Vision Investment Advisors, LLC

Howard Rothman is a financial advisor at Vision Investment Advisors, LLC with 37 years of industry experience. He holds Series 63 and Series 65 licenses and has been with Vision Investment Advisors since 2000. Rothman is also involved in nonprofit organizations, serving as Treasurer for Congregation Agudath Sholom and President of Bi-Cultural Hebrew Academy, both nonprofit Jewish institutions. Vision Investment Advisors provides portfolio management services to individuals, high-net-worth clients, family offices, and select institutional investors. The firm emphasizes internally developed large-cap, growth-oriented equity strategies combined with income enhancement and offers option-based leveraged strategies for clients with higher risk tolerance.

Steven Freed is a financial advisor with Vision Investment Advisors, LLC, holding Series 63 and Series 65 licenses and 22 years of industry experience. He has been with Vision Investment Advisors since 2010 and previously worked at Tax Advisors of Palm Beach Inc. Mr. Freed is also president of Atlas Capital, LLC, a real estate investment company. Vision Investment Advisors provides discretionary and non-discretionary portfolio management to individuals, high-net-worth clients, family offices, and select institutional investors. The firm’s investment approach includes large-cap, growth-oriented equity selection supported by fundamental and technical analysis, income enhancement strategies, and option-based leveraged strategies for clients with higher risk tolerance.

Andrew Ribbens is a financial advisor at Vision Investment Advisors, LLC with three years of industry experience. He holds a Series 66 designation and has previously worked at Vision Financial Markets, CVS, Zodys At Sterling, and the University of Connecticut. Vision Investment Advisors provides discretionary and non-discretionary portfolio management to individuals, high-net-worth clients, family offices, and select institutional investors. The firm’s investment approach emphasizes large-cap, growth-oriented equity selection supported by fundamental and technical analysis, complemented by income strategies such as covered-call writing and fixed-income allocations.

William Katzelis is a financial advisor at Vision Investment Advisors, LLC with three years of industry experience. He holds a Series 65 designation and has worked at several firms including Divergent Capital Asset Management LLC and Clarity Capital Partners. Katzelis is also the Branch Office Manager at High Ridge Futures LLC, where he operates the branch office and services clients. Vision Investment Advisors provides discretionary and non-discretionary portfolio management to individuals, high-net-worth clients, family offices, and select institutional investors, employing internally developed investment strategies focused on large-cap, growth-oriented equities and income enhancement techniques. The firm also offers option-based leveraged strategies and managed-futures allocations, serving clients with varying risk tolerances.

Emanuel Romero Vicini is a financial advisor at Vision Investment Advisors, LLC with 24 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at Vision Financial Markets since 2020. He is also the CEO of Resilience Investment Advisory Compliance Consultants, a firm providing RIA creation services and compliance consulting to independent advisors. Vision Investment Advisors offers discretionary and non-discretionary portfolio management to individuals, high-net-worth clients, family offices, and select institutional investors. The firm focuses on large-cap, growth-oriented equity strategies complemented by income enhancement and option-based leveraged strategies for clients with higher risk tolerance.

Luke Berte is a financial advisor at Vision Investment Advisors, LLC in Stamford, CT, holding Series 63 and Series 65 licenses with six years of industry experience. His prior work includes roles at UBS Securities LLC and COR Clearing LLC. Vision Investment Advisors provides discretionary and non-discretionary portfolio management to individuals, high-net-worth clients, family offices, and select institutional investors, focusing on large-cap, growth-oriented equity selection, income enhancement, and option-based leveraged strategies. The firm also allocates to third-party managers and managed-futures programs.

John Karafa is a financial advisor at Vision Investment Advisors, LLC with 26 years of industry experience. He holds Series 63 and Series 66 licenses and serves as Vice President and Risk Manager at High Ridge Futures LLC, a futures introducing brokerage firm. Outside of his financial career, he is involved in youth sports as the Lacrosse Director at Stratford Storm Lacrosse. Vision Investment Advisors provides discretionary and non-discretionary portfolio management to individuals, high-net-worth clients, family offices, and select institutional investors. The firm employs internally developed investment strategies focused on large-cap, growth-oriented equities, income enhancement, and option-based leveraged strategies, while also facilitating allocations to third-party managers and managed-futures programs.

Ana Martinez is a financial advisor at Vision Investment Advisors, LLC with 17 years of industry experience. She holds Series 63 and Series 66 licenses and has worked at Vision Brokerage Services since 2011 and Vision Financial Markets LLC since 2006. Vision Investment Advisors provides discretionary and non-discretionary portfolio management to individuals, high-net-worth clients, family offices, and select institutional investors. The firm’s investment approach focuses on large-cap, growth-oriented equity selection supported by fundamental and technical analysis, with additional strategies including income enhancement and option-based leveraged portfolios.

Justin Boshnack is a financial advisor at Vision Investment Advisors, LLC with 10 years of industry experience. He holds Series 65 and Series 66 licenses and has worked at Luke Asset Management Partners and Vision Investment Advisors, as well as managing Three Lake Trading Company, Inc., where he serves as president. Outside of advisory work, he is also CEO and president of HedgeRock Capital Inc., a commercial real estate finance company. Vision Investment Advisors provides portfolio management services to individuals, high-net-worth clients, family offices, and select institutional investors, focusing on equity, balanced, dividend, and fixed-income strategies. The firm offers internally developed investment methodologies emphasizing large-cap, growth-oriented equity selection and income enhancement, with additional options-based and managed-futures strategies for clients with higher risk tolerance.