Christopher L. Fagley, CFP®

Chief Operating Officer

Chris has over 25 years’ experience in the financial services industry. Prior to joining the firm, Chris served as Chief Operating Officer/Chief Compliance Officer from 2012 to 2016 for Zeke Capital Management LLC, a boutique registered investment adviser located in Berwyn, PA. Previously, Chris spent 7 years as Vice President of Information Services with Glenmede Trust Company in Philadelphia, overseeing all wealth management and trading platforms. From 1998 to 2005, Chris was employed by Davidson Trust Company in Devon, PA as Vice President of Operations where he implemented order management and portfolio accounting systems, as well as oversaw all client and composite performance measurement. Prior to Davidson, Chris spent 6 years with The Vanguard Group in Malvern, PA as a relationship manager for HNW individuals before moving into a more operational/technical role with Vanguard’s fee-based advisory service. 

Chris graduated with a Bachelor of Arts degree from West Chester University with a concentration in Economics, and earned the CERTIFIED FINANCIAL PLANNER™ and Investment Advisor Certified Compliance Professional designations.

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Ragnar Gearhart

Chief Compliance Officer

Ragnar joined FFT in March 2022 and is Chief Compliance Officer for Optima Asset Management and FFT. Ragnar has over a decade of experience in financial services compliance and was most recently CCO and AML Officer at Boenning & Scattergood Inc.; his past experience also includes a position as a Regulatory Analyst with FINRA. Ragnar has extensive knowledge of compliance and regulatory requirements and his experience encompasses investment banking, brokerage and advisory compliance, operations, audit, complaint settlement and FINRA filings. Ragnar graduated from Hamilton College in 2004 with a BA in Biology.

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Sean Boner, CFA

Director of Portfolio Management

Sean is a Director of Portfolio Management with the firm. He is responsible for manager due diligence, portfolio management, market research, investment sourcing, and quantitative analysis; carrying out these tasks in close collaboration with the investment team and Co-CIO’s.

Prior to joining FFT, Sean served in a similar role at AM Global Family Investment Office. Previously, Sean worked as a Valuation Analyst for Moore, Ellrich & Neal, PA where he focused on the valuation of privately held businesses, assets and various other securities.

Sean graduated from Florida State University, cum laude, earning a Bachelor of Science in Finance and Real Estate from Florida State University. He is a CFA® Charter Holder.  

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Melissa E. (McBrearty) Ciro, CFP®, CAIA

Director of Private Investments

Melissa has been with the firm since 2009. She participates in manager sourcing and due diligence for all alternative investments, is actively engaged in portfolio analysis and rebalancing, and supports the firm’s proprietary quantitative analysis technology. Prior to joining, she was selected for Ameriprise Financial’s marketing and financial services program.

Melissa graduated cum laude from Saint Joseph’s University, earning her Bachelor of Science degree in Finance, with a minor in Psychology. Melissa obtained the CERTIFIED FINANCIAL PLANNER™ certification in 2014, as well as the CAIA designation in 2016.

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Maria Pia Leon Angell

Director Client Advisory Services

Pia is the Director, Client Advisory Services of the firm. 

Prior to joining FFT, she served in a similar capacity at AM Global Family Investment Office.  Previously, Pia was a partner at GenSpring Family Offices International. During her seven years with GenSpring, Pia advised families with over $3 billion of assets. Prior to GenSpring, Pia had an 18-year career in banking with Standard Chartered and Citibank. During her banking career, Pia worked across various banking units, including Investment Banking, Corporate Finance, and Private Banking, taking her to live in seven different countries. Pia decided to leave the banking industry to advise wealthy individuals and families more broadly on their financial and non-financial wealth management decisions.

With more than two decades of experience working in the financial industry, Pia strongly believes in helping her clients to understand the relationship between their financial and family decisions and helping them to navigate the opportunities and challenges associated with a life with wealth.

