Wilde Capital Management, LLC

Mark Sloss is a financial advisor at Wilde Capital Management, LLC in Cleveland, OH, holding Series 63 and Series 66 registrations with 30 years of industry experience. His career includes roles at UBS Financial Services and Cirrus Research LLC, where he contributes investment research and portfolio construction. Outside of advising, he is president of Northbranch Records, LLC, a business involved in the sale of professional musical instruments, and he founded Regenerative Investment Strategies, LLC, a management consulting firm focused on ESG business and marketing strategies. Wilde Capital Management is a small SEC-registered advisory firm serving individuals, institutions, and nonprofits with discretionary portfolio management and wrap fee program management. The firm employs a multi-disciplinary investment approach and offers several named strategies, including ESG and an unconstrained V-Strategy, typically investing across a broad range of asset classes.

Douglas Wilde is a financial advisor with Wilde Capital Management, LLC in Cleveland, OH, holding Series 63 and Series 66 licenses and bringing 28 years of industry experience. He is a managing partner at Wilde Capital Management and also serves as a registered analyst with Cirrus Research, LLC, where he performs investment research and portfolio construction. Wilde has been involved with Wilde Capital Management since 2015 and with Cirrus Research since 2017. Wilde Capital Management is a small SEC-registered advisory firm managing approximately $10.2 million for about 47 clients. The firm provides discretionary portfolio management to individuals, institutions, and nonprofit entities, employing a blend of quantitative, fundamental, technical, cyclical, and modern portfolio theory in tactical asset allocation across global markets.