Bill William Griffioen is a chief investment officer at Wealthelite. An investment adviser and broker licensed by the Financial Industry Regulatory Authority (FINRA). A seasoned financial expert and a veteran at brokerage. Over the years, Bill has focused on creating financial literacy, availing investors with the needed control and the right market to attain the best interest rates in returns. With over 17+ years’ experience trading the financial markets (forex, commodities and cryptocurrencies), Bill have been aiding clients by bringing them bare expertise when it comes to achieving their financial goals

Robert Shaffer, an investment manager with Wealthelite with over 18 years of proficiency in the financial market. Self-directed and driven financial investment manager with comprehensive accomplishments leading investment portfolio design, asset allocation, market analysis, alpha ROI and client relationship teams to ensure success and achieve goals. Known for innovative thinking with strong sell-side, individual, institutional, banking, brokerage and consulting acumen.

Demonstrated success developing and seamlessly executing entrepreneurial business development strategies within complex organizational structures. Recognized for maximizing performance by implementing appropriate risk management and analyzing details to gain an understanding of market/assets trends. Expertise includes developing and managing multi-million-dollar portfolios and advising C-level executives, high-net worth individuals and families.

Accomplishments:

• Maximize investment performance while mitigating risk by designing custom portfolios.
• Managed ultra-high net worth and complex individuals and family office relationships and account.

Patrick Sullivan joined WealthElite management in 2007 after working as an NFA Associate member and person(MIZUHO SECURITIES)

Patrick is Enthusiastic and a goal driven professional with highly skilled and numerous years of experience in the financial services industry(18+ years) and has served as a freelance floor portfolio manager and as an investment officer at Bar Harbor bank and Trust.

Patrick responsibilities have included portfolio management and risk management for individuals and institutional clients, financial planning and business development.

Patrick has dealt with both long and short term liquid assets. Skilled in analyzing and monitoring currency changes, execution of trades with precision timing, incorporating the key elements in portfolio management in order to maximize investors profits. Crucial in attaining set goals, risk mitigation and asset protection.

Aaron Brandon is a client relationship specialist with 20+ years of experience providing investment management and planning solutions to individual and institutional clients. Skilled communicator adept at developing and maintaining strong relationships with an unwavering focus on helping clients achieve their investment goal.

He leverage extensive capital markets experience and foremost client service skills to build fiduciary based relationships providing advisory services to prosperous individuals and families by creating long term financial plans and investment strategies.

Focus Areas.

• Financial planning
• Client relationship management and development
• Portfolio creation and analysis
• Investment strategies
• Market analysis
• Risk management

Richard brings over 22 years of investment management experience to the firm, adding to the robust and diversified investment committee. Prior to his appointment as CIO at Wealthelite. Richard served as Vice President and Portfolio Manager at RAVEN SECURITIES CORP. where he oversaw individual security analysis, portfolio management and client relationships. Prior to RAVEN SECURITIES CORP, Richard served as senior analyst and portfolio manager at QUATTRO M SECURITIES INC where, in addition to client account management, he was instrumental in the adoption of new equity valuation and analytical systems.

Richard prior experience also includes serving as an equity research analyst and assistant portfolio manager at ELECTRONIC BROKERAGE SYSTEMS, LLC and as a mutual fund research analyst and editor at Mutual Fund Investors Association.

Henry takes holistic, family office approach to wealth management, coupling sophisticated planning with an empathetic and personal approach. He focuses not only on each client’s unique financial situation, but also their background and experiences.

Henry works closely with his client’s, other professional advisors, incorporating estate and tax planning into his strategies.