Key People
Lou is a proven financial services executive and entrepreneur. From 2003 to 2007, he was President and CEO of Engagement Systems LLC, which created, developed and tested SkillWeighted Portfolio, a turnkey asset management technology platform.
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From 1982 to 2003, Lou was President and CEO of Capital Vectors International (CVI). CVI was one of the premier marketing consulting companies in the financial services industry, serving many of the nation’s top financial firms. Lou served as the lead consultant in the areas of new product development, marketing and distribution. Through his leadership, CVI was a contributor to new products and platforms that have raised over $200 billion in assets under management.
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Lou began his career with Connecticut General. He then served as a Vice President at Kidder, Peabody & Co. where he headed up product development and marketing for alternative investments.
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Lou is a graduate of Lafayette College, where he earned a BA in Economics. After graduation, he served in the US Army and achieved the rank of Captain before entering the business world.
Eric has been a Registered Investment Advisor Representative for NS Capital since its inception and became a Director in 2013. Eric is responsible for the trading and analytical functions within NS Capital. In addition, Eric provides investment advisory and portfolio management services for clients. Eric's prior experience in financial services includes his employment with Wedbush Morgan Securities as a trade associate. Eric holds a series 65 license and is continuing his pursuit of extended industry excellence.
Eric has served on the Board of Directors for the Greenwich YMCA where he focused on membership and programming. Eric is a graduate of Bucknell University where he earned a BA in Legal Studies.
Beverly comes to the NS Capital team with over 20 years practical experience in Accounts Services, Corporate Financial Management and Operations Management, including Human Resources Management, Computer/IT Management and Marketing Coordination. Prior to her post with NS Capital, Beverly headed up Operations and Investor Services for a multi-subsidiary corporation specializing in Private Placement Offerings and Capital Funding. Prior to that, Beverly spent several years as Human Resources Director for leading construction companies in both Seattle, WA and Scottsdale, AZ, and over a decade as Operations Director for one of New Jersey's largest horticultural nurseries.
Beverly works out of the Florida location and attended Fairleigh Dickinson University as a Mathematics major before becoming certified in Computer/IT Programming.
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Prior to joining NS Capital, Joe was the CEO of Value 401K Advisors, consulting to small and medium size businesses on plan design, compliance and investments. Previously he had a distinguished three-decade career on Wall Street in institutional trading and sales.
Joe was a senior executive at two of the industry’s largest institutional fixed income brokers.
As a Senior Vice President, Asset Backed Securities at ICAP Securities USA where he was responsible for developing and managing the company’s key strategic relationships with institutional clients. At Cantor Fitzgerald he managed institutional transactions of mortgage-backed, asset-backed and commercial mortgage- backed securities.
Joe is a founding member of the Highland Lacrosse Program which fosters youth and high school lacrosse teams. Mr. Hart is a graduate of the University of Notre Dame where he received a B.A. in Liberal Studies.
Jim has been an industry professional for over 3 decades. He began his career with the Equitable Life Insurance before moving on to an independent financial planning practice. As a CFP® instructor for his alma mater, DePaul University he became a sought-after talent by major financial firms. Jim became a Regional CEO for Lincoln Financial Advisors in 2000 where he doubled the size of the firm in seven years. Later, at Ameriprise, he was the National Director of Financial Planning, and his last position before joining NS Capital was as Midwest Regional Manager at Edelman Financial.
In addition, Jim was a volunteer leader for the Financial Planning Association, the world’s largest association for Certified Financial planners. Jim was president of the National Association in 2007 and Chairman in 2008. Jim was an adjunct faculty member for W.R. Harper College and DePaul University for ten years.
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Jim’s entire career has been about helping individuals, couples and closely held business owners achieve financial well-being. Within NS Capital, Jim’s practice is focused on leveraging his financial planning expertise by offering tax planning and solutions to help his clients pay less in taxes and then to implement synergistic portfolio and asset management recommendations.
NS Capital Security Team
NS Capital recognizes the importance of not only client privacy and informational integrity, but also the safety of on-site documents, assets and personnel. For this reason, our firm employs only the best (and most adorable) "muscle" to keep us safe!
Carl
Head of Security
Riley
Security Trainee