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The FBB Capital Partners Team

Susan Breakefield Fulton

Susan Breakefield Fulton, Principal

Susan, and Margaret Clover Broenniman, founded FBB Capital Partners in 1989. Susan has worked in the financial services sector for over twenty-five years.

A regular commentator on CNN, CNBC, Forbes on Fox and Bloomberg Radio, Susan has also been quoted in Business Week, Investors Business Daily, The Wall Street Journal and numerous other periodicals.

She endowed the "Richard Alsina Fulton Center for Sustainable Living" in memorial to her husband in 1999. She sits of the Board of Trustees of her alma mater, Wilson College. The product of two generations of Army families, she lived at West Point while her father taught at the Academy. She visits her daughter and grandchildren in Singapore annually and has lived extensively in Southeast Asia. Susan lives on Swann Street in downtown DC.


Mitch Schlesinger

Mitchel Schlesinger, CFA, Managing Director

Mitch joined FBB Capital Partners in 2002 as its chief investment officer. Before joining the firm, he was a Managing Director at Riggs & Co., the trust and investment management division of Riggs Bank in Washington, D.C. Prior to Riggs, Mitch worked in the Private Wealth Management area at Goldman, Sachs & Co., managing investment portfolios for family groups. He also coordinated the firm’s regional volunteerism efforts, working with organizations such as Junior Achievement and Habitat for Humanity.

Mitch received his MBA with High Distinction from the University of Michigan, and has an undergraduate degree in Finance, cum laude, from the California State University. He has also received the Chartered Financial Analyst designation. Between his graduate and undergraduate studies, Mitch worked for five years as an investment analyst at Teledyne in Los Angeles, California, where he managed the company’s money-market investments, traded bonds for its retirement plans, and analyzed equity securities.

Mitch is presently a Director and Treasurer of the Legal Resource Center on Violence Against Women, a Washington DC-area non-profit organization.


Sandra A. Kingsley

Sandra A. Kingsley CPA, CFP®
Portfolio Manager

Sandy joined FBB Capital Partners in 2001 as a portfolio manager. She previously worked at Marriott International for over twenty years where she oversaw the external investment managers for the company's 401(k) plan. She first began her multi-faceted career in the investment business in 1971 when she started working at a brokerage firm.

She holds a BS from the University of Maryland, is a licensed CPA and Certified Financial Planner certificant. Although not a practicing CPA, she keeps her CPA credential current by fulfilling her educational credits and is the in-house tax guru for the firm.

A native Washingtonian, Sandy lives in Kensington. She is an active member of her Parish's Endowment Advisory Board and remains committed to the Parish grade school that she attended years ago. She is an avid sports fan and golfer.  Her most recent project is mastering the piano; she arises at 6 every morning to practice!


David Malmgren

David Malmgren, CFA
Portfolio Manager

David re-joined FBB Capital Partners in 2003 as a Portfolio Manager. The firm previously employed him in 1998 while he pursued his MBA at The George Washington University in Finance and Investments.

After receiving his MBA, David joined Rydex Investments where his responsibilities included managing five U.S sector funds and two international funds. David was actively involved in the launch and management of the Rydex Series Trust Equal Weight ETF. He was also a team member and worked on the design, implementation and management of the Rydex Core Equity Fund. He has appeared on CNBC, Forbes on Fox and been quoted at CBS MarketWatch.com and Business Week Online.

David, and his wife Pam, are theater enthusiasts and are active in the arts community. They are proud parents of Jackson and Ella and live in Germantown, Maryland.


Maggi Keating
 

Maggi Keating, CFP
Portfolio Manager

A native of northern Virginia, Maggi is married to Pete, an active duty Marine Corps officer. They are the parents of Kate and Jack. She and her family reside in the home she grew up in Falls Church, Virginia.

Business partners since 2000 Maggi and Kathleen manage FBB Capital Partners office in McLean, Virginia. With over three decades of combined experience in the securities industry they work together to help sophisticated investors manage diversified portfolios. Both are Certified Financial Planner certificants.

Maggi and Kathleen were previously with Charles Schwab & Co where they worked with clients in the managed portfolio and affluent investor area.


Kathleen Hastings

Kathleen Hastings, CFP, CLU, ChFC, CASL
Portfolio Manager

Kathleen, and her husband of 31 years, a retired Navy pilot, enjoy gardening in their suburban Northern Virginia home. They have two grown daughters; one working in London and the other a PhD candidate in Developmental Psychology/Aging at the University of Florida.


Stein Olavsrud

Stein A. Olavsrud, AAMS, CMFC
Portfolio Manager

Stein lives in Easton, Maryland with his wife Beth and their baby daughter, Lucy. He opened the FBB Capital Partners office in Easton in 2003 when he joined the firm.

He is an Accredited Asset Management Specialist and Chartered Mutual Fund Counselor and received his B.S. degree in Finance from Salisbury University's Perdue School of Business.

Prior to joining FBB Stein was an Investment Specialist with Charles Schwab & Co where he consulted with clients on portfolio management issues. In addition to his career at Schwab, Stein worked for American Express Financial Advisors where he focused on developing comprehensive financial plans for his clients.

He and Beth love the water and are active boaters. Lucy hit the water at ten weeks and is reported to love it.


Stein Olavsrud

Michael J. Mussio, CFP
Portfolio Manager

Michael joined FBB Capital Partners in January 2008. He recently completed his Masters of Business Administration at the University of Virginia’s Darden Graduate School of Business.

While at Darden, Michael was one of 16 students selected to actively manage a portion of UVA’s endowment. He was also part of a select group from the Business, Medical, and Law schools invited to participate in a research elective on ethics and morality.

Prior to pursuing his MBA, Michael was a Vice President and Financial Consultant for Charles Schwab & Company in Gaithersburg, Maryland. While at Schwab, he advised high net worth clients on formulating and executing their investment strategies. A Certified Financial Planner, Michael earned his Bachelor of Business Administration in Finance and Marketing from Ohio University.

Michael and his wife Angela are delighted to be back in the Washington DC area.


 
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