As a co-founder of Napatree Capital, Jeff has 23 years of broad investment experience.
Jeff served as the Managing Director and Chief Investment Officer for Olson Mobeck Investment Advisors, a Hartford-based subsidiary of People’s United Wealth Management, where he oversaw the investment processes, business development, and client service and helped grow revenues significantly during his three year tenure. Prior to his departure, Jeff was promoted to Regional Manager of the Wealth Management Division where he oversaw the New York and Connecticut markets, which included the integration of the newly-acquired Manhattan-based firm, Gerstein Fisher.
Previously, Jeff managed high net-worth and institutional assets for Washington Trust Wealth Management and was also the lead portfolio manager for the dividend growth strategy from July 2010 to July 2014.
Jeff was an analyst and associate portfolio manager for a private family office in La Jolla, CA. Prior to that, he worked as an equity trader and risk arbitrage trader for two Boston-based investment banks.
As the first baby born in the Westerly Hospital in 1972, Jeff grew up in a large multi-generational Italian family and enjoys strong ties to the Westerly-Stonington community. He currently resides in Longmeadow, MA with his wife and two young children.
MBA, Babson College
BS, Finance, Boston College
Chartered Market Technician (CMT)
As a co-founder of Napatree Capital, Jim has 30 years of experience in commercial banking and financial services including roles in senior management, sales and relationship management, and commercial and private client lending.
Jim is a former Managing Director for SVB Financial Group (Silicon Valley Bank; Nasdaq – SIVB). He was the Northeast Region Manager for SVB’s core commercial banking operation where he oversaw 190 New England and New York-based professionals engaged in lending and commercial bank services for clients in emerging growth technology companies.
Jim joined Silicon Valley Bank in 1993 as the 13th employee in the SVB-Boston franchise. SVB currently employs 2,300 individuals worldwide and has a $16 billion market capitalization. In his 24 years at SVB in Boston, Jim served as Director of the SVB East Coast Venture Capital Advisory Board, managed SVB Private Equity Services for the Northeast region, and oversaw a commercial bank team with a loan portfolio of venture capital and private equity clients.
Jim sourced and oversaw commitments by SVB Capital and commitments by SVB Financial Group to venture capital funds. He was a member of the SVB Joint Leadership Committee which was comprised of the 80 most senior employees across SVB Financial Group.
Jim began his career with Fleet Financial Group in Providence as a commercial lender. He is on the Board of Directors of the Slater Technology Fund in Providence, the Ocean Community YMCA corporate board, and the finance committee for L&M Healthcare, a part of the Yale New Haven Health system.
Jim lives with his family in Westerly, RI and enjoys a round of golf and coaching little league baseball. He is a native of West Hartford, CT.
BA, Political Science, Wesleyan University
All-New England distinction football and baseball / 1988 D-III All American in baseball.
As a co-founder of Napatree Capital, Peter has more than 25 years of experience in guiding clients on wealth planning, investment, and private banking matters.
Formerly, Peter was a senior planning officer for Washington Trust Wealth Management responsible for generating and maintaining relationships that were integral to that firm’s growth. He had also practiced corporate law in Providence, RI, and held cash management, wealth management, and private banking positions with Citizens Financial Group and Fleet Boston Financial Group.
Peter has served as President of the University of Rhode Island Alumni Association, as Treasurer of several non-profit organizations: URI Alumni Association, Rhode Island Historical Society, URI Foundation, and the University Club, Providence; and as a board member of the Bayside YMCA Council, St. Raphael Academy, Hattie Ide Chaffee, and the URI Foundation Investment Committee. Peter is currently a member of the RI Estate Planning Council, the RI Society of CPAs (PAM Member), and the RI Bar Association (Member: Probate & Trust Committee), and is a Fellow of the RI Bar Foundation.
Peter coached youth sports in Barrington, RI for many years, and enjoys boating and reading.
JD, Cum Laude, Suffolk University Law School
BS, Business, University of Rhode Island
Certified Financial Planner® (CFP®)
Jody has more than 25 years of experience in private wealth management and financial services in Boston, MA and Providence RI.
As a licensed Financial Consultant for both TIAA and Charles Schwab, she has provided guidance and large group presentations to investors in both private and public sectors in retirement, asset allocation, financial planning and investing.
For seven years, Jody worked as Sales Associate and Client Service Coordinator for Washington Trust Wealth Management.
Jody began her career at Appleton Partners, Inc., a registered investment advisory firm in Boston where she worked for 15 years. During her tenure at Appleton, she was an Assistant Portfolio Manager and worked with high net worth families. Jody was promoted to Director of Marketing where she oversaw the management of investment products and performance analytics.
Jody and her husband Paul live in East Greenwich, RI. In her free time, she pursues her passion for calligraphy and enjoys cooking for large gatherings of friends and family.
BS, Business, Merrimack College
Mike brings more than 25 years of broad investment experience to Napatree Capital in his role as a senior member of the investment and advisory team.
Mike recently served as a senior product manager at Fidelity Investments where he designed and implemented online educational programs for retail investors. In this role, Mike worked to demystify the complexities of the markets and investing, with topics ranging from the use of derivatives to charitable giving strategies to individual security analysis.
Previously, Mike was a consultant for Fidelity’s Active Trader platform. He has also served as a financial advisor with Edward Jones and began his career as an equity trader with Adams, Harkness, & Hill in Boston and Herzog, Heine, Gedold, in New York City.
Mike recently returned from two years living abroad. His wife, Heather, is the chief marketing officer for a company based in Switzerland. During his time there, Mike enjoyed mountain biking, traveling Europe with Heather, and his children, Lillian and Jackson, and shopping in French supermarkets.
BS, Psychology, Hobart and William Smith Colleges
Chartered Market Technician (CMT)