Welcome to Advisors 360 Private Wealth Management
At Advisors 360, we understand the challenges individuals face when making important financial decisions. We are a boutique firm that realizes we cannot be all things to all people but strive to be all things to a few.
What sets us apart?
1. Our EXPERIENCE working with mutli-generation families
2. Our ability to tailor investment strategies to our clients needs
3. Unbiased recommendations
4. Our industry knowledge of investment offerings and whether they are appropriate
Founder and Managing Director at Advisors 360 LLC
I have a 17+ year track record of navigating clients through some of the most challenging financial markets. My experience with the traditional Wall Street Firms, Big Banks, and Independent brokerage firms have been integral in determining the best solutions for my clients. What my experience has taught me is that no one investment firm or strategy is consistently better than the other. In my many years of advising clients I have been put to the test with real life challenges, transitioning clients to different phases of their lives, tragedies, and successes. It has been my pleasure to walk with many of my clients to the end of their lives and continue their legacies with their loved ones.
What truly sets me apart is:
1. My experience guiding clients through all types of financial decisions over an almost two decade career
2. I have no bias toward any financial product or investment company
3. I keep the number of clients I work with to a minimum so I can ensure that they get the attention they deserve
4. I embrace technology and innovation to help me manage risk more effectively and deliver a great client experience
Mark Taylan is an investment advisor representative with Eastsound Capital Advisors LLC. He has worked for several private client wealth divisions at many of the largest firms on Wall Street. His past roles include Senior Financial Consultant, Vice President of Investments, Vice President, Private Client Advisor, Financial Advisor, and Managing Partner. His 20+ year career in the financial services industry gives him unique industry insight and helps him assess client’s portfolios from an unbiased perspective. Mark graduated from the University of California at Santa Cruz with a Degree in Management Information Systems. This unique blend of Computer Science and Economics has translated well in the understanding and explanation of the financial markets. He is also a licensed California Real Estate Broker and received his Chartered Retirement Planning Counselor designation from the College of Financial Planning. He has successfully passed his Series 7 and is licensed with the CA Department of Insurance. CA Insurance License #OD75136
We have strategic partnerships with several investment and technology firms.
Eastsound Capital Advisors LLC
Provides advisory services, portfolio review and customized investment strategies and management.
Messrs. Pietsch and Taylan, both registered with Eastsound Capital Advisors, LLC, frequently collaborate to serve our clients with a team approach to managing your wealth.
Jeff Pietsch, JD CFA is a Registered Investment Adviser Representative in the states of Washington, California, Michigan, Louisiana and Texas, who has worked in the active and alternative investment industry since 2001. He is Managing Director of Eastsound Capital Advisors, LLC (ECA). Prior to forming ECA, he managed his own private investment fund and authored a popular financial education newsletter.
Mr. Pietsch is a recognized writer and sought after guest speaker on the topics of active portfolio management and quantitative trading system development and analysis. In addition to his practice at ECA, Mr. Pietsch also consults and serves as a sub-advisor to other RIAs, sharing his investment insights and approaches.
Previously, as Senior Investment Associate for a $100-million-plus Chicago hedge fund, he developed risk-neutral, statistical arbitrage and high-yield bond momentum strategies, as well as trade execution and cash management back-office systems. Mr. Pietsch has also served as President of a ~$2B registered investment advisor, Executive Manager of a tactical programs advisor, CEO of a venture-backed hospital products company, principal at a real estate consulting firm, and COO of a high-end themed attractions enterprise. Mr. Pietsch began his career as a Management Consultant at Big Four CPA firm, KPMG Peat Marwick.
Mr. Pietsch has been a Chartered Financial Analyst charterholder since 2003. He also holds an MBA in finance from Northwestern University’s Kellogg School of Management, a JD from the Northwestern University School of Law, and a BSc from Cornell University. His full C.V. is available here at LinkedIn.
This is our primary custodian for holding client assets. We also have the ability to work with other firms so assets do not have to be moved.
Software that provides performance reporting on entire portfolio including assets held away at other financial institutions.