The Advisory Committee is expressly formed as a Committee and not as a Board to clearly establish that there is no fiduciary role offered or assumed by members of the Advisory Committee. Informal contact with individual members of the Advisory Committee (i.e. no formal group meetings with minutes) helps Blue Point Investment Management stay current with developing trends by ensuring a regular exchange of ideas. The Advisory Committee represents a trusted network of investment professionals who are open to sharing ideas.
Jack D. Brown, CFA, MBA Jack is a Senior Portfolio Manager with Aviance Capital Partners. In 2011 Laureola Asset Management, a private investment firm Jack founded, merged with Aviance Capital Partners. Prior to Laureola, Mr. Brown 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.
Nancy T. Bryant, CFP, MBA, AIF Nancy has devoted her professional life to educating and advising clients in the areas of personal finance and investment management. Nancy founded Bryant Financial Advisory, Inc. in 1998. She is active in NAPFA and the Baltimore Estate Planning Council.
J. Patrick Collins Jr, CFP, EA Patrick founded Greenspring Wealth Managementin 2004 which specializes in fee-only financial planning and private money management. In 2012, Pat was chosen by SmartCEO Magazine as a Top Wealth Manager in the Baltimore region. Patrick is active in NAPFA and charitable organizations.
Joseph F. Healy, CFA, MBA Joe is dedicated to high-conviction, high-impact investing in publicly-traded equities. His career is highlighted by 15 years of successful investment process leadership as director of research in the wealth management businesses of Legg Mason, PNC Advisors, and Merrill Lynch. In 2005, Legg Mason recruited Joe to build an 11-person equity research team from the ground up for a unit with $8 billion in AUM.
Kevin M. Moore, CFA, CMT Kevin founded the investment advisory firm K.M. Moore & Co, LLC, in 2006 which specializes in a long-short investment strategies in the media and telecommunications space. Kevin has extensive experience as a sell-side and buy-side analyst. He has worked for Wachovia Securities, Alex. Brown & Sons and Goldman Sachs.
James R. Seba, CPA, MBA Jim founded Vicour Holdings in 2003 which specializes in acquiring and operating lower middle market companies. Vicour has a long term investment horizon that makes it an attractive partner for closely held business owners. Prior to Vicour, Jim worked as an investment banker with Legg Mason’s Investment Banking Practice.