A single investment strategy started it. Now it's wealth management.

Podesta Capital Apollon (PCA) was founded on our proprietary equity investment strategy, originally employed by Brian Foley (father and uncle to our founders). That discipline endeavors to find those securities most likely to outperform the market, seeking meaningful risk-adjusted returns. Since then, PCA has partnered with Apollon Wealth Management and Merchant Investment Management to expand our platform of services. As a full-service wealth manager with a robust product and services offering, PCA serves individuals, families and family offices with comprehensive wealth management strategies. The discipline endeavors to find those securities most likely to outperform the market, seeking predictable returns and never chasing the latest shiny object.

Our focus is

purely on
the data.

When evaluating your financial situation and opportunities in the financial markets, one of the biggest challenges is sifting through all the clutter. Throughout our comprehensive wealth management service offerings, we take a disciplined, data-driven approach to help our clients achieve their goals.

As investors, we all have biases and our own predictions about the future. Podesta’s goal is to take those biases out of the equation and focus on data. That’s what really matters.

Christopher M. Burke
President & Co-Founder
Podesta Capital Apollon

Contact us.

Our data-driven approach is reshaping wealth management. Reach out to learn how we can serve you.

Disclaimer

Advisory Services offered through Podesta Capital Apollon a d/b/a of Apollon Wealth Management, LLC, a registered investment adviser. For information pertaining to the registration status of the firm, please contact us or refer to the Investment Adviser Public Disclosure web site (www.adviserinfo.sec.gov).

No Individual should assume that any information presented or made available on or through this website should be construed as personalized financial planning or investment advice. Personalized financial planning and investment advice can only be rendered after the engagement of the firm for services, execution of the required documentation, and receipt of required disclosures. Please contact the firm for further information.

Be sure to consult with an adviser of the firm and/or a tax professional before implementing any strategy discussed herein.

Apollon ADV Apollon’s Privacy Disclosure Podesta/Apollon Disclosure

Our Evolution

Investing is our family tradition. Ever since our grandfather got his first job on Wall Street, financial management has been our driving passion. As third-generation money managers, we continue to evolve and now offer comprehensive wealth management services, including in-depth financial planning, life insurance, and a full suite of investment advisory services, including not only public markets but also unique private market offerings across the asset class spectrum.

Originated by
a force in finance

Our grandfather, Robert A. Podesta, was a titan of investing. After attending night school at Northwestern in the 1940s, he forced his way into the financial industry, founding and leading Cruttenden, Podesta & Co. and The Chicago Corporation. He then served notably on the board of governors for the American Stock Exchange as the first non-New Yorker. In the 1970s he led the Economic Development Administration and served as Assistant Secretary of Commerce. His insights on the underlying value of companies formed the basis of his own investment philosophy—an approach that lives on today at Podesta Capital Apollon.

In the 1970s, he led the Economic Development Administration and served as Assistant Secretary of Commerce. His insights on the underlying value of companies formed the basis of his own investment philosophy.

Now, Robert A. Podesta’s legacy lives on as we provide a more robust wealth management offering through our partnership with Apollon Wealth Management and Merchant Investment Management.

Building our 2nd generation equity strategy technology

When Brian Foley created our Investment Management System (IMS) in 1975, he evaluated equity securities the hard way: with pen, paper and a stack of over 300 earnings reports. Now this investment discipline leverages technology to analyze a significantly larger universe of potential U.S.-listed equity securities (currently over 12,000). Only the securities of those companies with our required earnings characteristics are eligible – regardless of Wall Street hype.

The discipline endeavors to find those securities most likely to outperform the market, seeking predictable returns and never chasing the latest shiny object.

Expanded Product and Service Offerings, New Partnerships

PCA has several supportive alliances to its business and is particularly proud to have two key relationships that define what a true partnership is: Apollon Wealth Management and Merchant Investment Management each bring their respective strengths to PCA.

