Advisors at this firm
Alana Terese C
Series 65
Las Vegas, NV
Winans Investments
Alana Terese Calairo is a financial advisor at Winans Investments with one year of industry experience. She holds a Series 65 designation and has previously worked at Follett Corporation and California State University Sacramento. Winans Investments provides discretionary and non-discretionary portfolio management, advisory consulting, and research services to a range of clients including individuals, trusts, investment companies, and pension plans. The firm employs a quantitative and technical analysis approach to construct growth and fixed-income portfolios, offers personalized and model-based strategies, and licenses proprietary market indices and model strategies to other advisers.
Stephanie L
Series 63, Series 65
Las Vegas, NV
Winans Investments
Stephanie Larson is a financial advisor at Winans Investments with seven years of industry experience. She holds Series 63 and Series 65 designations. Prior to joining Winans Investments, she worked at Franklin Templeton Investments and Bank of the West, a BNP Paribas affiliate. Winans Investments provides portfolio management, advisory consulting, and research services to individuals, trusts, investment companies, and pension plans. The firm serves both non-high-net-worth and high-net-worth clients, employing a quantitative and technical investment approach based on screening thousands of publicly traded companies to construct growth and fixed-income portfolios.
Kenneth W
Series 63, Series 65
Las Vegas, NV
Winans Investments
Kenneth Winans is a financial advisor at Winans Investments with 32 years of industry experience. He holds Series 63 and Series 65 designations and has worked at Winans International since 1992. Outside of his advisory role, he serves as president of The W Foundation, a nonprofit organization dedicated to preserving and promoting space history through exhibits. Winans Investments provides discretionary and non-discretionary portfolio management, advisory consulting, and research services to individuals, trusts, investment companies, and pension plans. The firm serves a range of clients from non-high-net-worth to high-net-worth and employs a quantitative and technical analysis approach to construct growth and fixed-income portfolios, offering personalized strategies, model-based programs, and sub-adviser arrangements.
Brittany J
Series 65
Las Vegas, NV
Winans Investments
Brittany Jerez is a financial advisor at Winans Investments in Las Vegas, NV, holding a Series 65 designation with one year of industry experience. Her prior work includes five years at Harrison Drywall before joining Winans Investments. Winans Investments offers discretionary and non-discretionary portfolio management, advisory consulting, and research services to individuals, trusts, investment companies, and pension plans. The firm utilizes quantitative and technical analysis to construct diversified growth and fixed-income portfolios, serving both non-high-net-worth and high-net-worth clients.
