Variant Private Wealth LLC

David Morgante is a CFP® with 23 years of experience in financial advising, currently serving at Variant Private Wealth LLC since 2017. Prior to that, he worked at Ameriprise Financial Services, Inc. for 13 years. In addition to his advisory role, Morgante is involved in several business ventures, including ownership of companies that provide income tax preparation services and commercial real estate holdings. Variant Private Wealth LLC advises individuals, families, trusts, charitable organizations, pensions, and corporations, offering comprehensive financial planning, consulting, and discretionary portfolio management. The firm manages approximately $217 million and employs asset allocation strategies that incorporate fundamental and technical analysis, with a distinctive use of borrowing and derivative instruments in client portfolios.

George Clark is a financial advisor at Variant Private Wealth LLC with one year of industry experience. He holds a Series 65 credential and has previously worked at LII Wealth Management and in various roles outside the financial sector, including at Bull Run Golf Club and Virginia Tech. Variant Private Wealth LLC advises individuals, families, trusts, charitable organizations, pensions, and corporations with comprehensive financial planning, consulting, and discretionary portfolio management. The firm manages approximately $217 million for nearly 200 clients, employing asset allocation strategies that incorporate fundamental and technical analysis, and offers specialized wrap fee programs utilizing borrowing and derivative strategies.

Tyler Harper is a financial advisor at Variant Private Wealth LLC with a Series 65 designation and one year of industry experience. His prior roles include positions at Valeo Financial Advisors LLC and Precision for Medicine. Variant Private Wealth LLC provides comprehensive financial planning, consulting, and discretionary portfolio management to individuals, families, trusts, charitable organizations, pensions, and corporations. The firm manages approximately $217 million across about 194 clients, tailoring portfolios using both fundamental and technical analysis and employing borrowing and derivative strategies when appropriate.