Team Members
Out team members come from diverse backgrounds in the physical sciences, accounting, business and economics. Covering domestic and international real estate, equities and debt markets. Our commitment to capital markets is global in reach and local in service. We specialize in corporate stocks and fixed income strategies suitable for all styles of investing. We tailor portfolios to suit growth, income and conservative risk-adjusted reward-based outcomes with desired investment goals.
ThorÂ
CEO and Chair of AMG, Thor leads Broad Beach Capital Partners' Corporate Events and Sports Entertainment. Thor holds his FINRA Series SIE, 7, 24, 63, and 79 and Series 65 Investment Advisor License. Thor studied physics and was soccer captain at and in UCSB's creative studies program.
RamsesÂ
CFO and Chairman of AMG, Ramses leads Broad Beach Capital Partners' Brokerage Advisory & Real Estate. Ramses holds his National Futures Association Series 3 License and FINRA Series 4, 7, 16 NYSE Supervisory Analyst, 24, 27, 57, 63 and 79 and Series 65 Investment Advisor License.
JennieÂ
COO and Chairperson of AMG, Jennie directs communications between AMGs non licensed and licenses brokers, advisors, bankers and affiliates. Jennie has a background in corporate communications and non-profit based foundational work for undeserved minorities.
Anne
Head of Banking, M&A Chair of Global Investment Banking Division (IBD). Anne holds her FINRA Series SIE 7, 24, 63 and 79 investment banking licenses. In addition to her masters in business from ESCP Europe, Paris, France.
Melissa
Equity Sales Corporate Advisory, Broker-Dealer CEO and Chairperson of BD Advisory Mandates. Melissa holds her FINRA Series SIE 7 and 63. In addition to a master's in accounting from Queens College.
Amar
Global Media Arts & Collections. Amar owns an established art gallery in London, and has raised over $1 billion USD in NFTs in the early 2020s, pieces he discover's are often displayed at major institutional exhibits and regional fairs.
Aleksander
Head of Chaperoning, Foreign Broker-Dealer and Investment Banking Debt Capital Markets. Alex holds a master's in economics from Warsaw School of Economics, and also holds a FINRA Series 7, 24 and 63.
Steve
Chief Municipality Strategist and CFA. Steve holds his FINRA Series SIE, 4, 7, 24, 54, 63 and 79 investment banking licenses, and advises firm clients on municipality debt placements and pension strategies.
Patrick
Head of Triage Defense Group. Pat brings decades of government agency experience, with a deep appreciation for market sentiment, analysis and budgets, he specializes in transportation and bridge work.Â
Nina
Head of Client Relations. Nina ensures bespoke wealth management experiences for high-net-worth individuals and QIBs. Nina brings over 15 years of industry experience from top-tier European banking sectors.
Carolina
Head of Alternative Investments. Carolina focuses on real estate private equity and commercial real estate strategies for AMG's institutional desk. Carolina brings decades of experience from New York's financial district.
Terry
Head of Hedge Fund Solutions. Terry brings over 20 years of industry experience and financial advisory across global markets, bringing his extensive knowledge and banking expertise to the team.