Ventura Wealth Management

Roman Chiokadze is a financial advisor with Ventura Wealth Management, holding Series 63 and Series 65 licenses and four years of industry experience. His prior roles include positions at Eagle Strategies LLC, Nylife Securities LLC, and New York Life Insurance Company. Ventura Wealth Management provides financial planning and portfolio management services to individuals, high-net-worth clients, trusts, estates, charitable organizations, corporations, and retirement plans. The firm employs a model portfolio and asset-allocation approach that integrates fundamental, quantitative, and technical analysis alongside risk control and macroeconomic evaluation.

Morgan Downs is a financial advisor at Ventura Wealth Management with eight years of industry experience. He holds Series 63 and Series 65 licenses and has worked at firms including Osaic Wealth, Inc. and American Portfolios Financial Services, Inc. Outside of his advisory role, he serves as Co-Chair of the Young Professional Committee for the Lower Bucks Chamber of Commerce. Ventura Wealth Management provides financial planning and portfolio management services to individuals, high-net-worth clients, trusts, estates, charitable organizations, corporations, and retirement plans. The firm employs model portfolios and an asset-allocation framework that integrates fundamental, quantitative, and technical analysis with risk control and macroeconomic assessment.

Lucas Morreale is a financial advisor at Ventura Wealth Management with four years of industry experience. He holds a Series 66 designation and has worked at firms including Osaic Wealth, American Portfolios Financial Services, and Ameriprise Financial Services. His earlier career includes roles with the United States Senate and House of Representatives. Ventura Wealth Management provides financial planning and portfolio management services to individuals, high-net-worth clients, trusts, estates, charitable organizations, corporations, and retirement plans. The firm uses a model portfolio and asset-allocation approach that integrates fundamental, quantitative, and technical analysis alongside risk control and macroeconomic evaluation.

Nicholas Ventura is a financial advisor at Ventura Wealth Management with 44 years of industry experience. He holds Series 63 and Series 65 licenses and has previously worked at Osaic Wealth, Inc. and American Portfolios Financial Services, Inc. Ventura serves as a board member and treasurer for two child welfare nonprofits, the Children's Homes Society of NJ and PEI Kids Lawrenceville, dedicating significant time to these roles. Ventura Wealth Management provides financial planning and portfolio management services to individuals, high-net-worth clients, trusts, estates, charitable organizations, corporations, and retirement plans. The firm employs a diversified investment approach that integrates fundamental, quantitative, and technical analysis within an asset-allocation framework.

Thomas Cahill is a financial advisor at Ventura Wealth Management with 31 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at Ventura Wealth Management since 2010, as well as at Osaic Wealth, Inc. and American Portfolios Financial Services, Inc. Cahill is affiliated with professional organizations such as the CFA Institute and the New York Society of Securities Analysts, though he holds no active responsibilities with them. Ventura Wealth Management provides financial planning and portfolio management services to individuals, high-net-worth clients, trusts, estates, charitable organizations, corporations, and retirement plans. The firm employs a model portfolio and asset-allocation framework that integrates fundamental, quantitative, and technical analysis alongside risk control and macroeconomic assessment.

Gerald Fiess is a financial advisor at Ventura Wealth Management with four years of industry experience. He holds a Series 65 designation and previously worked at Alliance Bernstein Global Fund Administration and Bank of America/Merrill Lynch. Ventura Wealth Management offers financial planning and portfolio management services to individuals, high-net-worth clients, trusts, estates, charitable organizations, corporations, and retirement plans. The firm employs a model portfolio approach combining fundamental, quantitative, and technical analysis with risk-control and macroeconomic assessment.

William Purdy is a CFP® professional with nine years of industry experience, currently serving at Ventura Wealth Management. He has worked at Ventura Wealth Management since 2015 and was previously with American Portfolios Financial Services, Inc. and OSAIC. Purdy is also a registered representative with American Portfolio, dedicating limited time to this role. Ventura Wealth Management provides financial planning and portfolio management services to individuals, high-net-worth clients, trusts, estates, charitable organizations, corporations, and retirement plans. The firm manages approximately $599 million using model portfolios and an asset-allocation framework that integrates fundamental, quantitative, and technical analysis with risk control and macroeconomic assessment.

Daniel Mcelwee is a CFP® with 17 years of experience in the financial services industry. He is Executive Vice President at Ventura Wealth Management, where he has worked since 2010, and previously worked at American Portfolios Financial Services, Inc. Outside of his advisory role, he serves as president of the Point Pleasant Beach Public Education Foundation and treasurer of MorDance Ballet, a nonprofit ballet company, and also works as a freelance writer on non-financial subjects. Ventura Wealth Management provides financial planning and portfolio management to individuals, high-net-worth clients, trusts, estates, charitable organizations, corporations, and retirement plans. The firm manages approximately $599 million using a model portfolio approach that integrates fundamental, quantitative, and technical analysis alongside risk control and macroeconomic assessments.