Executive Leadership Team

Shawn Harris, CFP®

Senior Managing Director

Elisabeth Lounsbury

Director of Operations

Kara Marsh

Chief Compliance Officer

Jessica Hannon

Client Service Manager

Advisory Team

Giles R. A. Fox, CFA®

Director of Research, Senior Financial Advisor

Darrell Laing, CFP®, ChFC®

Senior Financial Advisor

Samuel Ogbonna, CFP®, CPWA®

Financial Advisor

David (DJ) Douglas

Wealth Management Analyst

Kyle Dwyer, CFP®

Financial Advisor

Joshua Forkey, CFP®

Financial Planner

Peter Keilman, CFA®, CFP®

Senior Portfolio Manager

Donna S. Murray, CFP®, ChFC®

Director of Financial Planning

Steven F. Wickline, CFA®

Financial Advisor

Operations & Client Service

Ricardo Hernandez

Senior Client Service Associate

Heather Johnson

Senior Client Service Associate

Rosie Pedraza

Senior Client Service Associate

Jenna Ricci

Senior Client Service Associate

Jared Martinez

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.

Please see Important Disclosure Information for important information about the professional designations, certifications, and/or licenses listed on this website.