Las Olas Capital Advisors was founded by Paul C. Tanner, a wealth manager and entrepreneur residing in Fort Lauderdale, FL. Las Olas Capital Advisors provides Wealth Management with a focus on Thematic Investing, Capital Markets Advisory Services, and Guided Family Philanthropy.
Paul Tanner founded Las Olas Capital Advisors after an extensive career on Wall Street. He realized his clients needed innovative, personalized solutions to wealth management which the wirehouses rarely offered. However, independence allows those solutions. Paul commits his time to understanding his clients’ needs and providing ongoing support for all of their endeavors.
Jodi Tanner founded Las Olas Capital Advisors with her husband, Paul Tanner, in 2015. Jodi has extensive experience in the Financial Services Industry. She is an active member of our community, specifically with the Broward Cultural Council and Rio Vista Community Church. She is the Founder and Curator of Las Olas Capital Arts. Jodi is responsible for all administrative duties at Las Olas Capital Advisors. However, her most important job is being Mother to Jerrod Tanner, a rising Sophomore at Elon University.
Raymond joined Las Olas Capital Advisors in 2017 after experience at Morgan Stanley, Lehman Brothers, Barclays, and Citibank. Raymond is responsible for oversight of wealth management, operations, and compliance. He is also a member of the Investment Committee.
Tony Creamer joined Las Olas Capital Advisors in 2018 and serves as the firm’s Portfolio Strategist. Prior to joining Las Olas Capital Advisors, Tony gained experience as a Mergers & Acquisitions Analyst and Real Estate Development Analyst at Vertical Bridge. Tony has passed all three levels of the CFA Program and will be eligible for the CFA charter upon completion of the required work experience. Tony is responsible for market research, developing portfolio strategies, and assisting with the firm’s Capital Markets Advisory Services. Tony also serves as a member of the Las Olas Capital Advisors Investment Committee. Tony received both his Undergraduate degree in Finance and his Graduate degree in International Business with a concentration in Finance from the University of Florida.
Erika graduated from Florida State University in 2015 where she studied Public Relations and Sociology with an emphasis in Hispanic Marketing Concepts. Upon graduation, she served as VISIT FLORIDA’s Promotions Coordinator and Marketing Operations Coordinator, gaining extensive marketing and creative experience. Erika is responsible for marketing, branding, and administration at Las Olas Capital Advisors.
Todd joined Las Olas Capital Advisors in 2017 after experience at Scudder Investments, Jennison Associates, John A. Levin & Co., Candlewood Capital Management, CENTIS, and most recently Apex Partners. Todd is responsible for business development and corporate advisory services, he also serves on the Investment Committee at Las Olas Capital Advisors. Todd received his B.S. in Economics and Finance from Lehigh University and his M.B.A. in Accounting and Finance from Columbia University.
Kevin joined Las Olas Capital Advisors in 2017 after experience at IBM, diNeila Brazil, J.P. Morgan, Black Diamond Financial, and most recently the Black Tulip Organization. Kevin is responsible for business development and corporate advisory services, he also serves on the Investment Committee at Las Olas Capital Advisors. Kevin received his B.S. in Electrical and Computer Engineering from the University of Virginia and his M.B.A. in Finance from Columbia Business School.
Mark Marshburn joined Las Olas Capital Advisors as an intern this summer. Mark is currently enrolled in his senior year at Nova Southeastern University. Mark is a member of the Varsity Men's Swimming Team, and he is also pursuing an undergraduate degree in Marketing and Communications with a minor in Entrepreneurship and international business. As an intern, Mark has participated in various projects to assist the firm from an administrative standpoint. Mark aspires to pursue his JD/MBA once he completes his undergraduate degree at Nova Southeastern University.
Jerrod Tanner has been a summer intern at Las Olas Capital Advisors since it was founded in 2015. He is currently enrolled in his Sophomore year at Elon University in North Carolina and is majoring in computer science with a minor in international economics. In his down time, Jerrod enjoys building computers and flying drones. As an intern, Jerrod works on projects focused on analytics and information technology. Jerrod aspires to enter the business world through a technological lens.
Ian is currently studying Finance with a concentration in Franchising at Palm Beach Atlantic University. As an intern, Ian participated in three projects to assist the firm from an administrative standpoint. He also helped plan and execute several events for LOCA, all while learning and absorbing as much practical knowledge possible.