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.
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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 25 years of experience in financial services. He joined Formidable in 2017 and manages asset portfolios for individuals, charities, and businesses. Jim’s practice is to build and enhance accumulating assets, and to preserve and aid in the tax efficient transfer of [...]
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 Chief Financial Officer at Formidable. She has been with the firm since its founding and has worked with its CEO, Will Brown, since 2011. Krysten has been instrumental in the growth and development of the firm, and continues to be a valuable resource for clients, advisors and [...]
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 [...]
Ben Siefring, CFP®, ChFC®, LUTCF SR. PORTFOLIO MANAGER Ben is a Certified Financial Planner with more than a decade 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 mortgages, [...]
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 / CLIENT EXPERIENCE SPECIALIST Action-driven and diligent, Devon serves as a Client Service Associate at Formidable. Working closely with both the advisors and clients, she is dedicated to delivering excellence in helping clients open new accounts, resolve issues, and achieve their financial goals. Coming from an artistic background, Devon [...]