Pia graduated from Universidad del Pacifico (Lima, Peru) earning a Bachelor of Economics and the University of Miami earning a Master of International Politics. She holds a post graduate degree from Bowen Center for the Study of the Family at Georgetown University.

Pia is fluent in Spanish, English and Portuguese. She is also a Board Member of the Miami Music Project.

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Seth E. Stroback, CAIA

Director

Seth joined the firm in 2004 as part of the Brooks Capital Group family office, a predecessor organization. Seth was instrumentally involved in the development of the alternative asset program and currently participates in all stages of the due diligence process, from quantitative and qualitative analysis, to manager interviews, to portfolio construction, and ongoing portfolio monitoring. Seth is a liaison between the family office and its current underlying managers, and actively sources new hedge fund and private equity fund investment opportunities. Previously, Seth completed a summer position with the Alternative Investments Group at UBS in New York, where he performed similar hedge fund due diligence functions.

Seth earned a B.S. in Marketing and Economics from the University of Delaware. He is currently a Board Member of the Endowment Foundation for the National Tay-Sachs and Allied Diseases Association of Delaware Valley, and a founding member and Chapter Executive for the Chartered Alternative Investment Analyst (CAIA) Association’s Philadelphia Chapter. Seth received the CAIA designation in 2011.

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Natalia T. Zager, CFP®

Director

Natalia has been with the firm since 2013, supporting all aspects of client relationship management, including financial planning, portfolio monitoring and rebalancing, reporting, and routine account servicing. She often coordinates with insurance, legal, and tax advisors on behalf of clients. In addition, she supports the executive team in advancing firm operations. Previously, Natalia spent four years as an Assistant Portfolio Manager at Veritable, LP, where she assisted in the design, implementation, performance reporting, and day-to-day servicing of investment portfolios for ultra-high net worth families and foundations.

Natalia holds a B.S. in Finance from The Pennsylvania State University.  She obtained the CERTIFIED FINANCIAL PLANNER™ certification in 2014.

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Victoria Karasin, CTFA

Director, Advisory Services

Victoria is the Director – Advisory Services of the firm. 

Prior to joining FFT, Victoria served in the same role at AM Global Family Investment Office. With more than two decades of experience working in the family office space, she advises families on the sustainability of wealth along generations.  She works with clients across a broad spectrum of wealth management topics, including coordination with their outside advisors to ensure investments are aligned across multifaceted tax and legal structures. Victoria has extensive experience working with family-owned businesses, family offices, wealth creators, and inheritors and brings a thorough understanding of complex investment, tax and estate planning strategies. 

Victoria graduated from Fordham University, cum laude, earning a Bachelor of Science in Economics. Victoria holds the Chartered Trust and Financial Advisor designation, and the FINRA Series 65 securities registration. 

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John S. Tassone, CAIA, JD

Director, Investments

John has over 25 years of experience across multiple disciplines within the investment advisory, family office, and financial services industries. At Forbes, John is senior member of the investment team responsible for manager due diligence and monitoring of both public and private investments, as well as asset allocation, portfolio construction, and risk management for client families.   

During his career, John has held senior roles at various wealth management firms including GenSpring Family Offices, as well as founding an investment advisory firm focused on ultra-high net worth client families. Prior to GenSpring, John was an investment banker at Deutsche Bank in New York, where he helped originate and execute over 25 merger advisory, debt and private equity capital raises and public offerings worth in excess of $12 billion for family offices and institutions.  

John received a Bachelor of Science in Business Management from The Dyson School at Cornell University, his law degree from Albany Law School and an MBA in Accounting from the Union College Graduate School of Management. He is also a Board Member and Treasurer of the Wounded Veterans Relief Fund charitable organization.

