| Date | Title | Description |
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| Aug 28, 2026 | Steven Bonavita joins Seventy2 Capital as Executive Vice President & Financial Advisor | We are thrilled to have Steven join us in Bethesda. He is extremely relationship-oriented with his clients, and we are looking forward to working with him and watching him provide exceptional service.”
— Tom Fautrel, President & Co-Foun... |
| Aug 28, 2026 | Three Seventy2 Capital Advisors named in 2026 AdvisorHub Advisors to Watch | Jim, Steve, and Don have shown a strong dedication to client service, building trusting relationships and designing thoughtful solutions, and we are honored to have them on our team,”
— Tom Fautrel, President & Co-Founder, Seventy2 Capi... |
| May 19, 2026 | The Appling & Landerholm Private Wealth Group join Seventy2 Capital, opening new office in Southlake, TX | We are thrilled to add Kyle and Emily to our team and expand our presence into Texas! Together, they bring over 45 years of experience in financial services. We are honored to add their expertise”
— Thomas Fautrel
BETHESDA, MD, UNITED STATE... |
| May 19, 2026 | Christopher Kelly and Bret Schertz join Seventy2 Capital as Executive Vice President and Senior Vice President | We are excited to have Chris and Bret join us in Hunt Valley. Their deep commitment to delivering exceptional client experiences and their expertise make them a strong addition to the team.”
— Troy Elser, Market Director- Hunt Valley
BETHES... |
| Feb 12, 2026 | Matt Lane joins Seventy2 Capital as Senior Vice President | We are honored to welcome Matt to our team! Working in the industry since 1994, he brings a great deal of expertise and knowledge to serve his clients, and we look forward to working with him!”
— Tom Fautrel, President & Co-Founder, Sev... |
| Feb 12, 2026 | Seventy2 Capital Wealth Management named to 2025 Forbes Americas Top Wealth Management Teams: High Net Worth | Our practice continues to grow at a rapid pace; we are proud that our hard work and dedication to clients are being acknowledged by a prestigious publication. ”
— Tom Fautrel, President & Co-Founder, Seventy2 Capital
BETHESDA, MD, UNITE... |
| Aug 8, 2025 | 11 Seventy2 Capital Team Members Listed as 2025 Five Star Wealth Managers | This honor recognizes their dedication to their role as a trusted professional to guide clients in their financial decision-making.”
— Paul Carlson, CEO, Seventy2 Capital Wealth Management
BETHESDA, MD, UNITED STATES, August 8, 2025 /EINPre... |
| Jul 23, 2025 | Seventy2 Capital opens office in Andover, MA with the addition of three team members | Brandon, Daniel, and Melissa exemplify our practice’s values of integrity, opportunity, and contribution... We look forward to working with them to serve their clients in the Boston area.”
— Tom Fautrel, President & Co-Founder, Seventy2... |
| Mar 6, 2025 | Seventy2 Capital opens office in Iselin, NJ with the addition of seven team members | I look forward to the opportunity to build and grow a first class wealth management office located in Metropark and help clients in our area.”
— Rick Turner – Senior Managing Director, Metropark
BETHESDA, MD, UNITED STATES, March 6, 2025 /E... |
| Jan 15, 2025 | Seventy2 Capital named in 2025 Forbes Best-in-State Wealth Management Teams | Our group has worked hard to grow our business and expand our offerings to clients and, as a result, has seen tremendous growth over the past year. I am proud of the team that we have built.”
— Paul Carlson, CEO, Seventy2 Capital Wealth Man... |
| Jan 15, 2025 | Dominick Giovannone, Brandon Kape, and Pacita DeVera join Seventy2 Capital Wealth Management | Dominick and Brandon bring a combined 30 years of experience in financial services, and will be great support for the growth of our Red Bank office and Seventy2 Capital as a whole.”
— Mark Stoll, Managing Director
BETHESDA, MD, UNITED STATE... |
| Jan 8, 2025 | Complete Circle Capital’s wealth management arm raises $3 million funding from Mankind Pharma promoters | Complete Circle Capital's wealth management division has secured $3 million in maiden fundraising round. The investment was led by Rajeev and Arjun Juneja of the Mankind Pharma Promoter Family Office, along with Narinder Bajaj, Chairman and... |
| Nov 25, 2024 | Seventy2 Capital Wealth Management Surpasses $10 Billion in Assets Under Management | We view this milestone as validation that our commitment to our clients and team members is working.”
— Paul Carlson, CEO & Co-Founder, Seventy2 Capital Wealth Management
BETHESDA, MD, UNITED STATES, November 25, 2024 /EINPresswire.com/... |
| Nov 21, 2024 | Seventy2 Capital Wealth Management named to 2024 Forbes Americas Top Wealth Management Teams: High Net Worth | It is an honor to be recognized by Forbes as a top team in the country... We are proud of what our team has accomplished and look forward to continued success over the years to come.”
