Actively engaged principals. For investors who want guides that know how to wisely and efficiently manage portfolios, manage risk, run a business. And tend clients well; with true humility, true loyalty.
Partner, President, Portfolio Manager, Senior Client Advisor since 1992. Educated at The Wharton School, M.A., Ph.D. in Finance; M.B.A., I.E.S.A., Caracas; Civil Engineer, U.C.A.B., Caracas. He has lectured at the Wharton School and I.E.S.A. Aaron has been active as President, and Board member of several Jewish organizations in the Greater Hartford area. Aaron was born in Morocco, grew up in Venezuela; and has been living in the U.S. since 1982.
Partner, Managing Director, Portfolio Manager, Senior Client Advisor since 2006. Educated at the University of Chicago Booth School of Business, M.B.A, and the University of Pennsylvania College of Arts & Sciences, B.A. Formerly a Portfolio Manager/Analyst at Oppenheimer Capital and an Associate Portfolio Manager/Analyst at Pioneer Investments.
Craig is a CFA charterholder; member of both the CFA Institute and CFA Society New York. Craig has served in various volunteer roles at the CFA Institute, and is the past Chair of the CFA Institute’s Disciplinary Review Committee. Craig is a past Director and member of the Executive Committee of the non-profit The Service Program for Older People, Inc.
Partner, Senior Vice President of Financial Planning, Senior Client Advisor since 1994. Educated at Strathclyde University, Glasgow, Scotland.
Vince grew up in England and moved to the U.S. in 1980. Before joining FPCM, Vince was a financial planner and trust account administrator for Security National Bank & Trust Company of New Jersey.
Managing Director, Portfolio Manager, Senior Client Advisor since 2011. Ph.D., U.C.A.B., Caracas. M.S., Stanford University, Palo Alto; Industrial Engineer, U.C.A.B., Venezuela, with a Certificate in Family Wealth Advising from the Family Firm Institute.
Roberto has taught at U.C.A.B. and I.E.S.A. Business School in Caracas, Venezuela, and founded I.E.S.A.’s Entrepreneurship Center of which he also served as Vice President and interim President. Roberto has also lectured extensively at the Rochester Institute of Technology, Duke University, Florida International University & the University of Miami. Former Managing Director at Activalores Group, current Board member of Mercantil Servicios Financieros , Mercantil Banco Universal, and Mercantil Commercebank Florida. Director of Farmatodo Colombia & Spain, and former member of the Arbitration and Conciliation Committee of the Israelite Union of Caracas and of the Pino Center Board of Florida International University. Roberto was born in Caracas, Venezuela; and has been living in the U.S. since 2011.
Portfolio Manager, Client Advisor since 2008. Educated at Columbia University, M.B.A., and the University of Notre Dame, B.A.
Born and raised in Westchester County, New York, Chris was formerly a research analyst at a New York based hedge fund and an associate at Lehman Brothers. Chris has been involved with various investing and equity research clubs since college.
Financial Planner, Client Advisor since 2015. Educated at the Massachusetts Institute of Technology, The Sloan School, M.S.M./M.B.A.; and the University of Massachusetts at Boston, B.A. in International Business. Maureen was born and raised in Boston, Massachusetts; and early in her professional career spent five years living and working in Latin America. She has 25+ years experience in market research and product development, both as a consultant and as a senior executive in the financial services, manufacturing and consumer goods industries. Maureen is an adjunct professor of personal finance, market research and business analysis at Westfield State and Bay Path universities, and is a member and former Education Chairperson for the Hispanic American Cultural Council of Hartford.
Prior to joining Financial Partners in 2013, Michael worked for two years as a Research Analyst for AV Securities, on the Emerging Markets Fixed Income Research Team. Michael is responsible for portfolio analysis and mutual funds evaluation. Michael holds a B.S. in Business from Universidad Metropolitana in Caracas, Venezuela. He recently passed Level I of the CFA examination.
Research Analyst since 2015, previously Research Analyst at a New York-based hedge fund. Educated at the University of Pennsylvania, Wharton School and the College of Arts and Sciences / Huntsman Program in International Studies & Business, Dual degree B.S. in Economics and B.A. in International Studies. Additional studies at the Rabinowitz Institute. Amit was born and raised in New York City, and has also lived in Israel and France. He has been investing since the age of thirteen and is the founder of a successful e-commerce startup.
Peter Braun was raised in Westfield, New Jersey. He graduated from West Point in 1966. Peter was a key member of the West Point football team and is most proud of Army’s win against Navy in the 1964 Army Navy Game winning against Roger Staubach. “EVERY ARMY MAN IS WITH YOU", a book written by author Nick Mills in 2014, recounts this historic game and focuses on the seven crucial players, five who played both offense and defense in that game.
Peter served in Vietnam as an advisor to the South Vietnamese and resigned his commission in 1970 at the rank of Captain. Peter began a long career in Institutional Equities with Bear Stearns focusing on national money managers and retired as a Managing Director in 2010. Utilizing his industry experience, Peter is pleased to be associated with Financial Partners Capital Management in assisting the firm in business development.
Educated at The Wharton School of the University of Pennsylvania, M.B.A., and Brown University, A.B. Previously was Managing Director at Oppenheimer Capital and Senior Vice President and Director of Equity Research at The Boston Company Asset Management. Earlier was an Associate Editor of BusinessWeek magazine and wrote the “Inside Wall Street” column. David is a CFA charterholder and a member of the CFA Institute. David serves as a Trustee and member of the Executive Committee of The Game Conservancy USA, the U.S. affiliate of the UK’s Game and Wildlife Conservation Trust.