FBB Capital Partners

Maggi Keating is a CFP® with 23 years of industry experience, currently serving at FBB Capital Partners since 2004. She holds Series 63 and Series 66 licenses and is based in Bethesda, MD. FBB Capital Partners advises individual and high-net-worth clients through discretionary portfolio management and comprehensive financial planning, managing approximately $2.16 billion in assets across about 1,150 client relationships. The firm utilizes diversified, low-cost portfolios combining various asset classes and employs fundamental, quantitative, technical, and cyclical analysis within a Modern Portfolio Theory framework.

Martha Callahan is a CFP® with seven years of industry experience, currently serving as a financial advisor at FBB Capital Partners since 2022. Her prior experience includes roles at Beowulf Energy and DVCC, LLC. FBB Capital Partners manages approximately $2.16 billion in assets for individual and high-net-worth clients, offering discretionary portfolio management and comprehensive financial planning through a multi-advisor team. The firm employs diversified, low-cost portfolios and integrates fundamental, quantitative, technical, and cyclical analysis in its investment approach.

Stein Olavsrud is a CFP® and holds a Series 66 license, with 24 years of experience in the financial industry. He has been with FBB Capital Partners since 2004. FBB Capital Partners advises individual and high-net-worth clients through discretionary portfolio management and comprehensive financial planning, managing approximately $2.16 billion in assets across about 1,150 client relationships. The firm employs diversified, low-cost portfolios using a combination of fundamental, quantitative, technical, and cyclical analysis, and offers access to private funds and alternative investments for qualified investors.

Danish Jawaid is a CFA® charterholder and holds a Series 65 license with six years of industry experience. He has worked at FBB Capital Partners since 2021 and previously at Altius Financial Advisors and Welch Consulting. FBB Capital Partners serves individual and high-net-worth clients through discretionary portfolio management and comprehensive financial planning, managing approximately $2.16 billion in assets across about 1,150 client relationships. The firm employs diversified, low-cost portfolios using a mix of stocks, bonds, ETFs, options strategies, and private funds, supported by fundamental, quantitative, technical, and cyclical analysis.

Mel Casey is a CFA® charterholder and Series 63 licensee with four years of industry experience. He has worked at FBB Capital Partners since 2021 and previously spent five years at 1919 Investment Counsel, LLC. Casey serves on the Board of Advisors for C.G. Medici & Co., providing feedback on the development of an online financial planning application. FBB Capital Partners advises individual and high-net-worth clients through discretionary portfolio management and comprehensive financial planning. The firm manages approximately $2.16 billion in assets across about 1,150 client relationships, utilizing diversified, low-cost portfolios informed by multiple analytical approaches and offering access to private funds and alternative investments.

Jane O'mara is a CFP® at FBB Capital Partners with 11 years of industry experience. She has been with FBB Capital Partners since 2014. Outside of her advisory role, she serves on the board of directors and as treasurer for Talbot Hospice, where she participates in the investment and finance committees. FBB Capital Partners advises individual and high-net-worth clients through discretionary portfolio management and comprehensive financial planning. The firm employs diversified, low-cost portfolios and a combination of fundamental, quantitative, technical, and cyclical analysis to guide investment decisions.

Alejandro Vela is a CFP® professional with five years of industry experience, currently serving as an advisor at FBB Capital Partners. He has been with the firm since 2016. FBB Capital Partners advises individual and high-net-worth clients through discretionary portfolio management and comprehensive financial planning, managing approximately $2.16 billion in assets across about 1,150 client relationships. The firm employs diversified, low-cost portfolios and a combination of fundamental, quantitative, technical, and cyclical analyses to guide investment decisions.

Jaime Quiros is a CFP® professional with 13 years of experience in financial advising. He has been with FBB Capital Partners since 2014. FBB Capital Partners serves individual and high-net-worth clients through discretionary portfolio management and comprehensive financial planning. The firm manages approximately $2.16 billion in assets across about 1,150 client relationships, offering diversified, low-cost portfolios that include stocks, bonds, ETFs, options strategies, and private funds for qualified investors.

Jennifer Scher is a CFP® certificant and Series 63 license holder with three years of experience in financial advising. She has been with FBB Capital Partners since 2022 and previously worked at Resource Furniture for six years. FBB Capital Partners serves individual and high-net-worth clients through discretionary portfolio management and comprehensive financial planning. The firm manages approximately $2.16 billion in assets across a multi-advisor team and employs diversified, low-cost portfolios combined with fundamental, quantitative, technical, and cyclical analysis.

Michael Mussio is a CFP®, CFA®, and Series 66 credentialed advisor at FBB Capital Partners with 21 years of industry experience. He has been with FBB Capital Partners since 2008. Outside of his advisory role, he serves on the finance council of St. Raphael Catholic Church and is a board member of the Jubilee Association of Maryland Campaign Leadership Committee. FBB Capital Partners provides discretionary portfolio management and comprehensive financial planning services to individual and high-net-worth clients, managing approximately $2.16 billion in assets. The firm employs diversified, low-cost portfolios using a combination of fundamental, quantitative, technical, and cyclical analyses, and offers access to private funds and alternative investments through a multi-advisor team.

John Petrofsky is a CFA® charterholder with 10 years of industry experience. He has been with FBB Capital Partners since 2017 and previously worked at Torray LLC from 2014 to 2017. FBB Capital Partners serves individual and high-net-worth clients with discretionary portfolio management and comprehensive financial planning. The firm manages approximately $2.16 billion in assets across a multi-advisor team, employing diversified, low-cost portfolios and a combination of fundamental, quantitative, technical, and cyclical analysis.