Our Team

Leadership
Paul Carlson, CIMA®, CRPC®
Paul Carlson, CIMA®, CRPC®

CEO & Co-Founder

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Thomas Fautrel, CRPC®, CRPS®
Thomas Fautrel, CRPC®, CRPS®

President & Co-Founder

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Eric Bost
Eric Bost

Managing Director, Leesburg

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Chris Calabrese | Seventy2 Capital
Christopher Calabrese

Senior Managing Director

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Troy Elser
Troy Elser

Senior Managing Director, Hunt Valley

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Scott Gibson, CRPC®, APMA®
Scott Gibson, CRPC®, APMA®

Managing Director, Charlottesville

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Jim McCarthy, CIMA®, CRC® | Senior Managing Director | Seventy2 Capital
Jim McCarthy, CIMA®, CRC®

Senior Managing Director, Red Bank

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Linda Whittington, CFP®
Linda Whittington, CFP®

Managing Director, Tysons

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Craig L. Martin, CFP®, CRPC® | Seventy2 Capital
Craig L. Martin, CFP®, CRPC®

Managing Director, Operations

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Christine Roberts
Christine Roberts

Compliance Director

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Katy Jones-Powe
Katy Jones-Powe

Marketing Director

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Quyen Le
Quyen Le

Operations & Onboarding Manager

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Investment Management
Mike Levitsky, CFA®, CAIA®
Mike Levitsky, CFA®, CAIA®

Managing Director, Investment Strategy

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Kyle Morton | Investment Associate | Seventy2 Capital
Kyle Morton, CAIA®

Investment Associate

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Financial Advisors
David Anderson | Vice President & Financial Advisor | Seventy2 Capital
David Anderson

Vice President

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Christopher Andrews | Executive Vice President & Financial Advisor | Seventy2 Capital
Christopher Andrews

Executive Vice President

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Steve Barto | Senior Vice President & Financial Advisor | Seventy2 Capital
Steve Barto

Senior Vice President

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Daniel Bavuso | Executive Vice President & Financial Advisor | Seventy2 Capital
Daniel J. Bavuso III

Executive Vice President

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John Benjamin CFP® | Assistant Vice President & Financial Advisor | Seventy2 Capital
John Benjamin, CFP®

Assistant Vice President

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Michael Boyd, WMCP®, RICP® | Seventy2 Capital Wealth Management
Michael Boyd, WMCP®, RICP®

Executive Vice President

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John Busco | Seventy2 Capital Wealth Management
John Busco

Executive Vice President

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James Brockett | Senior Vice President & Financial Advisor, A Founding Member | Seventy2 Capital
James Brockett

Senior Vice President

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Don Dearie, CFP®, CRPC® | Senior Vice President & Financial Advisor | Seventy2 Capital
Don Dearie, CFP®, CRPC®

Senior Vice President

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Les Dennis, CFP®, ChFC®, CLU® | Senior Vice President & Financial Advisor | Seventy2 Capital
Les Dennis, CFP®, ChFC®, CLU®

Senior Vice President

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Derek Ehman | Senior Vice President | Seventy2 Capital
Derek Ehman

Senior Vice President

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Alex Eljdid, CFP® | Executive Vice President & Financial Advisor | Seventy2 Capital
Alex Eljdid, CFP®

Executive Vice President

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Max Freelander | Vice President & Financial Advisor | Seventy2 Capital
Max Freelander

Vice President

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Craig Gayhardt | Senior Vice President & Financial Advisor | Seventy2 Capital
Craig Gayhardt

Executive Vice President

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Ryan Gutowski, CFP®, AWMA®, CEPA® | Vice President | Seventy2 Capital
Ryan Gutowski, CFP®, AWMA®, CEPA®

Vice President

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Andrew Hahn, CFP®, CRPC® | Vice President & Financial Advisor | Seventy2 Capital
Andrew Hahn, CFP®, CRPC®

Vice President

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Matthew X. Hanley | Vice President & Financial Advisor | Seventy2 Capital
Matthew X. Hanley

