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Cetera Investment Management Team

Through Cetera® Investment Management LLC, we have access to outstanding resources to deliver sound investment advice and insights to you. These include thought leadership on the latest detailed market information as well as investment perspectives, asset allocation strategies, and investment ideas and recommendations.

Proactive: Cetera Investment Management provides our team and you with research that uses forward-looking macroeconomic assessment of the market climate. This allows us to determine which areas of the market may hold the greatest opportunity. The investment research team covers multiple areas of expertise, to ensure that you have access to a broad range of research resources to fit your individual needs.

Responsive: Cetera Investment Management’s team of experts is here as a partner, helping our team and you navigate the complexities of the market by supporting you with a structured process focused on your long-term goals.

Consistent: Cetera Investment Management uses a disciplined, regimented process to support clear long-term goals for our team and you. By evaluating a broad range of market indicators, including economic growth projections, market liquidity, volatility, political environment, secular growth cycles as well as potential investment horizon, Cetera Investment Management is able to offer consistent portfolio advice for our advisors to use with you.

About Cetera® Investment Management
Cetera Investment Management LLC is an SEC registered investment adviser owned by Cetera Financial Group®. Cetera Investment Management provides market perspectives, portfolio guidance and other investment advice to its affiliated broker-dealers, dually registered broker-dealers and registered investment advisers. For more information, please reference the Cetera Investment Management LLC Form ADV disclosure brochure.

Gene Goldman, CFA

Chief Investment Officer & Director of Research

Gene Goldman is responsible for the strategic direction and continued growth of the firm’s research offerings. His role includes setting the vision for superior capabilities and enabling the delivery of objective investment...
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Brian Klimke, CFA

Investment Director

Brian Klimke is primarily responsible for managing Cetera Investment Management’s Investor Strategy Group, producing timely, rigorous analysis of key economic and financial market events. Brian publishes market commentaries and...
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Hristo Stefanov, CFA, CAIA

Investment Director

Hristo Stefanov is primarily responsible for managing Cetera Investment Management’s Portfolio Strategy Group, which provides market insight and portfolio construction guidance. His role includes generating actionable insight on...

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Richard Anderson

Investment Director

Richard Anderson is primarily responsible for market insights, publishing hundreds of commentaries a year. He leverages his background in both trading and research to produce actionable insights for advisors and investors. He also...
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Collin Martin, CFA

Senior Investment Analyst

Collin Martin is primarily responsible for providing portfolio construction guidance for Cetera Investment Management’s asset allocation models. Additional responsibilities include generating research and quantitative analysis on...
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Vaishali Kothari

Senior Investment Analyst

Vaishali Kothari is a Senior Investment Analyst for Cetera Investment Management. In this role, she reviews all Cetera publications, leverages her compliance background to drive efficiencies within investment processes, and analyzes...
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Natalia Reshetova

Senior Investment Analyst

Natalia Reshetova is responsible for manager research and selection of domestic equity strategies. Her role includes analysis of mutual funds’ investment strategies and processes, their relative and absolute performance, as well...
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Joseph Corsini

Senior Investment Analyst

Joseph Corsini is primarily responsible for fixed income manager research.Prior to joining Cetera Investment Management, Joseph spent nine years at State Street Global Advisors (SSGA).Most recently as a Senior Investment Portfolio...
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Shannon Otterbeck

Director, Research Strategy and Development

Shannon Otterbeck is primarily responsible for managing the day-to-day business functions of the Research Department, implementing business initiatives, plans and procedures. Shannon oversees the publishing of hundreds of financial...
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Edgar  "EJ" Vicente

Analyst

Edgar "EJ" Vicente is primarily responsible for publishing our communications to our financial advisors including market commentaries, investment perspectives, and changes to our investment fund line-up. In addition, he supports the...
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