Sutter Capital Partners, LLC

Robert Bull is a financial advisor with Addigence Corporation, holding Series 63 and Series 65 licenses and having 36 years of industry experience. He has worked with multiple firms including Sutter Capital Partners, Finalis Securities, and Boustead Securities. Outside of his advisory roles, he serves as a FINRA arbitrator and is involved in various consulting and compliance positions across several financial firms. Addigence Corporation operates an online-only investment platform providing discretionary portfolio management to tech-savvy investors, pooled vehicles, and certain businesses through a web-based application. The firm utilizes a proprietary algorithm to align client profiles with third-party portfolio managers’ strategies and executes trades electronically, relying primarily on performance-based fees rather than traditional asset-based charges.

Nickolas Alleva is a financial advisor at Sutter Capital Partners, LLC with over eight years of industry experience. He holds Series 63 and Series 65 licenses and previously worked at New York Life and its affiliated entities for nine years. Sutter Capital Partners provides investment advisory, consulting, and sales-and-marketing services primarily to pooled vehicles, institutional and corporate clients, and third-party investment managers. The firm focuses on non-discretionary portfolio management using stocks, bonds, mutual funds, ETFs, and pooled vehicles, and offers one-time financial planning and consulting engagements rather than maintaining retail investor accounts.

Daniel Mcclory is a financial advisor at Sutter Capital Partners, LLC with 26 years of industry experience. He holds the ChFC® designation and Series 66 license. His background includes roles at multiple firms such as Boustead Capital Markets LLP and Running Deer Partners LLC. Outside of advisory work, Mcclory serves as president and secretary of Cadogen & Cie Ltd., a business consulting firm unrelated to investment management. Sutter Capital Partners provides investment advisory, consulting, and sales-and-marketing services primarily to pooled vehicles, institutional and corporate clients, and third-party investment managers. The firm focuses on non-discretionary portfolio management and manager due diligence, offering one-time consulting engagements rather than maintaining retail investor accounts.

Thomas Friedberg is a financial advisor at Sutter Capital Partners, LLC with 34 years of industry experience. He holds Series 63 and Series 65 licenses and has worked with several affiliated firms, including Boustead Securities, LLC and Mineral King Partners, where he is the sole owner providing business consulting. Outside of his advisory roles, Friedberg provides non-investment related support to a disabled friend through In Home Supportive Services in Marin County. Sutter Capital Partners offers investment advisory, consulting, and sales-and-marketing services primarily to pooled vehicles, institutional and corporate clients, and third-party investment managers. The firm focuses on fundamental analysis, periodic account reviews, and employs sub-advisors for specialized strategies, while also providing manager due diligence and marketing support.