Watershed Private Wealth

Sarah Pierce is a financial advisor at Watershed Private Wealth with 16 years of industry experience. She holds the Series 66 designation and has worked with firms including Steven L Braun, Northwestern Mutual, Creative Planning, and Scott Goldstein. Watershed Private Wealth provides discretionary portfolio management and financial planning to individuals, trusts, estates, retirement plans, charitable organizations, and business entities. The firm uses model-based strategies through a sub-adviser and a model marketplace, combining multiple investment approaches across a broad investable universe.

Brendan Moody is a financial advisor at Watershed Private Wealth with 17 years of industry experience. He holds Series 63 and Series 65 licenses and has previously worked at Fidelity Investments and Spotlight Asset Group. Moody serves as treasurer for the Fisher Falcon Education Foundation in a volunteer capacity. Watershed Private Wealth provides discretionary portfolio management and financial planning to individuals, trusts, estates, retirement plans, charitable organizations, and business entities. The firm employs model-based strategies combining third-party managers and in-house oversight, managing approximately $300 million with a small advisor team.

Joshi Koneru is a CFP®-certified financial advisor with 18 years of industry experience. He is currently with Watershed Private Wealth, where he has worked since 2022. His prior experience includes roles at Creative Planning and Fidelity Investments. Watershed Private Wealth provides discretionary portfolio management and financial planning to individuals, trusts, estates, retirement plans, charitable organizations, and business entities. The firm uses model-based investment strategies that combine third-party managers with in-house oversight, offering a broad investable universe that includes mutual funds, ETFs, structured notes, options, and cryptocurrency-linked ETFs.