A complete list of active advisors currently associated with FBB Capital Partners

Warmer can help you find a great advisor at FBB Capital Partners or one who fits your needs even better.

FBB Capital Partners advises individual and high-net-worth clients, family offices, and other institutions on comprehensive wealth and risk-management matters. The firm offers financial planning, discretionary portfolio management, and may recommend alternative investments such as private credit, private equity, real estate funds, and hedge funds as part of client portfolios; its brochure reports approximately $2.39 billion in assets under management across a multi-advisor team serving about 1,000 clients. The firm’s investment process emphasizes diversified, low-cost portfolios built from a mix of stocks, bonds, options, mutual funds, ETFs, cash, and, when appropriate, alternative investments, supported by fundamental, quantitative, technical, and cyclical analysis. FBB uses model portfolio structures and target asset-allocation templates (e.g., Income Generation, Balanced Growth, Equity Appreciation) as guidelines, maintains discretionary authority for trading, and conducts ongoing portfolio and planning reviews. A notably uncommon disclosure for a firm of this type is that FBB advertises hypothetical performance; the brochure describes model portfolio structures and typical composition mixes the firm uses to illustrate strategies, and it discloses practices around private-fund reporting (relying on sponsor-provided valuations) and custodial relationships that provide non-cash benefits. These features — use of illustrative/hypothetical performance materials, explicit treatment of private-fund valuation on supplemental reports, and the stated economic benefits from custodians — distinguish aspects of FBB’s practice from many peers.

To learn more about the advisors currently working at FBB Capital Partners, click on their names below to view their profiles, or click here to see them all on a map. Or, if you tell us about your needs, Warmer can help you find the best advisor for you.

Name	Location	Years of experience
Martha Callahan	Bethesda, MD	7
Mel Casey	Bethesda, MD	4
Danish Jawaid	Bethesda, MD	7
Maggi Keating	Bethesda, MD	23
Michael Mussio	Bethesda, MD	21
Stein Olavsrud	Bethesda, MD	25
Jane O'mara	Bethesda, MD	11
John Petrofsky	Bethesda, MD	10
Jaime Quiros	Bethesda, MD	13
Jennifer Scher	Bethesda, MD	3
Alejandro Vela	Bethesda, MD	5

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