Quarterly Commentary – Third Quarter 2018

Quarterly Commentary – Third Quarter 2018 Click here to view the full report. “It all comes down to interest rates. As an investor, all you’re doing is putting up a lump sum payment for a [...]

Lauren Jones

Lauren is the Director of Client Relations and Strategic Partnerships. In her role, she is responsible for driving new business and working with our strategic partnerships both internally and [...]

Jessica Hannon

Jessica joins Private Capital Management with 8 years’ experience in the financial service industry. She began her career as an account representative for a Denver based CPA firm, then later [...]

Paige Ortmeyer

Paige joins PCM as the Office Manager bringing over 20 years of administrative experience to the firm. Her primary role is to assist the PCM Advisors with client meeting materials, and oversee [...]

Quarterly Commentary – Second Quarter 2018

Quarterly Commentary – Second Quarter 2018 Click here to view the full report. “No nation was ever ruined by trade, even seemingly the most disadvantageous.” – Benjamin Franklin [...]

Carol Johnson

Carol Johnson is responsible for providing financial planning and relationship management services and is a member of the firm’s financial planning committee. Carol brings with her 13 years of [...]

Quarterly Commentary – First Quarter 2018

Quarterly Commentary – First Quarter 2018 Click here to view the full report. “The real key to making money in stocks is not to get scared out of them” – Peter Lynch The last [...]

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Private Capital Management Privacy Policy

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Private Capital Management closes its asset purchase of Wagner Wealth Management

Click here to read the full press release.

Rosie Pedraza

Rosie is a Senior Client Service Associate. Her primary role is to serve as a liaison between clients, advisors, and custodians to ensure clients’ needs are addressed fully and promptly. Rosie [...]

Parker Cleveland

Parker is an Advisor, and a member of the Investment Committee with Private Capital Management. His primary role includes working with clients, and conducting investment research and analysis. A [...]

Kevin McCulley, CFA, CFP®

Kevin is a Senior Advisor and a member of the Investment Committee. His primary role is to provide financial planning and investment management services to our clients. Prior to joining Private [...]

Giles R. A. Fox, CFA

Giles is a Director of Research and member of the Investment Committee. His primary role includes investment research and analysis, maintaining our quantitative model, financial planning and [...]

Justin R. Apt, CFA

Justin R. Apt, is a Managing Principal of Private Capital Management. He oversees the firm operation, and helps to shape its strategy, culture, and vision. Justin also has a passion for research, [...]