Maven Capital Partners, LLC

Theodore Davies is a financial advisor with Reicon Wealth Advisors, LLC, holding Series 63 and Series 65 licenses and four years of industry experience. He has been with Reicon Wealth Advisors since 2021 and concurrently serves as managing partner at Reicon Capital, LLC, where he has been involved in identifying and reviewing public and private investment opportunities since 2000. Prior to his current roles, he worked at Maven Capital Partners, LLC. Reicon Wealth Advisors provides discretionary investment advisory services to high-net-worth individuals, charitable organizations, foundations, and business entities, as well as managing private special purpose vehicles that co-invest alongside unaffiliated private equity firms. The firm’s investment process includes strategic asset allocation and direct private-capital investments, with a focus on pooled investment vehicles and performance-based compensation structures.

Stephanie Douglass is a CFA® charterholder with three years of industry experience, currently serving as an advisor at Reicon Wealth Advisors, LLC. She has worked at Maven Capital Partners, LLC, and has been involved with Reicon Capital, LLC since 2001, where she manages an alternative investments portfolio as Managing Director. Reicon Wealth Advisors provides discretionary investment advisory services to high-net-worth individuals, charitable organizations, foundations, and business entities, managing tailored portfolios and private special purpose vehicles with a focus on strategic asset allocation across multiple asset classes and direct private-capital investments.

Reid Funston is a financial advisor at Reicon Wealth Advisors, LLC in Atlanta, GA, with four years of industry experience. He holds Series 63 and Series 65 licenses and has worked at Maven Capital Partners, LLC since 2022 and Reicon Wealth Advisors since 2021. Additionally, he is a managing partner at Reicon Capital, LLC, where he is involved in finding and reviewing public and private investment opportunities. Reicon Wealth Advisors provides discretionary investment advisory services to high-net-worth individuals, charitable organizations, foundations, and business entities, managing portfolios and private special purpose vehicles tailored to client objectives. The firm employs a strategic asset allocation process across various asset classes and pursues direct private-capital investments through its pooled investment vehicles.

Joseph Bogle is a CFA® charterholder with two years of experience at Reicon Wealth Advisors, LLC and Maven Capital Partners, LLC. He has been associated with Reicon Capital LLC since 2016 and spent four years in full-time education prior to that. Reicon Wealth Advisors provides discretionary investment advisory services to high-net-worth individuals, charitable organizations, foundations, and business entities, managing portfolios and special purpose vehicles with customized investment strategies that include equities, fixed income, alternatives, ETFs, and private capital investments.