Our Team

Smart. Collaborative. Responsive. Dedicated. Accountable. Traits our clients demand, traits our entire team exemplifies.

Seventy2 Capital takes pride in the capabilities and credentials of our team. We believe a diversity of backgrounds across Advisory, Client Service, Research, Operations and Compliance contributes to the private client experience.

Financial Advisors

Thomas Fautrel, CRPC®, CRPS®

Partner

Tom 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.

Paul Carlson, CIMA®, CRPC®

Partner

Paul has over 20 years of experience in the financial services industry that began on the trading floor of a Wall Street firm and culminated in starting Seventy2 Capital to help clients realize their personal and financial aspirations. His exemplary educational credentials along with 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 in Public Policy from Harvard University.

Eric Bost

Partner

As Partner at LII of Seventy2 Capital Wealth Management, Eric Bost draws on his thirty years of industry experience to help clients understand their financial options and build their best future. He works primarily with families, integrating their activities, interests, passions and, above all else, the people they care for the most into their planning. Value based investing is a key cornerstone in Eric’s expertise. After building LII into a successful independent practice, Eric partnered with Seventy2 Capital to give his clients enhanced resources and support.

Chris Davis

Partner

Chris Davis is a Partner at Seventy2 Capital, leading the Long Island, New York team. In this role, he is responsible for attracting and managing financial advisor talent in the region. Chris has a reputation as a trusted leader among financial advisors in the Long Island area, with over two decades of experience recruiting and mentoring financial advisors.

Troy Elser

Partner and Financial Advisor

Troy Elser leads the Seventy2 Capital office in Hunt Valley as a Partner and Financial Advisor. Troy has over 20 years of experience as an advisor. He strives to build long-term relationships with clients by delivering a superior experience and helping them embrace their financial future with confidence.

Linda Whittington CFP®

Partner, Financial Advisor

Linda joined Seventy2 Capital in March 2022 as a Partner and head of the Tysons Corner office. Her addition to the firm was critical to the expansion of Seventy2 Capital’s geographic footprint into Virginia. Linda made the move to Seventy2 Capital following a tenure with Wells Fargo Advisors (WFA) where she grew her practice for over 6 years. Her career as a financial advisor precedes her experience at WFA as she spent over 8 years with Morgan Stanley’s Private Wealth Management team.

David Anderson

Senior Vice President & Financial Advisor

During his four decades in the investment advisory business, David has developed his advisory skills by helping clients with investment risk management techniques. He strives to be a trusted source of thoughtful financial advice and wealth management strategy to his clients. David joined Seventy2 Capital in 2021, following an eight-year tenure at Truist Advisors.

Steve Barto

Senior Vice President, Financial Advisor

As a Senior Vice President and Financial Advisor at Seventy2 Capital, Steve is dedicated to helping clients develop and implement strategies to help realize their financial goals through a long-term investment approach. After nearly three decades of experience as an advisor, his mission is to provide objective and timely financial advice and guidance — with the highest level of professional service — in building and preserving wealth for his clients.

John Benjamin, CFP®

Assistant Vice President

John is a Financial Advisor and Certified Financial Planner™ professional who has well over a decade of experience working in financial markets and possesses a thorough understanding of how markets operate. John’s practice focuses on delivering comprehensive wealth management strategies to his clients as they prepare to achieve their financial goals throughout their professional lives and into retirement.

James Brockett

Senior Vice President

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.

Don Dearie, CFP®, CRPC®

Vice President And Financial Advisor

Don is a Certified Financial Planner professional with a background in wealth management and private equity. He takes a customized and holistic approach to helping his clients attain their financial goals. Many of Don’s clients are corporate executives and business owners in the government contracting industry. He also works with families who have built wealth and are seeking a plan to efficiently transfer this wealth to future generations. Don is an Eagle Scout, an avid outdoorsman and an active volunteer with the Boy Scouts of America.

Derek Ehman

Senior Vice President & Financial Advisor

As a Financial Advisor, Derek is dedicated to helping clients align their personal financial goals with wealth management strategies designed around a customized risk tolerance assessment. Derek graduated from Pennsylvania State University with a bachelor’s degree in Economics and his experience spans over 20 years in the industry.

Max Freelander

Vice President, Financial Advisor

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.

Ryan Gutowski, CFP®

Vice President And Financial Advisor

Ryan Gutowski is a Vice President and Financial Advisor at Seventy2 Capital Wealth Management in the Hunt Valley office and holds the Certified Financial Planner® designation. He is passionate about helping clients achieve their financial goals and believes that a plan is a roadmap to accomplishing ones financial goals and aspirations.

Andrew Hahn, CFP®, CRPC®, CPFA

Vice President

Andrew is a Vice President and financial advisor at Seventy2 Capital Wealth Management. He has nearly 20 years as a financial advisor working with businesses, individuals and families. Drawing upon his experience as a business owner and a Certified Financial Planner® practitioner he helps tailor investment strategies to satisfy a client’s risk tolerance, time horizon, liquidity needs and overall investment goals.

