Private Capital Management

Max Deifik is a Series 66 credentialed financial advisor at Private Capital Management with 19 years of industry experience. He has worked at Ameriprise Financial Services, Inc. for 10 years, followed by roles at Private Capital Management, LLC and Carnes Capital Corporation since 2018. Max is listed as an officer of Reveles Travel, LLC, a travel agency run by his spouse, though he has minimal involvement in its operations. Private Capital Management (PCM) is an employee-owned firm managing approximately $1.4 billion for individual and high-net-worth clients through separately managed portfolios and wealth advisory accounts. The firm emphasizes a bottom-up, fundamental value approach, primarily targeting smaller capitalization equities with a multi-year investment horizon and offers a range of active and passive strategies across account types.

Gregg Powers is a Series 65-credentialed advisor with 27 years of industry experience. He has worked at Private Capital Management in various capacities since 1988 and is currently part of their team in Naples, FL. Private Capital Management is an employee-owned firm managing approximately $1.4 billion for individual and high-net-worth clients through separately managed portfolios and wealth advisory accounts. The firm emphasizes a bottom-up, fundamental value investment approach, focusing on smaller capitalization equities with multi-year horizons and offers a blend of active and passive strategies tailored to client needs.

Benjamin Borchardt is a CFP® with six years of industry experience, currently serving as a financial advisor at Private Capital Management in Naples, FL. His prior roles include positions at Carnes Capital Corporation, Solas Wealth LLC, and Ameriprise Financial Services, Inc. Private Capital Management is an employee-owned firm managing approximately $1.4 billion for individual and high-net-worth clients, focusing on a bottom-up, fundamental value strategy that emphasizes smaller capitalization equities and multi-year investment horizons. The firm offers a range of active and passive investment solutions across various account types, including separately managed portfolios and private funds.

David Sissman is a financial advisor at Private Capital Management with 16 years of industry experience. He holds a Series 65 designation and has been with Private Capital Management since 2013. Private Capital Management is an employee-owned investment and wealth advisory firm managing approximately $1.4 billion for individual and high-net-worth clients through separately managed portfolios and wealth advisory accounts. The firm employs a bottom-up, fundamental value investment approach focused on smaller capitalization equities and offers a variety of strategies including active and passive allocations, options, short sales, and derivatives-based funds.

Jeffrey Fortier is a financial advisor at Private Capital Management with 27 years of industry experience. He holds Series 63 and Series 66 licenses and has been with Private Capital Management and its affiliated firm Carnes Capital Corporation since 2000. Outside of his advisory role, he serves as managing member of two entities focused on acquiring vacant land for investment purposes. Private Capital Management is an employee-owned investment and wealth advisory firm managing approximately $1.35 billion for individual and institutional clients. The firm employs a bottom-up, fundamental value investment approach and offers both discretionary portfolio management and wealth advisory services through a seven-adviser team.

Erick Sonne is a CFA® charterholder with three years of industry experience. He has been with Private Capital Management, LLC since 2013. Private Capital Management, LLC is an employee-owned investment and wealth advisory firm managing approximately $1.35 billion for individual and institutional clients. The firm employs a bottom-up, fundamental value investment approach across its small-cap value strategies and offers wealth advisory services through a dedicated team.

Andrew Leedy is a Series 65-credentialed financial advisor at Private Capital Management with one year of industry experience. His prior roles include positions at Carnes Capital Corporation and Martin Brown CPA and Advisor. Private Capital Management is an employee-owned investment and wealth advisory firm managing approximately $1.4 billion for individual and high-net-worth clients. The firm emphasizes a bottom-up, fundamental value investment approach, primarily targeting smaller capitalization equities with a multi-year horizon, and offers both active and passive strategies tailored to client needs.

Steven Tarr IV is a CFP® with 24 years of industry experience, currently serving at Private Capital Management since 2013. He also maintains a long-term affiliation with Carnes Capital Corporation, where he has worked since 2004. Private Capital Management, LLC is an employee-owned investment and wealth advisory firm managing approximately $1.35 billion for individual and institutional clients through a seven-advisor team. The firm employs a bottom-up, fundamental value investment approach with a multi-year horizon and offers discretionary portfolio management, wealth advisory services, and advisory roles for both registered mutual funds and private funds.

Charles (Chad) Atkins is a financial advisor with Private Capital Management, LLC, holding a Series 65 designation and six years of industry experience. He has been with Private Capital Management since 2013 and also maintains a role with Carnes Capital Corporation since 2004. Private Capital Management is an employee-owned investment and wealth advisory firm managing approximately $1.35 billion for individual and institutional clients through a seven-advisor team. The firm employs a bottom-up, fundamental value investment approach with a multi-year horizon and offers discretionary portfolio management, wealth advisory services, and acts as adviser or sub-adviser to registered and private funds.