Vice President

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Joseph Hanney | Executive Vice President & Financial Advisor | Seventy2 Capital
Joseph Hanney

Executive Vice President

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Michael Hartman, CFP® | Executive Vice President | Seventy2 Capital
Michael J. Hartman, CFP®

Executive Vice President

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Christopher Hayburn | Senior Vice President | Seventy2 Capital
Christopher Hayburn

Senior Vice President

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George H. Hocker, CFP® | Seventy2 Capital Wealth Management
George H. Hocker, CFP®, PIM Portfolio Manager

Vice President

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David Holdsworth, AAMS® | Executive Vice President & Financial Advisor | Seventy2 Capital
David Holdsworth, AAMS®

Executive Vice President

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Kyle Hublitz, CPWA, CSRIC | Executive Director & Financial Advisor | Seventy2 Capital
Kyle Hublitz, CPWA, CSRIC

Executive Director

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Sean Kirby-Smith, CRPS® | Vice President & Financial Advisor, A Founding Member | Seventy2 Capital
Sean Kirby-Smith, CRPS®

Vice President & Founding Member

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Scott Mclaughlin | Senior Vice President & Financial Advisor | Seventy2 Capital
Scott McLaughlin

Senior Vice President

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Brent McTaggart | Seventy2 Capital Wealth Management
Brent McTaggart

Executive Vice President

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Jason D. McTaggart, AAMS®, CRPC® | Seventy2 Capital Wealth Management
Jason D. McTaggart, AAMS®, CRPC®

Executive Vice President

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Jeffrey Munson, PIM Portfolio Manager | Executive Vice President & Financial Advisor | Seventy2 Capital
Jeffrey Munson, PIM Portfolio Manager

Executive Vice President

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Steven C. Nuetzel, CFP®, PIM Portfolio Manager | Executive Director & Financial Advisor | 72 Capital Wealth Management
Steven C. Nuetzel, CFP®

Executive Director

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Steve Otten, CFP®, CRPC® | Senior Vice President & Financial Advisor | Seventy2 Capital
Steve Otten, CFP®, CRPC®

Senior Vice President

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John Pagano | Assistant Vice President & Financial Advisor | Seventy2 Capital
John Pagano

Assistant Vice President

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Tom Palazzo, CFP® | Financial Advisor | Seventy2 Capital
Tom Palazzo, CFP®

Financial Advisor

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Amy Roberts, CRPC®, AAMS® | Assistant Vice President & Financial Advisor | Seventy2 Capital
Amy Roberts, CRPC®, AAMS®

Assistant Vice President

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Justin Saur | Senior Financial Advisor | Seventy2 Capital
Justin Saur

Senior Financial Advisor

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Frank Scicchitano | Senior Vice President & Financial Advisor | Seventy2 Capital
Frank Scicchitano

Senior Vice President

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Nicholas Shealy | Financial Advisor | Seventy2 Capital
Nick Shealy

Financial Advisor

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Mark R. Sicilia | Seventy2 Capital Wealth Management
Mark R. Sicilia

Executive Vice President

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Francis Spina, CFP® | Seventy2 Capital
Francis Spina, CFP®

Senior Vice President

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Doug Stead, ChFC®, RICP® | Vice President | Seventy2 Capital
Doug Stead, ChFC®, RICP®

Vice President

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Nicholas Steier | Senior Vice President & Financial Advisor | Seventy2 Capital
Nicholas Steier

Senior Vice President

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Kevin Toohill, PIM Portfolio Manager | Executive Director & Financial Advisor | Seventy2 Capital
Kevin Toohill, PIM Portfolio Manager

Executive Director

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James N. Washington II | Senior Financial Advisor | Seventy2 Capital
James N. Washington II

Senior Financial Advisor

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David Wisniewski | Senior Vice President | Seventy2 Capital
David Wisniewski, CFDA®

Executive Vice President

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Service Team
Ashley Printz | Senior Registered Wealth Associate | Seventy2 Capital
Ebony Benjamin

Senior Registered Wealth Associate

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Brandon L. Cauley | Seventy2 Capital Wealth Management
Brandon L. Cauley

