Team Archives - Aptus Capital Advisors https://aptuscapitaladvisors.com/category/blog/team/ Portfolio Management for Wealth Managers Thu, 28 Dec 2023 13:02:37 +0000 en-US hourly 1 https://wordpress.org/?v=6.7.1 https://aptuscapitaladvisors.com/wp-content/uploads/2022/03/cropped-Untitled-design-27-32x32.png Team Archives - Aptus Capital Advisors https://aptuscapitaladvisors.com/category/blog/team/ 32 32 Meet the Team : William Graham https://aptuscapitaladvisors.com/meet-the-team-william-graham/ Wed, 27 Dec 2023 16:06:42 +0000 https://aptuscapitaladvisors.com/?p=234842 You might have seen our Team Page with our full team lineup, showing us in the office setting, with the usual bios about backgrounds and roles. We wanted to show you who we are outside of the office and share a little about the personalities that make up our team. We hope you enjoy getting […]

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]]> You might have seen our Team Page with our full team lineup, showing us in the office setting, with the usual bios about backgrounds and roles. We wanted to show you who we are outside of the office and share a little about the personalities that make up our team.

We hope you enjoy getting to know us!

Up next: William Graham, Strategic Planning & Development. Watch this short video, where William talks about his role at Aptus.

 

 

Places I’ve Lived

Lexington, KY → Dayton/Cincy, OH → Charleston, SC → Fairhope, AL

Who I Root For

Pittsburgh Steelers, Wright State, Florida Gators.

What I Listen To

Any finance or true crime podcast and any music that pulls your heartstrings and moves the soul.

Food & Drink

Anything on the Big Green Egg, paired with a nice bourbon and a good cigar.

Best Part of My Job

Being a part of something greater than myself, being able to make an impact on those around me and the relationships that entrust Aptus.

Nights & Weekends

My two oldest daughters are involved in various sports, so I get the opportunity to coach their teams. You can always find our family at some ballpark or gym after work or on weekends.

Favorite Trips

St. Johns British Virgin Islands, Park City UT, Puerto Rico.

Favorite Quote

“Take the first step in faith. You don’t have to see the whole staircase, just take the first step.”  MLK

 

Favorite Shows/Movies

Remember The Titans, Shawshank, Life, Gladiator, Inside Man.

 

 

See More Team Highlights

Derek Hernquist: Business Developments & Partnerships

Will Gardner: Advisor Transitions & Support

James Yahoudy, CFP: Strategic Consulting & Enterprise Relationships

John Luke Tyner, CFA: Portfolio Manager & Fixed Income

Beckham Wyrick, CFA: Portfolio Manager & Portfolio Reviews

Mark Callahan: Institutional Trading & Analytics 

Matt McGowan, CAIA: Strategic Consulting

Clay Calhoun: Trading & Client Services

Jamies Bai: VP of Product Management

John Goldsberry: Facilitator / Operations / Technology

Brett Wickmann: Chief Compliance Officer

Joseph Sykora, CFA: Equity Analyst & Portfolio Reviews

The post Meet the Team : William Graham appeared first on Aptus Capital Advisors.

]]> Meet the Team : Joseph Sykora https://aptuscapitaladvisors.com/meet-the-team-joseph-sykora/ Wed, 27 Sep 2023 16:34:02 +0000 https://aptuscapitaladvisors.com/?p=234356 The post Meet the Team : Joseph Sykora appeared first on Aptus Capital Advisors.

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You might have seen our Team Page with our full team lineup, showing us in the office setting, with the usual bios about backgrounds and roles. We wanted to show you who we are outside of the office and share a little about the personalities that make up our team.

We hope you enjoy getting to know us!

Up next: Joseph Sykora, CFA, Equity Analyst & Portfolio Reviews. Watch this short video, where Joseph talks about his role at Aptus.

Places I’ve Lived

Daphne, AL, Tuscaloosa, AL, Birmingham, AL, and Dallas, TX

 

Who I Root For

Crimson Tide

 

What I Listen To

90s Rock

 

Food & Drink

Gabriela & Sofia’s Mexican, Four Corners Brewing beer

 

Best Part of My Job

Getting advisors the answers they need to assure existing clients and to gain new partnerships

 

Nights & Weekends

Now or before I had two young kids?

 

Favorite Trips

New Zealand, Iceland, Zion, Tetons, Glacier – places with fun hiking

 

Favorite Quote
“I have always tried to teach my players to be fighters. When I say that, I don’t mean put up your dukes and get in a fistfight over something. I’m talking about facing adversity in your life. There is not a person alive who isn’t going to have some awfully bad days in their lives…What are you going to do? Most people just lay down and quit. Well, I want my people to fight back.”
– Paul “Bear” Bryant

 

Favorite Shows/Movies

Back to the Future, Raiders of the Lost Ark

 

Favorite Books

Mere Christianity, When Genius Failed, Market Wizards, Liar’s Poker

 

 

More Team Highlights

Derek Hernquist: Business Developments & Partnerships

Will Gardner: Advisor Transitions & Support

James Yahoudy, CFP: Strategic Consulting & Enterprise Relationships

John Luke Tyner, CFA: Portfolio Manager & Fixed Income

Beckham Wyrick, CFA: Portfolio Manager & Portfolio Reviews

Mark Callahan: Institutional Trading & Analytics 

Matt McGowan, CAIA: Strategic Consulting

Clay Calhoun: Trading & Client Services

James Bai: VP of Product Management

John Goldsberry: Facilitator / Operations / Technology

Brett Wickmann: Chief Compliance Officer

The post Meet the Team : Joseph Sykora appeared first on Aptus Capital Advisors.

