Private Capital Management

Max Deifik is a financial advisor with Private Capital Management and holds a Series 66 designation. He has 18 years of industry experience, including prior roles at Ameriprise Financial Services and Carnes Capital Corporation. Outside of his advisory work, he is a secondary authorized signer for a travel agency owned by his spouse. 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 discretionary portfolio management, wealth advisory services, and serves as adviser or sub-adviser to both registered mutual funds and private pooled vehicles.

Gregg Powers is a Series 65-licensed financial advisor with 26 years of industry experience. He has been with Private Capital Management since 2013 and has been associated with its predecessor entity, Private Capital Management, L.P., since 1988. Private Capital Management, LLC is an employee-owned investment and wealth advisory firm managing approximately $1.35 billion for individual, high-net-worth, 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 serves as adviser or sub-adviser to registered and private funds.

David Sissman is a financial advisor at Private Capital Management with 15 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 $1.35 billion for individual, high-net-worth, and institutional clients through a seven-adviser team. The firm employs a bottom-up, fundamental value investment approach across various strategies, including small-cap value separate accounts and option-based private 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.

Nicholas Schultz is a financial advisor at Private Capital Management with a Series 65 credential and three years of industry experience. His prior roles include positions at Carnes Capital Corporation, National Christian Foundation of South Florida, and involvement with Chik-fil-A franchises. Outside of his advisory work, he is a member of Rock River Partners, LLC, which facilitates finder's fee payments related to commodity supply introductions. 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 across its discretionary portfolio management strategies and also offers wealth advisory services and management of registered and private funds.

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 financial advisor at Private Capital Management with a Series 65 credential and one year of industry experience. His prior work includes roles at Carnes Capital Corporation and Martin Brown CPA and Advisor. 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 small-cap value strategies and offers wealth advisory services alongside management of registered and private funds.

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.