Episode 13 features Adam Eaglston, the Chief Investment Officer of Formidable Asset Management. Formidable is an active and adaptable financial services company. They employ a disciplined process and build client portfolios and develop financial plans.
Thank You, Gentlemen! As summer comes to an end—Formidable would like to extend a heartfelt thanks to our summer interns for all their great work. We wish Sathya Panchu and Pierce Kreider the best of luck as they return to Cal-Berkeley and UNC, respectively. We’re all excited to see what they do next, and [...]
Key Takeaways • The second largest bank failure in U.S. history was not enough to take stock indexes lower in April. • A smaller and smaller cohort of megacap stocks continues to account for almost all of the market’s returns. • Current expectations for the paths of earnings and interest rates are almost certainly mutually exclusive yet serve as the foundation on which index investors are relying.
Jim Gaunt SR. PORTFOLIO MANAGER Jim is a Senior Portfolio Manager with 20 years of experience in financial services. He joined Formidable in 2017 and manages asset portfolios for individuals as well as institutions, municipalities and businesses. Jim’s goal is to build and preserve wealth, and he works closely with his clients to [...]
Terri Connelly FINANCIAL ADVISOR & SENIOR PORTFOLIO MANAGER Terri is a Financial Advisor and Senior Portfolio Manager with over 28 years of experience in investment management and financial planning. Terri works closely with clients on all aspects of managing their investments and financial planning. She works with families on multi-generational planning, divorce [...]
Krysten Taylor CFO Krysten is the Director of Client Services and Chief Financial Officer at Formidable. She has been with the firm since it was founded and has worked with Will Brown since 2011. Krysten has been instrumental in the growth and development of the firm and has been a valuable resource for [...]
Will Brown CEO/MANAGING PARTNER Will is the managing partner and chief executive officer of Formidable Asset Management, and founded the firm in 2013. He has nearly 25 years of experience in the financial management industry, having previously worked for a large retail brokerage. A life-changing event more than 12 years ago set Will [...]
Ben Siefring, CFP®, ChFC®, LUTCF PORTFOLIO MANAGER Ben is a Certified Financial Planner with more than eight years of experience creating financial blueprints for individuals, families and small-business owners. He takes a comprehensive approach to planning, going beyond solely looking at return on investments to assess his clients’ entire financial picture, including [...]
Jason Wainscott COO & GENERAL COUNSEL Jason is Formidable’s Chief Operating Officer and General Counsel. He works with the team on day-to-day operations while also administering Formidable’s SEC compliance program, and maintaining the firm’s policies, procedures and code of ethics. Jason works to ensure that operations are transparent—ensuring the firm’s clients have enough [...]
Devon Berta CLIENT SERVICE ASSOCIATE As Formidable Asset Management’s Client Service Associate, Devon Berta is often the first point of contact for the firm’s clients.She is an invaluable member of the staff, assisting clients and advisors, preparing communications, coordinating events, and serving as the go-to team member.Devon is dedicated to serving clients in [...]
