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.
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.
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 must important job is being Mother to Jerrod Tanner, a rising Freshman at Elon University.
Travis Johnson joined Las Olas Capital Advisors in 2017 as the firm’s Portfolio Strategist. Prior to joining Las Olas Capital Advisors, Travis gained experience as an Upper Middle Market Lender at Fifth Third Bank. He is currently a CFA Level III Candidate. Travis is responsible for firm research, developing portfolio strategies, and managing the firm’s Capital Markets Advisory Service. Travis is also a member of the Investment Committee. Travis attended the University of Florida for both his Undergraduate and Graduate degrees.
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.