Rob Herman serves as Chairman of Bul Harbor Capital and GFP Private Wealth, an affiliate of Bull Harbor Capital, and leads The 4100 Group Financial Services (4100FS), GFP's parent company, where he is responsible for overall strategy and growth. 

Rob's diverse professional background includes serving as President of Logix Investment Management, lead equity analyst for Goldman Sachs Global Investment Research, engagement leader for strategy consultancy Monitor Company, Chief Strategy Officer for Away.com (later acquired by Orbitz), and early in his career, a Congressional Communications Director. He holds a B.A. from the University of Michigan and an M.B.A. from Northwestern University's Kellogg Graduate School of Management.

His community involvement includes board positions and advisory roles with numerous philanthropic organizations, including the United Way of Greater Cincinnati, Cincinnati Children's Hospital Medical Center Foundation (2024 Division of Developmental and Behavioral Pediatrics Champion Award Winner), University of Cincinnati IDD Education Center, and various investment committees. He hosts the SuperPerformers podcast, powered by 4100FS.  Rob and his wife Valerie keep busy with three teenage boys.

Lloyd is the CEO of Bull Harbor Capital, as well as First Financial Group (FFG), one of the largest independently owned financial services firms in the Mid-Atlantic. 

As a business owner, Lloyd lives with and truly understands the unique set of challenges and opportunities of local entrepreneurs and business owners. Lloyd cares deeply about helping people find financial independence and live better lives.

If this resonates with you, please reach out to Lloyd -- he is always looking for like-minded individuals to join our firm.

In 2023, Lloyd Polmateer and Sean established Bull Harbor Capital – an independent Registered Investment Advisor built to provide the highest level of care for high-net-worth individuals and entities, entrepreneurs, business owners, and institutional clients.

Serving on Bull Harbor Capital's leadership team as President, he oversees multiple facets of the business, including talent acquisition, training and development, and finance.

Ken is the CIO of Bull Harbor Capital and Gries Financial Partners an affiliate of Bull Harbor Capital. Ken has worked in institutional sales, long/short equity portfolio management for Galleon Group and Balyasny Asset Management, and served as Co-Head of Proprietary Trading for Goldman Sachs. Ken was also co-founder and Managing Partner of Newland Capital Management, a $1.3B long/short and event driven hedge fund. 

As Chief Operating Officer of Bull Harbor Capital, Vicki oversees all aspects of operations and leads the firm’s Human Resources function. With more than 25 years of experience in Wealth Management, she brings deep industry knowledge and a proven record of operational leadership. Vicki began her career as a New Accounts Representative with Smith Barney and advanced through increasingly senior roles, including Branch Manager and Assistant Complex Manager, before most recently serving as a Market Business Service Officer with Morgan Stanley. Her hands-on experience across both the operational and sales sides of the business enables her to build effective teams, streamline processes, and support the firm’s strategic growth. Throughout her career, Vicki has been recognized for her ability to cultivate strong organizational cultures, develop talent, and implement systems that enhance efficiency and client service.

She is also committed to giving back to her community and currently serves as Treasurer of the Atlee High School PTA. She is most proud of her role as Mom to her two children, a daughter who is 19 and a son who is 17, who continue to inspire her both personally and professionally.

Brian Durkin is the Chief Compliance Officer at both GFP Private Wealth and Arax Advisory Partners, where he is responsible for fostering a strong culture of compliance rooted in fiduciary care and ethical responsibility.

Brian brings more than 35 years of experience in financial services and compliance, with a career spanning audit, relationship management, operations, corporate finance, and regulatory oversight. His background includes experience across multiple business models, including retirement services, institutional money management, and multi-family office environments. This breadth of experience informs his practical, risk-aware approach to compliance leadership. Prior to joining GFP Private Wealth, Brian held senior compliance and leadership roles with several respected Boston-area registered investment advisory firms, including Fidelity, Putnam, and Lake Street Advisors.

