BUILD.
Committed to developing and executing a plan to help grow and maximize your wealth.
PRESERVE.
Years of experience gives us the insight to help you successfully navigate life events and market cycles.
INSPIRE.
Partnering with you to create a meaningful and lasting legacy.
Mission
We serve successful individuals, families, business executives and non-profits by helping define their most important financial goals, crafting a plan in pursuit of those and then consistently executing to help make our clients' aspirations a reality.
Experience

Seventy2 Capital's principals draw on nearly 90 years of combined experience at some of the largest Wall Street firms, along with backgrounds as asset managers, securities traders, and regulators. With this experience comes a deep understanding of global financial markets and macroeconomic policy that is specific to the industry. Our commitment to maintaining the highest standards of care and professionalism in serving our clients has earned us some of the highest designations in the industry including the CFP®, CRPC® and CRPS®.

Investment Solutions
Our suite of services and products allows us to customize a strategy that meets your needs and wishes regardless of your stage of life or the complexity of your individual circumstances - with confidentiality, integrity and objectivity.
Seventy2 Capital takes pride in the expertise and credentials of our team. We believe a diversity of experience across Advisory, Client Service, Research, Operations and Compliance contributes to the private client experience.
Click on each of the profiles below to learn more about us.
Thomas Fautrel, CRPC®, CRPS®
Partner
Tom is a co-founder of Seventy2 Capital and has over 14 years of experience as a financial advisor. He primarily advises Fortune 500 Executives on their retirement planning needs. Tom holds multiple industry accreditations, and designations, and has been named a Five Star Wealth Manager for two consecutive years.*
Paul Carlson, CRPC®
Partner
Paul has over 18 years of experience in the financial services industry. His extensive education and background as a legislator in the Maryland House of Delegates provides his clients with unique insights into the financial and economic markets.


Joy Lomibao
VICE PRESIDENT, CLIENT RELATIONS
Joy brings over 18 years of experience in a client services and advisor role. She works closely with Seventy2 Capital's high net worth clients on day to day investment management activities and during major life events such as death of a spouse or divorce.


Michael Levitsky
VICE PRESIDENT
Michael joined the team from Morgan Stanley where he developed custom-tailored investment strategies for corporate executives and legal professionals. As a member of Seventy2 Capital's Investment Committee, Michael is responsible for developing diversified financial strategies with targeted risk / return benchmarks.
John Benjamin, CFP®
ASSISTANT VICE PRESIDENT
John is a member of the firm's Investment Committee and focuses on delivering comprehensive wealth management strategies to the firm's clients. He has over a decade in the finance industry, including a background in energy trading and foreign currency markets.


John Pagano
ASSISTANT VICE PRESIDENT
John’s expertise in portfolio construction comes from serving clients for over 10 years, most recently as an advisor with Morgan Stanley's wealth management group. His clients value his responsiveness and the diligence with which he serves their financial needs both pre- and post-retirement.

Sean Kirby-Smith, CRPS®
ASSISTANT VICE PRESIDENT
Sean specializes in advising high net worth clients on comprehensive retirement and estate planning strategies. Sean previously worked with Morgan Stanley and has earned the Chartered Retirement Plans SpecialistSM designation, the premier credential for retirement plan administration.
James Brockett
FINANCIAL ADVISOR
James comes to Seventy2 Capital after working with the firm's founders at Morgan Stanley. He is a financial advisor to high net worth individuals and a team lead of the firm's college intern program.



Brandy Corcoran Carlson
STRATEGY AND BUSINESS DEVELOPMENT
Brandy leads strategic planning and partnership efforts for Seventy2 Capital. Prior to joining the firm, she held a number of senior leadership positions for high growth companies. She has extensive experience in business development, capital raising, and client and investor relations.
Michael Jorgenson
marketing associate
Michael joined the firm after graduating with a degree in Trust and Wealth Management. He is primarily responsible for client acquisition activities. He is also a team lead of the firm's college intern program.


Antonio Price
CLIENT SERVICE ASSOCIATE
Antonio has worked in the financial services industry for over 15 years, most recently with Morgan Stanley. He works closely with new and existing clients on account opening, management and maintenance in addition various administrative support functions of the firm.
Nicholas Shealy
MARKETING ASSOCIATE
Nicholas is a Marketing Associate with Seventy2 Capital Wealth Management where he is primarily responsible for client acquisition activities. He is also a team lead of the firm's college intern program.


* 2015, 2016, 2017 surveys conducted by Five Star Professional, an independent, third-party research firm, who receive nominations from peers or firms in the Mid-Atlantic area and evaluated the nominees based on 10 objective criteria including client retention rates, client assets admininstered, firm review, and favorable regulatory and complaint history. The Five Star Award is not indicative of the wealth manager's future performance. For more information see: https://www.fivestarprofessional.com/Market/DCWM.
7200 Wisconsin Avenue
Suite 204
Bethesda, MD 20814



FINRA’s BrokerCheck Obtain more information about our firm and its financial professionals
FINRA’s BrokerCheck Obtain more information about our firm and its financial professionals