Verdence Capital Advisors, LLC

Peter Mcgratty is a CFA® charterholder with over a decade of experience in the financial industry. He has worked at Pinnacle Advisor Solutions, Congress Wealth Advisor Solutions, and Precursor Asset Management before joining Verdence Capital Advisors, LLC. Verdence Capital Advisors serves individual and institutional clients, including high-net-worth individuals, business entities, pension and profit-sharing plans, trusts, and charitable organizations. The firm employs a blend of fundamental, technical, and cyclical analysis in its investment decisions and offers specialized services such as family office support and tailored advice for professional athletes and entertainers.

Leo Kelly is a financial advisor with Verdence Capital Advisors, LLC, holding a Series 66 designation and 28 years of industry experience. He has worked at Verdence since 2017 and concurrently at Independent Access Partners since 2019. Outside of his advisory role, he serves as a board member and shareholder of Devils River Holdings LLC, a holding company for a whiskey distillery. Verdence Capital Advisors serves individual and institutional clients, including high-net-worth individuals, business entities, pension and profit-sharing plans, trusts, and charitable organizations. The firm offers discretionary portfolio management, financial planning, and consulting through specialized teams and employs a mix of fundamental, technical, and cyclical analysis to guide investment decisions.

Brian Grumbach is a CFP® professional with 28 years of industry experience. He has been with Verdence Capital Advisors, LLC since 2017 and previously worked at Hightower Securities, LLC and Hightower Advisors, LLC from 2012 to 2017. He is also a partner in Hunt Valley Partners, an investment partnership for personal investment purposes. Verdence Capital Advisors serves individual and institutional clients, including high-net-worth individuals, business entities, and charitable organizations, providing discretionary portfolio management, financial planning, and consulting. The firm employs a blend of fundamental, technical, and cyclical analysis and offers specialized teams for family office services, sports and entertainment clients, and sub-advisory consulting.

Ayaz Hasan is a CFP® and holds a Series 66 designation, with 17 years of experience in the financial services industry. He is currently with Verdence Capital Advisors, LLC and previously worked at Morgan Stanley Private Bank, N.A. and Morgan Stanley Smith Barney LLC. Verdence Capital Advisors serves individual and institutional clients, including high-net-worth individuals, pension plans, trusts, and charitable organizations, offering discretionary portfolio management, financial planning, and consulting through specialized teams such as family office services and a Sports & Entertainment practice. The firm employs a mix of fundamental, technical, and cyclical analysis for investment decisions, utilizing a range of strategies and investment vehicles tailored to client objectives.

Carol Hopkins is a financial advisor at Verdence Capital Advisors, LLC with one year of industry experience. She holds a Series 65 designation and previously worked at PNC Bank NA for 21 years before retiring for three years. Hopkins resumed her advisory career in 2024 at Verdence Capital Advisors. Verdence Capital Advisors serves a diverse client base including high-net-worth individuals, business entities, pension and profit-sharing plans, trusts, and charitable organizations. The firm employs a combination of fundamental, technical, and cyclical analysis to manage portfolios using a range of investment vehicles and offers specialized services such as family office support and tailored advice for professional athletes and entertainers.

Noel La Montagne is a financial advisor at Verdence Capital Advisors, LLC with six years of industry experience. He holds a Series 65 credential and has been with Verdence since 2019. In addition to his advisory role, he is a certified NFL Players’ Association agent, managing client careers and negotiating player and marketing contracts through Compass Sports Advisors. Verdence Capital Advisors serves individual and institutional clients, including high-net-worth individuals, business entities, and charitable organizations, providing discretionary portfolio management, financial planning, and consulting. The firm employs a combination of fundamental, technical, and cyclical analysis to implement investment strategies across various asset classes and offers specialized services for family offices and professional athletes.

John Piccirilli is a financial advisor with Verdence Capital Advisors, LLC in Bradenton, FL. He holds Series 63 and Series 65 designations and has experience with several firms including Long Boat Key Capital, LLC and Five Star Bank. In addition to his advisory role, he serves as managing member and investor in multiple family-related private investment entities. Verdence Capital Advisors serves individual and institutional clients, including high-net-worth individuals, trusts, and charitable organizations, offering discretionary portfolio management, financial planning, and consulting. The firm employs a blend of fundamental, technical, and cyclical analysis and provides specialized services such as family office support and tailored advice for professional athletes and entertainers.

