XCELSIOR ADVISOR PARTNERS LLC is an SEC-registered investment adviser (CRD 334779). Regulatory assets under management: $650.7M.
Compensation: % of AUM, Hourly, Fixed.
Clients served: Individuals, High net worth.
| Name | Role | Location |
|---|---|---|
| Matthew Stephen Curley | CO-CEO; LIVING TRUST - TRUSTEE; MANAGING MEMBER AND CHIEF COMPLIANCE OFFICER | — |
| Mark Allen Peterson | CO-CEO | — |
| Gene Forest Pucci | CHIEF COMPLIANCE OFFICER | — |
| Matthew Toelke | WEALTH ADVISOR/ADVISOR TRANSITION SPECIALIST | — |
| Calum Moats Bashford | WEALTH ADVISOR | — |
| Christopher Max Rathman | NATIONAL DIRECTOR OF BRANCH DEVELOPMENT | — |
| Rebecca L Gadus | INVESTMENT ADVISOR REPRESENTATIVE | — |
| David Tyson Eubanks | INVESTMENT ADVISOR REPRESENTATIVE | — |