Advisors at this firm
David C
Series 65
Hobart, WI
Vestura, LLC
David Counihan is a financial advisor at Vestura, LLC with five years of industry experience. He holds a Series 65 designation and has been with Vestura since 2012. Vestura serves individuals, pension and profit-sharing plans, and corporate entities by providing discretionary portfolio management and investment supervisory services. The firm manages approximately $299 million across about 67 client relationships, focusing on individualized Investment Policy Statements and a combination of charting, fundamental and technical analysis in their investment approach.
Jared B
CFA®
Hobart, WI
Vestura, LLC
Jared Bowers is a CFA® charterholder with 10 years of industry experience. He has worked at Vestura, LLC since 2016 and Avalon Capital Group since 2011. Outside of his advisory roles, he is a co-owner and officer of Bluestem LLC, a small business that produces a cattle grafting product called MotherUp. Vestura serves individuals, pension and profit-sharing plans, and corporate entities with discretionary portfolio management and investment supervisory services. The firm customizes Investment Policy Statements for each client and manages approximately $299 million across about 67 client relationships, focusing on a concentrated client base and internal asset management.
Jason P
Series 63, Series 65
Hobart, WI
Vestura, LLC
Jason Perkins is a financial advisor at Vestura, LLC with 19 years of industry experience. He holds the Series 63 and Series 65 designations and has been with Vestura since 2007. Vestura serves individuals, including high-net-worth clients, pension and profit-sharing plans, and corporate entities by providing discretionary portfolio management and investment supervisory services. The firm focuses on implementing individualized Investment Policy Statements through a combination of charting, fundamental and technical analysis, and both long- and short-term trading strategies.