Advisory
Jason Alderson CFP®, CDFA®
Financial Advisor
Justin R. Apt, CFA®
President, Executive Leadership Team
David (DJ) Douglas
Wealth Management Analyst
Giles R. A. Fox, CFA®
Director of Research
Meghan Ide
Wealth Management Analyst
Peter Keilman, CFA®, CFP®
Portfolio Manager
Madeline Kleinman CFP®
Financial Planner
Darrell Laing, CFP®, ChFC®
Senior Advisor
Kevin McCulley, CFA®, CFP®
Chief Investment Officer, Executive Leadership Team
Rachel M. McGuire, CFA®, CFP®
Financial Advisor
Chad Murray, CFP®
Financial Advisor
Samuel Ogbonna, CFP®, CPWA®
Financial Advisor
Collin J. Schmidt, CFP®
Managing Director, Executive Leadership Team
Gary Wagner, JD
Managing Director
Amy Warrender, CFP®
Senior Financial Planner
Operations & Client Service
Daphne Bytnar
Centralized Operations Specialist
Jessica Hannon
Senior Client Service Associate
Ricardo Hernandez
Client Service Associate
Allison Jensen
Senior Client Service Associate
Heather Johnson
Senior Client Service Associate
Gloria Lorena
Administrative Assistant
Elisabeth Lounsbury
Director of Operations, Executive Leadership Team
Kara Marsh
Compliance Manager
Maurice Patterson
Operations Analyst
Rosie Pedraza
Senior Client Service Associate
Julio Zarco
Operations Associate
*Please Note: Limitations. The achievement of any professional designation, certification, degree, or license, recognition by publications, media, or other organizations, membership in any professional organization, or any amount of prior experience or success, should not be construed by a client or prospective client as a guarantee that he/she will experience a certain level of results or satisfaction if Private Capital Management, LLC is engaged, or continues to be engaged, to provide investment advisory services.