John Morgan is a financial advisor with Verdence Capital Advisors, LLC, holding Series 63 and Series 65 credentials and bringing 30 years of industry experience. He has worked with Verdence since 2017 and previously spent three years with Hightower Advisors and Hightower Securities. Morgan also serves as a FINRA arbitrator. Verdence Capital Advisors provides discretionary portfolio management, financial planning, and consulting services to individual and institutional clients, including high-net-worth individuals, business entities, pension plans, trusts, and charitable organizations. The firm employs a blend of fundamental, technical, and cyclical analysis across various investment strategies and offers specialized teams for family office services, sports and entertainment clients, and sub-advisory consulting.

Dwight Davenport is a financial advisor at Verdence Capital Advisors, LLC with 25 years of industry experience. He holds Series 63 and Series 65 designations and previously worked at Greenport Capital Advisors, LLC for nine years. Verdence Capital Advisors serves individual and institutional clients, including high-net-worth individuals, business entities, pension and profit-sharing plans, trusts, and charitable organizations. The firm employs a blend of fundamental, technical, and cyclical analysis to manage portfolios through various investment vehicles and offers specialized teams for family office services, sports and entertainment clients, and sub-advisory consulting.

Kevin Cuff is a financial advisor at Verdence Capital Advisors, LLC with 24 years of industry experience. He holds Series 63 and Series 65 credentials and has previously worked at HighTower Advisors and Independent Access Partners, LLC. Outside of his advisory role, he coaches at Gorillaz Fitness in Forest Hill, MD. Verdence Capital Advisors serves individual and institutional clients, including high-net-worth individuals, pension plans, and charitable organizations, offering discretionary portfolio management, financial planning, and consulting. The firm employs a blend of fundamental, technical, and cyclical analysis to implement long- and short-term investment strategies across a variety of asset types.

Kerry Ahern is a financial advisor with Verdence Capital Advisors, LLC, holding Series 63 and Series 66 designations and 21 years of industry experience. His prior roles include positions at Morgan Stanley Smith Barney LLC, Fidelity Investments, and Janney Montgomery Scott LLC. Verdence Capital Advisors serves a diverse client base including high-net-worth individuals, business entities, pension and profit-sharing plans, trusts, and charitable organizations. The firm employs a blend of fundamental, technical, and cyclical analysis to manage portfolios through various investment vehicles and offers specialized services such as family office support and tailored advice for professional athletes and entertainers.

Nancy Mccolgan is a CFP® professional with seven years of industry experience. She has worked at Verdence Capital Advisors, LLC since 2022 and previously held roles at C12 Business Forums and PNC Bank N.A. from 2013 to 2020. Verdence Capital Advisors serves individual and institutional clients, including high-net-worth individuals, business entities, and charitable organizations, providing discretionary portfolio management, financial planning, and consulting. The firm offers specialized teams for family office services, sports and entertainment clients, and sub-advisory services, employing a mix of fundamental, technical, and cyclical analysis across a range of investment vehicles.

Robert Schmitt is a financial advisor at Verdence Capital Advisors, LLC with 27 years of industry experience. He holds Series 63 and Series 65 licenses and has worked previously at Triad Advisors, Inc. and SC&H Financial Advisors, Inc. Schmitt has been with Verdence since 2021. Verdence Capital Advisors serves individual and institutional clients, including high-net-worth individuals, pension plans, and charitable organizations, providing portfolio management, financial planning, and consulting through specialized teams such as family office services and a Sports & Entertainment practice. The firm employs a combination of fundamental, technical, and cyclical analysis to guide investment decisions across various asset types.

Meg Sheil Puopolo is a financial advisor at Verdence Capital Advisors, LLC with 24 years of industry experience. She holds Series 63 and Series 66 licenses and has worked at firms including Fidelity Investments and Purshe Kaplan Sterling Investments. She is a partner in Hunt Valley Partners, an investment partnership for personal investment purposes. Verdence Capital Advisors serves individual and institutional clients with discretionary portfolio management, financial planning, and consulting, employing a combination of fundamental, technical, and cyclical analysis across various investment vehicles. The firm offers specialized teams for family office services, sports and entertainment clients, and sub-advisory consulting for other registered advisers.

Mark Amberg is a CFP® with 31 years of industry experience, currently serving as a financial advisor at Verdence Capital Advisors, LLC since 2023. His prior experience includes twelve years at Bank of America, N.A. and Merrill Lynch, Pierce, Fenner & Smith Incorporated. Outside of his advisory role, he owns and leases residential properties in Alexandria, Virginia. Verdence Capital Advisors serves a diverse client base including high-net-worth individuals, business entities, pension plans, trusts, and charitable organizations. The firm offers discretionary portfolio management, financial planning, and consulting, employing a blend of fundamental, technical, and cyclical analysis across various investment vehicles tailored to client objectives.