Modell Capital Management LLC

Jake Powers is a CFA® charterholder with two years of industry experience. He is currently with Modell Capital Management LLC and has previously worked at Clarkston Capital Partners, LLC. Modell Capital Management LLC provides discretionary asset management to a diverse range of individual and institutional clients, including trusts, retirement plans, foundations, and insurance companies. The firm employs a quality- and valuation-driven equity process focused on long-term compounding and emphasizes capital preservation and income in its fixed-income strategies.

Jeremy Modell is a financial advisor at Modell Capital Management LLC with 20 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at Clarkston Capital Partners, LLC, and ALPS Distributors, Inc. He serves as Chief Executive Officer of Modell Capital Management and Managing Director of the Clarkston Private Client division. Modell Capital Management LLC provides discretionary asset management to a diverse client base, including individuals and institutions, using a quality- and valuation-driven equity process alongside a fixed-income strategy focused on capital preservation and income. The firm manages approximately $1.88 billion in assets with a small advisory team and serves insurance company clients, which is uncommon among similar firms.

Alexander Strek is a CFP® with 12 years of industry experience, currently serving at Modell Capital Management LLC since 2025. He also holds roles at Alps Distributors, Inc. and Clarkston Capital Partners, LLC, where he is involved in business development, client relationship management, and financial analyses. Modell Capital Management LLC provides discretionary asset management to a diverse client base including individuals, institutions, trusts, and insurance companies. The firm employs a quality- and valuation-driven equity process focused on long-term compounding and emphasizes capital preservation in fixed income, managing approximately $1.88 billion in assets with a small advisory team.