Brian values balance outside of his professional responsibilities and enjoys spending time with his family. He and his wife have four children. In his free time, Brian enjoys following Boston sports, gardening, and spending summer days along the beaches of Marshfield.

Education & Credentials

Investment Adviser Certified Compliance Professional® (IACCP®)

Bachelor of Arts (BA), Economics, University of Massachusetts Amherst

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I love what I've been called to do, both professionally and personally.

Professionally: I provide my clients with agency and access to discovering freedom around their finances. We do this through defining their "True Purpose for Money". It's critical to understand the relationship between Money and Mind. Our brains were created for survival, and navigating the "World of Money" by our own instincts and emotions (not to mention the multiplier given through the chaos of The Media), without a Financial Coach, having mastery over finances can seem almost impossible.

With heavy emphasis on protecting and perpetuating Cash Flow and holistic Financial Planning, we are able to increase the probability of maximizing a client's financial potential. All this, while helping them avoid making Uncle Sam their largest charitable donation.

Personally: I'm a husband and father to an incredible family. I'm eternally grateful that the Lord has entrusted me with leading them. I love the outdoors: golfing, hunting, fishing, camping, etc. I'm a CrossFit guy, but you didn't hear that from me... Black Labs are the best dogs on earth. Pineapple goes on pizza. I'd love a chance to get to meet you!

Chad is an experienced investment and advanced planning professional specializing in capital gains, estate tax, investment strategies, business succession, and post business sale planning. After retiring from professional baseball in 2014, Chad completed his MBA and joined a regional financial planning firm to begin his career in financial services. Within a few years in the business, he realized that his passion was working with entrepreneurs and helping them solve their biggest challenges. With that in mind, he began developing a team of strategic partners around him that specialize in all the areas of planning that business owners require. Chad's role is to help our clients identify current and future planning "blind spots" and to coordinate the appropriate resources to appropriately address those needs.

I have been serving clients in the financial industry for over three decades. Prior to bringing my practice to Bull Harbor Capital, I was a financial advisor at MONECO Advisors, Barnum Financial Group and Strategies for Wealth. Before finding my passion for financial planning, I founded and was a risk management specialist at two hedge funds and worked as a derivatives specialist at several investment banks covering hedge funds and money managers. I have a Series 66 securities license and am licensed to work with clients seeking life, health, and property & casualty insurance.

I earned my MBA in Investment Management at the University of Virginia’s Darden School of business, where I proudly served as Presiding Partner of the school’s investment fund and President of the Investment Club. Prior to attending business school, I worked as an engineer after earning degrees from the University of Virginia (M.A., Biomedical Engineering) and State University of New York at Buffalo
(B.S., magna cum laude, Chemical Engineering).

I reside in Fairfield, Connecticut with my lovely wife, Carolyn, and we most enjoy visiting and spending time with our four children, Justin, Brian, Severin, and Mackenna. I'm an avid golfer, platform tennis player,
and reader of all things relating to finance, history, and economics.

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I grew up in Queens NYC. My business experience starting at 12, when I ran a paper route. For you youngsters, that means I delivered the afternoon newspaper by bike and was responsible for building and maintaining customers. At 17, my dad applied for a McDonald's franchise and I spent the next 33 years in McDonald's, including 13 years owning 2 franchises in Philadelphia. I have spent the last 12 years in the financial industry working with families and businesses planning for and protecting their personal and financial interests. I have worked hard to align myself with top companies that support my vision and integrity. 

I have 3 children. And when I am not working, you may find me golfing, boating, skiing, bowling, working on my model railway or in my garden. I also umpire youth baseball and volleyball.

Daniel brings a wealth of knowledge and dedication to enhancing the financial picture of his clients. He believes the most important aspect of his business is the relationship with his clients. His goal is to positively impact their financial world by finding ways to maximize their wealth, amplify options and diminish risk.

Daniel joined the financial services industry in early 2009. Since then, his energy, drive and enthusiasm for the industry have led him to quickly grow his practice and excel in the financial services world. He has since become involved with agency training and development, assisting many of our advisors and helping them to grow their practices as well.

