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jameson-van-houtenJAMESON VAN HOUTEN, CFP®

CEO & Chief Investment Officer

Jameson Van Houten is a leading investment and estate planning authority, lecturer, consultant, CFP ® and CEO of Stonegate Capital Advisors, helping and counseling wealthy individuals and businesses nationally and internationally. Mr. Van Houten attended Pepperdine University, later transferring to the Barrett Honors College of Arizona State University, where he was awarded Most Outstanding Graduating Senior/ Valedictorian from W.P. Carey School of Business, graduating Summa Cum Laude with a 4.0 GPA.

At 16 he began trading stocks, bonds and mutual funds and by 18 progressed to option trading/margins for his personal accounts. This eventually led him to pursue his passion in financial and tax planning, and later earning the prestigious Certified Financial Planner designation, CFP®. Mr. Van Houten also regularly serves as a Keynote Speaker to the community and professional advisors including CPAs, Attorneys and Investment Advisors.

Mr. Van Houten serves as leader in his community showing his strong passion for helping children with life-threatening conditions by making their wishes come true through his service on the Governing Board of Make-A-Wish Arizona and helping to provide life-saving heart surgeries as Esteemed Member with Gift of Life. He also served as past Governing Board Member of Kids First of Arizona & ASU Foundation Office of Gift Planning. Most recently, Mr. Van Houten was appointed by the Mayor to serve as Executive Board Member for Paradise Valley Public Safety Retirement Plan and Personnel Appeals. Mr. Van Houten enjoys traveling, sports, cars, golfing, and spending time with his family.

Professional Honors

  • CEO & Founder of Stonegate Capital Advisors, one of the premier Independent Registered Investment Advisory Firms in the Southwest, listed Top 20 by Phoenix Business Journal 2011-14
  • Awarded Phoenix Business Journal’s Top Leaders 40 Under 40
  • 2011 Semi-Finalist, The Spirit of Enterprise Innovation in Entrepreneurship Award by Arizona State University
  • Featured in The Wall Street Journalin 2013 for his exceptional client work
  • Recognized as an “Emerging Leader” of Wealth Management by AZ Business Magazine
  • Monthly Columnist of “Ask the Financial Experts” – Wealth Management for Phoenix Business Journal 2013-14

Licenses, Education, & Honors

  • Certified Financial Planner, CFP®
  • Investment Advisor Representative
  • Federal and State Investment & Security Registrations
  • Life & Health Insurance Licenses
  • Most Outstanding Graduating Senior/ Valedictorian Barrett Honors College of Arizona State University
  • Summa Cum Laude & Phi Kappa Phi with 4.0 GPA, Honors College & W.P Carey School of Business

 

joseph-kalmanovitz

JOSEPH KALMANOVITZ, CFP®

Director of Advisory Services

Joe has spent over a decade providing investment management and financial planning services to affluent investors, business owners, and non-profit organizations. Joe began his career advising technology executives on public and private equity and venture capital investments in the private client group of a boutique investment bank in San Francisco. Seeking to broaden his financial planning experience, Joe moved to Los Angeles to work as an associate at a regional wealth management and estate planning firm. Joe returned to the Valley to be closer to his family in 2005, and worked as a Vice President- Financial Consultant with Charles Schwab for over 7 years. At Schwab, Joe was responsible for relationship management, development and retention of over 250 high net worth client groups, advising them on matters of investment policy and implementation, asset allocation, asset/ liability management, and estate, education, and retirement planning.

Joe attended University of California at Santa Barbara and received his Undergraduate degree in Business Economics with an Emphasis in Accounting. He holds his Federal and State Investment & Securities Registrations, Arizona Life and Health Insurance, and Certified Financial Planner designation, CFP®. Joe uses his designations and experience to develop and service existing clients.

Joe and his wife Andrea have twin girls and a son and actively support several Valley charities. When he isn’t spending time with his family, Joe enjoys golf, basketball, and oil painting.

alvin-turnerALVIN TURNER

Wealth Manager

The family of Alvin Turner originally moved to Arizona in 1870. Mr. Turner was raised in Phoenix and a product of Madison School, Central High, and Arizona State University. He and his wife were involved in the automobile industry for many years. They owned a new multi franchise dealership which was sold in 1996. At that time, with their two children, they relocated to Tucson, AZ. Mr. Turner started a new company in the Financial Services arena. They have been actively involved in the city community. His experience in business, the community, and his affiliation with Stonegate Capital Advisors has uniquely positioned Mr. Turner to assist business owners with their planning strategies. As an Investment Advisor Representative he has demonstrated his deep concern for the well-being of his clients. This is a concern that is shared by the entire organization. Mr. Turner holds his Federal and State Investment & Securities Registrations, as well as his Life & Health Insurance Licenses.

Todd RubleTodd Ruble

Portfolio Manager/Senior Analyst

Todd Ruble serves as Portfolio Manager/Senior Analyst and is a 17-year veteran in the financial industry. His career in the financial markets began as an analyst for Pacwest Financial Management in Phoenix. Ultimately his role transitioned from analyst, to portfolio manager and trader for the firm.
After spending eight years on the buy side of the industry, Todd shifted his focus to the sell side. For six years he was a sales trader covering some of the largest hedge funds on Wall Street. Most recently he served as a portfolio manager and lead trader a long/short hedge fund.

Todd attended the University of St. Thomas in St. Paul, Minnesota where he earned a Bachelor of Arts degree in Finance. Today, he is pleased to contribute his career knowledge and experience in portfolio management, macro strategy and trading to further the goals of Stonegate Capital Advisors and their clients.

When he is away from work, Todd enjoys time with his wife and twin boys, in addition to skiing, surfing, soccer and golf. He and his family also support the March of Dimes after a personal experience with premature birth.

Deb HardyDeb Hardy

Analyst

Deb has been helping clients achieve their financial goals since February 2000. Deb has a knowledge and passion for financial planning, tax planning, and retirement planning including social security planning. Deb has worked with business owners, tax professionals, and real estate professionals. Deb’s belief is that all clients are successful when they have a complete financial plan. Deb currently hold her Series 7, Series 63, and Series 65. Deb grew up in South Tempe and currently lives in West Chandler. Deb attended both Mesa Community College and Arizona State University. Deb is a proud mother of 3 children, and is involved in her kids choir and athletic programs. Deb enjoys volunteering her time with Boy Scouts of America, Families Giving Back, and with her local church. In her free time, Deb enjoys reading business books, swimming, music, and being with her children.

Social Impact

Stonegate Capital Advisors Community Involvement

Stonegate Capital Advisors proudly sits on the governing boards, volunteers, or is directly involved with the following:

  • Phoenix Financial Planning Day
  • Super Service Challenge/Companies with a Mission
  • F.A.R.E. (Food Allergy Research & Education)

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