Douglas Lyons is a CFP® and CFA® with 17 years of experience in financial advisory services. He has worked at Oceanic Capital Management LLC since 2017 and previously at Douglas J. Lyons Financial Group Inc. and UBS Financial Services. Oceanic Capital Management LLC provides investment supervisory services and financial planning to individuals, including high-net-worth and non-HNW clients, as well as institutional clients such as banks, pension plans, and charitable organizations. The firm employs diversified, multi-asset allocation models using both fundamental and technical analysis, offering discretionary and non-discretionary management tailored through individualized risk profiling.

Thomas Yorke is a CFP® with 38 years of industry experience and has been with Oceanic Capital Management LLC since 2008. He is also a licensed insurance producer in New Jersey. Oceanic Capital Management provides investment supervisory services and financial planning to both individual and institutional clients. The firm employs diversified, multi-asset allocation models and combines fundamental and technical analysis, offering discretionary and non-discretionary management tailored to individual risk profiles.