We work as a team by design. Every client benefits from the collective experience of the firm rather than the limited view of a single advisor. Our backgrounds span investment management, financial planning, taxation, and family wealth coordination, and we apply them together, in service of clients we know well and walk alongside for years.
Abelardo Curdumí is a partner and Co-Founder of 5th Street Advisors, LLC. He has over forty years of experience in banking, finance, and wealth management. He is a Certified Financial Planner™ (CFP ®) and also certified in Long Term Care insurance (CLTC).
Before founding 5th Street, Abe enjoyed a successful career in trade finance and investment banking. He worked for First Chicago (now JP Morgan Chase), where he served as the President of First Chicago Trading Company and then as Senior Vice President and head of the Emerging Markets Department. He later moved to Republic National Bank of New York in a similar capacity. Abe received a Bachelor’s degree from the School of Foreign Service of Georgetown University, and a Masters in International (MIM) from the Thunderbird School of Global Management in Glendale, Arizona. He is bilingual in English and Spanish and has working knowledge of French and Portuguese.
Abe was born in Holguin, Cuba. He is married and has two grown children, a daughter and a son, and lives in Old Greenwich, Connecticut.
Cesar Manent is a Partner and Co-Founder of 5th Street Advisors, LLC. He is a Certified Financial Planner™ (CFP ®), has twenty years of experience in both commercial and investment banking, and over 20 years of experience in investment management and financial planning. Cesar oversees the management of 5th Street’s investment portfolios, works closely with individual clients in developing financial plans, and also heads the firm’s fiduciary advisory services for employee benefit plans.
Before founding 5th Street, Cesar worked for Chase Investment Bank and First National Bank of Chicago, where he held a senior capital markets role and was later the head of emerging market bond and options trading, opening trading desks in Buenos Aires and London. Cesar received his Bachelor's degree in Latin American History as well as an MBA with a specialization in international business from the University of South Carolina. He is tri-lingual in English, Spanish, and Catalan, and is conversant in Portuguese.
Cesar was born in Barcelona, Spain. He has two grown daughters, is an avid soccer fan, and enjoys golf and tennis in his spare time.
Shane Pendley is the Managing Partner and a Wealth Advisor at 5th Street Advisors. In his role, Shane provides tailored solutions to high-net worth clients, managing investments, developing financial plans, and partnering with tax, legal, and other professional advisors.
In addition to private wealth, he is an expert in the employer sponsored retirement plan space, regularly consulting with business owners seeking to start or change their retirement plan, as well as serving as a fiduciary investment advisor to investment committees.
A lawyer by training, Shane practiced as a securities litigator prior to joining 5th Street Advisors. He received his J.D. from Tulane University School of Law, his B.A. from the University of Colorado, Boulder, and he is a Certified Financial Planner™ (CFP ®).
Shane lives in Fairfield, Connecticut with his wife and children. He is an active member of the community and serves on Fairfield’s Board of Finance. In his free time, he enjoys reading, playing music, and spending time outdoors with his family.
“Women's financial lives often look different, interrupted careers, longer horizons, decisions made in moments of transition. The advice should be different too.”
As a Wealth Advisor at 5th Street Advisors, Carolina works closely with clients to address their financial questions and craft personalized strategies that enhance the client experience. She is an Investment Advisor Representative and holds the Chartered Financial Consultant® (ChFC®) designation, as well as licenses to sell life insurance in multiple states.
Carolina is especially passionate about empowering women with the knowledge and confidence to achieve financial independence. She takes a planning-forward approach, blending technical expertise with empathetic guidance.
She earned her Bachelor of Arts from the University of Rochester in 2018 and her Master of Science from New York University in 2020. Carolina currently lives in Jersey City, New Jersey.
“Discipline in the small decisions is what makes the large decisions possible.”
Risheel is a Portfolio Implementation Analyst at 5th Street Advisors, LLC, where he is responsible for implementing investment strategies across client portfolios. He manages investment model updates, executes portfolio rebalancing, and translates asset allocation decisions into deployed portfolios across a broad client base, ensuring consistency and alignment across accounts.
He holds a Master’s degree in Finance from the University of New Haven and a Bachelor’s degree in Computer Science Engineering from BML Munjal University. Outside of work, Risheel has a strong interest in global markets, geopolitics, and historical developments, and enjoys mixed martial arts and cooking.
“The best relationships are built one personal interaction at a time.”
With over seven years of experience in financial services and financial planning, Maggie Kelley plays a key role in shaping the client experience at our firm. She partners closely with our advisors to deliver personalized, high-touch service that defines and differentiates our approach. Maggie is passionate about building long-term relationships and ensuring every client feels supported and valued.
Outside the office, Maggie enjoys spending time with her husband and three adult children, boating on the water, and getting lost in a great book.
“The work behind the work is what makes everything else possible.”
Alexis Northrop provides operational support to ensure the company’s back-end systems are running smoothly. With several years of operations experience she is accustomed to juggling many different projects as needed, always with the goal of business efficiency and maintaining the team’s strong client relationships.
Alexis has a Bachelor of Arts from Villanova University. In addition to her work at 5th Street, she is a small business owner. Alexis lives in Fairfield, CT with her family.
The best way to understand whether we're the right fit is a conversation.
Financial planning and wealth management for the life you're building. An independent, fiduciary firm in Southport, Connecticut, walking alongside individuals, families, and business owners.
