Aug 05, 2024 Nine Seventy2 Capital Advisors named as Five Star Professionals
Seventy2 Capital Wealth Management, a client-centered, independent wealth management practice headquartered in the Washington DC – Baltimore region, announced today that nine of their advisors have been named as 2024 Five Star Professional Wealth Managers:
• Mike Levitsky, Managing Director, Investment Strategy
• Linda Whittington, Managing Director, Tysons
• Michael Hartman, Executive Vice President & Financial Advisor
• David Holdsworth, Executive Vice President & Financial Advisor
• Matthew Power, Executive Vice President & Financial Advisor
• Steve Otten, Senior Vice President & Financial Advisor
• George Hocker, Vice President & Financial Advisor
• John Pagano, Assistant Vice President & Financial Advisor
• Amy Roberts, Assistant Vice President & Financial Advisor
“Seventy2 Capital is proud to have nine team members rank as Five Star Professionals in 2024,” said Paul Carlson, CEO of the practice. “This honor recognizes their dedication to their role as a trusted professional to guide clients in their financial decision-making.”
Mike Levitsky is the Managing Director of Investment Strategy at Seventy2 Capital, as well as a founding member. He leads the practice’s Investment Committee and manages Seventy2 Capital’s discretionary investment strategies. Mike works with clients and advisors to build custom investment strategies to help mitigate risk using a variety of financial instruments across the risk spectrum. He also oversees the practice’s internal account operations and expansion modeling and economics.
Linda Whittington leads the Seventy2 Capital office in Tysons Corner, Virginia, as a Managing Director. She is a CERTIFIED FINANCIAL PLANNER® professional and Financial Advisor. With over 15 years of professional experience in the industry, she strives to provide clients with the highest level of knowledge, trust, and service. Linda believes that by forging close bonds with clients, she’s able to create personalized investment programs and open lines of communication that allow for a deeper understanding of client goals. She develops comprehensive wealth management strategies, including investment recommendations, retirement planning, and liability management for high-net-worth individuals, families, and executives. Linda is also a key leader in the extension of Seventy2 Capital’s geographic footprint in Virginia.
Michael Hartman, an Executive Vice President at Seventy2 Capital, serves high-integrity and successful business owners, professionals, retired individuals, and families by providing comprehensive wealth management strategies and investment planning advice. He has developed a successful practice emphasizing long-term client relationships built on a foundation of ethics, respect, trust, and quality personal service. Michael’s ultimate objective is to assist his clients in making educated, sensible financial decisions to help them enjoy their lives more fully.
David Holdsworth advises high net worth individuals, businesses, and families on investment strategies to meet their financial needs throughout their careers and into retirement. In his role as an Executive Vice President and Financial Advisor, his deep experience in the industry lends to delivering a standard that is as both personable as it is professional. He draws on over 33 years of industry experience and employs a comprehensive wealth management approach from asset accumulation, protection, and risk management to tax-efficient strategies and legacy planning. He is well versed in alternative investments and non-correlated assets to pursue well-diversified investment strategies and work towards his clients’ goals.
Matt Power creates financial strategies for high-net-worth individuals and families as an Executive Vice President and Financial Advisor. These strategies are based on investment planning and include asset allocation, investment management, investment selection, estate planning strategies, and structures for charitable giving. Matt earned the certification of CERTIFIED FINANCIAL PLANNER®, further attesting to his desire to provide clients with strategies tailored to their resources, needs, and goals. He brings a planning and goals-based investment management focus to every relationship. Matt believes that each client’s experience is critical. He and his team in Mountainside, NJ ensure that they provide each client with advice, responsiveness, and collaboration.
Steve Otten is a Senior Vice President at Seventy2 Capital, where he focuses on assisting clients plan and pursue a predictable retirement income designed to support their desired lifestyle. He draws on over 15 years of industry experience, as well as professional certifications like the CERTIFIED FINANCIAL PLANNER® certification and Chartered Retirement Planning Counselor designation. Steve employs a comprehensive wealth management approach from asset accumulation, protection, and risk management to tax-efficient strategies and legacy planning. He is well versed in alternative investments and non-correlated assets to pursue well-diversified investment strategies and work towards his clients’ goals.
