- Home
- About
- Process & Technology
- Our Technologies
- Our Services
- Other Specialties
- Contact |
- Client Portal
Our combined experience across various financial advisory disciplines and institutional asset management allows each of us to bring a unique perspective to your portfolio development.
Successfully Passed:
General Securities Series 7
Uniform Investment Advisor Law Series 65
Uniform Securities Agent State Law Exam Series 63
General Securities Sales Supervisor Series 10
CA Real Estate Broker License # 01743894
CA NMLS License #1490132
CA Department of Ins License # OD75136
University of California at Santa Cruz
Bachelors of Science: Information Systems Management
Computer Science and Economics Blend
College of Financial Planning: Charted Retirement Planning Counselor Designation
University of California @ Santa Cruz
BA Economics
Does not provide financial advice.
Santa Clara University
BS Finance Minor Real Estate
Santa Clara University
MBA candidate
Military Service:
Active Duty Navy 2011-2018
2016 Deployment aboard the John C Stennis CVN 74
Navy and Marine Corps achievements medals (x2)
Does not provide financial advice.
Charles Schwab Client Services
Jeff Pietsch, JD CFA is a Registered Investment Adviser Representative in the States of Washington, California, Colorado, Massachusetts, Louisiana, and Texas, who has worked in the active and alternative investment industry since 2001. He is Managing Director of Capital Advisors 360 (CA360). Prior to forming CA360, 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 CA360, Mr. Pietsch also consults and serves as a sub-advisor to other RIAs, sharing his institutional investment insights and approaches.
Mr. Pietsch has been a Chartered Financial Analyst charter holder 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.
Greg Syler provides compliance consulting services to CA360 through his firm, Align Advisor Services. Greg has over twenty-five years of Compliance experience with some of the major Broker Dealers and RIA firms in the industry.
Greg has held positions as Operations Manager, Compliance Manager and Chief Compliance Officer. His first-hand knowledge and actual working experience enhance the level of service CA360 is able to provide its clients.
Rob Hanna is a Registered Investment Adviser Representative in the States of Massachusetts and Texas. Rob has worked as a full-time market professional since 2001. Prior to joining CA360, Rob managed his own private investment fund from 2001 – 2019.
Rob also runs Quantifiable Edges, where he offers a subscriber letter and other services focused on quantitative market analysis. He has been a sought after speaker throughout his career, presenting at major conferences for the MTA, NAAIM, and AAPTA among others. He has also been interviewed in several trading magazines and on trading podcasts over the years.
Rob is a 1992 graduate of the Boston College Carroll School of Management. He lives and works in Massachusetts but serves institutional and individual clients across the US and Europe.
Advisory services offered through Eastsound Capital Advisors, LLC dba Capital Advisors360, Advisors360 & Western Financial.
Eastsound Capital Advisors, LLC (“ECA”) is registered as an investment adviser with the United States Securities and Exchange Commission (the “SEC”). The information herein has not been approved or verified by the SEC, or by any state securities authority. ECA provides individual client services only in states in which it is filed or where an exemption or exclusion from such filing exists. Registration with the SEC does not imply a certain level of skill or training. The adviser’s approaches may not be suitable for all investors. All investing is risky and past performance, whether actual or tested, is no guarantee of future results or profitability. This content is developed from sources believed to be accurate, but is not guaranteed and the firm assumes no duty to update any information for subsequent changes of any kind. The information herein is not intended as individual investment, tax or legal advice. Please consult with your personal advisor, legal or tax professionals for specific information regarding your individual situation.
The companies listed on the website including Schwab, Interactive Brokers, Envestnet, Asset-Map, Money Guide Pro, Nitrogen, Elements, Capital Advisors360, Quantifiable Edges LLC, and Heritage Capital LLC are separate and unaffiliated firms that are not responsible for each other’s services or policies. The listed firms do not endorse or recommend any advisor, and the use of their logos does not represent the endorsement or recommendation of any advisor. The trademarks above are the property of their respective owners.