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Wealth Starts With…

Las Olas Capital Advisors

Connected Conversations

Longstanding Relationships

Uncommon Solutions

Best-in-Class Partnerships


Let’s Innovate

Original Wealth Strategies Sparked by Collaboration


“What sets us apart is our shared perspective with our clients about what wealth truly means. Together, we consider prosperity not in terms of material gain or status but as an opportunity to create profound impact for your family, community and the world at large.”

-Las Olas Capital Advisors


An Experience Designed for the Engaged

At Las Olas, we provide the Thought Capital necessary to transform these ideas into focused solutions.


We Believe Influential Wealth Management Relies On...


Innovative Technology

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We live in a smart world which is only getting smarter. Staying ahead of the curve requires not only intellect but also the most secure and intelligent technology available.

Concierge Capability

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We’re relentless in seeing that every area where your wealth and life meet is taken care of. If something falls out of our scope, we will find or collaborate with the right professionals to address it for you.

Conscientious Conduct

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It is our personal responsibility to take action on behalf of you and your family through prudent wealth stewardship. We are here to serve as your trusted advisor, reliably carrying out solutions for all of your endeavors.

Why Las Olas?

Our Vision is Grounded in Yours


Entrepreneurs, driven individuals and visionaries come to us with their desire to innovate, create, plan and prepare. Our role is to thoughtfully direct your wealth—coordinating the kind of impact you want to see in your lifetime and for generations to come.


Our clients have put forth diligent effort, expending their time and energy to build what they have today. They’re aware that opportunity doesn’t just arise by chance. It’s something that needs to be sought out. And that’s why we exist.


We Craft Unordinary Solutions, Inspired By Your Ideals

Uncover Potential with Us


Meet the Las Olas Team


Through an extensive career on Wall Street, we’ve learned that an innovative, personalized approach is not only beneficial but necessary in a rapidly changing world.

As wealth management becomes more complex, both shrewd solutions and rash mistakes are increasingly consequential. With over three decades in the industry, our team has guided some of the most talented individuals and their families towards the realization of their most closely held aspirations. Alongside our clients, we’ve always believed wealth is an opportunity, a means to create waves and a legacy you are proud of.

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Paul Tanner

Founder & President
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Paul Tanner

Paul Tanner

Founder & President

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 | 7/17 – Present
  • Urban League of Broward County | Board of Directors | 8/18 – Present
  • Community Foundation of Broward | Board of Directors | 1/16-9/19
  • Government Employees Retirement Health Systems | Board of Directors | 1/13 – 7/20
  • St. Thomas Aquinas Foundation | Board of Directors | 1/16 – 7/19
  • Florida Development Finance Corporation | Board of Directors (Gubernatorial Appointment) | 9/19 – 5/21

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


Jodi Tanner Photo

Jodi Tanner

Founder & Community Engagement Officer
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 Jodi Tanner

Jodi Tanner

Founder & Community Engagement Officer

Email: Jodi.Tanner@LasOlasCap.com

Cell: 954-655-7508

Office: 954-289-1378

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


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Raymond Catone

Chief Operating Officer
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Raymond Catone

Raymond Catone

Chief Operating Officer


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 
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Saige Bergel

Portfolio Strategist
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 Jodi Tanner

Saige Bergel

Portfolio Strategist

Email: Saige.Bergel@lasolascap.com

Cell: 954-289-2255

Office: 954-289-1378


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. 

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Jason Engelson

Portfolio Strategist
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 Jodi Tanner

Jason Engelson

Portfolio Strategist

Email: Jason.Engelson@lasolascap.com

Cell: 954-256-9169

Office: 954-289-1378

As a Portfolio Strategist, I lead portfolio construction and analytics with the CIO on equity fundamental long only strategies. A large part of my role is understanding the investment strategies of the team and performing independent and original investment research to drive decisions on capital allocation and risk management. I have an active role in our investment meetings and provide insights with data on portfolio construction, risk, and the global macroeconomic environment. I am also responsible for valuing private market investments and implementing the structure of these investments within a fund.

I graduated with a Bachelor of Science in Business Administration from the College of Charleston and earned a Master of Business Administration in Finance from the Freeman School of Business at Tulane University. I am also a CAIA Level II candidate. 

In my free time I enjoy spending time with my friends and family and on the weekends, you can find me at the beach.  

What We Do

It Always Begins By Defining Your Journey

Through insightful conversations, we look forward to understanding your passions, how you would like to plan for the next generation, or how you wish to give back to the community. We view our role as more than your advisor—but a connector. This means we enjoy facilitating connections and conversations between you and our network of clients, friends and professionals to bring your ideas and goals to fruition. Through careful consideration of your options, we help you discern the optimal path forward.


Wealth Management

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  • Discretionary thematic investing
  • Direct investments in:
    • Real estate
    • Private equity
    • Venture capital
  • Passion investing

Advisory

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  • Merger and acquisition advice
  • Capital markets transactions
  • Business succession planning
  • Impact investing

Investment Solutions

Downtown Fort Lauderdale.
  • Open architecture
  • Collaborate capital for long-only themes
  • Curated fund management


Creating Coordinated Impact, Together

It is only through a team-oriented mindset that we’ve helped our clients, their families and their businesses succeed in a constantly evolving world.

Join Us

Nurturing the Dreams & Wellbeing of the People Around Us


Giving Back


Contributing to our community is a cornerstone of our practice. In addition to our nonprofit, Las Olas Capital Arts, we also support the following initiatives:


What Causes Are Important to You?

Let Us Know


Las Olas Capital Arts Helps Artists Thrive


One central way we support our community is through our nonprofit, Las Olas Capital Arts, founded by Jodi Jeffreys-Tanner. We believe in celebrating emerging and established artists by serving as a platform through which we may honor and share their artwork with our network and beyond.


How It Works

It Is Our Joy to…


Exhibit the artwork of local artists in our office

Create marketing materials for each artist

Deliver a press release to our media list

Host a full reception in honor of our featured artist



Logo for Las Olas Capital Arts

Visit lasolascapitalarts.com

Expansive Minds Forge New Territory Together At Las Olas

Serving Fort Lauderdale, FL & Beyond

Wealth Starts With a Conversation


We’re interested in partnering with forward-thinking individuals and families to achieve their unique goals and values. If it seems like we may be a fit, request a meeting by filling out the form below or by getting in touch with us directly.

Location

888 E Las Olas Blvd Suite 200
Fort Lauderdale, FL 33301

Email
investorrelations@lasolascap.com

Phone
954.289.4692