Signature Resources Capital Management, LLC

Serena Nguyen is an advisor at Signature Resources Capital Management, LLC, holding a Series 66 license with approximately one year of industry experience. Her prior roles include positions at Mass Mutual Investors Services, MassMutual Life Insurance Co, Thrivent Investment Management, Andersen, and Wilson Elser. Outside of her advisory work, she has experience in the food service industry and has worked in education. Signature Resources Capital Management provides investment management, financial planning, and retirement plan consulting to individual and high-net-worth clients as well as plan sponsors and participants. The firm employs a Global Target Risk approach focused on broad global diversification and factor tilts, managing portfolios primarily through mutual funds and ETFs while customizing allocations to client objectives.

Michael Bornstein is an advisor at Signature Resources Capital Management, LLC with 13 years of industry experience. He holds Series 63 and Series 65 licenses and has previously worked at Mass Mutual, Park Avenue Securities, Guardian Life Insurance Company, and MML Investors Services Inc. Bornstein also serves as an insurance agent with Signature Resources Insurance and Financial Services. Signature Resources Capital Management provides investment management, financial planning, and retirement plan consulting to individual and high-net-worth clients as well as plan sponsors. The firm uses a Global Target Risk approach emphasizing global diversification and factor tilts, managing portfolios primarily with mutual funds and ETFs tailored to client objectives.

Simon Goldin is a CFP® with two years of industry experience, currently advising at Signature Resources Capital Management, LLC. His background includes roles at MML Investors Services LLC, MassMutual Life Insurance Co, and LPL Financial. Signature Resources Capital Management provides investment management, financial planning, and retirement consulting to individual and high-net-worth clients, as well as plan sponsors. The firm emphasizes a “Global Target Risk” approach with broad diversification and custom model portfolios implemented primarily through mutual funds and ETFs.

Kevin Messenger is an investment advisor representative at Signature Resources Capital Management, LLC with 15 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at MML Investors Services LLC and MassMutual Life Insurance Company since 2014. Messenger is also an insurance agent with Signature Resources Insurance and Financial Services. Signature Resources Capital Management provides investment management, financial planning, and retirement plan consulting to individual and high-net-worth clients as well as plan sponsors. The firm employs a Global Target Risk approach with broad diversification, managing customizable model portfolios primarily using mutual funds and ETFs.

Russtin Siadatian is a financial advisor with Signature Resources Capital Management, LLC, holding a Series 65 credential and eight years of industry experience. He currently serves as a Certified Divorce Financial Analyst for Strategic Divorce Planning and is involved in business consulting. His background also includes insurance sales and service through RTB Financial Group & Insurance Services. Signature Resources Capital Management provides investment management, financial planning, and retirement plan consulting to individual and high-net-worth clients as well as plan sponsors. The firm employs a “Global Target Risk” approach emphasizing broad diversification and factor tilts, managing portfolios primarily with mutual funds and ETFs while tailoring allocations to client objectives.

Aleksandar Glebov is a financial advisor with Signature Resources Capital Management, LLC, holding Series 63 and Series 65 designations and bringing 24 years of industry experience. He has been with Signature Resources Capital Management since 2011 and also works with MML Investors Services and Mass Mutual Life Insurance Company. In addition to his advisory roles, he is involved in insurance sales and service through Signature Resources Insurance and Financial Services. Signature Resources Capital Management provides investment management, financial planning, and retirement plan consulting to individual and high-net-worth clients, as well as plan sponsors and participants. The firm uses a “Global Target Risk” investment approach with customizable model portfolios emphasizing global diversification and factor tilts and acts as a sub-advisor on third-party platforms.

Brian Henderson is a CFA® charterholder affiliated with Signature Resources Capital Management, LLC. He has been with the firm since 2025 and has 19 years of experience through his work with Henderson Financial Consulting LLC, where he provides investment research and expert witness consulting. Henderson also serves as an Associate Professor of Finance at The George Washington University. Signature Resources Capital Management offers investment management, financial planning, and retirement plan consulting to individual and high-net-worth clients, as well as plan sponsors and participants. The firm utilizes a “Global Target Risk” approach that emphasizes global diversification and factor tilts, focusing on longer-term holdings mainly through mutual funds and ETFs.

Michelle Mai is a Series 65-licensed financial advisor at Signature Resources Capital Management, LLC with 12 years of industry experience. She has been with Signature Resources since 2016 and previously worked at Phi Beta Kapital Investments, Inc. from 2013 to 2016. Outside of her advisory role, Mai owns College Planning Source, a business focused on college planning. Signature Resources Capital Management provides investment management, financial planning, and retirement plan consulting to individual and high-net-worth clients, as well as plan sponsors and participants. The firm uses a “Global Target Risk” approach with a focus on broad diversification and factor tilts, managing portfolios primarily through mutual funds and ETFs while tailoring allocations to client objectives.

