Kelly Powers
Client Relationship Manager
Patrick Healey, MBA, CFP®
President and Chief Investment Officer of Caliber Financial Partners
Patrick is a 20+ year veteran of the financial services industry with an extensive background in structured finance, investment banking, and equity research. He is a CERTIFIED FINANCIAL PLANNERTM holding his Series 7, 63, and 65 securities licenses and a life, accident, and health insurance license. He earned his MBA in Finance, Management, and Entrepreneurship […]
Jennifer Nelson
Vice President, Commissions & Licensing
Linda Ieleja Gerstman
Associate General Counsel
Linda Ieleja Gerstman joins Arete with over 20 years of experience in securities law in both the private sector and as a government prosecutor. Linda most recently was Senior Investigation Counsel in the Enforcement Division of the U.S. Securities and Exchange Commission. She served in the Asset Management Unit, where she received specialized training and focused […]
Micah Rayner
Vice President of Operations
Heidi Flanagan
Controller
Heidi was hired as one of Arete’s first employees. She filled critical roles both in Finance and Operations and served as the leader of the Operations Team for many years before stepping into the role of Controller. Bringing over 30 years of experience, Heidi oversees trading, billing, and human resources. One of her first tasks […]
