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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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

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

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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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, AAMS®

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 & Founding Member

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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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Justin Saur | Senior Financial Advisor | Seventy2 Capital

Justin Saur

Senior Financial Advisor

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Nicholas Shealy | Financial Advisor | Seventy2 Capital

Nick Shealy

Financial Advisor

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

James N. Washington II

Senior Financial Advisor

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Service Team

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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Amy Rinaudot | Senior Wealth Associate | Seventy2 Capital

Amy Rinaudot

Senior 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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