MIDDLEBURG, Va., Jan. 6 /PRNewswire/ -- Bluemont Capital Advisors, LLC, recently announced that Jonathan Wagner CFA, has joined the firm as a Principal and Portfolio Manager. Wagner brings fifteen years of investment experience to the woman-owned and independent Register Investment Advisory firm.
Susan Dale, formerly with Morgan Stanley until she established a private advisory service for embassies and not-for-profits in the Washington, D.C. area, has also joined the firm as vice president and financial advisor.
"We are delighted to welcome both Jon and Susan to our team," said Bluemont President Carolyn Stys. "They increase our strength in areas that are critically important to our clients."
During the past five years, Wagner managed the D.C. metro practice at Old Dominion Capital Management. His experience managing globally diversified portfolios will complement Bluemont's highly respected portfolio management capability.
Jonathan will work closely with Mark Stys, Bluemont's Chief Investment Officer and a fifteen-year veteran of finance services. Mark's years as a bond trader and Head of Fixed Income and International Strategy at Fidelity Capital Markets in Boston gives Bluemont a unique understanding of global investment strategies.
Susan and Carolyn will focus on the opportunities available to executive and high-net-worth women who are investors and dominant care givers .
"Our goal is to create an unparalleled approach to investing that will help today's woman meet her unique needs and support the objectives she has set for her life," Carolyn continued.
Carolyn Stys has twenty years of experience at major national Wall Street firms including PIMCO, Fidelity Investments and State Street Bank.
"We are under no illusions about the continuing turbulence in the market," Carolyn underscored. "These additions will help us continue to preserve our clients' capital and position their portfolios for resiliency and growth in these unpredictable times."
SOURCE Bluemont Capital Advisors, LLC