Headquarters:
Naples, FL
Year founded:
2008
Number of employees:
10
Phone:
239 5984747
Email:
wealthrelations@aviancepartners.com
Website:
aviancecapitalpartners.com
LinkedIn:
linkedin.com/company/aviance-capital-partners
“We hear time and time again from defence counsel and mediators that our lawyers and their files are the most prepared for mediations and pre-trials. That reputation matters when it comes to achieving top settlements”
Brenda Hollingsworth,
Auger Hollingsworth Accident & Injury Lawyers
Jack Brown
Chief Investment Officer
Michael Fowler
Director
Alex Crevi
Portfolio Manager
Leadership
As Aviance's chief investment officer, Jack Brown oversees the firm's economic and market perspective as well as the overall investment platform. He believes investors benefit over time by consistently keeping risk in perspective while ensuring assets are allocated in investments that benefit from a combination of fundamental improvements, income, and price adjustments.
Brown has been a research analyst since the mid-1990s and managing investment portfolios since 2005. He earned an MBA from Drexel University and a Bachelor of Arts in Economics from Indiana University of Pennsylvania. He holds the Chartered Financial Analyst® designation and is a past president of the CFA Society of Naples.
Chief Investment Officer
Jack Brown
As Aviance's chief operations officer and chief compliance officer, Jeff Pike ensures the firm utilizes the latest technological and procedural approaches to running the business in an efficient manner.
Prior to Aviance, Pike was with Private Capital Management as an operational risk manager. He was also a control analyst at Times Square Capital Management and a portfolio analyst and mutual fund trader at Advest. His proficiency in many aspects of financial operations, ranging from the back office to equity and fixed income trading, stems in part from his extensive tenure in the investment industry.
He earned a Bachelor of Arts in Economics from the University of Massachusetts, Amherst.
Chief Operating Officer
Jeffrey Pike
Alex Crevi joined Aviance in 2024 as a portfolio manager. Prior to joining the firm, he was a portfolio manager at Segall, Bryant and Hamill, which oversaw $24 billion in institutional and high-net-worth client assets before it was ultimately acquired by Corient Holdings.
Previously, Crevi held the role of vice president, portfolio manager, and municipal securities principal at Rothschild Investment Corporation in Chicago, where he oversaw the firm's fixed-income activity. He brings experience in managing diversified investment portfolios with a focus on company quality and long-term success.
Crevi earned a Bachelor of Science in Business Administration and Management with a concentration in Finance from Boston University.
Portfolio Manager
Alex Crevi
Jeffrey Pike
Chief Operating Officer
With 20 years of experience at Acorn Financial Services, Michael Fowler has developed a comprehensive understanding of the firm’s operations through a variety of leadership roles. Currently serving as director of estate services and compliance, he focuses on maintaining rigorous standards of oversight and ensuring the seamless delivery of complex client services.
A graduate of George Mason University, Fowler also holds a Master’s in Sports Analytics and Management from American University. This academic background provides him with a structured, data-informed approach to management and strategic planning – skills that translate effectively into his daily professional responsibilities and the oversight of firm compliance.
After many years in the Virginia area, Fowler and his family relocated to the Philadelphia suburbs, where they currently reside. Outside of his professional life, he is a dedicated family man.
Director
Michael Fowler
Cindy Flores
Client Service Manager
Cindy Flores is client service manager at Acorn Financial Services, where she has built a reputation for precision, reliability, and exceptional client care. Functioning as a vital bridge between the financial advisory team and the daily needs of Acorn’s clients, she ensures every interaction is handled with meticulous attention to detail and proactive follow-through.
A graduate of George Mason University with a degree in Business Management and a minor in Information Technology, she uniquely blends leadership principles with modern tech solutions to streamline the client experience. With an established tenure at the Acorn team, she remains dedicated to fostering long-term relationships rooted in trust and operational excellence.
When she isn’t busy fostering long-term client relationships, Flores can be found exploring local hiking trails or scouting out the area’s best hidden restaurants.
Client Service Manager
Cindy Flores
We believe what increasingly sets Aviance Capital Partners apart is our boutique approach and the personalized attention we provide to each client.
