Harmony Asset Management LLC

Michael Aloian is a financial advisor at Harmony Asset Management LLC in Tampa, FL, holding a Series 65 designation with four years of industry experience. He previously worked at Charlotte State Bank & Trust for 16 years before joining Harmony in 2022. Harmony Asset Management provides discretionary portfolio management and financial planning primarily for individual and high-net-worth investors, as well as mission-based organizations through a dedicated nonprofit advisory. The firm employs a long-term, risk-averse investment approach based on fundamental analysis and diversified multi-asset allocations, supplemented by proprietary technical models to time transactions.

Monica Kaufman is a CFP® with 12 years of industry experience, currently serving at Harmony Asset Management LLC since 2020. Her prior roles include positions at The Ayco Company, Mercer Allied, Morgan Stanley Private Bank, and Morgan Stanley Smith Barney. In addition to her advisory work, she is involved in tax advisory through Morley Consulting. Harmony Asset Management provides discretionary portfolio management and financial planning primarily for individual and high-net-worth investors, as well as mission-based organizations. The firm employs a long-term, risk-averse investment approach that combines fundamental analysis with proprietary technical models, managing client portfolios with a focus on high-conviction positions and generally avoiding leverage.

Stuart Henley is a financial advisor with Harmony Asset Management LLC in Auburn, AL, holding Series 63 and Series 65 licenses and bringing 40 years of industry experience. His prior roles include positions at Morgan Stanley Private Bank and Calton & Associates, Inc. He has been with Harmony Asset Management since 2018. Harmony Asset Management provides discretionary portfolio management and financial planning primarily for individual and high-net-worth investors, as well as mission-based organizations. The firm emphasizes long-term, risk-averse total-return strategies using fundamental analysis and diversified multi-asset allocations, supplemented by proprietary technical models to time trades.

Mark Eisenhut is a financial advisor at Harmony Asset Management LLC with nine years of industry experience. He holds Series 63 and Series 65 licenses and has previously worked at Mercer Investments, The Vanguard Group, and USAA. He serves as the executive director of HARMONEY Nonprofit, an advisory-related nonprofit organization. Harmony Asset Management provides discretionary portfolio management and financial planning primarily for individual and high-net-worth investors, as well as mission-based organizations through a dedicated nonprofit advisory. The firm employs a long-term, risk-averse investment approach that combines fundamental analysis with diversified multi-asset allocations and proprietary technical models to guide trading decisions.

Kenneth Jobson is a financial advisor with Harmony Asset Management LLC in Scottsdale, AZ, holding a Series 66 designation and bringing 11 years of industry experience. His prior roles include positions at Morgan Stanley Smith Barney, Platinum Wealth Partners, and Hayden Royal. Harmony Asset Management provides discretionary portfolio management and financial planning primarily for individual and high-net-worth investors, as well as mission-based organizations through a dedicated nonprofit advisory. The firm employs a long-term, risk-averse investment approach based on fundamental analysis and diversified multi-asset allocations, supplemented by proprietary technical models to time transactions.

Alan Rosenfield is a financial advisor with Harmony Asset Management LLC in Scottsdale, AZ, holding Series 63 and Series 65 credentials and bringing 22 years of industry experience. He has been with Harmony Asset Management since 2005. Rosenfield is a managing member of Harmony Research & Compliance LLC, which provides research ideas, investment strategies, and compliance services to Harmony AM. Harmony Asset Management offers discretionary portfolio management and financial planning primarily for individual and high-net-worth investors, as well as mission-based organizations through a dedicated nonprofit advisory. The firm employs a long-term, risk-averse investment approach using fundamental analysis and diversified multi-asset allocations, supplemented by proprietary technical models to time trades.

Hairold Lopez is a financial advisor at Harmony Asset Management LLC with seven years of industry experience. He holds a Series 65 designation and previously worked at Intel Corporation and Phillips 66. Outside of advising, he manages Yulee Health LLC, a medical device sales business. Harmony Asset Management provides discretionary portfolio management and financial planning primarily for individual and high-net-worth investors, as well as mission-based organizations. The firm employs a long-term, risk-averse investment approach using fundamental analysis and diversified multi-asset allocations, supplemented by proprietary technical models.

Dale Boettcher is a financial advisor at Harmony Asset Management LLC with 39 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at several firms, including American Wealth Management, Inc., Great Lakes & Atlantic Wealth Management, and Paver Solutions. Outside of advisory work, he is involved in an auto parts dealership business. Harmony Asset Management provides discretionary portfolio management and financial planning primarily for individual and high-net-worth investors, as well as mission-based organizations through a nonprofit advisory division. The firm focuses on long-term, risk-averse investment strategies using fundamental analysis and diversified multi-asset allocations, supplemented by proprietary technical models.