— Paul Carlson, CEO & Co-Founder, Seventy2 Capital W... |
| Nov 21, 2024 | Seventy2 Capital Wealth Management named in Washington Business Journal’s 2024 Fastest Growing Companies | We are thrilled to have our practice recognized once again by Washington Business Journal as one of the top growing companies in the D.C area.”
— Tom Fautrel, President & Co-Founder, Seventy2 Capital
BETHESDA, MD, UNITED STATES, Novembe... |
| Nov 21, 2024 | Barbara Paige joins Seventy2 Capital Wealth Management as Vice President & Financial Advisor | Barbara’s desire to be an ally to all clients and prioritization of their interests makes her a great fit for Seventy2 Capital.”
— Tom Fautrel, President & Co-Founder, Seventy2 Capital
BETHESDA, MD, UNITED STATES, November 21, 2024 /EIN... |
| Nov 21, 2024 | Hayden Bates joins Seventy2 Capital Wealth Management as Executive Director & Financial Advisor | We are excited to have Hayden join Seventy2 Capital and look forward to working with him! Hayden’s industry experience and dedication to client service make him a great addition to the team.”
— Paul Carlson, CEO & Co-Founder, Seventy2 C... |
| Nov 21, 2024 | Two Seventy2 Capital Advisors Named to 2024 Forbes Top Next-Gen Wealth Advisors Best-In-State List | James and Mike have contributed so much to our practice, and I am confident they both have bright futures with Seventy2 Capital.”
— Tom Fautrel, President & Co-Founder, Seventy2 Capital
BETHESDA, MD, UNITED STATES, November 21, 2024 /EI... |
| Aug 1, 2024 | Mark Stoll, CRC® joins Seventy2 Capital Wealth Management as Managing Director, Business Growth & Development | Mark exemplifies our values of integrity, opportunity, and contribution and we are confident that his leadership, collaborative demeanor, and growth-oriented mindset will be a great asset to the team.”
— Tom Fautrel, President & Co-Foun... |
| Jun 13, 2024 | Seventy2 Capital opens in Mountainside, NJ with addition of Matthew Power, Executive Vice President & Financial Advisor | Matt's experience in creating financial strategies for high-net-worth clients paired with his drive for positive client experience and relationship building make him a great fit for our practice.”
— Tom Fautrel, President & Co-Founder, ... |
| May 10, 2024 | George H. Hocker, CFP® joins Seventy2 Capital Wealth Management as Vice President & Financial Advisor | We’re honored to welcome George into our office and look forward to working with him! His experience in the industry and client-focused mindset make him a strong addition to the team.”
— Troy Elser, Managing Director, Seventy2 Capital Wealt... |
| May 2, 2024 | Michael Boyd joins Seventy2 Capital as Executive Vice President, Expanding Practice into Abingdon, VA | Michael’s desire to provide clients with the guidance needed to make informed decisions makes him a great fit for our team, and we look forward to growing our business in and around Abingdon.”
— Tom Fautrel, President, Seventy2 Capital
BETH... |
| May 1, 2024 | Seventy2 Capital expands into Bluffton, SC and Westport, CT with the addition of Christopher Calabrese, Sr. MD, and team | Their prioritization of client relationships, desire for growth, and creative client solutions will be strong assets to our practice, and we are excited to expand our team in Westport and Bluffton.”
— Paul Carlson, CEO, Seventy2 Capital Wea... |
| Apr 24, 2024 | Four Seventy2 Capital Advisors named 2024 Forbes Best-in-State Wealth Advisors | We have worked hard to grow Seventy2 Capital into the practice it is today, and we are proud to see more and more of our team members recognized for their success.”
— Paul Carlson, CEO, Seventy2 Capital Wealth Management
BETHESDA, MARYLAND,... |
| Apr 18, 2024 | Steven Nuetzel joins Seventy2 Capital Wealth Management as Executive Director & Financial Advisor | [Steven's] commitment to providing holistic wealth management and risk management solutions makes him a great fit for our practice, and we look forward to collaborating with him.”
— Troy Elser - Managing Director, Hunt Valley - Seventy2 Cap... |
| Apr 17, 2024 | Daniel J. Bavuso III joins Seventy2 Capital Wealth Management as Executive Vice President & Financial Advisor | [Daniel's] service-oriented mindset and experience in technical analysis when managing client portfolios make him a strong addition to Seventy2 Capital.”
— Jim McCarthy - Senior Managing Director, Red Bank
BETHESDA, MARYLAND, UNITED STATES,... |
| Apr 16, 2024 | Seventy2 Capital Surpasses $5 Billion in Assets Under Management | Reaching this milestone shows a vote of confidence from both clients and advisors, and we couldn’t be more excited.”