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Elliott Barker

Investment Analyst

Elliott is an Investment Analyst at FFT. Originally an intern in summer of 2019 and the winter of 2020, Elliott rejoined the firm in June 2020 as an Investment Analyst. Among other assignments, Elliott participates in both traditional and non-traditional manager due diligence reviews, provides portfolio and market level research and performs regular risk exposure analyses of portfolios including liquidity, overlap, allocation exposure and capacity analyses. He also supports the FFT-Palm Beach client operations. Elliott graduated from Palm Beach Atlantic University, where he earned a B.S. in International Business.

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Diana Hernandez

Senior Client Associate

Diana is a Senior Client Associate at the firm.

Prior to joining FFT, she served as Operations Manager at AM Global Family Investment Office where she was responsible for the firm’s day-to-day operation functions including account reconciliation, custodial relationship management and client reporting. 

Previously, Diana served as Human Resources Associate for GenSpring Family Offices. In this role she performed human resources functions including facilitation of the annual compensation process, partnering with the internal recruiter to identify candidates, interviewing and facilitating new hires, maintaining personnel files, managing special projects as needed by firm executives, and managing administrative staff. Prior to her role at GenSpring Family Offices, Diana was a Senior Underwriting Administrator for Associated Industries Insurance Services, Inc.

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Felicia Kapsas

Senior Client Associate

Felicia has over 20 years of financial services and client management expertise. She joined the firm in 2010 and is responsible for managing and servicing client relationships. She has been a primary point of contact for clients. Prior to joining, Felicia was a Financial Advisor at Morgan Stanley in Boca Raton, Florida, where she was instrumental in managing high net worth client relationships. Previously, she was a Senior Registered Associate at Perry Financial Group.

Felicia attends Drexel University in Philadelphia, PA and earned an A.A. degree from Centenary College, in Hackettstown, New Jersey.

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Jacob Metro

Portfolio Advisor

Jacob is a Portfolio Advisor and a member of the FFT Investment Team. He is responsible for ensuring the investment strategies of the firm are employed to the greatest possible extent to meet the specific goals and objectives of each client.

Prior to joining FFT, Jacob served in a similar role at Boston Private Wealth and Silicon Valley Bank. Previously Jacob worked as a Trader at Banyan Partners as well as Gelber Group Securities at the Chicago Board of Trade.

Jacob holds a bachelors of science from Milwaukee School of Engineering and has over 16 years of Trading and Operations experience in the wealth management industry.

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Michael T. McDermott

Operations Associate

Michael McDermott joined the firm in 2017 and currently serves as an Operations Associate. Michael provides dedicated operational support to client associates and partners, administers the firm's CRM and portfolio accounting databases, maintains clients’ alternative investment data, assists in the improvement of the firm’s business processes, and prepares reporting packages for our clients.

Michael graduated summa cum laude from Temple University, where he was a Presidential Scholar and a member of the Temple Honors program. He earned a B.A. with distinction in Economics and Spanish, and completed minors in Business and Political Science.

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Jordyn Wagner

Client Analyst

Jordyn Wagner joined the firm in 2021 as a Client Analyst. Jordyn provides operational support to both the client associates and the operations teams. 

Prior to joining LGL, Jordyn has worked in the financial services industry since 2015 at both American Century Investments and then Rassler Financial LLC. She holds the Pennsylvania Life, Accident and Health insurance license as well as a Series 7 and 63.

Jordyn graduated with a Master of Business Administration from MidAmerica Nazarene University and a Bachelor of Science in Business Administration with dual majors in Finance and Marketing from Kansas State University.

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Janet Nicholson

Administrative Assistant

Janet Nicholson is an Administrative Assistant at FFT. She joined our team in the beginning of 2022 bringing with her over 15 years of experience in business management. She currently assists in the area of business operations with a focus on office organization and structure. Janet has gained a wealth of knowledge and experience in managing client relationships over the years  with previous employers such as Nordstrom, Jensen Hughes and Radnor Financial Advisors. Along with other duties, Janet continues to support all FFT office locations, staff and the client services teams across the firm. 

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