]]> Meet the Team : Brett Wickmann https://aptuscapitaladvisors.com/meet-the-team-brett-wickmann/ Tue, 27 Jun 2023 18:17:14 +0000 https://aptuscapitaladvisors.com/?p=234016 The post Meet the Team : Brett Wickmann appeared first on Aptus Capital Advisors.

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You might have seen our Team Page with our full team lineup, showing us in the office setting, with the usual bios about backgrounds and roles. We wanted to show you who we are outside of the office and share a little about the personalities that make up our team.

We hope you enjoy getting to know us!

Up next: Brett Wickmann, Chief Compliance Officer. Watch this short video, where Brett talks about his role at Aptus.

Places I’ve Lived

Watertown WI, Waukesha WI, and Jackson WI.

 

Who I Root For

Green Bay Packers, Wisconsin Badgers, and Milwaukee Bucks.

 

What I Listen To

I have always had an eclectic taste for music. I wouldn’t say there is much I don’t appreciate. I gravitate more to EDM, Country, Hip Hop and some heavier stuff.

 

Food & Drink

Spicy food. I like coffee… a lot. Wheat or Belgian beers or bourbon.

 

Best Part of My Job

The people and culture of Aptus. To me, this is the backbone of any business and often not emphisized enough. Truly a rare opportunity that I am grateful to be a part of. I enjoy doing my part working with our team to help clients build the best business they can to help investors maximize their portfolios. Beyond that, I love to find ways to improve things and enjoy research.

 

Nights & Weekends

Love spending time with my family, love the outdoors. When I get a chance, some golf, sporting clays or hitting the range.

 

Favorite Trips

Family beach weekend at Gulf Shores / Fort Morgan area creating priceless memories.

 

Favorite Quote
“The important thing is not to stop questioning. Curiosity has its own reason for existing” – Albert Einstein

 

“Every failure is a step to success” – William Whewell

 

Favorite Shows/Movies

Documentaries — although cancelled long ago “Through the Wormhole with Morgan Freeman”. Letterkenny, Ted Lasso, The Witcher, Dexter, Shawshank, The Matrix, Fight Club, CaddyShack, Tin Cup.

 

 

More Team Highlights

Derek Hernquist: Business Developments & Partnerships

Will Gardner: Advisor Transitions & Support

James Yahoudy, CFP: Strategic Consulting & Enterprise Relationships

John Luke Tyner, CFA: Portfolio Manager & Fixed Income

Beckham Wyrick, CFA: Portfolio Manager & Portfolio Reviews

Mark Callahan: Institutional Trading & Analytics 

Matt McGowan, CAIA: Strategic Consulting

Clay Calhoun: Trading & Client Services

James Bai: VP of Product Management

John Goldsberry: Facilitator / Operations / Technology

Joseph Sykora: CFA, Equity Analyst & Portfolio Reviews

The post Meet the Team : Brett Wickmann appeared first on Aptus Capital Advisors.

]]> Meet the Team : John Goldsberry https://aptuscapitaladvisors.com/meet-the-team-john-goldsberry/ Mon, 05 Jun 2023 14:45:35 +0000 https://aptuscapitaladvisors.com/?p=233872 The post Meet the Team : John Goldsberry appeared first on Aptus Capital Advisors.

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You might have seen our Team Page with our full team lineup, showing us in the office setting, with the usual bios about backgrounds and roles. We wanted to show you who we are outside of the office and share a little about the personalities that make up our team.

We hope you enjoy getting to know us!

Up next: John Goldsberry, Facilitator / Operations / Technology. Watch this short video, where John talks about his role at Aptus.

 

 

Places I’ve Lived

Vandalia, OH to University of NC Wilmington to Leverkusen/Quakenbruck/Bamberg (Germany) to Wilmington, NC and to Fairhope, AL since 2015.

 

Who I Root For

My people.

 

What I Listen To

Anything.

 

Food & Drink

Coffee, all beer, cold Sprite and bubble water. Bacon Cheeseburger from 5 guys and Chalupas from Taco Bell.

 

Best Part of My Job

Helping advisors operate their business. Creation Unit emails. #aptuscore/my friends and free coffee every afternoon.

 

Nights & Weekends

Kids activities, date night with Lindsay, kids activities, yard work.

 

Favorite Trips

Gran Canaria before our first born. 2009 Christmas vacation to Kitzbuhel, Austria. Family summer trips to the lake/beach.

 

Favorite Quote
“Let’s get fired up!” – Joseph King

 

Favorite Shows/Movies

Hands down best tv show of all time: The Office. Currently watching Yellowstone.

