BUILD.
PRESERVE.
INSPIRE.
Our dedicated team draws on nearly 90 years of combined experience at some of the largest Wall Street firms to help you simplify your life and focus on what inspires you. This commitment to our clients and to maintaining the highest standards of professionalism and client service has earned us some of the most trusted designations in the industry.

Click on each of the profiles below to learn more about us.
Thomas Fautrel, CRPC, CRPS
Thomas Fautrel, CRPC®, CRPS®
Partner
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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 has been recognized as a 2018 Top Next Generation Advisor by Forbes. He also holds multiple industry accreditations and designations, and has been named a Five Star Wealth Manager in 2015, 2016 and 2017.*

Paul Carlson, CIMA, CRPC
Paul Carlson, CIMA®, CRPC®
Partner
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Paul has over 18 years in the financial services industry. His extensive education and service as a legislator in the Maryland House of Delegates provides his clients with unique insights into the financial and economic markets. He holds the exclusive Certified Investment Management Analyst® (CIMA®) designation and a Master’s degree from Harvard University.
Joy Lomibao
Joy Lomibao
VICE PRESIDENT, CLIENT RELATIONS
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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
Michael Levitsky
VICE PRESIDENT
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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
John Benjamin, CFP®
ASSISTANT VICE PRESIDENT
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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
John Pagano
ASSISTANT VICE PRESIDENT
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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
Sean Kirby-Smith, CRPS®
ASSISTANT VICE PRESIDENT
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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
James Brockett
FINANCIAL ADVISOR
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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 and businesses on retirement planning strategies.


Brandy Corcoran Carlson
Brandy Corcoran Carlson
STRATEGY AND BUSINESS DEVELOPMENT
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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
Michael Jorgenson
financial advisor
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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
Antonio Price
CLIENT SERVICE ASSOCIATE
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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
Nicholas Shealy
MARKETING ASSOCIATE
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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.


* Ranking algorithm based on industry experience, interviews, compliance records, assets under management, revenue and other criteria by SHOOK Research, LLC, which does not receive compensation from the advisors or their firms in exchange for placement on a ranking. Investment performance is not a criterion.

* 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.

*2015 - 1,837 Washington D.C. area wealth managers were considered for the award; 227 (13 percent of candidates) were named 2015 Five Star Wealth Managers.
2016 - 1,665 Washington D.C. area wealth managers were considered for the award; 208 (13 percent of candidates) were named 2016 Five Star Wealth Managers.
2017 - 1,417 Washington D.C. area wealth managers were considered for the award; 106 (7 percent of candidates) were named 2017 Five Start Wealth Managers.
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