OUR TEAM

Thomas Fautrel is Co-Founder of Seventy2 Capital, and he primarily advises Fortune 500 Executives on their executive stock and benefit plans along with creating customized portfolio solutions. Tom has been recognized as a 2018 and 2019 Top Next-Gen Wealth Advisors by Forbes* , and in 2021 was on the Forbes Best-In-State Wealth Advisors* list. Prior to founding Seventy2 Capital, Tom served as a Senior Vice President with Morgan Stanley.

The Forbes Top Next-Gen Wealth Advisors and Forbes Best-In-State Wealth Advisors ranking algorithm is 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.

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Paul is a Co-Founder of Seventy2 Capital and oversees the practice’s investment selection and allocation process to help clients realize their life goals by providing independent, thoughtful financial advice, and the highest level of service. As a husband, father, and entrepreneur, he intimately understands the multitude of financial decisions his clients face each day and throughout their lives. His clients are business owners, corporate and non-profit executives, high net worth individuals and families who rely on him for advice and strategies to build and protect their financial legacy. They benefit from his extensive knowledge of economics, financial markets, tax policy and public policy gained during a career that has spanned both Wall Street and Main Street

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Emily joined Seventy2 Capital in 2022 as the Human Resources & Operations Director. In this role, she partners with the practice’s leadership to further develop human capital infrastructure as a valuable resource for Financial Advisors and the clients they serve. She comes with over 15 years of experience in the areas of executive recruiting, human resources management, and operations. Her ability to match talent to the company’s growing needs is a meaningful asset to the organization. Additionally, she brings a thoughtful, positive, and best-in-class approach to her methodologies, whether hiring, training, or mentoring employees.

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As the Compliance Director at Seventy2 Capital, Christine aims to protect the practice and the clients. Having a strong understanding of rules and regulations within the brokerage industry, she works with the practice to help them mitigate risk. With over two decades of experience in regulatory compliance, Christine came to Seventy2 Capital after serving as the Regional Supervisor at Wells Fargo Advisors Financial Network for ten years. Earlier in her career, she held positions at Patrick Capital Markets, Gateway Compliance Consultants, Wells Fargo Advisors, A.G. Edwards & Sons, UMB Bank, and Edward Jones.

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As the Marketing Manager at Seventy2 Capital, Katy partners with advisors and staff members across the practice on all marketing and communications. She is responsible for developing and maintaining the practice’s branding, website design and content, press releases, social media channels, email campaigns, digital and print collateral, swag, internal communications, business cards, and events.

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Mike Levitsky is a Senior Vice President and Financial Advisor at Seventy2 Capital.. He leads the practice’s Investment Committee and manages Seventy2 Capital’s discretionary investment strategies. He has expertise helping corporate executives and legal professionals in the Washington, DC area with investment planning and consolidated stock position diversification. Mike builds custom investment strategies to mitigate risk using alternative investments, primary market instruments, and derivatives.

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Kyle is an Investment Associate who joined Seventy2 Capital in 2021 after completing the practice’s internship program while in college. In his current role, Kyle serves as a critical resource for the practice’s custom and discretionary investment strategies. He works hard to utilize his in-depth research and analytic skills to give the company’s advisors the tools and support they need to service clients at the highest level possible.

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John Benjamin is a Financial Advisor and CERTIFIED FINANCIAL PLANNER™ professional at Seventy2 Capital. He focuses on delivering comprehensive wealth management strategies, including retirement planning, investment portfolio recommendations, tax-efficient strategies and liability management to attorneys, business owners, corporate executives, and other high-net-worth clients.

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As a Senior Vice President with Seventy2 Capital, James Brockett strives to enhance his clients’ financial well-being by advising on the optimal mix of investment. He serves clients in the legal profession but also works with business owners to maximize corporate retirement strategies. James believes that tailored and holistic investment advice is the key to meeting one’s most important financial goals.