Daniel attended Stony Brook University and received a Bachelor of Science in Psychology with a concentration in organic chemistry and classical physics. He was a 4 year member of the NCAA Division I men’s soccer team and also played with Academia Quintana F.C. of the Puerto Rico Soccer League; the top flight division in professional soccer in Puerto Rico.

Daniel is currently an active coach at the Three Village Soccer Club where he coaches the Stony Brook Dominators. He was the guest speaker for the National Junior Honor Society and is in the process of establishing a scholarship at Brentwood High School. He is a volunteer of the Adapted Aquatics Program at Stony Brook University. In his free time he enjoys spending time with his family and friends.

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Dillon Szmala is a Wealth Management Advisor at Valent Wealth. As a Financial Representative, he works with Valent’s team of experienced specialists to help his clients generate wealth, maximize the value of their assets, and enhance their quality of life– all while protecting their financial stability.

Dillon understands the importance of planning meticulously for the future. His own airtight plan and hard work helped him become the first person in his family to graduate college and he’s been passionate about helping people achieve their own financial goals ever since. Dillon graduated from the State University of New York at Geneseo with a degree in Business Administration and a concentration in Finance.

Born and raised in Medford, New York, he has lived and worked on Long Island his whole life. In his spare time, he enjoys working on his golf swing and rooting for the Yankees, the Jets or the Knicks.

At Capital Classic Management, I set out with a bold vision: to redefine what it means to serve clients—with integrity, agility, and a deeply personal approach.

Putting clients first isn’t just a principle—it’s our foundation. Whether you're navigating wealth management or planning for retirement, my team and I are here to provide the insight and guidance you need to pursue your goals with confidence.

Jeffry began his career in 1986 after graduating from The Columbus School of Law at Catholic University in Washington D.C. Where he was on the editorial board for Volume one and two of The journal of Contemporary Health Law and Policy. He joined Strategies for Wealth in 1991, and after 30 years expanded the services offered to his clients co-founding a Registered Investment Advisory, Weldon and Weldon Financial Coaching, with his wife and life partner Carolyn Weldon. Jeff is enrolled at Texas A&M School of Law, obtaining his Masters of Wealth Management degree. During his career, Jeffry has been the recipient of numerous business building awards with the businesses he has represented.. In his spare time, he enjoys being with his wife Carolyn and their two children, Meghan and Kathleen.

Specialties: Wealth Advisory, Executive, Estate, and Personal and Business Strategies

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I work to inspire my clients. I'm in the business of helping people discover their potential. I work with academic and empirically tested principles to support individuals in helping families and businesses prosper. I bring exceptional value, identify blind spots, and work in my fiduciary capacity to educate my clients to make the best decisions to reach their financial goals. I am aligned with industry professionals who provide education, leadership, and implementation of well-tailored strategies. Long story short. We do fantastic work!

You can find me doing all sorts of activities when I'm not working. I'm a man of many hobbies, but I primarily enjoy getting after it outside. In the winter, you can find me skiing in the mountains across the East Coast and playing beer league and pond hockey on the weeknights. During the summer, you can find me woodworking in my garage or on the weekend, hitting the golf course or boating with my family. Hunting, flyfishing, whitewater kayaking, scuba diving, and cycling are also a few things I enjoy with family and friends. I love the kind of fun that sucks while doing it but makes for a great memory later.

I'm passionate about supporting organizations and non-profits that get kids outside, fostering their learning outside the traditional classroom, and advocating for creativity and a healthy sense of competition. I believe in opportunity for every individual and in outcomes greater than ourselves. And that one small act of kindness can have a massive impact on the world.

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JulieAnn Hepburn is an advisor at Valent Wealth, LLC, an independent full-service wealth management and financial planning firm. With over 31 years of experience, JulieAnn brings a wealth of expertise to her clients. She previously ran her own firm for over 20 years and is now a member of Valent Wealth, LLC. She is also a proud member of the Exit Planning Institute, Legacy Advisor Network (LAN), and Finseca.

