Del-Sette Capital Management, LLC

Ann Arceo is a financial advisor at Del-Sette Capital Management, LLC with 14 years of industry experience. She holds a Series 66 designation and has previously worked at Rooted Planning Group and Savvy Duo Financial Planning, Inc. Del-Sette Capital Management serves individuals, high-net-worth clients, trusts, and estates by providing discretionary investment management and comprehensive financial planning. The firm employs a primarily long-term investment approach that combines fundamental, technical, and cyclical analysis to select low-cost mutual funds, ETFs, and individual stocks, and offers additional services including estate-planning document facilitation, donor-advised fund support, insurance consulting, and tax preparation.

Dustin Troia is a financial advisor at Del-Sette Capital Management, LLC with a Series 65 credential and one year of industry experience. Prior to entering financial services, he worked in the biopharmaceutical sector at Umoja Biopharma, Inc. and Juno Therapeutics/Celgene/Bristol Myers Squibb from 2015 to 2024. Del-Sette Capital Management serves individuals, high-net-worth clients, trusts, and estates by providing discretionary investment management and comprehensive financial planning. The firm employs a primarily long-term investment approach that incorporates fundamental, technical, and cyclical analysis, and offers additional services including estate-planning facilitation, donor-advised fund support, insurance consulting, and tax preparation.

Jeremy Scher is a financial advisor at Del-Sette Capital Management, LLC with six years of industry experience. He previously worked at Goldman Sachs & Co. LLC and has served as an Emergency Medical Technician and Field Training Officer for the volunteer-led nonprofit Delmar-Bethlehem EMS. Scher holds Series 63 and Series 65 licenses and is also a licensed insurance agent. Del-Sette Capital Management serves individuals, high-net-worth clients, trusts, and estates with discretionary investment management and comprehensive financial planning. The firm employs a long-term investment approach combining fundamental, technical, and cyclical analysis, and offers additional services including estate-planning facilitation, donor-advised fund support, insurance consulting, and tax preparation.

Glen Allen is a CFP® with 24 years of industry experience, currently advising at Del-Sette Capital Management, LLC since 2020. He previously worked at Charles Schwab and Charles Schwab Bank from 2015 to 2019. Del-Sette Capital Management serves individuals, high-net-worth clients, trusts, and estates with discretionary investment management and comprehensive financial planning. The firm combines fundamental, technical, and cyclical analysis to manage portfolios, and offers additional services including estate-planning facilitation, donor-advised fund support, insurance consulting, and tax preparation.

Hermes Del Sette III is a CFP® and Series 66 credentialed financial advisor with 14 years of industry experience. He is the founder of Del-Sette Capital Management, LLC, where he has been self-employed since 2012. In addition to his advisory role, he is also a licensed insurance agent. Del-Sette Capital Management serves individuals, high-net-worth clients, trusts, and estates by providing discretionary investment management and comprehensive financial planning. The firm employs a long-term investment approach that combines fundamental, technical, and cyclical analysis to select low-cost mutual funds, ETFs, and individual stocks, while also offering estate-planning facilitation, donor-advised fund support, and in-house tax and insurance consulting.