Investment Strategy Team
About
The Investment Strategy Team at Spearhead Capital is responsible for developing and implementing tailored investment strategies that align with the unique financial goals of Family Offices and Ultra High Net Worth Individuals. This team conducts in-depth market research, evaluates alternative investment opportunities, and collaborates with wealth management professionals to optimize client portfolios and drive long-term financial growth. Their expertise in advanced wealth planning and strategic relationships further enhances their ability to deliver innovative solutions in today’s complex financial landscape.
Team members
Adam Blum
Associate Director, Investment...
Christopher Fineburg
MD, Strategic Relationships
Christopher Shepherd
MD, Wealth Management
Corey Tiller
MD, Portfolio Manager
Dallas Kantoci
Associate Director, Investment...
James Hickey
MD, Alternative Strategies
Kenneth Foley
MD, Wealth Management & Strate...
Mark R. Lesko
Director, Investment Services
Patrick Walsh
Associate Director, Investment...
Sagar Dalal
MD, Advanced Wealth Planning
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