Spearhead Advisors, LLC

Patrick Mc Cann is a CFA® charterholder with over seven years of industry experience. He is currently with Spearhead Advisors, LLC and has held prior roles at firms including iTrust Capital and Pimco. Mc Cann is also the founder and consultant of Brightwork Consulting, specializing in solar financial and construction consulting. Spearhead Advisors provides discretionary portfolio management primarily to individual and high-net-worth clients, offering tailored equity-focused portfolios and retirement plan consulting services. The firm emphasizes fundamental security analysis and periodic portfolio review while serving certain pension plan sponsors under ERISA-focused arrangements.

Samantha Dalby is a financial advisor with Spearhead Advisors, LLC in Newport Beach, CA. She holds a Series 65 designation and has worked in the financial industry since 2015, with prior roles at DaVinci Financial, Coto Insurance, and Essential Trust Financial. Spearhead Advisors serves individual and high-net-worth clients, providing discretionary portfolio management, retirement plan consulting, and limited financial planning without an additional fee. The firm emphasizes individualized portfolios based on fundamental analysis and offers customized client service through a small team approach.

Nicholas Pardini is a financial advisor at Spearhead Advisors, LLC with four years of industry experience. He holds a Series 65 designation and has previously worked at Elevate Wealth Advisors, Davos Investment Research, and Parallax Volatility Advisors. Spearhead Advisors provides discretionary portfolio management primarily to individual and high-net-worth clients, offering tailored equity-focused portfolios along with retirement plan consulting and advisory services for held-away assets. The firm emphasizes fundamental security analysis and periodic portfolio reviews, implementing customized restrictions and using an independent custodian for trade execution and reporting.

David Dardashti is a financial advisor at Spearhead Advisors, LLC with 11 years of industry experience. He holds the Series 63 and Series 65 designations and has worked previously at Elevate Wealth Advisors, LLC and Mulholland Vista Capital Advisors, LLC. Spearhead Advisors provides discretionary portfolio management primarily to individual and high-net-worth clients, with services including retirement plan consulting and advisory work for held-away assets. The firm focuses on fundamentally driven, equity-focused portfolios tailored to each client and serves certain pension plan sponsors under ERISA arrangements.