Areas of Expertise

• Business Planning Excellence: JulieAnn implements efficient and measurable processes to ensure business owners are always prepared for their exit, helping them achieve best-in-class value.
• Protection & Risk Management: She specializes in strategies that safeguard both businesses and personal wealth.
• Long-Term Care Planning: JulieAnn provides tailored solutions to protect clients' financial security for the future.
• Investment Coaching: She educates clients on scientifically measured investment strategies, guiding them toward building wealth and achieving peace of mind.

Certifications

As a Certified Income Advisor and Certified Exit Planning Advisor (CEPA), JulieAnn ensures that business owners and their employees optimize cash flow, addressing one of the most critical aspects of financial planning.

Collaborative Approach

JulieAnn is well-connected, collaborating with best-in-class advisors to meet the diverse needs of her clients. Known as a valuable resource and connector, she is dedicated to serving her clients with comprehensive planning and protection strategies.

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Kristin empowers her clients to be proactive in building a strong financial foundation to ensure a lasting good life for the people they care about most.

Many of her clients are good savers, however they are burdened by high taxes, the rising cost of living and many other financial threats.

She offers leadership and financial education that helps restore financial balance to their lives and focuses on reducing threats that drain wealth.

The Process:

• Completes a thorough review of their financial picture including benefits, cash flow, insurance, investments, debt and legal documents.
• Helps them recapture money lost on their balance sheet because of uncoordinated strategies.
• Teaches them to manage their money by controlling the “controllables”. She gives them the tools to become masters of their own cash flow and to make money decisions that are balanced and coordinated.
• Helps them discover and understand products that are uniquely suited to them. This enables them to potentially maximize their wealth over time without taking more risk than necessary to achieve the fulfillment of their goals
• Employs a team of financial professionals both within Valent Wealth as well as other professionals such as tax, legal or insurance specialists as resources for her clients.

Planning is a process not an event. For this reason, Kristin is committed to working with her clients as their lives evolve, their business and families grow, and their financial picture changes.

Matt Lipscomb is passionate about seeking excellence. Whether he is providing strategies to help his clients reach financial independence, or coaching/mentoring young people toward their personal best, he strives to educate, inform, and cull the assets that lie within.

Matt’s philosophy about money is not driven by the conventional wisdom of financial planning but is driven by challenges faced by the private business owner, real estate investor, and entrepreneur. He analyzes the entirety of his client’s financial life in effort to help them maximize income and growth, optimize protection, and he provides them with tax-efficient strategies.

Matt has come to understand that his clients themselves are their best asset, so he finds creative ways they can invest in themselves and in what they do best. He loves to help clients mostly in the areas of asset protection and tax efficient strategies. This unique and value-add approach has allowed Matt to be ranked by Forbes Magazine as high as #35 Financial Security Professionals in the nation and as high as #1 in his home state, Georgia. Matt runs his team with his partner Mitchell King, his assistant Elizabeth Johnson, and client relations manager Jake Thompson.

Outside the world of finance and planning, Matt has spent many years encouraging young adults and youth to develop their personal excellence. He mentors college-aged men of faith in their formation during a summer work program sponsored by a local organization, C Legs. Since 2004, Matt’s enthusiasm for having taught life leadership lessons through the game of soccer is evidenced by the more than 100 soccer teams he previously coached both at the club level at Concorde Fire, Buckhead FC, and Brookhaven FC, now UFA, and on the recreational level at the Ashford Dunwoody YMCA.

Matt lives in Atlanta with his wife Melanie. They have four children; Mary Hathaway (27), Annie (25), Robert (23), and Ivan (19), whom they adopted from Russia in 2007. Their oldest daughter and son-in-law John welcomed baby Cal in December of 2023, Matt’s first grandchild. He enjoys fishing and hunting, but his favorite pastime is spending time with his family either at home, in the woods, or on the lake. Matt and his family are active members of the Cathedral of Christ the King.

