Financial Trust Asset Management Chartered

Financial Trust Asset Management, Chartered, located in Boca Raton, Florida, is led by Arno Otto Mayer, CFA®, CFP®, who serves as the Chief Investment Officer and Chief Compliance Officer. Mayer, born in 1963, holds a B.A. in Finance from Florida Atlantic University and has extensive experience in the financial industry. He is a Chartered Financial Analyst (CFA) and a Certified Financial Planner™ (CFP®). Mayer is also the 100% Shareholder and Managing Member of Financial Trust Research Partners. John M. Sessa, a Financial Analyst at the firm, holds an MBA in Finance and Mergers & Acquisitions from the University of Miami. Sessa, born in 1991, has passed the Series 65 – Uniform Investment Adviser Law Examination. The firm's Chief Compliance Officer, Arno Mayer, oversees all supervision and formulation of investment advice provided to clients. Mayer and Sessa have no reportable disciplinary history. The firm does not receive commissions on the sale of securities, and Mayer does not engage in any other business activities that could create conflicts of interest. Clients can contact Mayer at 561-391-8188 for compliance matters. Financial Trust Asset Management emphasizes transparency and client-focused service in its investment approach.