Purkiss Capital Advisors, LLC

Richard Purkiss Jr. is a CFP® professional with 22 years of industry experience, currently serving at Purkiss Capital Advisors, LLC. He has been with Purkiss Capital Advisors since 2001. He also serves as Board Chair and a member of the Investment Committee at Wooster School, where he oversees the school's endowment investments. Purkiss Capital Advisors provides discretionary investment management, financial planning, and consulting to individuals, including high-net-worth clients, as well as pension plans, trusts, estates, and charitable organizations. The firm employs a fundamental-analysis approach focused on absolute-return objectives and tailors portfolios to client-specific factors, incorporating options strategies on a limited basis for hedging and tactical purposes.

David Luo is a CFA® charterholder and holds the Series 66 designation, with five years of industry experience. He currently serves as an advisor at Purkiss Capital Advisors, LLC and has previously worked at Hightower, FMA Advisory, Edward Jones, and F&M Bank and Trust Company. Additionally, he is an adjunct professor of finance at Shippensburg University, where he teaches finance courses. Purkiss Capital Advisors provides discretionary investment management, financial planning, and consulting services to individuals, pension and profit-sharing plans, trusts, estates, charitable organizations, and business entities. The firm employs a fundamental-analysis approach focused on absolute-return objectives and customizes asset allocation and risk profiles according to client-specific factors, incorporating options strategies on a limited basis for hedging and tactical positioning.

Thomas Snayd is a CFP® professional with 24 years of industry experience, currently serving as an advisor at Purkiss Capital Advisors, LLC since 2017. Prior to this, he worked for Commonfund Asset Management Co., Inc. from 2005 to 2017. He also serves as the Investment Committee Chair for the Newtown Pension Committee. Purkiss Capital Advisors provides discretionary investment management, financial planning, and consulting services to individuals, pension and profit-sharing plans, trusts, estates, charitable organizations, and business entities. The firm employs a fundamental-analysis approach with tailored asset allocation and risk management, incorporating limited options strategies, and manages over $842 million in discretionary assets with a focused advisory team.