— Tom Fautrel, President & Co-Founder, Seventy2 Capital
BETHESDA, MARYLAND, UNITED STATES, April 16, 2024 /EINPresswire... |
| Mar 18, 2024 | Seventy2 Capital Opens Office in Red Bank, NJ with Addition of Jim McCarthy, Alex Eljdid, Joseph Hanney, and Team | We have full confidence we will continue to grow our practice and provide the highest level of service to our clients with all the resources at Seventy2 Capital and Wells Fargo Advisors.”
— Jim McCarthy - Senior Managing Director, Red Bank
... |
| Nov 27, 2023 | Seventy2 Capital Wealth Management named in Washington Business Journal’s Fastest Growing Companies | We are excited to have our dynamic growth be recognized on such a notable platform... It is an honor to be ranked amongst the top fifty fastest growing companies based in the Washington D.C. area.”
— Tom Fautrel, President & Co-Founder,... |
| Aug 3, 2023 | Christopher D. Andrews joins Seventy2 Capital Wealth Management as Executive Vice President | Christopher’s experience in wealth management and focus on client relationships will make him a great asset to our team.”
— Tom Fautrel, President & Co-Founder, Seventy2 Capital
BETHESDA, MARYLAND, UNITED STATES, August 3, 2023/EINPress... |
| May 1, 2023 | Thomas Fautrel, President & Co-Founder of Seventy2 Capital, named as a 2023 Forbes Best-in-State Wealth Advisor | It is an honor to be ranked within the top 100 advisors in Maryland. I am especially grateful to my team for their hard work and dedication to supporting our clients in reaching their financial goals.”
— Tom Fautrel, President & Co-Foun... |
| Apr 25, 2023 | Seventy2 Capital Wealth Management named to 2023 Barron’s Top 100 Private Wealth Management Teams | We believe that supporting advisors and staff is the best way to ensure that clients get the best service possible. We are excited to be recognized on such a prominent platform for our efforts.”
— Paul Carlson, CEO, Seventy2 Capital Wealth ... |
| Feb 6, 2023 | Stanislav Asset Management joins Seventy2 Capital Wealth Management | [Stanislav Asset Management's] individualized approach to wealth management and understanding that each client’s financial needs and goals are uniquely their own make them a great fit for our firm.”
— Paul Carlson, Co-Founder, Seventy2 Capi... |
| Jan 24, 2023 | Seventy2 Capital Named in Forbes 2023 Best-In-State Wealth Management Teams | Our team members have worked hard to provide the best possible service to our clients, and it is an honor to be recognized for our efforts in client experience and success.”
— Tom Fautrel, Co-Founder, Seventy2 Capital
BETHESDA, MARYLAND, UN... |
| Nov 9, 2022 | Seventy2 Capital Wealth Management named in 2022 Forbes Top Wealth Management Teams | We are honored to be named as a Forbes Top Wealth Management Team... We feel that this recognition shows that our business model is working, and I am proud to see how much the firm has grown.”
— Tom Fautrel, Co-Founder, Seventy2 Capital
BET... |
| Oct 5, 2022 | Christopher P. Hayburn joins Seventy2 Capital Wealth Management as Senior Vice President & Financial Advisor | I am excited to welcome Christopher and know that his experience providing tailored advice and investment strategies to families, retirees, and business owners will be beneficial for our clients.”
— Troy Elser, Partner, Seventy2 Capital Wea... |
| Aug 25, 2022 | Max Freelander, II joins Seventy2 Capital Wealth Management as VP & Financial Advisor | We are excited to announce that yet another seasoned Financial Advisor is joining our team, building on our company’s steady growth in Bethesda. Max will be a great addition to Seventy2 Capital.”
— Tom Fautrel, Co-Founder, Seventy2 Capital ... |
| Aug 25, 2022 | Stephen Barto joins Seventy2 Capital Wealth Management as SVP & Financial Advisor | Steve cares deeply about helping his clients achieve their financial goals; his passion and expertise will be a strong asset to Seventy2 Capital.”
— Linda Whittington, Partner, Seventy2 Capital Wealth Management
BETHESDA, MD, UNITED STATES,... |
| Aug 24, 2022 | Christopher Davis joins Seventy2 Capital Wealth Management as Partner | As a former Wells Fargo Managing Director, Chris will add immeasurable value as a seasoned, prominent leader. His presence expands opportunities for advisors to make the change to independence.”
— Paul Carlson, Co-Founder, Seventy2 Capital ... |
| Mar 26, 2021 | Seventy2 Capital adds experienced Merrill Lynch team members to its Bethesda office | “Steve and Leticia are a high performing team that work incredibly hard to support their clients to achieve their goals,” commented Paul Carlson, Co-founder of Seventy2 Capital. “We are excited to support their client needs in our high ener... |