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In his role as a Vice President at Seventy2 Capital, Don Dearie is committed to providing his clients with extraordinary service and value that goes beyond their investment portfolio. He serves clients with needs may vary and range from traditional investments, alternative investments, and liability management to charitable giving and insurance. Above all, Don prides himself on helping good people make smart financial decisions.

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Max Freelander is a Vice President and Financial Advisor at Seventy2 Capital. In this role, he is dedicated to expanding the business and helping clients achieve their financial goals.

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In his role as Executive Vice President at Seventy2 Capital, David Holdsworth advises individuals and families on investment strategies to meet their financial needs throughout their careers and into retirement. He draws on his deep experience in the industry to deliver a standard that is personable as it is professional.

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Sean Kirby-Smith is a Vice President and Financial Advisor at Seventy2 Capital where he specializes in advising business owners and high net worth families on comprehensive estate planning strategies, business planning and retirement strategies. He earned the Chartered Retirement Plans Specialist® designation to help better serve his clients with retirement plan administration needs.

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Steve Otten is a Vice President at Seventy2 Capital, where he focuses on helping clients plan and pursue a predictable retirement income that supports their desired lifestyle. He draws on over 15 years of industry experience, as well as professional certifications like the CERTIFIED FINANCIAL PLANNER™ and Chartered Retirement Planning Counselor (CRPC®) designation.

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John Pagano is a Vice President and Financial Advisor with Seventy2 Capital. He specializes in portfolio construction with an emphasis on retirees, and has been named as Five Star Wealth Manager in 2015, 2019 and 2021*.

*The Five Star Wealth Manager award, administered by Crescendo Business Services, LLC (dba Five Star Professional), is based on 10 objective criteria: 1. Credentialed as a registered investment adviser or a registered investment adviser representative; 2. Active as a credentialed professional in the financial services industry for a minimum of 5 years; 3. Favorable regulatory and complaint history review (unfavorable feedback may have been discovered through a check of complaints registered with a regulatory authority or complaints registered through Five Star Professional's consumer complaint process*); 4. Fulfilled their firm review based on internal standards; 5. Accepting new clients; 6. One-year client retention rate; 7. Five-year client retention rate; 8. Non-institutional discretionary and/or non-discretionary client assets administered; 9. Number of client households served; 10. Education and professional designations. Wealth managers do not pay a fee to be considered or awarded. Once awarded, wealth managers may purchase additional profile ad space or promotional products. The award methodology does not evaluate the quality of services provided and is not indicative of the winner's future performance. 1956 Washington, D.C. area wealth managers were considered for the award; 122 (6 percent of candidates) were named 2019 Five Star Wealth Managers. 2015: 1837 considered, 227 winners. 2,091 Washington, D.C. - area wealth managers were considered for the award; 121 (6% of candidates) were named 2021 Five Star Wealth Managers.*To qualify as having a favorable regulatory and complaint history, the person cannot have: 1. been subject to a regulatory action that resulted in a suspended or revoked license, or payment of a fine, 2. had more than three customer complaints filed against them (settled or pending) with any regulatory authority or Five Star Professional's consumer complaint process, 3. individually contributed to a financial settlement of a customer complaint filed with a regulatory authority, 4. filed for bankruptcy, or 5. been convicted of a felony.

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As a Financial Advisor at Seventy2 Capital, Justin has a goal-based approach to wealth management. He builds an investment plan around his clients’ most important goals to help them reach financial freedom. Justin has gained particular experience advising business owners, corporate and non-profit executives, and high net worth individuals and families.

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As a Financial Advisor at Seventy2 Capital, Nick Shealy specializes in working with corporate clients to create customized retirement plan solutions while providing continuing training and support for their employees.

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James Washington draws on his expertise working with executives, high-networth-families, foundations and endowments in his role as Senior Financial Advisor at Seventy2 Capital. He has specializations in portfolio evaluation, investment vehicle due diligence & implementation, and preparing portfolio reviews.

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