George Hocker creates a foundation of investment planning for each of his clients, then manages their assets on a risk-adjusted basis to help achieve their financial goals. He has been recognized as a Five Star Wealth Manager in 2013, 2014, 2015, 2016, 2017, 2018, 2019, 2020, 2021, 2022, 2023, and 2024.
John Pagano is a Vice President and Financial Advisor with Seventy2 Capital, helping clients with everything from selecting individual investments to developing a retirement plan. He prioritizes relationship building with his clients, getting to know them on a personal level to better understand their needs and goals, and assisting them to stay on track through market volatility. He specializes in portfolio construction with an emphasis on goals-based planning and investing.
Amy Roberts advises clients on retirement income and planning strategies, estate planning strategies, charitable giving, family finances, and education savings as an Assistant Vice President at Seventy2 Capital. She has a focus on helping women achieve their financial goals, which has led to regular invitations from women’s groups to educate on the topics of investment management and personal finances. As a result of her dedication to the profession and increasing her wealth management knowledge, Amy has earned the Chartered Retirement Planning Counselor™ and the Accredited Asset Management Specialist™ professional designations.
About Seventy2 Capital
Seventy2 Capital is a full-service, independent wealth management practice committed to supporting individuals, families, and business owners to achieve their financial goals. We are passionate about the work we do for our clients. We form a deep understanding of our client’s goals and values and then develop and implement customized strategies that fit those objectives. Seventy2 Capital has been recognized as a Barron’s Top 250 Private Wealth Management Team in 2024 and a Barron’s Top 100 Private Wealth Management Team in 2023. For more information please visit www.seventy2capital.com.
2024 Barron’s Top 250 Private Wealth Management Teams: Awarded May 2024; Data Compiled by Barron’s based on the time period from Jan. 2023 – Dec. 2023 (Source: Barrons.com).
The Barron’s Top 250 Private Wealth Management Teams are evaluated on a range of factors for the Financial Advisor and their team, who specialize in serving individuals and families. Factors included in the ratings include their previous year’s size and shape, the regulatory records and credentials of their members, and the resources they have at their disposal to serve their client bases. Self-completed questionnaire was used for rating. This rating is not related to the quality of the investment advice and based solely on the disclosed criteria.
2023 Barron’s Top 100 Private Wealth Management Teams: Awarded April 2023; Data Compiled by Barron’s based on the time period from Jan. 2022 – Dec. 2022 (Source: Barrons.com).
The Barron’s Top 100 Private Wealth Management Teams are evaluated on a range of factors for the Financial Advisor and their team, who specialize in serving individuals and families. Factors included in the ratings include their previous year’s size and shape, the regulatory records and credentials of their members, and the resources they have at their disposal to serve their client bases. Self-completed questionnaire was used for rating. This rating is not related to the quality of the investment advice and based solely on the disclosed criteria.
About Wells Fargo Advisors Financial Network
For more than 20 years, Wells Fargo Advisors Financial Network (FiNet), the independent brokerage arm of Wells Fargo & Company, has simplified independence by partnering with successful financial advisors and fostering a mutual passion for doing what’s right for clients. www.wfafinet.com
Investment products and services are offered through Wells Fargo Advisors Financial Network, LLC (WFAFN), Member SIPC. Seventy2 Capital Wealth Management is a separate entity from WFAFN.
