Effective Portfolio Management Strategies
About Argos
Founded in April 2007, Argos is a research forward Investment Consulting Firm that manages risk in all three areas of portfolio construction - the plan, the implementation, and the on-going maintenance. We believe our client centric focus and sophisticated client base drive us to uncommon portfolio solutions and true investment thought leadership. We think the best measure of our effectiveness is our low client turnover which is impressive when paired with a clientele that includes former heads of M&A and investment banking, founders and heads of wealth management firms and successful entrepreneurs.
Our Difference
Research best-of-class money managers and investment opportunities
Structure efficient asset allocation and tailor to client goals
Provide portfolio maintenance with discipline asset rebalancing
Harvest tax-loss opportunities to improve after-tax return
Direct client access to consolidated portfolio reporting
Argos Wealth Advisors expands to the East Coast, welcoming Dan Hayes as a Senior Wealth Advisor
Argos Wealth Advisors, Merchant Align in Growth Partnership
Minority investment to bolster RIA’s strategic growth and international reach
Why it Matters
Argos Wealth Advisors manage portfolio risk that has been proven during the most challenging markets of our generation. We apply structure, discipline and attention-to-detail in a collaborative capacity to improve investment results.
Our Team
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Founder, advisor
Michael heads our wealth management-consulting group with responsibilities for overseeing portfolio strategy, asset allocation, and portfolio design. Prior to founding Argos Wealth Advisors, Michael created and led the investment consulting groups at Presidio Financial Partners, C.E. Unterberg, Towbin and Montgomery Securities. His thirty-plus years of investment experience include work in the Institutional Fixed Income Group of First Boston Corporation. Michael graduated Phi Beta Kappa from the University of California at Davis. He received his MBA from UCLA with honors. Michael lives in Utah with his wife Jill and their two sons.
Contact Information:
707.633.9077
mrusso@argoswealth.com -
Partner, analyst
Brad is responsible for asset allocation strategy, portfolio design, evaluation of investment managers and advanced financial planning. Brad has worked in professional partnership with Michael Russo for nearly fifteen years. Prior to joining Argos Wealth Advisors, Brad was a partner at Presidio Financial Partners and served in a similar capacity at C.E. Unterberg, Towbin. Earlier work included overseeing the quantitative valuation models for over $25 billion in assets at Zurich Scudder Investments in New York.
His experience also includes working at Wells Capital Management and Wilshire Associates. Brad received his BA from University of California at Riverside and is a CFA charterholder. He is a member of the CFA Institute and CFA Los Angeles. Brad lives in Los Angeles with his wife Cornelia.
Contact Information:
707.277.1889
byamada@argoswealth.com -
Partner
Ryan is responsible for all areas of client service, portfolio reporting, along with compliance and operations. He has worked in professional partnership with Michael Russo in the wealth management-consulting arena nearing twenty years. Prior to joining Argos Wealth Advisors, Ryan worked in a similar capacity for the wealth management consulting groups at Presidio Wealth Management, C.E. Unterberg, Towbin, and Banc of America Securities. Ryan received his BA in Business Administration with a concentration in Marketing from California State University, Sacramento. Ryan lives in Sacramento with his wife Rian and their two daughters.
Contact Information:
707.633.9063
rmason@argoswealth.com -
Partner, advisor
Yuval has twenty-plus years of experience in advising clients on a wide variety of portfolio solutions. Formerly, Yuval worked for Presidio Wealth Management LLC as an Investment Advisor and Vice President. Prior to Presidio, Yuval was both Head of the Foreign Securities Department and Head of Trading with Bank Hapoalim B.M., Israel's largest bank. Yuval advised their largest high net worth clients and institutional clients. Yuval graduated from Baruch College in New York, NY. Yuval lives in San Francisco and has three children.
Contact Information:
707.927.1983
yshenkar@argoswealth.com -
Advisor
Chris brings over a decade of experience in the wealth management industry. Prior to joining Argos, Chris spent four years with Bordeaux Wealth Advisors LLC as an advisor to high-net-worth clients and their families located up and down the west coast. Previously, he was with Seiler LLP where he focused on multi-generational estate planning, efficient tax planning, and creating favorable wealth management positions for his clients.
Prior to Seiler, Chris was a manager at Apercen Partners LLC where he provided tax and financial planning services for individuals, corporate executives and affluent families in San Francisco and Silicon Valley. Chris received his BA from the University of California at Davis and holds both CFP® and CPA designations. Chris lives in St. Helena with his family.
Contact Information:
707.633.8204
cleary@argoswealth.com -
Advisor
Dan is a Senior Wealth Advisor with Argos. In this role, he leads a team responsible for providing clients with proactive, highly personalized advice across investment management, wealth planning and financial services. Before Argos, Dan served as a Senior Client Advisor at Bessemer Trust for over 20 years.
Dan earned his MBA in management from the Stillman School of Business at Seton Hall University and his bachelor’s degree in History from the Ohio State University. He is also a graduate of the Cannon Trust School. Dan lives with his wife and three children in Maplewood NJ.
Contact Information:
973.223.1992
dhayes@argoswealth.com -
Chief Financial Officer
Brittainy spent the last seventeen years building multiple businesses holding dual roles of CFO and COO. Brittainy was intricate with restructuring, raising capital and becoming an industry leader. Prior, Brittainy worked in Technology Corporate Finance with Thomas Weisel Partners. Brittainy has also canvased the globe for adventure travel and exploration, often found with her young daughter surfing, mountain biking and skiing. Brittainy graduated from the University of Hawaii, International Business and Spanish.
Contact Information:
252.256.3425
bwright@argoswealth.com -
Chief compliance officer
Niel Armstrong has 30 years of professional experience in all areas of the financial services industry. He has served as the Chief Compliance Officer for Conifer Securities, LLC, Special Investigator for the NASD Department of Enforcement, and Compliance Manager/Interim Director for Wells Fargo Securities, LLC. Niel also worked at Fidelity Investments for ten years, where his positions included mutual fund sales representative, fund accountant, brokerage representative, senior trader, and brokerage manager. Niel’s extensive compliance background enables him to provide practical and effective insight into how businesses handle ongoing regulatory challenges. He holds his FINRA Series 4, 7, 8, 24, 63 licenses. Niel graduated from Utah State University with a degree in Administrative Systems.
Contact Information:
415.762.2848
compliance@argoswealth.com -
Analyst
Myong conducts due diligence, research and monitoring, and operational due diligence. Before joining Argos, Myong spent six years with T2AM as a due diligence analyst and controller. Previously, he was an Investment Analyst at Old Mutual Asset Managers’ multi-strategy hedge fund unit in London. Prior to becoming involved in hedge funds, Myong was a Strategy, Policy and Economics Research Consultant with Jack Faucett Associates. He has a BA in Economics from the University of California at Berkeley and completed an MBA in Finance from London Business School; he is also a CAIA Charterholder. Myong lives in Spain with his wife and two children.
Contact Information:
707.633.3808
mhan@argoswealth.com -
Operations Manager
Joel is responsible for client service, portfolio reporting, account reconciliation, portfolio rebalancing, and operations liaison. He has worked in professional partnership with Ryan Mason since 2019. Prior to joining Argos Wealth Advisors, Mr. Perry worked for Charles Schwab and Co. as a broker.
Contact Information:
602.663.8173
jperry@argoswealth.com