Education, Training, Memberships

• American College in Bryn Mawr, Pennsylvania, earned Chartered Life Underwriter® (CLU®) and Chartered
• Financial Consultant® (ChFC®) designation.
• National Association of Insurance and Financial Advisors (NAIFA), Atlanta Chapter
• University of Georgia, Bachelor of Science in Finance, 1992

Greater Atlanta Awards

• Named Forbes Top Financial Security Professionals, 2021, 2022, 2023 and 2024 (Out of 40k applicants)
• Named #1 in Georgia Best-in-State among 2022 and 2024 Forbes Top Financial Security Professionals
• Named #2 in Georgia Best-in-State among 2023 Forbes Top Financial Security Professionals*
• 12 Time Five Star Wealth Manage recipient of Best in Client Satisfaction, sponsored by Five Star Professional and Atlanta Magazine

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Misha's journey began over 33 years ago, stepping into the world of financial services with a brief stint at a major agency. However, that initial encounter left her disillusioned, perceiving financial advisors as mere salespeople driven by profit motives. This experience ignited a fire within her to reshape the industry's image and practices.

In 2013, Misha's perspective underwent a profound shift. She discovered her true calling in working with clients, embracing a holistic methodology that considers every facet of their financial well-being. Yet, her divergence from conventional investment practices persisted. It wasn't until 2015 that she encountered Matson Money, a revelation that aligned with her values. The academic and thoughtful approach to investing presented by Matson marked a turning point in her career.

Embracing Matson Money's principles, Misha ventured into the role of a Matson coach in 2017. Guided by the academic underpinnings of investing, she helped clients make informed decisions rather than speculating in a tumultuous market. Taking a bold step in 2018, Misha broke away from the confines of a large firm, establishing her own Registered Investment Advisory (RIA) practice. This move allowed her to better serve her clients' unique needs and aspirations.

Now collaborating with Valent Wealth, Misha is thrilled to enhance her clients' financial journeys by offering an expanded array of options and services. As a devoted Matson Coach, she is excited to be able to work alongside a dedicated team that shares her unwavering commitment to academic investing principles.

Beyond her professional accomplishments, Misha is a proud Denver resident who is married and is Mom to exceptional girls; her 16-year-old daughter and 15-year-old bonus-daughter. Her diverse passions mirror her multifaceted approach to life: from boxing to meditation, and scuba diving to nurturing her delightful menagerie of animals.

Mitchell is driven by problem-solving and the opportunity to build impactful relationships. He leverages his background in science and research to help clients optimize their investment strategies, asset protection, and tax-efficient and cash flow management.

Mitchell and his wife, Claire, live in Atlanta. They are active church members and enjoy traveling in their free time.

Education, Training, Membership:

• Series 7 and 66 Investment Licenses
• University of Alabama at Birmingham, Bachelor of Science in Neuroscience, Summa Cum Laude
• Minors in Finance, Economics, and Chemistry

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Since 2004, Tim has been educating and working with physicians and medical professionals in effective financial decision- making. He has a tremendous passion for helping people make informed decisions, so they can meet their objectives in the accumulation, protection, and enjoyment of their wealth.

Tim’s concepts and explanations break down complex topics into an easy to understand format, so decisions can be made, and progress can be achieved.

Tim holds securities licenses 6, 7, 63, and 65, as well as life, accident, and health insurance.

Outside of the office, Tim enjoys spending his free time with his family, Missy(wife), Nadia and Colin. He is also passionate about charitable activities, active member of his township planning committee, coaching youth sports and holding a position on his local little league board.

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Mr. Vincent M. D’Addona MSFS, CLU®, ChFC®, CExP®, RICP®, CEPA®, AEP® (Distinguished) is a founding member of Valent Wealth, LLC, an independent full-service wealth management and financial planning firm. Valent Wealth seeks ways to blend education, powerful communication, and wisdom to guide clients to eliminate threats, fulfill obligations, and capitalize on opportunities in their lives.

