The future of advice is still human. Using hybrid model, you get the best of both worlds: personal advice and digital transactions.
MangoTree Capital, LLC
Launched as an independent Registered Investment Advisor in 2012. Investment fiduciary serving individual, business and retirement plan clients across the country. Offices registered in MI and FL.
President and Portfolio Manager at MangoTree Capital, LLC and Designated Responsible Licensed Producer for MangoTree Benefits, LLC. Prior to founding MangoTree Capital, Satish was portfolio manager at Merrill Lynch, independent trader, account manager at HP-EDS, and senior engineer at Ingersoll Rand. During his diverse career growth from engineering to technology to finance, Satish led design and delivery of programs and services for clients with a focus on ROI. Satish’s credentials include Accredited Investment Fiduciary®, Michigan Life & Health Insurance, Investment Adviser Representative, and Series 7 & 66. Satish has a Masters and Bachelors in Mechanical Engineering.
Office Manager at MangoTree Capital, LLC. Terry joined MangoTree Capital with over ten years of experience in healthcare sales, service and administration. Terry has a Bachelors in Political Science.