Senior Registered Wealth Associate

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Cory Chambers | Senior Registered Wealth Associate | Seventy2 Capital
Cory Chambers

Senior Registered Wealth Associate

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Brian Davies | Senior Registered Wealth Associate | Seventy2 Capital
Brian Davies

Senior Registered Wealth Associate

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Katrina Ellis | Senior Registered Wealth Associate | Seventy2 Capital
Katrina Ellis

Senior Registered Wealth Associate

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Jennifer Engelhardt | Seventy2 Capital Wealth Management
Jennifer Engelhardt

Senior Registered Wealth Associate

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Alicia Forrester | Seventy2 Capital Wealth Management
Alicia Forrester

Senior Registered Wealth Associate

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Janine Granados | Senior Wealth Associate | Seventy2 Capital
Janine Granados

Senior Wealth Associate

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Betty Gunter | Senior Registered Wealth Associate | Seventy2 Capital
Betty Gunter

Senior Registered Wealth Associate

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Paul Hofmann | Senior Registered Wealth Associate | Seventy2 Capital
Paul Hofmann

Senior Registered Wealth Associate

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Norena Howard | Senior Registered Wealth Associate | Seventy2 Capital
Norena Howard

Senior Registered Wealth Associate

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Jodelle Jones | Senior Wealth Associate | Seventy2 Capital
Jodelle Jones

Senior Wealth Associate

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Ed Kraemer | Senior Registered Wealth Associate | Seventy2 Capital
Ed Kraemer

Senior Registered Wealth Associate

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Ivy Landro | Seventy2 Capital
Ivy Landro, PMP

Executive Assistant

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Joy Lomibao | Vice President, Client Relations, Founding Member | Seventy2 Capital
Joy Lomibao

Vice President, Client Relations & Founding Member

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Antonio Price | Senior Registered Wealth Associate | Seventy2 Capital
Antonio Price

Senior Registered Wealth Associate & Founding Member

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Ashley Printz | Wealth Associate | Seventy2 Capital
Ashley Printz

Wealth Associate

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Jay Quimby | Registered Wealth Associate | Seventy2 Capital
Jay Quimby

Registered Wealth Associate

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Al Raia | Seventy2 Capital Wealth Management
Al Raia

Senior Registered Wealth Associate

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Amy Rinaudot | Senior Wealth Associate | Seventy2 Capital
Amy Rinaudot

Senior Wealth Associate

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Colby Savadove | Senior Registered Wealth Associate | Seventy2 Capital
Colby Savadove

Senior Registered Wealth Associate

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Sandy Shaeffer | Senior Registered Wealth Associate | Seventy2 Capital
Sandy Shaeffer

Senior Registered Wealth Associate

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Kevin Shultis, CIMA® | Registered Wealth Associate | Seventy2 Capital
Kevin Shultis, CIMA®

Registered Wealth Associate

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Alex Simet | Wealth Associate | Seventy2 Capital
Alex Simet

Wealth Associate

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Nancy Skonberg, CFP® | Senior Registered Client Associate | Seventy2 Capital
Nancy Skonberg, CFP®

Senior Registered Client Associate

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Lisa Spangler | Senior Wealth Associate | Seventy2 Capital
Lisa Spangler

Senior Wealth Associate

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Nicole Stenquist | Seventy2 Capital
Nicole Stenquist

Senior Wealth Associate

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Emily Taylor | Seventy2 Capital
Emily Taylor

Senior Registered Wealth Associate

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Susan Tooker

Senior Registered Wealth Associate

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Brandon Troiano | Senior Registered Wealth Associate | Seventy2 Capital
Brandon Troiano

Senior Registered Wealth Associate

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Sandy Vecere | Senior Registered Wealth Associate | Seventy2 Capital
Sandy Vecere

Senior Registered Wealth Associate

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Grant Wallace | Seventy2 Capital Wealth Management
Grant Wallace

Senior Wealth Associate

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Kerry Zavory | Senior Registered Wealth Associate | Seventy2 Capital
Kerry Zavory

Senior Registered Wealth Associate

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