Our Team2022-01-31T15:28:27+00:00
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Our Team

Asteria Wealth Atlanta Our Team Daniel Wildermuth

Daniel Wildermuth

Chief Executive Officer & Chief Investment Officer

Asteria Wealth Atlanta Our Team popup Daniel Wildermuth

Daniel Wildermuth

Chief Executive Officer & Chief Investment Officer

Daniel Wildermuth is the founder and CEO of multiple financial services firms including Asteria Wealth, a money management firm administering over 20 equity, fixed income and alternative portfolio strategies and investment solutions for retail and institutional investors; Wildermuth Advisory, LLC, an institutional fund advisor; and Wildermuth Securities, a fund distribution brokerage firm. Mr. Wildermuth serves as Chief Investment Officer for Wildermuth Advisory and Asteria Wealth.

Over the past 25 years, Mr. Wildermuth has been a pioneer in the adaption of the Endowment Investment approach to the needs of individual investors. Daniel’s success and insightful approach has garnered media coverage from Barron’s, Investment News, Forbes Magazine, Family Office Magazine, CNBC, Bravo TV, Dow Jones Newswire, and other financial market news outlets.  McGraw-Hill has published his two books outlining the approach (Wise Money: Minimizing Your Risk and Increasing Your Control & How to Keep and Grow Your Retirement Assets) that more fully explains applying the strategy to individual accounts. In his monthly newsletter, his comments on markets and potential future directions are syndicated nationally by news services and advisors. He speaks frequently at industry conferences and events and is often quoted as an expert in the fields of alternative investments, the stock market, and the general economy.

Mr. Wildermuth earned an MBA in Finance from Anderson School at UCLA and an undergraduate degree in engineering from Stanford University. He graduated in the top 2 percent and 15 percent of classes, respectively.

Asteria Wealth Atlanta Our Team Carol Wildermuth

Carol Wildermuth

Chief Financial Officer

Asteria Wealth Atlanta Our Team popup Carol Wildermuth

Carol Wildermuth

Chief Financial Officer

Carol Wildermuth has over 30 years of experience in financial services and has founded multiple financial firms. She currently serves as the CFO of Asteria Wealth and Wildermuth Securities, the distributor of the Wildermuth Fund. She serves as the Chief Financial Officer of Wildermuth Advisory and also serves as a board member on the Wildermuth Fund. Prior to founding the companies, she supervised the Private Client Division of Lehman Brother’s Southeast Asia branch, with offices in Hong Kong and Singapore. Ms. Wildermuth graduated from Pacific Lutheran University with a B.A. in Economics.

Chrissy Lee

President & Chief Operating Officer

Chrissy Lee

President & Chief Operating Officer

Chrissy Lee serves as President and Chief Operating Officer for Asteria Wealth, overseeing the day-to-day operations of the firm. Her key role is in implementing business operations, driving strategic growth, and executing firm-wide initiatives. She also serves as Co-President and Chief Operating Officer for Kalos Capital and Kalos Management, overseeing the day-to-day operations of the firm, as well as working closely with advisors to help drive growth and a delivery of a world class service experience. Prior to serving as COO, Chrissy was the head of Investment Management, where she was overseeing all investment accounts, block trading, implementing portfolios, and maintaining all portfolio management data and reporting. Chrissy holds FINRA Series 7, 66, and 24 securities licenses

Ryan Cummins

Equity Analyst

Ryan Cummins

Equity Analyst

Ryan Cummins is the Portfolio Analyst for Asteria Wealth, focused on research of public equities.  He is also an analyst for Wildermuth Advisory focused on research and due diligence of alternative investments. He is a member of the Wildermuth Advisory Investment Committee. Mr. Cummins brings over a decade of experience in investment management. Throughout his career, he has held various institutional investment and finance positions at Cliffwater (a specialist consultant in alternative investments), Cantor Fitzgerald, Blackstone and hedge fund firms in New York City. Mr. Cummins has earned the right to the Chartered Financial Analyst (CFA) designation and is a member of the CFA society of Jacksonville.

Asteria Wealth Atlanta Our Team Adam Smith

Adam Smith

Investment Associate

Asteria Wealth Atlanta Our Team popup Adam Smith

Adam Smith

Investment Associate

Adam Smith analyzes security and sector performance; assesses comparative strategy and sector returns; and interprets index and strategy tracking divergence. He also advises the team on individual security and sector trading volume and provides recommendations on how to best optimize trading practices. Adam graduated from The University of Georgia with a B.S. in Finance and holds his Series 7 and Series 66 Licenses.

Vicki Cerri

Account Executive | Investor Services

Vicki Cerri

Account Executive | Investor Services

Vicki has more than 10+ years working in Operations and Transition, helping advisors move accounts and to manage escalated issues. She also works with advisors to answer questions regarding clients’ accounts, services and offerings, as well as questions related to operational flow and Concierge Service.

Kyle Edmondson

IT and Digital Marketing Specialist

Kyle Edmondson

IT and Digital Marketing Specialist

Kyle is responsible for optimizing, securing, and maintaining all IT systems within Asteria Wealth. He is also a specialist in content creation for all branding and digital marketing needs. He received his BS in Computer Information Systems with an emphasis in Systems Operations from Lee University in 2018.

Susan Massey

Vice President | Human Resources

Susan Massey

Vice President | Human Resources

Susan Massey serves as VP of Human Resources for both Asteria Wealth and the Wildermuth companies, bringing 25+ years of experience to the team. She has notable experience in employee relations, benefits, handbook development, HR administration, as well as federal and state compliance. Susan is responsible for the overall management of the HR function.