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OUR TEAM

Experienced leaders from the financial sphere
Stephen Utley
Stephen Utley
Stephen (Steve) Utley was raised in the UK where he attended Nottingham University earning his BA(hons) in Industrial Economics. Upon moving to the US, he became series 7 and 63 and worked in institutional sales and trading at Gerard Klauer Mattison and Co. in New York. He earned his MBA in finance from Zicklin business school in NY, and designed algorithmic trading models for the FX and equity markets. Upon graduating, he became series 3 and 34 licensed (futures and forex) and was formerly VP of Forex at Fortress Capital.
Oleg C
Oleg C
Oleg is the lead developer responsible for programming, project management, and program architecture. Skills: More than 10 years of experience in different software areas: PHP, Javascript, HTML, CSS, Delphi, Python. Bio: Worked during 20 years in different areas: Teaching, IT, telecom, software development. I have an interest in: history, philosophy, psychology and newest technologies.
Francis Colt deWolf III
Francis Colt deWolf III
Francis has worked on Wall St. for 20 years including positions in brokerage, investments, and merchant banking. He is an expert on foreign policy and is establishing an office in Hong Kong, and heading up our Asia desk.
Colt DeWolf IV
Colt DeWolf IV
Colt DeWolf is a senior associate with our firm, and his role is primarily that of building and maintaining relationships with clients. Raised in both Washington DC and South Florida, Colt is an M.I.T.-educated, former-national champion rower. Having started and run a small software development company in 2017 with several of his fraternity brothers at M.I.T., Colt has a tech-centered background in project management and client relations. Colt has currently passed his SIE and Series 63 exams.
Robert Johnson
Robert Johnson
Robert is our office manager and systems administrator. His role is to assist core team members by scheduling appointments, ensuring the website and other systems are updated, completing regular backups and other system maintenance, I.T. troubleshooting, and soft client outreach.

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