AVIANCE CAPITAL PARTNERS - Key Persons
Casey is a Research Analyst for Aviance. She performs research on securities in targeted markets for Aviance by using quantitative and qualitative data to build financial models that illustrate future expectations. She also maintains constant coverage on industry-related news, economic trends, and developments. In addition to research, Casey is responsible for performing account management related procedures to ensure clients needs are met.
Prior to her role at Aviance, Casey earned a Bachelor of Science degree in Finance, with a minor in Real Estate from Florida Gulf Coast University. She was an Equity Research Analyst for the Student Managed Investment Fund, closely analyzing the consumer cyclical and consumer staple sectors. She also completed a Wealth Management internship.
Casey enjoys spending time with friends and family. She often travels around Florida enjoying all that it offers, such as bicycling, hiking, and kayaking.
As a Senior Wealth Advisor, Charley provides personalized financial counsel tailored to each client's unique goals and preferences…
Jack Brown - Chief Investment Officer
Jack is Aviance's Chief Investment Officer. He oversees the firm's economic and market perspective as well as the overall investment platform. He believes investors benefit overtime by consistently keeping risk in perspective while ensuring assets are allocated in investments that benefit from a combination of fundamental improvements, income, and price adjustments.
He has been a research analyst since the mid-1990s and managing investment portfolios since 2005. His research has been published in multiple peer-reviewed professional journals. He was the founder of Laureola Asset Management, a private investment firm that merged with Aviance Capital Partners. He was a Director for Prudential's Strategic Investment Research Group, managed a due diligence team at Smith Barney, and was a sell-side analyst for UBS. Mr. Brown earned a Master of Business Administration (MBA) from Drexel University and a Bachelor of Arts in Economics from Indiana University of Pennsylvania. He holds the Chartered Financial Analyst (CFA) designation and is a past president of the CFA Society of Naples.
Jack lives with his wife and two daughters in Bonita Springs. He enjoys bicycling and paddleboarding in his free time.
Job Titles:
- Director of Wealth Management
Jack is the Director of Wealth Management and a Senior Wealth Advisor for Aviance. His planning and guidance efforts have provided Aviance and our clients with a high level of care and professionalism.
Prior to his role at Aviance, Jack was a partner with Capital Rock Investments and Platinum Wealth Partners. He advised clients for 15 years at Fidelity Investments serving a large base of investors as a Senior Account Executive in the Private Client Group. He attended Bridgewater State University and received his Bachelors of Science degree in Business Management and completed the Certified Equity Professional - Level 1 program from Santa Clara University.
Jack and his wife Lucia, both originally from Massachusetts, have called Naples home since 2003. They are the proud parents of 2 son's. Matthew , a Lieutenant in the Navy's Nuclear Propulsion program and Eric a CPA. Jack enjoys Golf and remaining loyal to all of his Boston sports teams.
Jack is a Senior Wealth Advisor for Aviance. His planning and guidance efforts have provided Aviance and our clients with a high level of…
Jeff is the firm's Chief Operations Officer and Chief Compliance Officer, utilizing the latest technological and procedural approaches to…
Michael spends his time analysing individual companies for inclusion into client portfolios. He builds complex, dynamic spreadsheet models to help him understand how companies operate and generate returns. He feels a deep understanding of individual stocks creates a level of conviction that allows the firm to take larger positions sizes tha index investor do.
He started out as a petroleum engineer for Unocal in California but found himself reading annual reports on weekends for fun. He thought it would be great if someone would pay him to do his hobby so he cold called investment firms until he found a job doing what he loves. 25 years later he is still amazed he was able to turn a fun hobby into a full-time career.
Michael is married with 2 children and does what he can to enjoy the wonderful outdoor activities Florida offers. He hikes, bikes, paddles, and runs where he can in and around SW Florida.
Michael spends his time analyzing individual companies for inclusion into client portfolios. He builds complex, dynamic spreadsheet models to…
Job Titles:
- Associate
- Operations Associate
- Associate Role at Aviance
Michell Medeiros is an Operations Associate at Aviance Capital Partners. He plays a critical role in the back-office functioning of the firm. Responsible for the day-to-day operational duties, Michell helps monitor accounts and investment allocations, manages and maintains client systems, and assists with maintaining data for compliance purposes.
Prior to his Operations Associate role at Aviance, Michell earned a Technical Degree in Information Technology from Senac in Sao Paulo, Brazil. After moving to the US, he worked in the food service industry for 11 years as a General Manager in Naples. Michell is also fluent in both Portuguese and Spanish.
Michell enjoys spending time with friends and family, traveling, playing soccer, and taking advantage of the beautiful Southwest Florida beaches.
Michell is an Operations Associate. He plays a critical role in the back-office functioning to the firm. Responsible for the day-to-day operational duties…
Job Titles:
- Client Administrator
- Client Advisor
Paula serves as a Client Advisor for Aviance. In her role, she aims to provide clients with an exceptional experience in all areas of service and advice.
Paula has over 30 years of experience in the financial services industry. She was with Fidelity Investments for over 14 years in Cincinnati, OH, Washington, D.C., Bethesda, MD, and Naples, FL as a Financial Advisor and Senior Financial Consultant. She also spent 10 years at Morgan Stanley as a Vice President and Financial Advisor in Naples, FL.
Paula attended Missouri State University, majoring in Business. She is originally from Ohio and has been in Naples since 2002. In her free time, Paula enjoys gardening and spending time with family and friends.