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.
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.
Research Analyst since 2019. Educated at Georgetown University, B.A. in Political Economy. Previously, Gray was an Equity Research Analyst at Williams Jones
Investment Management, a New York based registered investment advisor. Gray began
his career as an Analyst at J.P. Morgan Chase in New York in 2014, and previously
interned at a Connecticut based hedge fund.
Senior Financial Planning Advisor, CERTIFIED FINANCIAL PLANNER TM , Client Advisor since 2015. Educated at the Massachusetts Institute of Technology, Sloan School of Management, M.S.M.; and the University of Massachusetts at Boston, B.A. in International Business. Maureen was born and raised in Boston, MA and early in her professional career spent five years working in Latin America. She has over 25 years’ experience in new product development and market research and has served as a senior executive across the financial services, manufacturing and consumer goods industries. Maureen has served as an adjunct professor at the university level, and is a member and former Education Chairperson for the Hispanic American Cultural Council of Hartford.
Client Advisor since 2019. Educated at Ryerson University in Toronto, Canada where he graduated with a B.A. in Arts and Contemporary Studies. After a short period as a coffee trader, Simon began his career in wealth management at Morgan Stanley where he served as a financial advisor and financial planning specialist, before moving to Switzerland to serve as a Vice President within the International Wealth Management division of Credit Suisse.
Client Advisor since 2019. Educated at California State University Los Angeles, BA Education, Graduate Studies in Psychology at University of California Los Angeles. Jan was born and raised in Los Angeles. She started her career at Wells Fargo Bank in San Francisco working in Corporate Finance, before moving to New York City. She has over 25 years’ experience in Private Banking and Wealth Management with Citibank, the Bank of New York Mellon and JP Morgan Private Bank. Jan has served on several not-for-profit boards including, American Cancer, Cancer Care, the YWCA of Greenwich, The Stamford Public Education Foundation and the Building Hope Foundation.
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.
