Our Team

Carlos M. Sera

  • Founder of Sera Capital
  • Co-Founder of Chicago Wealth Management, Inc.
  • Registered Investment Advisor Representative
  • Speaker on Financial/Investment Planning
  • Fluent in Spanish – First Generation Cuban/American
  • Author of Financial Tales

Education

  • Johns Hopkins University – BA – Natural Science – 1980
  • University of Rochester – MBA – Finance and Applied Economics – Honors – 1982

Carl E. Sera, CMT

  • Volatility Contributor at TheStreet.com
  • Chartered Market Technician
  • Partner and Managing Principal at Sera Capital
  • Registered Investment Advisor Representative
  • MD Life/Health Insurance Agent

Education

  • Arizona State University – BA – Quantitative Methods – 2007 – Honors

Bryan Myers, AIFA, RICP

  • Managing Partner at Sera Capital
  • Registered Investment Advisor Representative at Sera Capital
  • Over 40 year of Experience in Business and Finance
  • Founded Strategic Asset Management, Ltd.
  • Founded Hampton Roads Virginia Chapter of Young Entrepreneurs Organization
  • Accredited Investment Fiduciary Analyst
  • Retirement Income Certified Professional
  • Life, Health and Annuities Insurance Agent

Education

  • University of Baltimore – BS – Business Administration

Marianela del Pino-Rivera, CPA

  • Over 25 years of experience as a CPA advising clients on all aspects of accounting, taxation and financial management.
  • Immediate Past Chair – Maryland Association of CPAs
  • Fluent in Spanish – First Generation Cuban American

Education

  • University of Maryland, College Park – Accounting – 1978
  • University of Rochester – MBA – Finance and Economics – 1980

Bryant Boston

  • Founder of Almond Branch, LLC, a regulatory compliance consulting firm for investment advisers, broker-dealers, hedge funds, and private equity funds.
  • He has more than 18 years in the investment management industry and possesses deep knowledge of SEC and FINRA rules and regulations.
  • Retired FINRA Licenses: Series 7, 24, 27, 63, 65, 87

Education

  • University of Washington – BA – Business Administration – 1995

Share Your Tale

Are you ready to share your Financial Tale?

One of the benefits our financial tales community enjoys is the ability to submit their own tale. We will keep your name private of course and if you send us a detailed overview of your financial situation we will respond to you directly in private and if your tale might be interesting to others we will share it with our fans and community.