Your Team

We’ve built an exceptional team to benefit our valued clients.

The FBB Difference

FBB Capital Partners is comprised of experienced professionals whose primary goal is to meet the long-term planning objectives of our clients. Together we share a mutual passion for helping our clients grow and sustain their hard-earned wealth.

Each FBB client is served by a dedicated Portfolio Manager who becomes a core member of the client’s financial team.

Through dedicated teamwork — as true financial partners — we aim to exceed the expectations of our valued clients.

Susan Fulton
Susan Emma Owens Breakefield Fulton
Founder
Mike Mussio
Michael J. Mussio, CFA, CFP®
President
Stein A. Olavsrud
Stein A. Olavsrud, CFP®
Executive Vice President, Chief Compliance Officer
Michael D. Bailey
Michael D. Bailey, CFA
Director of Research & Shareholder
Bridget Simpson
Bridget Simpson
Director of Operations & Shareholder
Maggi Keating
Maggi Keating, CFP®
Senior Portfolio Manager & Shareholder
Jaime Quiros
Jaime Quiros, CFP®, CDFA®
Senior Portfolio Manager & Shareholder
Jane O'Mara
Jane Delashmutt O’Mara, CFP®
Senior Portfolio Manager & Shareholder
John Petrofsky
John Petrofsky, CFA, CAIA
Senior Portfolio Manager & Shareholder
Mel Casey, CFA, CAIA
Senior Portfolio Manager
Jackie Fontana
Jackie Fontana, CFP®, CDFA®
Portfolio Manager
Alex Vela
Alex Vela, CFP®
Portfolio Manager
Danish Jawaid
Danish Jawaid, CFA
Portfolio Manager
Martha P. Callahan, CPA, CFP®
Portfolio Manager
Michael Brenner
Michael Brenner, CFA, CFP®
Research Analyst
Jennifer Scher, CFP®
Portfolio Manager
Brian Bowers
Portfolio Analyst and Trade Specialist
Sheleen Schiera
Sheleen Schiera
Easton Office Manager and Client Service Associate
Toni Groven
Toni Groven
Client Service Manager
Katy Roediger
Kate Bogley, CFP®
Client Service and Marketing Associate
Lauren Elliott
Client Service Associate
Ronan Bogley
Bethesda Receptionist / Office Administrator

Team Approach to Exceeding Client Expectations

Financial Advisor Jackie Fontana Outlines FBB Capital Partners’ Team Approach to Exceeding Client Expectations

Jackie Fontana, CFP®, is a certified financial planner and Associate Portfolio Manager at FBB Capital Partners. FBB is a Fee-Only Wealth Management Firm that assists clients with financial planning, investment management, and retirement planning.

Check out the FBB Firm Overview and reach out to us with any questions you might have.

Please Note: No portion of the video content should be construed by a client or prospective client as a guarantee that he/she will experience a certain level of results or satisfaction if FBB is engaged, or continues to be engaged, to provide investment advisory services.

Definition of Designations

CFA - Chartered Financial Analyst

The CFA® Charter is a globally recognized, graduate-level investment credential. Earning it demonstrates a commitment to professional ethics and expertise with the broad range of skills needed in the investment profession. Each CFA® must have a minimum of four years of experience in the industry prior to a rigorous course of study followed by a six-hour exam.

CFP® – Certified Financial Planner

The CFP® certification is a voluntary certification recognized for its high standard of professional education in the areas of insurance planning and risk management, employee benefits planning, investment planning, income tax planning, retirement planning, estate planning, stringent code of conduct and standards of practice, and ethical requirements that govern professional engagements with clients. Certificants have passed a ten-hour exam and complete 30 hours of continuing education every two years.

CPA – Certified Public Accountant

Certified Public Accountant (CPA) is the statutory title of qualified accountants in the United States who have passed the Uniform Certified Public Accountant Examination and have met additional state education and experience requirements for certification as a CPA.

CAIA – Chartered Alternative Investment Analyst

The CAIA® is the globally-recognized credential for professionals managing, analyzing, distributing, or regulating alternative investments and requires over 200 hours of study and two exams.

CDFA® - Certified Divorce Financial Analyst

CDFA® professionals use financial planning principles to assist clients facing divorce. They provide the client and attorney with data analysis that shows the financial effect of any given settlement. They become part of the divorce team and provide support on financial issues.

*Please Note Limitations: The achievement of any professional designation, certification, degree, or license, recognition by publications, media, or other organizations, membership in any professional organization, or any amount of prior experience or success, should not be construed by a client or prospective client as a guarantee that he/she will experience a certain level of results or satisfaction if FBB is engaged, or continues to be engaged, to provide investment advisory services.

Get In Touch

As communication via e-mail is subject to time delay, please do not send orders to buy or sell securities or transfer money through this system. FBB Capital Partners assumes no liability for transactional messages sent through this system.

CONTACT US TODAY

If you have any questions regarding our services, we encourage you to schedule a consultation with one of our financial advisors. We are pleased to offer customized wealth management and financial planning for your specific needs.