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

Joshua D. Rogers

Linda Ieleja Gerstman

Bob Chung

Jennifer Nelson

Casey Cotton

Todd Doorenbos

Karlton Kleis

David Hock

Daniel Diaz

Christopher Ortiz

David Levine

Leadership Team

Finance Team

Operations Team

Teams at Arete Wealth

Leadership Team

Finance Team

Operations Team