Our Team

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

CEO & Co-Founder

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Thomas Fautrel, CRPC®, CRPS®
Thomas Fautrel

President & Co-Founder

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

Chief Operating Officer

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Mike Levitsky, CFA®, CAIA®
Mike Levitsky, CFA®, CAIA®

Chief Investment Officer

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Katy Jones-Powe
Katy Jones-Powe

Chief Marketing Officer

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Audra Barrett | Seventy2 Capital Wealth Management
Audra Barrett

Finance Director

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

Compliance Director

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Quyen Le
Quyen Le

Onboarding & Operations Director

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Katie DeLorenzo
Katie DeLorenzo

Human Resources Manager

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Julia Berman | Seventy2 Capital
Julia Berman

Operations Specialist

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Cormac Foran | Wealth Associate | Seventy2 Capital
Cormac Foran

Registered Client Service Associate & Office Coordinator

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Marshall Rubenstein | Marketing Specialist | Seventy2 Capital
Marshall Rubenstein

Marketing Specialist

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Mason Rush | Seventy2 Capital Wealth Management
Mason Rush

Investment Specialist

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Ella Simet | 72 Capital
Ella Simet

Marketing Specialist

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Lami Wadinga | Seventy2 Capital Wealth Management
Lami Wadinga

Accounting Specialist

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

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

Executive Vice President

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

Executive Vice President

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

Vice President

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

Executive Vice President

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

Vice President

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

Executive Vice President

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

Assistant Vice President

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Barbara Paige | Vice President & Financial Advisor at Seventy2 Capital Wealth Management
Barbara Paige

Vice President & Financial Advisor

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Justin Saur | Senior Financial Advisor | Seventy2 Capital
Justin Saur

Assistant Vice President

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Nicholas Shealy | Financial Advisor | Seventy2 Capital
Nick Shealy

Assistant Vice President & Financial Advisor

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Mohamed Shoukr | Seventy2 Capital Wealth Management
Mohamed Shoukr, QPFC®

Vice President

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Patricia Van Kirk, CPWA®, CIMA®, CFP® | 72Capital Wealth Management
Patricia Van Kirk, CPWA®, CIMA®, CFP®

Senior Vice President

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

Assistant Vice President

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Service Team
Connor Carpenter | Seventy2 Capital Wealth Management
Connor Carpenter

Registered Client Service Associate

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

Executive Registered Client Service Associate

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Nicholas Garcia Wealth Associate & Executive Assistant
Nicholas Garcia

Client Service Associate

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Janine Granados | Senior Wealth Associate | Seventy2 Capital
Janine Granados

Senior Client Service Associate

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

Vice President, Client Relations

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

Executive Registered Client Service Associate

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

Senior Registered Client Service Associate

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Alex Simet | Wealth Associate | Seventy2 Capital
Alex Simet

Registered Client Service Associate & Investment Specialist

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