Vince has 44 years of experience providing services in four core areas: Estate Planning, Exit Planning for the owners of closely held businesses, Distribution Planning for those at or near retirement, and Investment Coaching. He was inducted into the NAEPC Estate Planning Hall of Fame® in 2017.

As one of the financial security profession’s most highly regarded speaker/trainer/development coaches, Vince is often known as the experts’ expert. He has helped hundreds of clients move closer to their full financial potential and has helped do the same for countless other financial professionals.

Licenses and Certifications

• Various State Life and Health Licenses- 1979
• Registered Representative – Series 7- 1983
• Chartered Life Underwriter- 1983
• Chartered Financial Consultant -1983
• Accredited Estate Planner- 1998
• Registered Financial Consultant- 2002
• Certified Exit Planner- 2010
• Retirement Income Certified Professional- 2014
• Certified Exit Planning Advisor- 2020

Education

Cornell University- Bachelor of Arts, Biochemistry

The American College-Master of Science, Financial Services

Professional

Valent Wealth, LLC- Founder

Bull Harbor Capital- Investment Advisor Representative

Prometheus Planning,

LLC- President First Financial Group- Associate

Professional Organizations and Committees

Financial Planning Association

Society of Financial Service Professionals - 2005 - 2008

Director New York City Chapter - 2008 - 2009  Executive Vice President New York City Chapter -

2009 - 2010 President

P.A.C.E.Finseca (Formerly Association for Advanced Life Underwriting)-

Workshop Sub-Committee Chair 2010 Annual Meeting

Breakout Session Speaker at the 48th AALU Annual Meeting

Workshop Committeeman for 2015, 2017 Annual Meeting

2022 – 2024  Board Member

Forum400 (Formerly International Forum)

Breakout Session Speaker 2015 Annual Meeting-

2018 - 2020 Director

2020 - 2021 Vice President

2021 - 2022 President

2022 – 2023 Chairman

International Association of Registered Financial Consultants Million Dollar Round Table-

Life and Qualifying Member-42 years

Top of the Table-22 years

Focus Session Speaker at the 2003 MDRT National Meeting

National Association of Insurance and Financial Advisors

New York City Association of Insurance and Financial Advisors

1993 - 1994 Director

1995 - 1996 Education Chair

1996 - 1997  Professional Development Chair

National Association of Estate Planners and Councils

Breakout Speaker 2014 Annual Meeting

New York Estate Planning Council

1995 - 1998 Director

The Guardian Life Insurance Company of America

Senior Sales Consultant

President of the Executive Committee of the Leaders Club 1992 – 1993

Field Product Committee 1987-present

Main Platform Speaker

President’s Council 2001-2015

Leaders Club 2001-2015

LEAP Systems Inc.

1997-2005 Advanced Class National Trainer

The Living Balance Sheet® 

2005-2019 Advanced Estate Planning and Business Insurance Trainer

Assisting top financial professionals in finding the ideal environment to achieve their goals and effectively meet their clients' needs.

Brian Durkin is the Chief Compliance Officer at both GFP Private Wealth and Arax Advisory Partners, where he is responsible for fostering a strong culture of compliance rooted in fiduciary care and ethical responsibility.

Brian brings more than 35 years of experience in financial services and compliance, with a career spanning audit, relationship management, operations, corporate finance, and regulatory oversight. His background includes experience across multiple business models, including retirement services, institutional money management, and multi-family office environments. This breadth of experience informs his practical, risk-aware approach to compliance leadership. Prior to joining GFP Private Wealth, Brian held senior compliance and leadership roles with several respected Boston-area registered investment advisory firms, including Fidelity, Putnam, and Lake Street Advisors.

Brian values balance outside of his professional responsibilities and enjoys spending time with his family. He and his wife have four children. In his free time, Brian enjoys following Boston sports, gardening, and spending summer days along the beaches of Marshfield.

