FBB Capital Partners is an independent wealth management firm. Our employee-owned structure fosters and environment of independent thinking, free from the constraints of corporate interests. As a fee-only advisor, we avoid the conflicts of interest inherent in traditional brokerage and many other financial advisory arrangements.FBB Capital Partners’ mission is to provide our clients with the peace of mind and confidence they need to lead more financially secure lives. We encourage our clients to call us first, and through a true partnership, we aim to exceed their expectations every day.

* Served as key team member on 20 client accounts including foundations, endowments, and high net-worth individuals, with total assets under management of $1.8 B* Evaluated and proposed optimal portfolio managers, benchmarks, asset allocation and spendingpolicy to deliver long-term outperformance to clients* Leveraged proprietary models to analyze shortfall risk, portfolio optimization, and alpha correlationto better align client portfolios with long-term objectives* Performed due-diligence on potential and existing investment managers to evaluate their strategy andcredibility, enabling clients to invest with managers who were not formally covered by research* Organized investment planning and implementation for new $500 MM account over two years

* Researched five issues of Deutsche Hedge, Deutsche Bank's quarterly report on thehedge fund industry, which was distributed to over 500 investment professionals* Provided hedge fund managers with insight into competition and institutional investor sentimentthrough peer analysis, investor data, and market research on a daily basis* Planned and co-wrote the 2009 Deutsche Bank Alternative Investment Survey, which set a record interms of both distribution and number of respondents* Streamlined client onboarding process between the sales and transition department, resulting in fewermissed business opportunities to competitors; Merrill Lynch, Global Private; Identified fifty prospective clients to drive new financial advisor’s business development plan* Reviewed existing clients’ portfolio allocation to identify misalignments with required risk andreturn objectives