As the wealth management industry continues to evolve and consolidate, we have remained committed to a model built around direct relationships, experienced investment professionals, and highly personalized portfolio management.
Our clients, in many cases, work directly with the portfolio managers who are making investment decisions on their behalf. Those decisions are informed by our own proprietary in-house research, giving clients direct access to the professionals who understand both their portfolios and the thinking behind the investment strategy.
We intentionally maintain a limited number of client relationships, giving our team the capacity to know our clients well, understand the nuances of their financial lives, and remain accessible when they need us. That personal approach is supported by a highly experienced and credentialed investment team, including CFA® charter holders and a CFP® professional. Several of our investment strategies are also approaching 20-year investment histories, which we believe reflects the consistency and longevity of our investment philosophy.
“We have created an entire system of educational materials to accompany our clients as their cases advance. Working to minimize the stress and uncertainty caused by litigation allows clients to focus on the hard work of rehab and adaptation”
Brenda Hollingsworth,
Auger Hollingsworth Accident & Injury Lawyers
Maryellen Bagley
Senior Tax Advisor
Justin Souder
Lead Wealth Advisor
Michael Wakeham
Wealth Advisor
Liane Brown
Partner
Maryellen Bagley brings nearly five decades of public accounting excellence to the Acorn team. As resident authority on tax research, she serves as a vital resource for complex accounting and taxation issues, providing high-level guidance for individuals and small businesses alike. While her expertise spans multiple sectors, she specializes in proactive tax planning and preparation for small business owners.
Bagley’s dual focus on technical research and hands-on bookkeeping ensures that Acorn’s clients receive both big-picture strategy and meticulous attention to detail. A proud alumna of Pennsylvania State University (BS in Accounting), she also holds a Master of Science in Taxation from Robert Morris University. Before joining Acorn, she honed her skills at a respected Oakton firm and a premier practice in McLean.
Senior Tax Advisor
Maryellen Bagley
Serving as lead wealth advisor, Justin Souder provides strategic oversight to the core advisory team while partnering with families to navigate their long-term financial journeys.
A graduate of the University of Maryland’s Robert H. Smith School of Business, Souder double majored in finance and information systems and was a member of the Banking and Private Wealth Management Fellows program. Over his eight-year history with the firm, he has leveraged this technical foundation, Series 65 license, and deep institutional knowledge to deliver sophisticated, comprehensive planning solutions for his clients.
A resident of Arlington, Souder is an avid (albeit struggling) golfer and a loyal supporter of his alma mater, the Maryland Terrapins, along with the other local sports teams. He frequently explores Washington, DC, enjoying the city’s historic architecture and vibrant atmosphere.
Above all, Souder values time spent with his family, particularly his four nieces and nephews, who remain a central part of his life outside of his leadership responsibilities at the firm.
Lead Wealth Advisor
Justin Souder
Michael Wakeham joined the Acorn team in August 2024 shortly after moving to Virginia from London, England. He has a wealth of experience in the UK financial services industry, having previously assisted financial planners in providing high-quality and comprehensive advice in one of the top global financial centers.
Putting the best interests of clients at the heart of everything he does, “British Mike” is a passionate client advocate and motivated to demystify the financial world.
Outside of the office, Wakeham enjoys exploring his new home with his wife, Christina, their two dogs, Parsley and Roo, and their seven chickens. He is always open to new restaurant or brewery suggestions and, if his knees allow, looks forward to joining a local pick-up soccer league.
Wealth Advisor
Michael Wakeham
Liane Brown is committed to representing individuals who have suffered serious personal injuries and to families who have suffered the loss of a loved one. Her practice concentrates on personal injury law, including accident benefits, motor vehicle collisions, medical malpractice, occupiers’ liability, product liability and wrongful death cases.
Partner
Liane Brown
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Ben Irantalab
Partner
Ben Irantalab enjoys the complexities of personal injury litigation. His practice is exclusively devoted to representing clients with brain injuries, spinal cord injuries, and severe orthopedic injuries. For him, the cases that require special creativity and thinking outside the box are the most gratifying.
Partner
Ben Irantalab
Award Winner
AVIANCE CAPITAL PARTNERS LLC