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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.

JSPhoto of Jason L Smith

Jason L Smith

Founder | CEO

7 reports

DAPhoto of Dave Alison

Dave Alison

President | Founding Partner | Chair of Investment Commitee

3 reports

CPPhoto of Clinton Pelfrey

Clinton Pelfrey

President & Chief Investment Officer - Institutional Asset Management

1 report

LRPhoto of Luke Ripienski

Luke Ripienski

Chief Compliance Officer

Jobs at Prosperity Capital Advisors

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