Our Team

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

CEO & Co-Founder

Learn More

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

President & Co-Founder

Learn More

EmailLinkedIn
Christine Roberts
Christine Roberts

Compliance Director

Learn More

EmailLinkedIn
Katy Jones-Powe
Katy Jones-Powe

Marketing Director

Learn More

EmailLinkedIn
Quyen Le
Quyen Le

Operations & Onboarding Manager

Learn More

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

Managing Director, Investment Strategy

Learn More

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

Investment Associate

Learn More

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

Executive Vice President

Learn More

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

Assistant Vice President

Learn More

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

Senior Vice President

Learn More

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

Senior Vice President

Learn More

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

Vice President

Learn More

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

Executive Vice President

Learn More

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

Vice President & Founding Member

Learn More

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

Senior Vice President

Learn More

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

Assistant Vice President

Learn More

EmailLinkedIn
Justin Saur | Senior Financial Advisor | Seventy2 Capital
Justin Saur

Senior Financial Advisor

Learn More

EmailLinkedIn
Nicholas Shealy | Financial Advisor | Seventy2 Capital
Nick Shealy

Financial Advisor

Learn More

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

Senior Financial Advisor

Learn More

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

Vice President, Client Relations & Founding Member

Learn More

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

Senior Registered Wealth Associate & Founding Member

Learn More

Email
Amy Rinaudot | Senior Wealth Associate | Seventy2 Capital
Amy Rinaudot

Senior Wealth Associate

Learn More

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

Registered Wealth Associate

Learn More

Email
Alex Simet | Wealth Associate | Seventy2 Capital
Alex Simet

Wealth Associate

Learn More

EmailLinkedIn