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Structure
Meet our
Directors & Officers
She is skilled in tailoring investment strategy communications and presentations to audiences with varying levels of investment sophistication.
In addition to sales, Ms. Bell’s experience includes trading and portfolio management. Previously passed Series 3, 7, 63, 65.
Ms. Bell is currently the Managing Director of Business Development for Anacapa Advisors LLC and has also previously held positions as Director, Business Development of Hartland & Company, Chief Operating Officer of 614 Artist Management, and VP / Client Portfolio Manager and VP / Client Advisor of JPMorgan Asset Management.
She has experience designing and implementing business strategies, plans and procedures, providing actionable steps for growth, implementing organization-wide goal setting, performance measurement, and annual operations planning.
She has also developed and implemented marketing strategies including market research, advertising, campaign management and client acquisition programs across multiple channels.
Maria has lived and worked in Ukraine since 2016 building and managing the team and Company’s operational infrastructure, handling daily business operations, and working closely with department heads to support the day-to-day activities of the team, as well as evaluating performance by analyzing and interpreting data and metrics.
He has extensive experience in financial and blockchain technology and has been quoted and covered in dozens of leading publications including the Wall Street Journal and Financial Times. He has also been a guest on CNBC.
At the U.S. Department of State, Bureau of Intelligence and Research, John worked with the Deputy Director of the Regional Economic Division and helped write reports for former US Secretary of State, James Baker. He traveled to Northern Iraq after the first Gulf War and reported on the region’s economic and political affairs.
At BNP Paribas and Bankers Trust, John worked as a Brady bond and Eurobond trader managing the global currency corporate Eurobond portfolios for Latin America, Eastern Europe, Ukraine, Russia and the Middle East.
John Eagleton also co-founded Investars, one of the leading financial technology companies for research performance analytics on wall street, which provided testimony at the United States Congress, House Subcommittee on Capital Markets, Chaired by Richard Baker in 2002.