| |
|
For detailed information regarding our advisors, as well as our disclosures, please see our Form ADV, Parts 2A and 2B. Part 2A provides information about the firm, and Part 2B provides the biographies of our investment advisors.
John J. Ceparano, CPA/PFS, CFP®, M. Tax
Private Wealth Manager; Director of Business Development; Director of Tax & Financial Planning
John J. Ceparano was born in 1963. He graduated with a Bachelor of Science degree in Accounting, with a minor in Economics, from St. John's University in 1985. John received his Master of Taxation degree from Florida Atlantic University in August of 2005. John currently serves as Director of Business Development, Director of Tax and Financial Planning, and Private Wealth Manager for Joseph Capital Management, LLC.
John has over 25 years of experience in taxation, business consulting, financial counseling for successful closely-held business owners, and serving the needs of high net-worth individuals. He has been formerly employed at Price Waterhouse, rising to the position of Senior Tax Consultant; Manager and CPA with Blau, Soloway, & Goldstein in New York; President of Business Blocks, Inc., an accounting and tax firm; and President of Joseph & Company Certified Public Accountants, Inc. John has also served as an adjunct faculty member with St. John's University and the University of Florida, where he taught classes in business management and finance.
John is co-author of The Science of Investing: How to Apply Academic Research to Reduce Risks and Increase Investment Returns. John is also active in his local community. He currently serves on the Trinity Catholic High School Board of Trustees, Strategic Planning Committee, and Finance Committee. He is also an active member of the Rotary Club of Central Citrus County.
Michael J. Tringali, CPA/PFS*, CFP®
Private Wealth Manager; Managing Director; Director of Research
Michael J. Tringali was born in 1960. He graduated with a Bachelor of Science degree from the Whittemore School of Business and Economics at the University of New Hampshire in 1982. He attended graduate accounting classes at Nova University from 1989 through 1990. Mike has over 28 years of experience in the financial and accounting fields. He has previously served at Arthur Andersen & Co. in their tax department; as a personal financial advisor to the co-founder of a Fortune 100 Company; President of Michael J. Tringali, P.A.; and Vice President of Joseph & Company Certified Public Accountants, Inc. Mike is also a Level 2 Candidate in the Chartered Financial Analyst (CFA) program, and is licensed in the state of Florida as a Real Estate Broker and a Licensed Community Association Manager.
Mike is a Board Member of the YMCA of the Suncoast Citrus County, Florida, Chapter Steering Committee, a non-profit organization. He is also an honorary Board member of the Boys and Girls Club of Citrus County, Inc. He is Trustee of two private trusts, one of which provides scholarships for high school students. He is also Treasurer of the Executive Center Condominium Association, Inc., a commercial real estate condominium, and is Authorized Agent of Hibernian Executive Teoranta, et al, a real estate company.
Sara "Sally" Long, CTFA
Senior Private Wealth Advisor; Chief Compliance Officer
Sara "Sally" Long was born in 1963. She graduated with a Bachelor of Science in Finance and Management from the University of South Florida in 1985. She attended the Cannon Financial Institute Trust Schools at the University of North Carolina Charlotte and Myrtle Beach, South Carolina. She has routinely attended continuing education programs, including The Estate Planning Teleconference Series featuring Roy M. Adams and the Florida Trust School.
Sally has over 25 years of experience in financial services in the Florida Nature Coast area. She has participated in multiple banking lines, including retail, mortgage, commercial, and wealth management. Sally specializes in advising wealthy client families in the areas of estate planning, investment services, and personal finances. She has an in-depth working knowledge of trust and fiduciary administration. Sally is also a NAPFA-Registered Financial Advisor.
Sally is actively involved in her community. She is Vice Chair and a member of the Finance Committee of Hospice of Citrus County. She is also a Vestry Member, Finance Committee Member, and served as the 2009 Audit Committee Chair for St. Margaret's Episcopal Church in Inverness, Florida. She is a Member and Registered Agent of III LS, LLC, a real estate holding company.
Dr. Joseph D. Coffey, Ph.D.
Private Wealth Counselor
Dr. Joseph ("Joe") Coffey was born in 1938. He graduated from Purdue University with a Bachelor of Science in Economics with distinction in 1960. Dr. Coffey then attended North Carolina State University, where he obtained his Master of Science in Agricultural Economics in 1963 and Ph.D. in Economics in 1966.
Dr. Coffey has had various roles in his professional career. From 1963 to 1966, he served as an agricultural advisor with North Carolina State University Agricultural Mission in Lima, Peru. While in Peru, he also was assigned the position of visiting professor of social sciences at Agrarian University and served as an adviser to the Peruvian Ministry of Agriculture on Policy. Dr. Coffey then served as an Assistant Professor of Agricultural Economics at the University of California Berkeley; as Special Assistant to the Assistant Secretary and Acting Deputy Undersecretary of the Office of the Secretary in the U.S. Department of Agriculture; professor at Virginia Tech University; and Vice President of Economics and Strategic Initiatives of Southern States Cooperative. In 1999, Dr. Coffey retired from Southern States and pursued volunteer work for the Citizens Network for Foreign Affairs in Harare, Zimbabwe, where he developed training for a series of workshops for small agro-dealers in Zimbabwe that have helped train hundreds of small rural business owners. In 2000, Dr. Coffey returned to the U.S. and served in professor positions at North Carolina State University and Purdue University; as Secretary and Treasurer of the National Coalition of Food and Agricultural Research; and with a team from Purdue University in the African Agribusiness Workshops in Nairobi, Kenya, and Cameroon. He joined Joseph Capital Management, LLC in 2003 as a Private Wealth Adviser and began developing and presenting adult education classes for audiences in the Senior Institute of Central Florida Community College, Prestige 55, Top of the World Communities, and the Citrus Hills Community Association. In 2005, he also became a courtesy professor in the Department of Food and Resource Economics at the University of Florida.
As a trusted resource, Dr. Coffey has served on dozens of professional committees and has spoken to more than 500 national, international, state, and local groups. As an avid researcher, Dr. Coffey has written numerous published articles. He has also presented testimony and briefings to the U.S. Congress, North Carolina General Assembly, and the National Governor's Conference. In 1997, Purdue University presented Dr. Coffey with its Distinguished Alumnus Award. North Carolina State University, Virginia Tech, and the U.S. Department of Agriculture have also presented Dr. Coffey with awards.
Dr. Coffey is an avid runner and competed in the Boston Marathon in 2008. Dr. Coffey has also traveled to Canada, Switzerland, Zimbabwe, Cameroon, Kenya, and Albania to serve as a guest lecturer or advisor. In 1981, he took part in a scientific mission to the People's Republic of China and he led a tour back to China in 2007.
Robin Townshend
Private Wealth Advisor
Robin Townshend was born in 1965. She graduated from the College of Central Florida in 1993 with an Associate in Arts degree and then studied business, with a specialization in management, at St. Leo University in Florida.
From 1997 to 2001, Robin worked as an accountant for Michael Tringali, P.A., in Citrus County, Florida. Robin also has prior experience in the life and health insurance fields. Robin began working at Joseph Capital Management, LLC in 2002 as a Financial Services Coordinator. She attained her Series 65 license in 2010, and currently works as a Private Wealth Advisor.
|
|