About Five Star Professional Wealth Managers
This award was issued on 1/1/24 by Five Star Professional (FSP) for the time period 4/10/23 through 10/31/23. Fee paid for use of marketing materials. Self-completed questionnaire was used for rating. This rating is not related to the quality of the investment advice and based solely on the disclosed criteria. 2,149 Baltimore-area wealth managers were considered for the award; 257 (12% of candidates) were named 2024 Five Star Wealth Managers. Wealth managers do not pay a fee to be considered or placed on the final list of Five Star Wealth Managers. The award is based on 10 objective criteria. Eligibility criteria - required: 1. Credentialed as a registered investment adviser (RIA) or a registered investment adviser representative; 2. Actively licensed as a RIA or as a principal of a registered investment adviser firm for a minimum of 5 years; 3. Favorable regulatory and complaint history review (As defined by FSP, the wealth manager has not; A. Been subject to a regulatory action that resulted in a license being suspended or revoked, or payment of a fine; B. Had more than a total of three settled or pending complaints filed against them and/or a total of five settled, pending, dismissed or denied complaints with any regulatory authority or FSP's consumer complaint process. Unfavorable feedback may have been discovered through a check of complaints registered with a regulatory authority or complaints registered through FSP's consumer complaint process; feedback may not be representative of any one client's experience; C. Individually contributed to a financial settlement of a customer complaint; D. Filed for personal bankruptcy within the past 11 years; E. Been terminated from a financial services firm within the past 11 years; F. Been convicted of a felony); 4. Fulfilled their firm review based on internal standards; 5. Accepting new clients. Evaluation criteria - considered: 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. FSP does not evaluate quality of services provided to clients. The award is not indicative of the wealth manager's future performance. Wealth managers may or may not use discretion in their practice and therefore may not manage their clients' assets. The inclusion of a wealth manager on the Five Star Wealth Manager list should not be construed as an endorsement of the wealth manager by FSP or this publication. Working with a Five Star Wealth Manager or any wealth manager is no guarantee as to future investment success, nor is there any guarantee that the selected wealth managers will be awarded this accomplishment by FSP in the future. Visit www.fivestarprofessional.com.
Award issued on January 1, 2023 by Five Star Professional (FSP) for the time period April 18, 2022 through October 21, 2022. 2126 Baltimore-area wealth managers were considered for the award; 256 (12 percent of candidates) were named 2023 Five Star Wealth Managers.
Award issued on January 1, 2022 by Five Star Professional (FSP) for the time period May 10, 2021 through November 12, 2021. 2078 Baltimore-area wealth managers were considered for the award; 260 (13 percent of candidates) were named 2022 Five Star Wealth Managers.
Award issued on January 1, 2021 by Five Star Professional (FSP) for the time period April 27, 2020 through October 30, 2020. 2029 Baltimore-area wealth managers were considered for the award; 237 (12 percent of candidates) were named 2021 Five Star Wealth Managers.
Award issued on January 1, 2020 by Five Star Professional (FSP) for the time period April 1, 2019 through November 13, 2019. 1898 Baltimore-area wealth managers were considered for the award; 234 (12 percent of candidates) were named 2020 Five Star Wealth Managers.
Award issued on January 1, 2019 by Five Star Professional (FSP) for the time period April 19, 2018 through November 7, 2018. 1865 Baltimore-area wealth managers were considered for the award; 265 (14 percent of candidates) were named 2019 Five Star Wealth Managers.
Award issued on January 1, 2018 by Five Star Professional (FSP) for the time period April 21, 2017 through November 6, 2017. 1759 Baltimore-area wealth managers were considered for the award; 232 (13 percent of candidates) were named 2018 Five Star Wealth Managers.
Award issued on December 1, 2016 by Five Star Professional (FSP) for the time period March 26, 2016 through November 11, 2016. 1093 Baltimore-area wealth managers were considered for the award; 355 (32 percent of candidates) were named 2017 Five Star Wealth Managers.
Award issued on December 1, 2015 by Five Star Professional (FSP) for the time period June 16, 2015 through November 9, 2015. 1215 Baltimore-area wealth managers were considered for the award; 356 (30 percent of candidates) were named 2016 Five Star Wealth Managers.
Award issued on January 1, 2015 by Five Star Professional (FSP) for the time period June 16, 2014 through November 9, 2014. 1749 Baltimore-area wealth managers were considered for the award; 412 (24 percent of candidates) were named 2015 Five Star Wealth Managers.
Award issued on January 1, 2014 by Five Star Professional (FSP) for the time period June 16, 2013 through November 9, 2013. 1484 Baltimore-area wealth managers were considered for the award; 395 (27% of candidates) were named Five Star Wealth Managers.
Award issued on January 1, 2013 by Five Star Professional (FSP) for the time period June 16, 2012 through November 9, 2012. 1490 Baltimore-area wealth managers were considered for the award; 448 (30% of candidates) were named Five Star Wealth Managers.
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