A registered investment advisor representative, Chris has over 25 years of experience in financial services and institutional investing. Prior to founding Sturgeon, Chris spent 16 years as Executive Vice President and Principal of Capital Advisors Group, a national investment firm with over $7 billion is assets under management. During this 16 year period, he was instrumental in the firm’s operational direction and strategic development. This involved actively guiding investment philosophy and the implementation of the firm’s portfolio management, technology infrastructure and trading platforms.

Prior to that experience, Chris managed $130 million in institutional assets invested primarily in the money markets and mutual funds as a Vice President with the Boston Company. In addition, he marketed no load mutual funds, asset management services and an investment servicing program for CDs and other interest bearing instruments.

Chris began his career in financial services holding several senior management positions in lease financing for United States Leasing Corporation, American Finance Group, Inc., and International Funding Corporation.

Chris lives with his family in Weston Massachusetts. He and his wife actively support numerous nonprofit organizations in Boston and Nantucket. He holds a BS from Boston College and Series 63 and 65 licenses.

Prior to joining Sturgeon Capital Management, Debra spent 14 years as Executive Vice President and Director of Operations for Capital Advisors Group, and national investment firm. She also had responsibility for all human resource management functions, and served for 6 years as compliance manager. As a member of the firm’s executive board, she assumed a leading role in strategic planning and product development.

As Director of Operations, she developed relationships with institutional custody providers such as Wachovia, State Street Bank, and First Union. These relationships led to a comprehensive knowledge of institutional custody products, services, computer platforms, and reporting. In addition to directing all accounting and operations functions for Capital Advisors Group, she had direct responsibility for 70 client relationships with assets of over $3 billion. She also directed the reconciliation of over 300 client fixed-income portfolio accounts totaling nearly $7 billion in assets on a daily basis. The specialized and custom reporting packages she developed became a primary deliverable of the organization and were forefront in the company’s marketing presentations.

Her career also includes eight years in the non-profit sector as Executive Director of a multi-program social services agency, and several years in real estate brokerage and development in her own firm. She has also served as a director for various Executive Boards at private, government and corporate entities. A native of the Chicago area, she holds a bachelors degree from Rockford College.

There, Mark sourced a diverse range of worldwide alternative investment opportunities as he led business development strategy and capital formation efforts for clients. He was responsible for message development, investor identification and created the processes and technology platforms used in global marketing campaigns. He has represented U.S. financial firms, large Chinese industrial conglomerates and Caribbean real estate projects.
 
Mark guided US technology companies’ international expansions and generated foreign direct investment through his economic development advisory services to several European governments. He acted as an advisor for the country of Sweden, the cities of Barcelona, Manchester and Torino in addition to regions in Germany and France.
 
Formerly, as VP of Sales for Telecom Ireland and responsible for North American sales efforts Mark cooperated with the Irish government in establishing Ireland as the premier location for European contact centers. Mark was also responsible for Japanese accounts at MCI. He graduated from Allegheny College with a Bachelor of Science in Economics.