Eastsound Capital Advisors, LLC

Jeffrey Pietsch is a CFA® charterholder with 14 years of industry experience, currently serving with Eastsound Capital Advisors, LLC. He has worked at Heritage Capital Advisors, Concert Wealth Management, Numetrix Capital, and Concert Capital Management among others. Outside of his advisory work, he co-owns Orcas Moon Alpacas, a small business selling alpaca and lamb products, and serves on the board of the Orcas Island Community Foundation. Eastsound Capital Advisors is an SEC-registered firm providing discretionary portfolio management and financial planning to individuals, charitable organizations, and businesses. The firm employs a combination of fundamental, technical, and cyclical analysis alongside strategic and tactical asset allocation in constructing client portfolios.

Niels Mcevoy is a financial advisor with Eastsound Capital Advisors, LLC, holding a Series 65 designation and three years of industry experience. He previously worked at Google for seven years and currently provides financial planning services through Cross Border Planning. Eastsound Capital Advisors is an SEC-registered firm offering discretionary portfolio management and financial planning to individuals, charitable organizations, and businesses. The firm combines fundamental, technical, and cyclical analysis with both strategic and tactical asset allocation to build portfolios.

Clifton Hume is a financial advisor at Eastsound Capital Advisors, LLC with 25 years of industry experience. He holds Series 63 and Series 66 designations and has worked at firms including Sowell Management Services, CONCERT Wealth Management, Inc., and Raymond James Financial Services Advisors, Inc. He also provides advisory services through his DBA, Western Financial, LLC. Eastsound Capital Advisors is an SEC-registered firm offering discretionary portfolio management and financial planning to individuals, charitable organizations, and businesses. The firm uses a combination of fundamental, technical, and cyclical analysis with strategic and tactical asset allocation to construct portfolios.

Mark Taylan is a financial advisor with Eastsound Capital Advisors, LLC, holding Series 63 and Series 65 credentials and bringing 19 years of industry experience. His prior roles include positions at Advisors 360 LLC, Guaranteed Rate Inc, and Direct Mortgage Funding Inc. He serves on the Board of Directors of FAREPA, a Silicon Valley trade organization for real estate professionals, contributing to industry education and networking without compensation. Eastsound Capital Advisors is an SEC-registered firm providing discretionary portfolio management and financial planning to individuals, charitable organizations, and businesses. The firm integrates fundamental, technical, and cyclical analysis with strategic and tactical asset allocation to manage portfolios across various securities and may act as a sub-advisor and signal provider to other investment advisers.

Gregory Syler is a financial advisor at Eastsound Capital Advisors, LLC with 15 years of industry experience. He holds Series 63 and Series 66 designations and has worked at multiple firms including Pacific Fortune Management and Sowell Management Services. Syler also owns Align Advisor Services, a compliance consulting business serving Registered Investment Advisers. Eastsound Capital Advisors is an SEC-registered firm offering discretionary portfolio management and financial planning to individuals, charitable organizations, and businesses. The firm utilizes a combination of fundamental, technical, and cyclical analysis alongside strategic and tactical asset allocation to build client portfolios.

Robert Hanna is a financial advisor with Eastsound Capital Advisors, LLC, holding Series 63 and Series 65 licenses and bringing six years of industry experience. He has been involved with Quantifiable Edges since 2008, where he conducts quantitative research and strategy development, and owns Hanna Capital Management, LLC, which provides administrative payment processing services. Eastsound Capital Advisors is an SEC-registered firm that offers discretionary portfolio management and financial planning to individuals, charitable organizations, and businesses. The firm integrates fundamental, technical, and cyclical analysis in its investment process and employs a range of asset classes and strategies to align with client goals and risk tolerances.

James Mcevoy is a ChFC®-designated financial advisor with 20 years of industry experience. He is currently with Eastsound Capital Advisors, LLC and has previously worked at Individual Asset Management and Concert Wealth Management, Inc. In addition to his advisory role, McEvoy owns and operates Cross Border Planning, a Belgian-registered licensed insurance brokerage specializing in life insurance and pension products. Eastsound Capital Advisors is an SEC-registered firm providing discretionary portfolio management and financial planning to individuals, charitable organizations, and businesses. The firm employs a combination of fundamental, technical, and cyclical analysis with strategic and tactical asset allocation to construct diversified portfolios.

Eric Butler is a financial advisor at Eastsound Capital Advisors, LLC with 16 years of industry experience. He holds Series 63 and Series 66 licenses. His prior roles include positions at Stadion Money Management, Fiduciary Investment Trusts, JM Equity Venture, and Digital Wealth Partners. Outside of his advisory work, he is an independent insurance agent transacting in insurance products, including annuities. Eastsound Capital Advisors provides discretionary portfolio management and financial planning to individuals, charitable organizations, and businesses. The firm utilizes a combination of fundamental, technical, and cyclical analysis and employs both strategic and tactical asset allocation to construct portfolios tailored to client goals.