Arete Wealth
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Arete Wealth is a family of financial companies including a full-service Broker-Dealer (BD), Registered Investment Advisor (RIA) and Insurance firm. The firm’s asset management for high-net worth individuals and institutions comes through investment banking, alternative investment access and private... Read more
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Joshua D. Rogers
CEO & Founder
Joshua D. Rogers
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David Levine
Interim COO
Casey Cotton
Chief Technology Officer
Bob Chung
Chief Compliance Officer & General Counsel
David Hock
CFO & Financial Operations Principal
Christopher Ortiz
Senior Vice President
Jennifer Nelson
VP, Commissions & Licensing
Karlton Kleis
Managing Director of Capital Markets
Todd Doorenbos
Director of Capital Markets
Daniel Diaz
Investment Manager
Linda Ieleja Gerstman
Associate General Counsel