Apollon Wealth Management has seamless relationships with a wide variety of platform and service providers that add immense value to our client and family relationships. More importantly, Apollon serves as the SEC Registered Investment Advisor for PCA, providing our compliance and complete administrative and back-office functionalities. As a result, PCA can focus on delivering a service offering to our clients that is second to none. All our time and resources are focused on serving clients, not on operations and compliance. Apollon has offices in Charleston, Charlotte, Chicago, Greenwich, Miami, Portland, Tampa.

Merchant Investment Management is a private partnership providing growth capital, management resources, strategic opportunities, and direction to independent financial services companies, particularly those focused on wealth and asset management. The Merchant management team brings decades of experience and resources having held senior leadership roles with key global financial services firms, including Apollo Global Management, Goldman Sachs, Eton Park Capital, Skybridge Capital, Focus Financial Partners, Dynasty Financial Partners and Purshe Kaplan Sterling Investments.

We’ve learned from history and look toward the future: stay objective, rely on data and use technology as your secret weapon.

Robert A. Foley
Chief Investment Officer & Co-Founder
Podesta Capital Apollon

Contact us.

Our data-driven approach is reshaping wealth management. Reach out to learn how we can serve you.

Contact Us

The Team

Christopher M. Burke
Managing Director & Co-Founder

After tenures at Morgan Stanley, RBS and J.P. Morgan, Christopher brings deep knowledge of financial markets and sourcing and cultivating relationships. He leads the business development and management of Podesta Capital Apollon. Chris is also focused on finding emerging technologies to further augment the Podesta investment philosophy and wealth management offerings.

Education:
University of Notre Dame: BA, Economics and Computer Applications
University of Chicago - Booth School of Business: MBA, Accounting and Finance

Robert A. Foley
Managing Director & Co-Founder

Robert is a capital markets expert with decades of experience in implementing algorithmic, discretionary, and arbitrage strategies on all major global exchanges. He has held leadership roles in trading and risk management at global banks, hedge funds, proprietary trading firms and now spearheads Podesta Capital Apollon’s stock analysis and investment modeling.

Education:
University of Notre Dame: BBA, Finance

Darlynn G. Slosar
Business Development Manager

Darlynn’s expertise ranges from corporate finance and litigation consulting to healthcare marketing. It was Podesta Capital Apollon’s proprietary equity products, innovation and personalized family office platform that drew her to her current business development role based in California.

Education:
University of Illinois: BS, Finance
Northwestern University – Kellogg School of Management: MBA, Finance

Kirstie L. Reeves
Client Service Associate

Kirstie is the Client Service Associate for Podesta Capital Apollon and Executive Assistant to Chris and Bob. She has an in-depth understanding of the systems and processes of investments and financial planning. She also has a background in the insurance industry.

Education:
University of Phoenix: BS, Business Management

Michael J. Dolberg
Founder & CEO, Apollon Wealth Management

Michael is a founding partner at Apollon Wealth Management, a collaborative and transparent financial planning firm focused on aligning clients’ goals of growing and preserving their hard-earned wealth. As CEO of Apollon, Michael helps guide the operations of Podesta Capital Apollon and enriches peoples’ lives through concerted financial planning.

Education:
University of South Carolina: BA, Finance; Marketing

Robert H. Gorman
Founder & Chief Operating Officer, Apollon Wealth Management

Robert is a Founding Partner at Apollon Wealth Management, a collaborative and transparent financial planning firm focused on aligning client’s goals of growing and preserving their hard-earned wealth. As one of the highest decorated advisors in the field (ranking in the top 1-2% in the nation by certification), Robert serves as both the Chief Operating Officer and Chief Planning Officer for the firm and has taken the helm of building Apollon’s unique trading platform.

