Get to know the people who deliver a positive experience and positive performance by combining their deep expertise with commitment to client service.
Meet the familiar faces who will serve as your partner on the road to financial success.
Stableford is made up of experienced portfolio managers and strategists who have decades of institutional experience in complex markets, along with a commitment to client education and communication. Get to know the trusted partners who will help you navigate the wealth management waters.
Andy is the Founder of Stableford Capital. Over the course of his 30+ year career, he built A.J. Brinkman & Co., a leading foreign exchange arbitrageur and institutional floor broker, was a managing partner of Petros Capital, a long/ short institutional hedge fund and, for the past eight years, he has been a discretionary asset manager for high net-worth families. Andy has been a member of the Chicago Mercantile Exchange, the New York Futures Exchange, and the Chicago Board of Trade. A 1978 graduate of Cornell College with degrees in Economics and Political Science, he was a board member for ChildHelp USA, a board member of the Berry Center for Economics, and former trustee of Cornell College.
20 YEARS > TRADER ON COMMODITY EXCHANGES
5 YEARS > RISK MANAGER FOR AN INSTITUTIONAL, EQUITY HEDGE FUND
7 YEARS > LEAD PORTFOLIO MANAGER FOR HIGH NET WORTH FAMILIES
Justin has worked for over 15 years as a portfolio manager and analyst managing institutional assets for hedge funds and large financial institutions. Career highlights include 8 years as an equity analyst and portfolio manager at PartnerRe Asset Management, a global reinsurance company with $17 billion in assets under management, and prior to that managing a long-short equity portfolio for Citigroup’s proprietary account. Justin has also worked as an analyst at long-short hedge funds and in research for Montgomery Securities (Bank of America Securities). In addition, Justin gained operational experience while working in finance and operations at E-Stamp, a start-up in Silicon Valley. He began his career working as a CPA at KPMG. Justin has a MBA and Masters in Accounting from Northeastern University and an undergraduate degree in Economics from Tufts University.
15 YEARS > PORTFOLIO MANAGER AND ANALYST, INSTITUTIONAL ASSETS
2 YEARS > SELL SIDE RESEARCH EQUITY ANALYST AND CPA AT BIG 4 ACCOUNTING FIRM
2 YEARS > SILICON VALLEY STARTUP
Jim is Stableford Capital’s Director of Information Technology and Technical Research. Over the past 20+ years, Jim has specialized in developing customized data solutions for security and market research. In 1999, Jim launched Tactical Trading Outlook (TTO), a daily stock market newsletter serving active traders. TTO was published daily through 2008 and reached a peak subscription base of ~2,000. In 2008, Jim joined Mark Lapolla at Sixth Man Research where he was responsible for its technical research. Jim graduated from Wofford College in 1988 with a BA in Finance. He earned his CMT designation in 2013.
7 YEARS > TECHNICIAN SERVING INSTITUTIONAL INVESTORS
8 YEARS > EDITOR/PUBLISHER OF TRADING NEWSLETTER
5 YEARS> RETAIL BROKER
Nathan is Stableford Capital’s Director of Liquidity Modeling and Management. Before joining Stableford, Nathan was a Senior Associate with Bernstein Global Wealth Management. He provided service to over $6 billion in assets under management and gained experience in both their New York and Los Angeles offices. Nathan graduated from Brigham Young University with a B.S. in Corporate Finance. In the summer of 2006 he served the U.S. House of Representatives as an intern for the Committee on Ways & Means. Nathan is a Certified Financial Planner and an Eagle Scout.
10 YEARS > EXPERIENCE IN THE INVESTMENT INDUSTRY
8 YEARS > WORKING WITH HIGH-NET WORTH CLIENTS
4 YEARS > ADVISING AS A CERTIFIED FINANCIAL PLANNER™
As a Client Service Director with Stableford Capital, Polly makes the experience easy for our clients by assisting with account management and serving as a helpful point of contact. Since beginning her work in the investment world with Morgan Stanley over 15 years ago, Polly has built a career based on quality service. From taking care of day-to-day operations and client requests, to assisting with educational seminars and new programs, she prides herself on developing trusted relationships with her clients and being the person they can count on for fast help and superior service.
16 YEARS > SERVING CLIENTS AT TWO OF THE COUNTRY’S LARGEST INVESTMENT FIRMS
11 YEARS > ASSISTING WITH ADVISING AND ACCOUNT MANAGEMENT FOR HIGH-NET-WORTH CLIENTS
7 YEARS > ORGANIZING EDUCATIONAL SEMINARS TO PROMOTE FINANCIAL LITERACY
After getting his Series 7, Series 66, Life, Health, Long Term Care, and Annuity licenses, he entered the investment business during one of the most volatile times in history, giving him a unique perspective on the risks all investors face. This experience shaped Dustin’s holistic wealth management approach and reinforced the value of customized strategies, service, and communication. During this period, he also noticed a growing demand for socially responsible investments, sparking his interest in ESG (environmental, social, and governance) opportunities. By combining his holistic approach with tax efficiency strategies, constant monitoring, and socially responsible investing, Dustin helps aligns his clients’ portfolios with their values, while ensuring they are well prepared for all market conditions and life stages.
8 YEARS > PROVIDING COMPREHENSIVE FINANCIAL GUIDANCE
8 YEARS > MANAGING WEALTH AND RISK FOR HIGH NET WORTH CLIENTS
6 YEARS > ENVIRONMENTAL, SOCIAL, AND GOVERNANCE INVESTING EXPERTISE
Alex leads Stableford’s Private Equity and Venture Investment portfolios. Over the last seven years, he has gained experience in consumer tech, media, fintech, consumer goods, and finance while working for startups, investing, advising, and founding companies. Most notably, Alex founded Grow, a fintech platform for sustainable impact investing that currently has $70M under management, as well as PressPlay, a media and technology company building direct-to-consumer media channels into emerging markets. Prior to these endeavors, he spent three years managing wealth for high-net-worth families and covering hedge funds and institutions in equity research sales at Deutsche Bank. Alex has an MBA with a concentration in entrepreneurship from Babson College – Franklin W. Olin Graduate School of Business.
3 YEARS > MANAGING WEALTH AND COVERING HEDGE FUNDS/INSTITUTIONS IN EQUITY RESEARCH SALES AT DEUTSCHE BANK
7 YEARS > FOUNDING/WORKING FOR STARTUPS IN CONSUMERTECH, MEDIA, FINTECH, CONSUMER GOODS AND FINANCE
2 YEARS > FOUNDED GROW, A FINTECH PLATFORM WITH $70 MILLION UNDER MANAGEMENT
Mark has been a tax and accounting specialist for over 20 years. After graduating from the University of Iowa, he joined KPMG as an associate in Chicago before moving to Phoenix in 1998 to work with Deloitte. Barone then transitioned into private practice for several years prior to opening his own firm. In 2016, he partnered with Stableford Capital Founder Andy Brinkman and fellow CPA Jane Hemminger to launch Stableford Tax. As a leader in the active advisory firm’s tax division, Barone looks forward to helping Stableford’s clients gain access to asset management, financial planning, and tax services under one roof.
20 YEARS > ACCOUNTING AND TAX SPECIALIST
4 YEARS > OWNER OF MARK BARONE, CPA
5 YEARS > TAX EXPERIENCE AT DELOITTE