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. Nancy founded Bryant Financial Advisory, Inc. in 1998 and merged her firm with Greenspring Wealth Management of Towson, MD in 2011. She is active in NAPFA and is on the board of the Baltimore Estate Planning Council.
J. Patrick Collins Jr, CFP, EA Patrick founded Greenspring Wealth Management in 2004 which specializes in fee-only financial planning and private money management. In 2008, Patrick was selected as one of “America’s Top Financial Planners” by the Consumer Research Council of America. Patrick is active in NAPFA and charitable organizations.
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.
