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 equity programs.

Finance

Investment Management

Arete Wealth

Arete Wealth's headquarters in Nashville, TN, United States

Joshua D. Rogers

Jennifer Nelson

Linda Ieleja Gerstman

Alex Christie

Tucker Bixby

Karlton Kleis

David Hock

Christopher Ortiz

The Leadership Team at Arete Wealth is responsible for setting the strategic direction and ensuring operational excellence across the organization. This team oversees financial operations, compliance, and technology, driving initiatives that enhance service delivery for high-net-worth individuals and institutions. They collaborate to optimize investment strategies, manage capital markets, and foster a culture of innovation and integrity within the firm.

Leadership Team

The Finance Team at Arete Wealth plays a crucial role in managing the firm's financial operations and ensuring compliance across its various financial services. They oversee capital markets activities, develop strategic financial plans, and manage portfolios for high-net-worth clients. Their expertise in investment management and regulatory compliance supports the firm's commitment to delivering tailored financial solutions and maximizing value for clients and stakeholders.

Finance Team

The Operations Team at Arete Wealth is responsible for ensuring the seamless functioning of the company's financial services. They manage daily operational tasks, facilitate client transitions, and support the execution of investment strategies. The team also focuses on enhancing efficiencies within the firm, providing essential support to both the Broker-Dealer and Registered Investment Advisor components of the business.

Arete Wealth

Org chart

Teams

Leadership Team

Finance Team

Operations Team

Offices

Arete Wealth

Org chart

Teams

Leadership Team

Finance Team

Operations Team

Offices

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