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

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.

Operations Team

Leadership Team

Finance Team

Operations Team

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Team members

Other teams at Arete Wealth

Leadership Team

Finance Team