Michael Hartman, CFP®

Executive Vice President & Financial Advisor

Michael provides tailored wealth and investment planning advice that seeks to bring a sense of confidence and clarity to his clients' lives. During his nearly 25 years in the industry, he has successfully served high integrity, successful business owners, professionals, retirees, and families by emphasizing long-term relationships built on trust and respect. Michael is a Certified Financial Planner Professional and holds an MBA from the University of Notre Dame.

David Holdsworth, AAMS®

Executive Vice President

David has spent nearly 30 years advising individuals and families on investment strategies to meet their financial needs. With this experience, comes a deep knowledge of financial products and services that is applied to help clients tailor a strategy for each stage of their life, career and into retirement.

Sean Kirby-Smith, CRPS®

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 Specialist? designation, the premier credential for retirement plan administration.

Michael Levitsky, CFA®, CAIA®

Senior Vice President & Director Of Investment Strategy

Michael leads the investment selection process for Seventy2 Capital’s discretionary portfolio strategies. He focuses on customizing investments to align with clients’ needs using alternative investments, primary market investments, and derivatives. Michael has been named a Five Star Wealth Manager in 2019, 2020 and 20212

Scott McLaughlin

Senior Vice President, Financial Advisor

As a Senior Vice President at Seventy2 Capital Wealth Management, Scott McLaughlin combines his broad experience from two separate financial service industries in his approach to investing. Congenial as he is credentialed, Scott has dedicated his forty-year career to delivering consistent, top-level service through major shifts and changes in the markets.

Kyle Morton

Investment Associate

Kyle is an Investment Associate with the Seventy2 Capital portfolio team. In that capacity, he is dedicated to research, analysis, and due diligence work around portfolio holdings. Kyle attended Bucknell University in Lewisburg, PA, where he graduated with a BSc in Mathematical Economics with a concentration in Statistics.

Jeffrey Munson

Executive Vice President & Financial Advisor

Jeff remains dedicated to a customized approach to wealth management with the financial goals of each individual client at the core. With over 20 years of experience in the industry, Jeff uses the power of his experience to help clients address their current financial needs and focus on achieving their long-term goals even when navigating market fluctuations. Jeff is a PIM Portfolio Manager and is a native of Ellicott City, MD.

Steve Otten, CFP®, CRPC®

Vice President, Financial Advisor

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.

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.

Tom Palazzo, CFP®

Financial Advisor

For nearly two decades, Tom has put his clients’ needs first by providing honest, objective, level-headed financial advice. He gets to know his clients well so he can craft solutions and strategies that align with their aspirations, risk tolerance, time horizon, and liquidity needs. High-quality service is extremely important to Tom, which is why he strives to maintain a significantly lower than average client-to-advisor ratio. That way, he can provide the exceptional value and attention his clients deserve on an ongoing basis.

Steve Richardson

Vice President

Steve Richardson is a Vice President and Senior Financial Advisor at Seventy2 Capital Wealth Management. His advisory experience spans over 30 years of helping his clients plan for retirement while educating them to be more confident investors.

Amy Roberts, CRPC®, AAMS®

Assistant Vice President And Financial Advisor

As a financial advisor with over 20 years of experience, Amy has built a successful career by inspiring clients, reducing stress around financial matters and delivering value by helping clients balance their financial lives. She has been recognized for five years (2014 – 2018) as a Women’s Choice Award Financial Advisor, a program for well-qualified advisers who are committed to the women's market and serving their female clients and their families. She especially enjoys speaking to women’s groups about investment management and personal finances.

Frank Scicchitano

Senior Vice President

Frank leads the Seventy2 Capital office in Annapolis, MD. He began his career in one of the most tumultuous times in the market and since 2001 has helped clients manage their wealth through good times and bad.

Nicholas Shealy

Financial Advisor

Nicholas is a Financial Advisor 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.

Doug Stead, ChFC®, RICP®

Vice President And Financial Advisor

Doug specializes in retirement and 401(k) planning. The best advice he ever got was ‘we were born with 2 ears and 1 mouth so listen twice as much as you speak; you will learn a lot more that way.’ Throughout his 25 plus years as a financial advisor, he has found success by doing just that. He also applies that advice in his role as a youth sports coach and Commissioner of his local, recreational basketball league.

James N. Washington II

Senior Financial Advisor

Taking the time to understand his clients’ needs enables James to provide his clients with an investment framework customized to their financial goals. In addition, he has a background in private banking and portfolio evaluation that has helped prepare him to manage their most essential resources. James is a native of the Washington, DC area and an Eagle Scout.

Client Service Teams

Cory Chambers

Senior Registered Client Associate

Cory prides himself on providing outstanding customer service to Seventy2 Capital clients. He is responsible for all facets of the operations and account management functions and supports the senior advisors in the Annapolis, MD office.

