Associate Wealth Manager
Ethan is committed to BASH Capital’s comprehensive service first model using individual analysis, and behavioral coaching to maximize a client’s financial decisions. His supportive process educates while working to hit each client’s financial goals. Ethan specializes in financial planning, insurance, and wealth management.
“Developing long-term relationships built on trust is what makes BASH Capital so special. We are able to bring a close knit family feel to every relationship, and this enables us to optimize every financial decision in the client’s best interest.”
Prior to joining BASH Capital, he spent time learning the financial planning business at Equitable Advisors. After experiencing the financial sales world, he decided to make a change and pursue the personalized client focused approach provided from our boutique firm. Additionally, Ethan has looked to build a niche working with the young professional, helping them optimize decisions early allowing time to compound wealth.
Ethan graduated from Babson College in spring of 2021 with a degree in business management, specializing in finance. His FINRA.org Series 7 and 66 securities are held with LPL Financial, as well as insurance licensed in PA.
