Prosperity Capital Advisors jobs and careers
Westlake, OH, United States
About Prosperity Capital Advisors
At Prosperity Capital Advisors (PCA), we provide more than just investments. We provide solutions to simplify and solve the complex challenges and opportunities you face as an investor every day. As an organization, we’re committed to looking at the big financial picture and providing congruent and holistic services to you. Financial products and portfolios should be used solely as instruments to help you obtain your overall financial goals and objectives. With the countless financial vehicles that are available today, a cohesive wealth management plan can work to identify gaps and inefficiencies to provide accurate product and portfolio recommendations. As such, financial planning is the foundational service that PCA provides. We offer you the one-on-one support you need from a fiduciary advisor – and a team of highly specialized professionals focused on your unique situation will help support the development of your plan behind the scenes, including CERTIFIED FINANCIAL PLANNERTM professionals, tax professionals, insurance agents and more.
Founded in 2011 by Jason L Smith.
- Founded
- 2011
- Employees
- 125
- Headquarters
- Westlake
Leadership
The top of Prosperity Capital Advisors's org chart, with how many people report into each leader.
Jason L Smith
Founder | CEO
7 reports
Dave Alison
President | Founding Partner | Chair of Investment Commitee
3 reports
Clinton Pelfrey
President & Chief Investment Officer - Institutional Asset Management
1 report
Luke Ripienski
Chief Compliance Officer
Jobs at Prosperity Capital Advisors
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