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

Managing Director, Investment Strategy

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

Managing Director, Operations

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Katy Jones-Powe
Katy Jones-Powe

Marketing Director

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Christine Roberts
Christine Roberts

Compliance Director

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Quyen Le
Quyen Le

Operations & Onboarding Manager

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Andrew Mazzola | Investment Associate | Seventy2 Capital
Andrew Mazzola

Investment Associate

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Marshall Rubenstein | Marketing Specialist | Seventy2 Capital
Marshall Rubenstein

Marketing Specialist

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Cormac Foran | Wealth Associate | Seventy2 Capital
Cormac Foran

Wealth Associate

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Ivy Landro | Seventy2 Capital
Ivy Landro, PMP

Executive Assistant

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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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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

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
Janine Granados | Senior Wealth Associate | Seventy2 Capital
Janine Granados

Senior Wealth Associate

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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

Registered Wealth Associate

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