Our team of dedicated professionals brings diverse expertise, shared values, and an unwavering commitment to client success. More than titles or credentials, we’re defined by a passion for solving complex problems and a relentless pursuit of excellence. With a blend of technical mastery and empathetic understanding, we seek to ensure every client feels truly supported.
Meet Your Team
Read Bio
David Houle, CFA
Co-Founder, Director of Wealth Management
David Houle, CFA
Co-Founder, Director of Wealth Management
David is a Co-Founder of Season Investments and serves as Director of Wealth Management. As the firm’s primary client advisor, he takes a highly personal approach to guiding clients through their financial journeys. He also leads the firm’s strategic direction and serves as Chief Compliance Officer. Outside of work, David enjoys staying active through fitness, skiing, and golf. He treasures traveling with his wife, Mandy, and their three children, Avery, Ashton, and Ian.
Read Bio
Elliott Orsillo, CFA
Co-Founder, Director of Investments
Elliott Orsillo, CFA
Co-Founder, Director of Investments
Elliott is Co-Founder and Director of Investments, overseeing all investment strategy for client portfolios and the firm’s private fund. He manages trading, due diligence, and portfolio reviews, ensuring a disciplined and research-driven approach. His passion for investment research takes him all over the world to conferences and on-site meetings with potential investment managers. Outside of work, Elliott enjoys skiing, golf, travel and spending quality time with his three children, Eliana, Preslie, and London.
Read Bio
Megan Beute
Portfolio Administration & Office Management
Team Member
Portfolio Administration & Office Management
As the firm’s primary liaison to Schwab and other custodians, Megan oversees all facets of portfolio administration, including new account setup, ongoing maintenance, money movements, and new investment subscriptions. She also manages office logistics, playing a critical role in ensuring a smooth operational environment for the rest of the team. Megan and her husband Ethan are proud parents of son, Owen, who attends Butler University in Indianapolis. They love spending time outdoors and are deeply involved in their local community through volunteer work.
Read Bio
Logan Haag
Operations & Compliance
Logan Haag
Operations & Compliance
Logan is the operational heart of Season Investments, playing a “Swiss army knife” role to ensure that things get done. He oversees a range of internal operations, from managing back office functions for the firm's private fund to handling critical seasonal projects like tax documentation and compliance initiatives. What truly sets Logan apart is his unwavering commitment to client service—he's always ready to step in and support his teammates and clients in whatever capacity they need. As a husband and father of five, Logan brings the same dedication to his family that he brings to his professional life. When not at work, he stays active through competitive swimming, enjoys the thrill of snowboarding, and loves experiencing live music.
Read Bio
Joanne Ludos
Advisory Assistant
Joanne Ludos
Advisory Assistant
Joanne was David and Elliott’s first team member at the founding of Season Investments in 2011. After moving away from Colorado and taking a handful of years off, she now works remotely from Florida, playing crucial role assisting David in the delivery of the firm’s wealth management services to clients. The majority of her time is spent helping to schedule, prepare for, and document client review meetings. Her long- standing commitment to the firm reflects her dedication and expertise. In her personal life, Joanne enjoys the coastal Florida lifestyle with her husband, Phil, and spends her free time quilting, crafting, and relaxing by the ocean.