Dec 02, 2025 Seventy2 Capital Hosts 4th Annual Conference in Washington, D.C.
To celebrate another year of growth and achievement, Seventy2 Capital team members gathered at the St. Regis Hotel in Washington, D.C. for the company’s 4th Annual Conference. From launching 7200 Tax Partners to exceeding $14.2 billion in assets under management (as of December 1, 2025), this year featured many milestones that showcased the expanding success of Seventy2 Capital.
Team Bonding Scavenger Hunt
To kick off the event, attendees took part in a scavenger hunt around D.C. Team members split into groups and explored the city, completing various challenges along the way. The hunt was an exciting way to start the conference and offered a great chance for team members to get to know each other, especially with many new faces attending this year. After two hours, the winning team received company swag as a prize.
Cocktail/Awards/Dinner
After completing the scavenger hunt and returning to the St. Regis, Seventy2 Capital hosted a cocktail hour and dinner that allowed team members to meet new faces and get to know their coworkers. At the start of dinner, Seventy2 Capital’s CEO and Co-Founder, Paul Carlson, delivered a moving speech about the company’s growth and success, highlighting the rapid increase in team members since its founding in December of 2016.
Following Paul’s speech, Tom Fautrel, President and Co-Founder of Seventy2 Capital, took the stage to present our team’s annual awards for financial advisors. All award recipients displayed exceptional work ethic, determination, and a passion for assisting clients every day throughout the year.
- Bulls of the Year
- Brandon Kape – Executive Vice President
- Michael Hartman – Executive Director
- Hayden Bates – Executive Director
- MVPs
- Jim McCarthy – Senior Managing Director, Red Bank
- Ryan Gutowski – Vice President
- Top Performers
- Troy Elser – Senior Managing Director, Hunt Valley
- Mike Levitsky – Managing Director, Investment Strategy
- Top Contributors
- James Washington – Senior Financial Advisor
- Nick Shealy – Assistant Vice President
- Most Referrals
- James Brockett – Executive Vice President
We also recognize our outstanding staff members at Seventy2 Capital who work tirelessly to meet advisors’ needs and help ensure client satisfaction. Craig Martin, Seventy2 Capital’s Managing Director of Operations, presented the Staff Bull of the Year awards to these team members:
- Lisa Spangler – Senior Wealth Associate
- Paul Hoffman – Senior Registered Wealth Associate
- Grant Wallace – Senior Wealth Associate
- Alex Simet – Registered Wealth & Investment Associate
- Sandy Vecere – Senior Registered Wealth Associate
- Ashley Printz – Senior Wealth Associate
- Summer Gigliotti – Senior Registered Wealth Associate
- Quyen Le – Operations & Onboarding Manager
- Gordean Gross – Tax Manager
To conclude our dinner, Paul Carlson returned to the stage to make one final announcement. Chris Roberts, Seventy2 Capital’s Compliance Director, will be retiring at the end of the year. Chris has been with Seventy2 Capital for three years, and her impact is evident every day. She has worked tirelessly to protect the practice and help ensure we stay compliant, always bringing a positive attitude and a smile. Her influence on the practice and our team members is significant. Chris’ retirement will mark the end of a meaningful career and the beginning of a new chapter.
Breakfast/Breakout Sessions
After a fun night celebrating Seventy2 Capital, team members gathered for breakfast before attending our breakout sessions. The first two sessions focused on our Asset Management Program. Michael Levitsky, Managing Director of Investment Strategy at Seventy2 Capital, hosted the firm’s financial advisors, while Alex Simet, Registered Wealth & Investment Associate, spoke with all Wealth Associates.
The next session included a presentation from 7200 Tax Partners for our financial advisors, covering best practices for small businesses. Meanwhile, Cory Chambers, Seventy2 Capital’s Client Systems Operations Manager & Senior Registered Wealth Associate, hosted a workshop for our wealth associates to get to know one another and discuss their approaches.
In the last breakout session, Senior Financial Advisor James Washington gave a presentation on eMoney® for both financial advisors and wealth associates. Additionally, our leadership team met to discuss the future of Seventy2 Capital and our goals for the next year.
Our fourth Annual Conference was a wonderful experience; we were thrilled to see so many of our team members come together to celebrate the company and our growth! Thank you all for coming to celebrate with us. We look forward to continuing our growth over the next year and can’t wait for our fifth annual conference!