Jake Powers is a CFA® charterholder with two years of industry experience. He is currently an advisor at Modell Capital Management LLC, where he has worked since 2025. Prior to that, he spent 12 years at Clarkston Capital Partners, LLC. Modell Capital Management LLC provides discretionary asset management to a diverse client base, including individuals, institutions, and tax-exempt organizations. The firm employs a quality- and valuation-driven equity process focused on long-term compounding and emphasizes capital preservation and income within its fixed-income strategies.

Jeremy Modell is a financial advisor with Modell Capital Management LLC, holding Series 63 and Series 65 licenses and having 20 years of industry experience. He previously worked at Clarkston Capital Partners, LLC, where he spent over a decade in various roles, and also held a position at ALPS Distributors, Inc. In addition to his advisory work, he manages a holding company unrelated to investment activities. Modell Capital Management LLC provides discretionary asset management services to a diverse client base, including individuals, institutions, and insurance companies. The firm employs a quality- and valuation-driven equity process focused on long-term compounding and emphasizes capital preservation in its fixed-income strategies.

Alexander Strek is a CFP® and holds a Series 66 license with 13 years of industry experience. He currently serves at Modell Capital Management LLC and has previously worked at Morgan Stanley and Clarkston Capital Partners, where he was involved in business development, client relationship management, and financial analyses. Modell Capital Management LLC provides discretionary asset management to a diverse client base, including individuals, institutions, trusts, and insurance companies. The firm employs a quality- and valuation-driven investment approach with an emphasis on long-term compounding and capital preservation across equity and fixed income portfolios.