Education:
Wake Forest University: MS, Management Information Systems
The American College: MS, Financial Services

Contact

Chris Burke:

847-431-0066

Bob Foley:

847-693-0700

info@podestacapital.com

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Our Approach

PCA, like Podesta & Co before it, has always been rooted in a focused discipline in which to assess and make decisions based on the data. For over 25 years, this primarily applied to the selection and portfolio management of equity securities. However, as PCA’s product offering has expanded dramatically through its partnership with Apollon, this data-driven, objective approach now informs our broader wealth management suite of services including comprehensive financial planning, life insurance and investment advisory services. The combination of assessing and understanding one’s financial goals, plus the expanded suite of wealth management services, is very powerful for our clients.

Three Guiding Principles behind our foundational strategy, the Investment Management System (IMS)

Discipline

We assess a finite set of data — examining quarterly earnings reports and employing the same quantitative analysis used for over 40 years.

Objectivity

We disregard opinion and focus on facts, with a belief that stable and upward-sloping earnings create value in a company's stock price.

Stability

Our approach aims for more stable returns and risk profiles than industry benchmarks or mere indexing. When compared to the broader equity market, our goal is not only superior returns, but superior risk-adjusted returns.

OF THE OVER

12,000 EQUITY

SECURITIES

LESS THAN

2 5%

HAVE MET

OUR CRITERIA

HISTORICALLY

OF THE OVER

12,000 EQUITY SECURITIES

LESS THAN 2.5%

HAVE MET OUR CRITERIA HISTORICALLY

Technology

How it Works

A focus on technology has always been a hallmark of PCA’s equity investment philosophy, the IMS. Our use and focus on technology is evidenced in our IMS. We evaluate over 12,000 companies currently with U.S.-listed equity securities. We apply a proprietary investment discipline to each company’s most recent earnings, as well as its past earnings and earnings growth. Our discipline determines which equity securities to buy and which to sell, with the underlying belief that stable and increasing earnings will result in price appreciation and dividend potential over the long term. This focus on leveraging technology further expanded with our new partners. PCA currently utilizes a best-in-class technology platform with both client-facing and internal risk management programs. This techstack allows PCA the ability to not only better and more proactively service our clients, but also achieve greater operational efficiency.

This focus on leveraging technology further expanded with our new partners. PCA currently utilizes a best-in-class technology platform with both client-facing and internal risk management programs. This techstack allows PCA the ability to not only better and more proactively service our clients, but also achieve greater operational efficiency.

How it Evolves

While the IMS was originally developed with manual spreadsheets, slide rules and DOS processing, PCA now has an advanced cloud computing infrastructure.We refine our approach by leveraging new technology and emerging innovations to improve our equity security selection. This is also true for our overall technology platform, as we are constantly evaluating new vendors and options to ensure we are consistently meeting our clients’ needs.

We constantly refine our approach by leveraging new technology and emerging innovations to improve our equity security selection. This is also true for our overall technology platform, as we are constantly evaluating new vendors and options to ensure we are consistently meeting our clients’ needs.

Through our partnerships and our proprietary approach, we leverage technology and financial intelligence for the benefit of individual investors.

Christopher M. Burke
President & Co-Founder
Podesta Capital Apollon

A single investment strategy started it. Now it's wealth management.

Our focus is purely on the data.

As investors, we all have biases and our own predictions about the future. Podesta’s goal is to take those biases out of the equation and focus on data. That’s what really matters.

Contact us.

Disclaimer

Our Evolution

Originated bya force in finance

Building our 2nd generation equity strategy technology

Expanded Product and Service Offerings, New Partnerships

We’ve learned from history and look toward the future: stay objective, rely on data and use technology as your secret weapon.

Contact us.

Contact Us

The Team

Contact

Our Approach

Three Guiding Principles behind our foundational strategy, the Investment Management System (IMS)

Technology

How it Works

How it Evolves

Through our partnerships and our proprietary approach, we leverage technology and financial intelligence for the benefit of individual investors.

Our focus is

purely on
the data.

Originated by
a force in finance