Lazari Capital Management, Inc.

Richard Plamondon is a financial advisor at Lazari Capital Management, Inc. with 36 years of industry experience. He holds Series 63 and Series 65 designations and has worked at Lazari Capital since 2018, following a nine-year tenure at Mutual Securities. Outside of his advisory role, he is also a licensed insurance agent specializing in Medicare insurance products. Lazari Capital Management provides portfolio management, financial and estate planning, and pension consulting services to individuals, trusts, high-net-worth clients, pension and profit-sharing plans, corporations, and a private fund. The firm employs a multifaceted investment approach that includes fundamental, technical, cyclical, and quantitative analysis and manages accounts primarily on a discretionary basis.

Kristina Zimmerman is a financial advisor at Lazari Capital Management, Inc. with 30 years of industry experience. She holds Series 63, Series 65, and Series 66 licenses and has worked at firms including Lyndhurst Securities, Kovack Securities, and LPL Financial. Outside of her advisory role, she is president of Glasswing Consulting, Inc., a company providing business, operational, and compliance support to broker/dealers, RIAs, and fund companies. Lazari Capital Management offers portfolio management, financial and estate planning, and pension consulting to individuals, trusts, high-net-worth clients, pension and profit-sharing plans, corporations, and a private fund. The firm employs a diverse investment approach that includes fundamental, technical, cyclical, and quantitative analysis and manages accounts with regular monitoring and reviews.

Kirk Mekerdichian is a financial advisor at Lazari Capital Management, Inc. with six years of industry experience. He holds Series 63 and Series 65 licenses and has worked at Lazari Capital Management since 2019, with additional experience at Kovack Securities, Inc. and Iron Hill Wealth Management LLC. Lazari Capital Management provides discretionary and non-discretionary portfolio management, financial and estate planning, and pension consulting to individuals, trusts, high-net-worth clients, pension and profit-sharing plans, corporations, and a private fund. The firm employs a multifaceted investment approach that includes fundamental, technical, cyclical, and quantitative analysis, and it offers services across a broad range of instruments.

Edward Levi is a financial advisor at Lazari Capital Management, Inc. with 46 years of industry experience. He holds a Series 63 designation and has worked at Lazari Capital Management since 2018. His prior experience includes roles at Oak Shore Partners, LLC and Beverly Hills Wealth Management. Lazari Capital Management provides portfolio management, financial and estate planning, and pension consulting services to individuals, trusts, high-net-worth clients, pension and profit-sharing plans, corporations, and a private fund. The firm uses a comprehensive investment approach that incorporates fundamental, technical, cyclical, and quantitative analysis across a broad range of instruments.

James Koller is an investment advisor representative at Lazari Capital Management, Inc. with 12 years of industry experience. He has held roles at Lyndhurst Securities, Kovack Securities, Park Avenue Securities, Guardian Life Insurance Company, and Wynn & Wynn Financial. In addition to his advisory work, he is involved in insurance sales as a sole proprietor. Lazari Capital Management provides portfolio management, financial and estate planning, and pension consulting to a diverse client base including individuals, trusts, high-net-worth clients, and corporations. The firm employs a comprehensive investment approach that integrates fundamental, technical, cyclical, and quantitative analysis and manages accounts primarily on a discretionary basis.

Hagop Karadanaian is a financial advisor at Lazari Capital Management, Inc. with 20 years of industry experience. He previously worked at Western Alliance Bank, Vanderbilt Financial Group, Merrill, Primerica, City National Bank, and Citigroup. Karadanaian holds Series 63 and Series 65 credentials. Lazari Capital Management provides advisory services to individuals, trusts, high-net-worth clients, pension and profit-sharing plans, corporations, and an affiliated private investment fund. The firm offers discretionary portfolio management and financial planning across a wide range of asset classes and employs a proprietary quantitative investment process for its private fund.

Emily Johnson is a CFP® certificant with 20 years of industry experience, currently serving at Lazari Capital Management, Inc. She previously worked at Ritholtz Wealth Management and Polaris Capital Advisors, LLC. In addition to her advisory role, she provides financial consulting in divorce as a Certified Divorce Financial Analyst and co-owns a local urban farm offering fresh produce and educational programs in Hilton Head, SC. Lazari Capital Management provides portfolio management, financial and estate planning, and pension consulting to a diverse client base including individuals, trusts, high-net-worth clients, and corporations. The firm employs a multifaceted investment approach combining fundamental, technical, cyclical, and quantitative analysis and manages accounts primarily on a discretionary basis.

Michael Karapetian is a financial advisor at Lazari Capital Management, Inc. with 28 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at firms including Honey Badger Capital LLC, Lyndhurst Securities, Kovack Securities, and Lazari Asset Management. Outside of his advisory work, Karapetian serves as president of the Karapetian Animal Rescue Environment Foundation, a nonprofit focused on animal rescue, environmental conservation, and community outreach, and holds trustee roles at Moravian University and Merlin Tuttle’s Bat Conservation. Lazari Capital Management provides portfolio management, financial and estate planning, and pension consulting to individuals, trusts, high-net-worth clients, corporations, and private funds. The firm utilizes a broad investment approach incorporating fundamental, technical, cyclical, and quantitative analysis, managing accounts primarily on a discretionary basis with regular monitoring and reviews.

Rajiv Shah is a financial advisor with Lazari Capital Management, Inc. He holds Series 63 and Series 65 licenses and has 22 years of industry experience. His work history includes roles at multiple investment firms, and he currently provides consulting on option and hedging strategies. Shah is involved in several supervisory and chief compliance officer roles across various investment-related firms. Lazari Capital Management serves individuals, trusts, high-net-worth clients, pension and profit-sharing plans, corporations, and an affiliated private investment fund. The firm offers discretionary portfolio management over a wide range of instruments and employs a proprietary quantitative investment process for its affiliated private fund.

Arax Ryvkin is a financial advisor with Lazari Capital Management, Inc. and holds a Series 66 designation. He has 18 years of industry experience, including prior roles at Kestra Financial Services and Nfp Advisor Services. Outside of his advisory work, Ryvkin has a long-standing career as an account manager at Air Products & Chemicals and serves as secretary for a homeowners association and a real estate holdings company. Lazari Capital Management provides portfolio management, financial and estate planning, and pension consulting services to individuals, trusts, high-net-worth clients, pension and profit-sharing plans, corporations, and a private fund. The firm employs a diverse investment approach that includes fundamental, technical, cyclical, and quantitative analysis across various asset classes.