Prior to forming AGW in 2009, Jay worked with CapTrust Financial Advisors, serving as a senior investment consultant from 2001 – 2009. He also worked at First Union Securities (the predecessor to Wells Fargo Securities) as a portfolio analyst and securities trader, and was previously with Salomon Smith Barney.
Jay is a graduate of the University of Florida where he received a degree in Economics with honors. He has also taken multiple post-graduate courses at the Wharton School of Business where he completed the Certified Investment Strategist and Certified Investment Management Analyst programs. In addition, Jay has earned designations as a Certified Financial Planner®, Certified Investment Management Analyst® and Accredited Investment Fiduciary®.
Jay is active in the industry and his community as a member of the Investment Management Consultant’s Association® and as a graduate of Leadership Tampa, as well as through Hyde Park United Methodist Church and several other social organizations.
A native Floridian, P. J. is a graduate of the University of Florida where he received a degree in Finance with honors. He later returned to the University of Florida earning a Master of Business Administration. P. J. has also taken multiple post-graduate courses at the Wharton School of Business where he completed the Certified Investment Strategist and CIMA® programs.
Prior to co-founding AGW, P. J. was a senior investment consultant with CapTrust Financial Advisors. He previously worked with First Union Securities (the predecessor to Wells Fargo Securities) as a portfolio analyst and securities trader, and was previously with Salomon Smith Barney. While employed in these roles, P. J. advised numerous foundations, endowments, qualified plans and private clients on investment policy, asset allocation, investment manager research, performance measurement and evaluation.
P. J. is active in the industry and his community through CFA Tampa Bay, the Investment Management Consultant’s Association® (IMCA®), Conn Memorial Foundation, Florida United Methodist Foundation, Florida Department of Financial Services - Division of the Treasury, Hyde Park Methodist Church, and several other social organizations.
Prior to co-founding AGW Capital Advisors, Paul was a managing director with Seabreeze Holdings, Inc., a partner with One Equity Partners (a private equity subsidiary of Banc One, now JP Morgan), and an associate with Continental Illinois Venture Corporation (a private equity subsidiary of Bank of America). Two other formative positions he held were with Parthenon Group, a strategy consulting firm, and Eaton Vance Management, an investment management firm.
Building on his 15 years of private equity and strategy consulting background, Paul brings a wealth of knowledge and insight into capitalizing, monitoring and leading private companies. He has invested in (and been a director of) companies with revenues ranging from $25 million to $500 million, within a variety of industries, including telecommunications infrastructure, commercial maintenance and healthcare.
Paul earned his Bachelor of Arts degree in Economics from Boston College and his Master of Business Administration from The Tuck School at Dartmouth College. Paul is a Chartered Financial Analyst® charterholder and an Accredited Investment Fiduciary®.
Outside of work and family, Paul has always had a strong desire to give back to his community, and has done this in a significant way as a trustee of the Tampa Bay History Center, Frameworks of Tampa Bay, and the Tampa Preparatory School.
Previously, Charlie worked with Vinik Asset Management, a multi-billion dollar long/short equity fund. He was also a partner with Oakpoint Advisors, an alternative investment advisory firm. Prior to Oakpoint, Charlie was with Winston Partners, a $1.4 billion long/short equity fund of funds. From 1998 to 2002, Charlie was a Vice President in Corporate Finance at Lehman Brothers, and previously was in the merger and acquisition departments at Barclays and Houlihan Lokey.
Charlie is a graduate of the University of Virginia where he received a Bachelor of Science degree in Commerce. He received his Master of Business Administration from The Wharton School at the University of Pennsylvania. He has earned designations as a Certified Investment Management Analyst®, an Accredited Investment Fiduciary®, and a Certified Private Wealth Advisor®.
Charlie is active in his community through the University of Virginia Jefferson Scholarship Committee, Advisory Council for the Sykes College of Business at the University of Tampa, Palma Ceia Presbyterian Church and other social organizations.
Originally from Queens, New York, Chelly moved to the Tampa Bay area in 2004 with her husband and two children. Chelly earned a Bachelor of Arts degree in Business Management with a minor in Human Development with honors from Eckerd College.
Kathy moved on to Merrill Lynch in 1992 where she assumed the role of senior registered client associate – a title that she held for more than seventeen years. While at Merrill Lynch, Kathy was instrumental in establishing the service standards within her team of advisors, which were later adopted by several other Merrill Lynch advisory teams.
Prior to AGW, Dan worked as Project Manager in the Family Office division for Tom Grady, founder of Grady Law. He was primarily responsible for the management and ongoing support for multiple start up investments within the digital media and information technology industries. Dan then joined Gasparilla Capital, a private venture capital and consulting firm focused on early-stage technology investments and business development consulting. As a Principal, Dan worked directly with clients to analyze and develop smart data design strategies to enhance customer relationships and add measurable results.
Dan attended Florida Gulf Coast University where he earned a B.S. in Finance. Dan was a student-athlete, playing goalkeeper for the Division I men's soccer team and winning two conference championships. He has also taken post-graduate courses at the University of Chicago Booth School of Business where he earned the designation as a Certified Investment Management Analyst®. In addition, Dan has also earned the designation as an Accredited Investment Fiduciary®.
Alissa is licensed with the state of Florida as a certified public accountant. She holds an accounting degree from the University of Central Florida and a Master’s of Science in Accountancy from the University of Notre Dame.
Prior to AGW, Jimmy worked as an associate in the Debt Products Group, where he performed credit analysis and portfolio underwriting for Regions Bank in Dallas, Texas.
Originally from the Tampa Bay area, Jimmy is a graduate of Sewanee: The University of the South, where he earned a degree in History, with honors. In addition, he received a Master of Arts in Management from Wake Forest University.
Prior to joining AGW, Lisa spent time at UBS as a Director for the Gulf Coast of Florida, AllianceBernstein as a Vice President working with clients and financial advisors as well as implementing software systems for daily efficiency, St. Joseph’s Hospital as a Financial Analyst and Ernst & Young within the audit group.
Lisa is a graduate of Northeastern University with a Bachelor of Science degree in Business/Accounting. She has also earned the designation of CERTIFIED FINANCIAL PLANNERTM (CFP®).