Education & Credentials

Investment Adviser Certified Compliance Professional® (IACCP®)

Bachelor of Arts (BA), Economics, University of Massachusetts Amherst

With almost 20 years of industry experience, Dawn has an impressive track record of successfully identifying and matching top talent with financial firms in need, while also providing valuable career guidance to candidates. Her ability to build strong relationships and her in-depth knowledge of the industry make her an invaluable asset to anyone seeking to build or expand a successful career in the financial services profession. She is known for her ability to attract, retain, and develop top talent, as well as her deep understanding of the industry's evolving workforce needs.

ELIZABETH 'E' Moody brings a dynamic background in sales and residential real estate to her role at Bull Harbor Capital, where she’s been a valued team member for over three years. A graduate of Georgia State University, E combines her industry experience with a client-first mindset, helping ensure every interaction is thoughtful, responsive, and personalized.

Originally from Augusta, Georgia, E now lives in Brookhaven with her 8-year-old son, Crew. She’s an active member of Church at Wieuca and is passionate about building lasting relationships rooted in trust and service.

Jake Thompson brings a strong foundation in economics and a passion for helping clients navigate their financial journeys. A graduate of the University of Georgia’s Terry College of Business, Jake holds a BBA in Economics and applies analytical insight and thoughtful service to every client interaction.

Originally from Chamblee, Georgia, Jake now resides in Atlanta. Outside of work, he’s a dedicated weekly volunteer with middle school students at his church and enjoys exploring new cities and countries whenever he can.

As Finance Manager for Bull Harbor Capital, Lauren Rinebold plays a key role in overseeing client billing, advisor compensation, and full-cycle accounting operations. She ensures accuracy in fee deductions, manages financial reporting, and supports the firm’s strategic financial initiatives.

Lauren brings deep expertise in financial systems and process optimization. She was instrumental in streamlining billing workflows during the firm’s transition to NetSuite and Advyzon, enhancing efficiency and data clarity across departments. Her ability to distill complex financial data into clear, actionable insights empowers leadership to make informed decisions with confidence.

A graduate of Clemson University with a Bachelor of Science degree, Lauren previously worked in private equity, where she managed treasury and accounts payable functions. She lives in Tallahassee, Florida with her husband Chris and their two children. Outside of work, Lauren enjoys reading and listening to music.

Michael Dempsey brings a strategic and client-focused approach to his role as Marketing Director at Bull Harbor Capital. With a background in financial services and a deep understanding of the high-net-worth and institutional landscape, Michael plays a key role in shaping the firm’s brand, communications, and client engagement strategies.

Known for his thoughtful execution and collaborative mindset, Michael helps ensure Bull Harbor Capital’s message reflects its commitment to integrity, insight, and personalized service. He is passionate about connecting clients with the resources and expertise they need to pursue meaningful financial outcomes.

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I have experience performing administrative tasks efficiently and effectively. I have over 8 years of experience supporting executives and clients in various industries and sectors.

I am a team player, willing to lead or follow, eager to learn, and self-motivated. I excel at managing multiple projects, deadlines, and priorities, while also building and maintaining strong customer relationships. My passion is to help people achieve their financial goals and dreams, while contributing to the growth and success of the organization.

As Chief Operating Officer of Bull Harbor Capital, Vicki oversees all aspects of operations and leads the firm’s Human Resources function. With more than 25 years of experience in Wealth Management, she brings deep industry knowledge and a proven record of operational leadership. Vicki began her career as a New Accounts Representative with Smith Barney and advanced through increasingly senior roles, including Branch Manager and Assistant Complex Manager, before most recently serving as a Market Business Service Officer with Morgan Stanley. Her hands-on experience across both the operational and sales sides of the business enables her to build effective teams, streamline processes, and support the firm’s strategic growth. Throughout her career, Vicki has been recognized for her ability to cultivate strong organizational cultures, develop talent, and implement systems that enhance efficiency and client service.

She is also committed to giving back to her community and currently serves as Treasurer of the Atlee High School PTA. She is most proud of her role as Mom to her two children, a daughter who is 19 and a son who is 17, who continue to inspire her both personally and professionally.