VectorWealth

Gregory Dooley is a financial advisor at VectorWealth with 21 years of industry experience. He holds the Series 66 designation and has previously worked at UBS Financial Services Inc. and LPL Financial LLC. VectorWealth serves individual and high-net-worth clients by providing discretionary portfolio management across various asset classes, including ETFs, mutual funds, stocks, bonds, options, and private investment vehicles. The firm operates a wrap-fee program, combining quantitative analysis with passive buy-and-hold strategies and options trading, and reviews client accounts at least monthly.

Sean Louderback is a financial advisor at VectorWealth with 10 years of industry experience. He holds the Series 66 designation and previously worked at Morgan Stanley and Morgan Stanley Private Bank from 2015 to 2025. VectorWealth serves individual and high-net-worth clients by providing discretionary portfolio management across a range of investment vehicles, including ETFs, mutual funds, stocks, bonds, options, and private investments. The firm sponsors a wrap-fee program and employs a quantitative investment process combining passive buy-and-hold strategies with options trading and regular portfolio monitoring.

Nicholas Koen is a financial advisor at VectorWealth with 10 years of industry experience. He holds a Series 66 designation and has prior experience at UBS Financial Services from 2015 to 2022. Outside of his advisory role, he is the manager and principal agent of Dough Agency, LLC, a licensed insurance agency. VectorWealth serves individual and high-net-worth clients by providing discretionary portfolio management across ETFs, mutual funds, stocks, bonds, options, and private investment vehicles. The firm operates a wrap-fee program and uses quantitative analysis combining passive buy-and-hold strategies with options trading and regular portfolio monitoring.

Sahil Madan is a CFA® charterholder affiliated with VectorWealth in Tampa, FL. He has been with VectorWealth since 2023 and also serves as an analyst for DFN Management LLC. His industry experience includes roles at DFN Management LLC and prior academic work at the University of Miami. VectorWealth provides discretionary portfolio management for individual and high-net-worth clients through a wrap-fee program, utilizing quantitative analysis and a combination of passive allocations and options trading. The firm manages client accounts with a focus on regular monitoring and tailored financial profiles.