Betty Gunter

Senior Registered Client Services Associate

Betty has nearly 25 years of experience in the investment advisory and brokerage industry. With a developed skillset in managing client experiences, she uses diligence and an attention to detail in administering daily operations. Betty has successfully completed the SIE, series 7,63 and 65 registrations. She is based in the Hunt Valley office and is a native of Baltimore, MD.

Paul Hofmann

Senior Wealth Associate

Paul is a member of the Hunt Valley Client Services team where he supports a team of experienced advisors with the goal of enhancing the client experience. His responsibilities include both operational and administration functions of the Hunt Valley team.

Jay Quimby

Client Service Associate

Jay joined Seventy2 Capital in March 2022 as a Client Service Associate in the Tysons Corner office. His dedication to meeting clients’ daily requirements is engrained in his overall professional approach to managing all the tasks he is faced with. He is a graduate of the College of William and Mary where he double majored in Chinese and Government.

Joy Lomibao

Vice President, Client Relations

Joy brings over 18 years of experience in a client service and management roles. She works closely with Seventy2 Capital’s advisors and clients on day to day investment management activities. She believes in providing personalized attention and solution-oriented service to Seventy2 Capital’s clients.

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.

Amy Rinaudot

Client Service Associate

Amy brings 10 years of experience as an accounting and administrative professional to the Seventy2 Capital Client Service team in Bethesda. As a Client Service Associate, her primary responsibility rests in helping simplify clients’ financial lives. Prior to Seventy2 Capital, Amy spent over 4 years as a Wealth Management Client Associate with Merrill Lynch.

Justin Saur

Senior Registered Associate

Justin joined the Client Services team in 2018 following graduation from the University of Maryland. In this role, he assists the Financial Advisors with various administrative and operational functions for existing clients and onboarding of new clients.

Sandy Shaeffer

Senior Registered Client Service Associate

Sandy joins the Seventy2 Capital Client Services team from Truist Advisors, with almost 30 years of experience in the industry. Sandy’s professional experience has focused on the operations and administrative side of the business, supporting financial advisors and their clients. Sandy works with diligence and commitment to provide excellent client service experiences.

Kevin Shultis

Registered Client Service Associate

Kevin joined the Seventy2 Capital team as a Registered Client Service Associate (CSA) and focuses on supporting financial advisors with account opening and administrative functions. Prior to this, Kevin was a registered CSA at UBS and a financial services representative at Merrill Edge. Kevin completed a BS degree in Pure Mathematics with a Minor in Computer Science from Towson University.

Sandy Vecere

Senior Wealth Associate

Sandy Vecere is a Senior Wealth Associate in the Hunt Valley office where she is responsible for the onboarding of new clients, as well as assisting clients with operational and account management needs. With over 30 years of experience in the industry, she specializes in providing top quality service and maintaining excellent relationships with clients.

Janet Richardson

Account Administrator

Janet is the primary operational support person for the Leonardtown, MD office. Her strong people skills and deep business experience across an array of industries contribute to the client experience through her ability to provide both exceptional client service, and administrative and operational support to Steve Richardson’s clients.

Human Resources

Emily McManaman

Human Resources & Operations Director

Emily is the Human Resources and Operations Director and joined Seventy2 Capital in February 2022. Her transition followed a 15-year tenure at the boutique executive search firm, Grant/Morgan Associates. Emily has a mindset dedicated to helping others reach their objectives, complemented by expertise in vetting technical skillsets and cultural alignment. She is also responsible for the internal administration and operations of the firm, particularly as they relate to the firm’s culture and employee relations.

1 The Forbes Top Next-Gen 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.

2 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. For 2020, 2,535 Washington, D.C. area wealth managers were considered for the award; 115 (5% of candidates) were named 2020 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.

  • 2020 - 2,535 Washington, D.C. area wealth managers were considered for the award; 115 (5 percent of candidates) were named 2020 Five Star Wealth Managers.
  • 2019 – 1,956 Washington, D.C. area wealth managers were considered for the award; 122 (6 percent of candidates) were named 2019 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 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 Five Star Wealth Managers.
  • 2015 - 1,837 Washington D.C. area wealth managers were considered for the award; 227 (13 percent of candidates) were named Five Star Wealth Managers.

3 The Women’s Choice Award® Financial Advisor program was created by WomenCertified Inc., the Voice of Women, in an effort to help women make smart financial choices. The Women’s Choice Award Financial Program is based on 17 objective criteria associated with providing quality service to women clients, such as educational and professional credentials, experience, and a favorable regulatory history, among other factors, including letters of validation and background check. Financial advisors do not pay a fee to qualify for the program. All qualified advisors are listed on womenschoiceaward.com. Once qualified, financial advisors may purchase additional marketing collateral such as seal usage, enhanced listing or promotional products. The inclusion of a financial advisor within the WCA Financial Advisor network should not be construed as an endorsement of the financial advisor by WomenCertified Inc. or its partners and affiliates and is no guarantee of quality of services provided to clients or future investment success.