After over three decades on Wall Street, I realized that my clients needed innovative, personalized solutions to wealth management, which the wirehouses rarely offer. Independence allows me to create bespoke solutions for my clients to help them achieve their goals. I’m passionate about understanding my clients needs, anticipating how they may change over time, and providing ongoing support for all of their endeavors. Day to day, I’m meeting with clients, keeping myself abreast of their goals, providing them with updates on their current investments, or presenting them with new opportunities that I believe will help them. I’m very active when it comes to communicating with our partners and keeping myself highly informed on the market and current events.

I graduated from the University of Florida with a degree in political science and went on to get my MBA from Florida Atlantic University. I began my career in 1993 with Morgan Stanley and later worked for Lehman Brothers and UBS. In 2015, I founded Las Olas Capital Advisors and co-founded Las Olas Venture Capital in 2016.

Outside of work, I stay active by hosting morning CrossFit workouts 3 times a week in my neighborhood. I’m also very active within my church. On weekends, you can usually find me in front of the barbecue or smoker, trying out a new recipe or technique. I have three adult sons who I love spending time with, as well as my beautiful wife, Jodi.

Affiliations

• Everglades College, Inc. | Board of Advisors to the Campus | 7/2017 – Present
• Urban League of Broward County | Board of Directors | 8/2018 – Present
• Community Foundation of Broward | Board of Directors | 1/2016-9/2019
• Government Employees Retirement Health Systems | Board of Directors | 1/2013 – 7/2020
• St. Thomas Aquinas Foundation | Board of Directors | 1/2016 – 7/2019
• Florida Development Finance Corporation | Board of Directors (Gubernatorial Appointment) | 9/2019 – 5/2021
• North Broward Health | Board of Commissioners | 5/2022 - Present

Licenses and Designations

• Series 7, 8, 31, 53, 63, 65, SIE
• Florida – Investment Advisor
• Florida – Broker Dealer
• Texas – Investment Advisor
• New York – Broker Dealer
• SRO registrations
• FINRA – Broker Dealer

I’ve always believed that giving back is of utmost importance. In particular, I feel that the arts are an integral part of the creative economy and the community at large—I am always seeking out new opportunities to support and promote the arts. I’m proud to be a part of the growth and balance of my community and look forward to continuing to do so for many years to come.

As part of my role, I attend a variety of art events to meet new artists and organizations, and I curate art exhibits and showcases in our office for 4 months at a time. In that time, I promote them with social media and PR as well as hold a reception and private showings for the artist. You can also find me doing interviews to share knowledge about the arts and the cultural economy. I enjoy engaging in many discussions with our clients regarding how they can get involved with the arts community through various events.

I attended the University of Florida and went on to work for the Broward County Commission for 11 years as the chief of staff. In 2015, I founded Las Olas Capital Advisors and in 2016, I founded Las Olas Capital Arts. In 2018 I became the president of Las Olas Capital Partners and became the vice president of Las Olas Association. I have also been on the Broward Cultural Council since 2012.

Outside of work, I love spending time with family and my furry friends. I enjoy cooking, music, art, theatre, and of course, being a community and arts supporter and volunteer.

Affiliations

• Broward Cultural Council – Past Chair and Board Member
• Las Olas Capital Arts – Founder and CEO
• Las Olas Association – Vice President
• Destination Sistrunk Cultural And Community Investment Partnership, Inc. – Board Member

As the COO of Las Olas Capital Advisors, I continually strive to be as strategic and resourceful as possible for the success of my clients. With extensive experience leading and managing operations, driving sustainable growth for my clients is my goal. As a critical thinker and curiosity seeker, I engineer solutions that deliver upon the desired outcomes for clients by taking a service leadership approach, a technology-forward mindset, and an open-architecture platform to deliver the ideal services and solutions. 

In my role, I lead strategy, operations and compliance, as well as oversee day-to-day management of activities. I work with external partners to ensure an amazing client experience while maintaining best practices and compliance with regulations. I’m also a member of the investment committee.

I graduated from Pace University in New York with a bachelor's in business administration. Since then, I have gained over 29 years of experience in the financial services industry. I have held senior level positions involving sales, strategy, operations and compliance for several institutional Wall Street firms including Citibank Wealth Management, Barclays, Lehman Brothers and Morgan Stanley.

When I’m not working, my family likes to travel together, exploring this incredible country and the world and sharing culinary experiences. I also enjoy many different sports and volunteer to coach my children in their activities.

Affiliations

• Weston Music Society

Licenses and Designations

• FINRA Series SIE, 3, 7, 9, 10, 24, 63, 66, 79 TO 

As a Portfolio Strategists, I ensure to provide and maintain a professional and engaging service for our client relationships with the goal of giving them the best possible experience. Day to day, I communicate with clients regarding market conditions, updated research, and economic trends. I construct return models for our alternative investments to analyze current and potential holdings.  As a member of the investment committee, I research and analyze client’s portfolios to insure we are in line with everyone’s investment policy statement and stay ahead of the rapidly changing market trends. I also assist in creating models for various real estate and venture capital opportunities.

I graduated from Colorado State University with a bachelor's in business administration, concentrating in investment analysis and corporate finance. Since then, I have gained over four years of experience in the financial services industry. I have been able to provide consulting, administrative, and financial services for numerous private equities, real estate, and venture capital funds. 

Outside of work, I am happy to be on the water and enjoying the wonderful weather South Florida has to offer. When given the opportunity, I love to spend time with my family and engage in outdoor activities. I am also involved in launching a new church, Collab, in my community. 

Brianna Reeves

Investor Relations Associate

Email: Brianna.reeves@lasolascap.com

Office: 954-247-8943

My role in Investor Relations requires me to diligently analyze and record investor responses, market activity, and financial trends so that I may compile accurate reports to share directly with our COO.

In addition to being a voice for Las Olas Capital Advisors as I share our vision and demonstrate our ability to provide shareholder value, my responsibilities include supervising quarterly reports and maintaining an accurate CRM, amongst other tasks imperative to our growth as a company. Though I'll always be a proud Michigander at heart, I left colder climates behind for the Sunshine State where I attended Nova Southeastern in Fort Lauderdale and received my Bachelor's in Elementary Education. Post-graduation, I spent four years molding young minds before pivoting to pursue my career in financial services.

As an elementary school teacher, I often encouraged my students to explore the world beyond the confines of tests and grades. I wished to step outside the standard educational curriculum to implore them to water the seeds of their curiosity, not because they're expected to but because they find joy in uncovering the magic within their musings and discoveries. As a naturally creative extroverted thinker and supportive team player, I've always found that communication and relationship-building are incredible tools for developing innovative solutions and robust partnerships. My mantra has always been “relationships first, everything else second.”Using these tools to facilitate meaningful interpersonal relationships with our valued investors and stakeholders, I aim to maintain our reputation and standing as a reliable partner in the financial space by developing effective investor relations strategies and frameworks to ensure success for all.

In my free time, I'm an enthusiastic Hotworx gym member, a dog mom to my mini Goldendoodle, and a health and wellness enthusiast. Always looking for new ways to sharpen my skills and expand my mind, I enjoy diving into leadership books and podcasts. With its incredible insight and motivational messages, Relentless by Tim Grover is my top recommendation for anyone looking to develop their mindset! I hope to one day achieve my longtime goal of closing the financial literacy gap by collaborating on an initiative designed to integrate financial literacy programs into Florida's educational curriculum.