Our Team

CWA_013_Bill_2-(1)WILLIAM BEYNON

PRESIDENT & CEO

As Chief Executive Officer of blueharbor wealth advisors, Capital Wealth Advisors, and Partner of Fundamental Global, our affiliated investment manager, Bill is dedicated to building client relationships marked by communication, commitment and a keen ability to clarify complex decisions.

More +

Joe_websiteJOE MOGLIA

CHAIRMAN

Joe is a Partner at blueharbor wealth advisors and Chairman, Co-Founder & Partner of Fundamental Global Investors, LLC, our affiliated investment manager.

More +

CWA_FGI82KYLE CERMINARA

CO-CHIEF INVESTMENT OFFICER

Kyle is Co-Chief Investment Officer at blueharbor wealth advisors and CEO, Co-Founder & Partner of Fundamental Global Investors, LLC, our affiliated investment manager. Kyle is also on the board of Directors of blueharbor bank, a publicly traded community bank in Mooresville, NC., Chairman of Ballantyne Strong (NYSE: BTN), a provider of digital technology services, products, and solutions, and Director of Relm Wireless Corporation (NYSE: RWC), a technology company that designs, manufactures, and markets wireless communication products.

More +

CWA_FGI71LEWIS JOHNSON

CO- CHIEF INVESTMENT OFFICER

Lewis is Co-Chief Investment Officer at blueharbor wealth advisors and President, Co-Founder & Partner of Fundamental Global Investors, LLC, our affiliated investment manager.

More +

Blaine_Edit2BLAINE FERGUSON

CHIEF OPERATING OFFICER

In his role as Chief Operating Officer of blueharbor wealth advisors, Capital Wealth Advisors, and Partner of Fundamental Global, our affiliated investment manager, Blaine evaluates overall operations of back office support, including technology initiations, investment policy, data management, compliance, and performance measurement.

More +

PHIL BRODY

PARTNER

As Partner of blueharbor wealth advisors and Partner & President of Capital Wealth Advisors – Carolinas, Phil focuses on the formulation, delivery and implementation of the firm’s investment philosophy. He is dedicated to developing and executing strategies that are consistent with the financial well being of each client.  His expertise in understanding and implementing appropriate financial platforms for individual client needs has proven to be an asset for the firm. He remains committed to the hands- on approach of providing financial services to his clients.

More +

RICHARD KNEPFLER

CHIEF FINANCIAL OFFICER

Richard is Chief Financial Officer of blueharbor wealth advisors, Capital Wealth Advisors and at Fundamental Global, our affiliated investment manager.

More +

JEFF SUTTON

CHIEF COMPLIANCE OFFICER

Jeff is Chief Compliance Officer of blueharbor wealth advisors, Capital Wealth Advisors and Chief Operating Officer at Fundamental Global, our affiliated investment manager.

More +

Lee_websiteLEE LARSON

SENIOR VICE PRESIDENT

As Senior Vice President of blueharbor wealth advisors and Capital Wealth Advisors,  Lee manages individual investment portfolios and provides investment advisory services to clients of the firm.  Lee has developed a particular niche in designing and maintaining retirement income portfolios.

More +

Todd_websiteTODD SAMPSON

DIRECTOR OF INVESTMENT ADVISORY SERVICES & COMPLIANCE

Todd is Director of Investment Advisory Services & Compliance at blueharbor wealth advisors, Capital Wealth Advisors, and a Director at Fundamental Global, our affiliated investment manager.

More +

Charlie_websiteCHARLES RAINBOLT

DIRECTOR OF RISK MANAGEMENT

Charles is Director of Risk Management at blueharbor wealth advisors, Capital Wealth Advisors, and a Research Analyst at Fundamental Global, our affiliated investment manager.

More +

Vivien_websiteVIVIEN PREECE

DIRECTOR OF OPERATIONS & CLIENT SERVICES

Vivien is Director of Operations & Client Services of blueharbor wealth advisors, Capital Wealth Advisors and a Director at Fundamental Global, our affiliated investment manager.

More +

Sam_WebsiteSAMANTHA NALBACH

DIRECTOR OF MARKETING

Samantha is Director of Marketing of blueharbor wealth advisors, Capital Wealth Advisors, and Director at Fundamental Global, our affiliated investment manager.

More +

Karen_websiteKAREN GILL

FAMILY OFFICE SERVICES DIRECTOR

Karen is Family Office Services Director of blueharbor wealth advisors and Capital Wealth Advisors.

More +

Ann_WebsiteANN LACOSTE

NEW BUSINESS ACCOUNT MANAGER – LICENSING & CONTRACTING

Ann is New Business Account Manager of blueharbor wealth advisors, Capital Wealth Advisors, and an Associate at Fundamental Global, our affiliated investment manager.

More +

Susie_websiteSUSIE MULRY

OFFICE MANAGER

Susie is Office Manager of blueharbor wealth advisors, Capital Wealth Advisors, and a Manager at Fundamental Global, our affiliated investment manager.

More +

Marilyn_websiteMARILYN WRIGHT

FAMILY OFFICE SERVICES ADMINISTRATOR

Marilyn is Family Office Services Administrator of blueharbor wealth advisors, Capital Wealth Advisors and an Office Manager at Fundamental Global, our affiliated investment manager.

More +

Brenda_websiteBRENDA LAWRENCE

FAMILY OFFICE SERVICES ADMINISTRATOR

Brenda is Family Office Services Administrator of blueharbor wealth advisors and Capital Wealth Advisors.

More +