Distance Metro area (25 miles)
- CFA = Chartered Financial Analyst
- CFP = Certified Financial Planner
- ChFC = Chartered Financial Consultant
- CIMA = Certified Investment Management Analyst
- CDFA = Certified Divorce Financial Analyst
- CPA = Certified Public Accountant
- PFS = Personal Financial Specialist
John Linton (CRD# 5603229) is an Investment Advisor Representative working at Elbert Capital Management LLC in Denver, CO.
John founded Elbert Capital Management in 2018 and serves as the Managing Member and oversees all investment decisions. From 2015 to 2018, John worked as a Portfolio Manager and Associate at Metropolitan Merchant Capital and Metropolitan Partners Group, two related SEC registered investment advisers. While at Metropolitan, John managed a portfolio of $110 million of financial assets. From 2014 to 2015, he worked as an Investment Management Officer at the One Earth Future...
Andy Seth (CRD# 5296525) has been independently named “Five Star Wealth Manager, 2014 and 2015″, “Top 25 Most Influential Young Professionals in Colorado, 2012″ by ColoradoBiz Magazine, Denver Business Journal’s “Forty Under 40 in 2011” and selected as a finalist for “Denver’s Leader of the Year Award for 2011” and “Volunteer of the Year” by the editors of InvestmentNews. Andy leads the Private Client Advisor Group, leveraging his background working in client service and operations for Fortune 500 companies. Andy holds a Bachelor of Arts degree in both Economics and Spanish from Boston College,...
Kevin Smith (CRD# 2270325) is an Investment Advisor Representative working at Crescat Portfolio Management LLC in Denver, CO and has over 23 years of experience in the finance industry. Kevin is the founder and CEO of Crescat Captial. He is a hedge fund manager serving institutions and family offices with a robust, value-driven, multi-disciplinary investment process. He has delivered high risk-adjusted returns as a fully discretionary asset manager over the last seventeen years including through two record bear markets across three institutional-class investment products. Crescat's strategies have...
Desmond Cato is a Wealth Management Advisor that hopes to play a vital role in the lives of his clients, helping them plan for the lifestyle they want and connecting them to the options that are best.
Dez specializes in helping individuals in the areas of wealth management, retirement distribution planning, tax mitigation, business succession planning, amongst other financial planning related topics. Every portfolio is built for the long term, managed with a keen eye on risk, and created to put your needs front and center, where they belong.
Desmond holds FINRA Series 7 and Series 66 licenses....