Dave Wisehaupt AIF®, CEPA, CVB

Managing Director

Chief Investment Strategist and Partner

David Wisehaupt is Managing Director, Partner and Chief Investment Strategist at Wisehaupt Bray Asset Management. He has more than 33 years of experience providing investment guidance to his clients. "We have been providing asset management services to private investors since 1982. We represent the interests of our clients by leveraging our considerable experience and maintaining an ongoing commitment to providing excellent client service. The result is what many clients refer to as a ‘boutique practice’."

David began his career in financial services with Merrill Lynch, where he remained for 26 years. Throughout his tenure, he took on continuously greater responsibilities, including managing discretionary portfolios for clients using his proprietary investment methods. Since joining HighTower in December 2008, David continues to manage portfolios using the same methods.

David earned his Bachelor of Business Administration degree from Pennsylvania State University. David holds and maintains his Accredited Investment Fiduciary® (AIF®) designation as well as a Certificate in Exit Planning from the Exit Planning Institute. David is a voting member of the Rivers Coalition and active with the Florida Oceanographic Society. He is an avid boater, sailor, diver and fisherman.

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Stella Bray AIF® CDFA™

Managing Director

Portfolio Manager and Partner

Stella Bray is a Managing Director, Partner and Portfolio Manager at Wisehaupt Bray Asset Management. Stella helps clients with long-term planning needs and the implementation of customized plans.

She began her career in financial services at Merrill Lynch, where she remained for 16 years. While at Merrill, Stella and David formed their team in 1999. Throughout her tenure, she took on continuously greater responsibilities, including managing discretionary portfolios for clients using proprietary investment methods. Since joining HighTower in December 2008, Stella continues to manage portfolios using the same methods.

Stella holds her Bachelor of the Arts degree from Florida State University. She is an Accredited Investment Fiduciary® (AIF®) and is a Certified Divorce Financial Analyst™ (CDFA™), specializing in financial issues surrounding divorce.

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Douglas Cion

Relationship Liaison

Douglas Cion is the Relationship Liaison at Wisehaupt Bray Asset Management. He has accumulated over 10 years of business administrative and operational experience and is approaching the 2 year mark in Finance and Wealth Management.

A native of Long Island, Douglas and his wife moved to South Florida in 2012 where he worked as the Assistant Operations Manager for a commercial janitorial provider. Then in 2014, he was offered the opportunity to join Beech Hill Securities, a registered Broker Dealer in New York City as a Back Office Operations Assistant. Missing the Floridian lifestyle, Douglas moved back to South Florida and joined the Wisehaupt Bray Asset Management team in the summer of 2016.

When not working, you’ll often find Douglas in the gym or jogging along Route 704. A former collegiate athlete, Douglas holds a passion for health and fitness and tries to stay involved in local events like trail runs, triathlons and maybe one day, the Walt Disney World Marathon. 

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Matthew Wisehaupt

Business Development Associate

Matthew Wisehaupt is Business Development Associate at Wisehaupt, Bray Asset Management (WBAM) at HighTower. His primary focus is on finding new business, developing the online/social media presence of WBAM, and his involvement on the Investment Research Committee.

Prior to WBAM and HighTower, Matt worked for The Cleveland Clinic, where he focused on projecting the annual need for new medical devices and assisted in the design of the devices. Previously, he worked for a smaller medical device company, as well as a company focused on aerospace testing. Matt also has experience evaluating energy usage at manufacturing plants.

Matt earned his Bachelor of Science degree in Industrial Engineering and Economics from the University of Miami. He is also a graduate of Case Western Reserve, and holds a Master of Science in Management degree, with a concentration in Business Analytics.
A South Florida native, Matt is passionate about many outdoor sports, including sport fishing and scuba diving.

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Our Hightower Strategic Partner

Sarah Djamshidi

Executive Director, CEO 2.0 Business Services

Ms. Djamshidi joined HighTower in 2015 with over 17 years of successful experience providing fiscal, strategic and operations leadership to business owners and executives to formulate growth and business succession plans. Prior to joining our team, Sarah was a Managing Director of National Capital Companies and President and Managing Partner of Speedshift Ventures.

Sarah has earned her reputation as a detail-oriented executive leader who can synthesize complex business challenges to uncover solutions and opportunities for entrepreneurs. Sarah guides clients through a multi-faceted planning process where both financial and business goals are optimized for business transition. Sarah assists clients in determining whether they can afford to exit their business and what options are best – stay, grow or exit their business. Armed with a comprehensive plan and analysis, clients can make well-informed decisions in monetizing the value of their businesses. Through HighTower’s strategic advisory network, Sarah can help clients execute their plan.

Sarah holds a Bachelors of Science degree in Management Science and Statistics with specialization in Decision Information Systems from the University of Maryland. She’s also completed courses in Executive Management and Innovation Management Program from University of Maryland’s A. James Clark School of Engineering and Robert H. Smith School of Business. Sarah and her husband, Hamid, live in Bethesda. Sarah has a passion for helping entrepreneurs and enjoys being active in the DMV's startup community. In her free time, she enjoys traveling and spending quality time with friends and family.

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