Vesteer Wealth Management, LLC

Frank Stalla is a CFA® charterholder with three years of industry experience, currently serving as an advisor at Vesteer Wealth Management, LLC since 2022. Prior to joining Vesteer, he worked at AccessBank and has been involved with two education and training companies, Revu Exams LLC and Charter Content Solutions LLC, where he holds principal and consultant roles respectively. Vesteer Wealth Management, LLC provides discretionary asset management, financial planning, and retirement-plan fiduciary services to individuals, high-net-worth clients, trusts, and estates. The firm employs tailored investment strategies that incorporate fundamental, cyclical, and statistical techniques and offers both limited-scope and full discretionary ERISA plan services.

Alexander Sullivan is a financial advisor at Vesteer Wealth Management, LLC in Charlottesville, VA, holding a Series 65 designation with three years of industry experience. Prior to joining Vesteer in 2022, he worked at Carahsoft beginning in 2018 and was a full-time student from 2010 to 2018. Vesteer Wealth Management provides discretionary asset management, financial planning, and retirement-plan fiduciary services to individuals, high-net-worth clients, trusts, and estates. The firm employs a tailored investment approach using fundamental, cyclical, and statistical techniques and offers both limited-scope and full discretionary ERISA plan services.

Rodney Sullivan is a CFA® charterholder and holds a Series 66 license with six years of industry experience. He is currently affiliated with Vesteer Wealth Management, LLC and RPS Partners, LLC and serves as Executive Director at the University of Virginia Darden Graduate School of Business, where he is involved in teaching and management. His prior experience includes roles at AQR Capital Management and the Journal of Alternative Investments. Vesteer Wealth Management, LLC provides discretionary asset management, financial planning, and retirement-plan fiduciary services to individuals, high-net-worth clients, trusts, and estates. The firm uses a tailored investment approach combining fundamental, cyclical, and statistical techniques and often delegates portfolio implementation to sub-advisors, serving a select client base with approximately $22.4 million in assets under management.