Sailboat

Who We Are.

We understand that wealth is more than just money, it is venturing through life's stages on your terms. Our success is predicated on long-term client satisfaction. Etico was founded by seasoned financial professionals who collectively have built the firm from the bottom up through feedback from clients like you. Etico is a privately owned and operated, full-service SEC Registered Investment Adviser, FINRA Broker-Dealer, Merchant Bank, and Boutique Portfolio Manager.

 

Collectively, Etico is positioned to provide comprehensive financial solutions to allow our clients to live life well and plan for a future worth celebrating.

Leadership

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Joe Arena
CIO

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Joe Leo
CEO

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Dave McQuade
VP Operations

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Kyle Webber
COO

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Jon Weisbaum
CTO

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Scott Weisman
Chairman

Advisory Council

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Gus Carlson
CMO
Thomson Reuters

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Bob Ciesla
Vice President
Boeing

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Mark Epes
Head of Commerce
Minerva Analytics

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David Hart
Managing Partner
ZRG Partners

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