Quarterly Commentary – Fourth Quarter 2019

Quarterly Commentary – Fourth Quarter 2019 “Every bull market must have a wall of worry on which to climb.” -Wall Street proverb 2019 represented a banner year for investors across most [...]

Quarterly Commentary – Third Quarter 2019

Quarterly Commentary – Third Quarter 2019 “There is no risk-free path for monetary policy.” Jerome Powell U.S. stocks continued to grind higher in the third quarter despite elevated bouts [...]

Quarterly Commentary – Second Quarter 2019

Quarterly Commentary – Second Quarter 2019 “We’ve always had economic cycles and I believe we always will.” – Howard Marks U.S. equity markets once again proved resilient in the second [...]

Nathan R. Howard

Nathan R. Howard is the Chief Operating Officer and Chief Compliance Officer (CCO) of Private Capital Management. Nathan oversees the firm’s operations and compliance programs. He was previously [...]

Rachel M. McGuire, CFA®

Rachel McGuire joined Private Capital Management in 2019, and is currently providing financial planning and investment management services. Prior to joining our firm, Rachel was the Director of [...]

Anna Bhai, CFP®

Anna joined Private Capital Management in 2018. Her passions are to get to know people, understand their needs, and help them find unique ways to optimize their wealth. She works first-hand with [...]

Quarterly Commentary – First Quarter 2019

Quarterly Commentary – First Quarter 2019 Click here to view full report. “There is no risk-free path for monetary policy.” Jerome Powell Markets experienced a sharp upside reversal during [...]

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 [...]

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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 [...]

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, [...]