc. from 2020 to 2023, and at Pacific Life Insurance Company from 2015 to 2019. Traynor Capital Management provides portfolio management, financial planning, retirement plan and corporate consulting, and business-funding consulting to individuals, corporate retirement plans, foundations, and other institutions. The firm manages approximately $1.85 billion in client assets and emphasizes direct equity ownership with customized investment strategies tailored to client objectives.

Keith Traynor is a CFP® with 34 years of industry experience and has been with Traynor Capital Management since 2005. He is based in Malvern, PA, and holds Series 63 and Series 65 licenses. Traynor Capital Management provides portfolio management, financial planning, retirement plan and corporate consulting, and business-funding consulting to individuals, corporate retirement plans, foundations, and other institutions. The firm manages approximately $1.85 billion in client assets and emphasizes direct equity ownership with customized portfolios monitored and rebalanced regularly to align with client objectives.