Richard Tso is a financial advisor at Signature Resources Capital Management, LLC with a Series 66 designation and less than one year of industry experience. Prior to joining the firm, he served six years in the US Navy and has held roles at MML Investors Services, MassMutual Life Insurance Co, and Grant Thornton. Outside of his advisory role, he is licensed as a real estate salesperson and assists clients in buying, selling, or renting properties. Signature Resources Capital Management provides investment management, financial planning, and retirement plan consulting to individuals, high-net-worth clients, and plan sponsors. The firm employs a Global Target Risk investment approach focused on broad diversification and factor tilts, managing portfolios primarily with mutual funds and ETFs tailored to client objectives.

Joshua Matyas is a CFP® affiliated with Signature Resources Capital Management, LLC. He has been in the industry since 2022, with prior experience at Blankinship & Foster, LLC and an educational background from San Diego State University. Signature Resources Capital Management provides investment management, financial planning, and retirement plan consulting to individual and high-net-worth clients as well as plan sponsors. The firm employs a Global Target Risk approach focused on broad diversification and customizes portfolios primarily using mutual funds and ETFs.

Samuel Lee is a financial advisor at Signature Resources Capital Management, LLC with approximately five years of industry experience. He holds a Series 66 designation and has worked previously at Statera Insurance Solutions, MML Investors Services, MassMutual Life Insurance, and in entrepreneurial roles including ShopSwap LLC and Saluk LLC. Signature Resources Capital Management serves individual and high-net-worth clients as well as plan sponsors and participants, providing investment management, financial planning, and retirement plan consulting. The firm uses a “Global Target Risk” approach focused on global diversification and factor tilts, managing portfolios primarily through mutual funds and ETFs while tailoring allocations to client objectives.

Anthony Rossi is a financial advisor at Signature Resources Capital Management, LLC with 16 years of industry experience. He holds a Series 66 designation and has worked at several firms including Park Avenue Securities and AE Wealth Management. Rossi is also active as an insurance agent with Signature Resources Insurance and Financial Services. Signature Resources Capital Management provides investment management, financial planning, and retirement plan consulting to individual and high-net-worth clients as well as plan sponsors and participants. The firm uses a Global Target Risk approach focused on broad global diversification and factor tilts, managing portfolios primarily with mutual funds and ETFs while tailoring allocations to client objectives.

Andrew Ficarra is a financial advisor with Signature Resources Capital Management, LLC, based in Scottsdale, AZ. He holds Series 65 and Series 66 licenses and has 10 years of industry experience, including roles at Cadence Wealth Management, LPL Financial, and THE Vanguard Group, Inc. Signature Resources Capital Management provides investment management, financial planning, and retirement plan consulting to individuals, high-net-worth clients, and plan sponsors. The firm uses a Global Target Risk approach focused on broad diversification and factor tilts and offers discretionary and non-discretionary portfolio management as well as sub-advisory services.

Alexander Lashkari is a financial advisor with Signature Resources Capital Management, LLC, holding a Series 66 designation and one year of industry experience. His prior experience includes positions at Mass Mutual Investors Services and MassMutual Life Insurance Company. Lashkari also operates Lashkari Wealth Management, LLC. Signature Resources Capital Management provides investment management, financial planning, and retirement plan consulting to individual and high-net-worth clients as well as plan sponsors. The firm employs a Global Target Risk approach with customizable model portfolios emphasizing global diversification and factor tilts, using primarily mutual funds and ETFs to tailor allocations to clients’ objectives.

Mark Mowrey is a CFA® charterholder with nine years of industry experience, currently serving at Signature Resources Capital Management, LLC since 2016. Prior to this, he worked at AFAM Capital Inc for 12 years. Outside of his advisory role, Mr. Mowrey serves as a director and investment committee chairperson for Symmco, Inc., a powdered metal component manufacturer, and is a co-founder and advisor for Global Digital Advisor Technologies, LLC, a technology-focused company developing a financial product and service marketplace. Signature Resources Capital Management provides investment management, financial planning, and retirement plan consulting to individual and high-net-worth clients, as well as plan sponsors. The firm employs a “Global Target Risk” investment approach that emphasizes global diversification and factor tilts, managing portfolios primarily with mutual funds and ETFs tailored to client objectives.