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Sailboat

Who We Are.

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Etico was founded by seasoned financial professionals who collectively have built the firm from the bottom up with the financial professional in mind. 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 enterprise class advisor solutions, resources and growth-centric strategies while maintaining its foundation of advisor-level flexibility and customized support.

Leadership

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Joe Arena
CIO

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Joe Leo
CEO

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Kyle Webber
COO

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Scott Weisman
Chairman

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David McQuade
VP, Operations

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Jon Weisbaum
CTO

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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Andrew Johnson
CEO
Testimonial IQ

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