Favorite movies genre: Thriller and Comedy. Favorite movie of all time: Shawshank Redemption.

 

 

See More Team Highlights

Derek Hernquist: Business Developments & Partnerships

Will Gardner: Advisor Transitions & Support

James Yahoudy, CFP: Strategic Consulting & Enterprise Relationships

John Luke Tyner, CFA: Portfolio Manager & Fixed Income

Beckham Wyrick, CFA: Portfolio Manager & Portfolio Reviews

Mark Callahan: Institutional Trading & Analytics 

Matt McGowan, CAIA: Strategic Consulting

Clay Calhoun: Trading & Client Services

James Bai: VP of Product Management

Brett Wickmann: Chief Compliance Officer

Joseph Sykora, CFA: Equity Analyst & Portfolio Reviews

The post Meet the Team : John Goldsberry appeared first on Aptus Capital Advisors.

]]> Meet the Team : James Bai https://aptuscapitaladvisors.com/meet-the-team-james-bai/ Mon, 03 Apr 2023 17:33:05 +0000 https://aptuscapitaladvisors.com/?p=233443 You might have seen our Team Page with our full team lineup, showing us in the office setting, with the usual bios about backgrounds and roles. We wanted to show you who we are outside of the office and share a little about the personalities that make up our team. We hope you enjoy getting […]

The post Meet the Team : James Bai appeared first on Aptus Capital Advisors.

]]> You might have seen our Team Page with our full team lineup, showing us in the office setting, with the usual bios about backgrounds and roles. We wanted to show you who we are outside of the office and share a little about the personalities that make up our team.

We hope you enjoy getting to know us!

Up next: James Bai, VP of Product Management. Watch this short video, where James talks about his role at Aptus.

 

 

Places I’ve Lived

Seoul, South Korea. Palo Alto, California.

What I Listen To

I don’t listen to music, although I like singing. I know, it’s weird…

Food & Drink

Anything seafood! Sushi, oysters, sushi, sushi, and more sushi.

Best Part of My Job

I get to be in on many facets of the Aptus team: gathering info here and there to create a product that fits the team’s and our clients’ needs.

Nights & Weekends

Playing basketball, cooking up stir-fry’s, worshiping at church, and just lots of sleeping.

Favorite Trips

I’ve gone to many Asian countries, but gotta say Japan has the best convenience stores that cannot be undone by America or Korea. I would fly to Tokyo again just for the convenience store variety!

Favorite Quote
Papa Bai used to say: “All things good are beautiful, while not all beautiful things are good.”

 

Favorite Shows/Movies

I enjoyed watching Physical: 100 on Netflix recently. I enjoy all reality TV shows.

 

 

See More Team Highlights

Derek Hernquist: Business Developments & Partnerships

Will Gardner: Advisor Transitions & Support

James Yahoudy, CFP: Strategic Consulting & Enterprise Relationships

John Luke Tyner, CFA: Portfolio Manager & Fixed Income

Beckham Wyrick, CFA: Portfolio Manager & Portfolio Reviews

Mark Callahan: Institutional Trading & Analytics 

Matt McGowan, CAIA: Strategic Consulting

Clay Calhoun: Trading & Client Services

John Goldsberry: Facilitator / Operations / Technology

Brett Wickmann: Chief Compliance Officer

Joseph Sykora, CFA: Equity Analyst & Portfolio Reviews

The post Meet the Team : James Bai appeared first on Aptus Capital Advisors.

]]> Get to Know the Aptus Team https://aptuscapitaladvisors.com/get-to-know-the-aptus-team/ Thu, 23 Mar 2023 22:41:31 +0000 https://aptuscapitaladvisors.com/?p=233444 A partner firm is only as good as its people, and we think ours are great both in and out of the office. Hope you’ll enjoy a short video and Q&A from a few of us, stay tuned for more!   Derek Hernquist: Business Developments & Partnerships   Will Gardner: Advisor Transitions & Support   […]

The post Get to Know the Aptus Team appeared first on Aptus Capital Advisors.

]]> A partner firm is only as good as its people, and we think ours are great both in and out of the office. Hope you’ll enjoy a short video and Q&A from a few of us, stay tuned for more!

 

Derek Hernquist: Business Developments & Partnerships

 

Will Gardner: Advisor Transitions & Support

 

James Yahoudy, CFP: Strategic Consulting & Enterprise Relationships

 

John Luke Tyner, CFA: Portfolio Manager & Fixed Income

 

Beckham Wyrick, CFA: Portfolio Manager & Portfolio Reviews

 

Mark Callahan: Institutional Trading & Analytics 

 

Matt McGowan, CAIA: Strategic Consulting

 

Clay Calhoun: Trading & Client Services

The post Get to Know the Aptus Team appeared first on Aptus Capital Advisors.

]]> Meet the Team : Clay Calhoun https://aptuscapitaladvisors.com/meet-the-team-clay-calhoun/ Tue, 07 Mar 2023 20:41:40 +0000 https://aptuscapitaladvisors.com/?p=233296 You might have seen our Team Page with our full team lineup, showing us in the office setting, with the usual bios about backgrounds and roles. We wanted to show you who we are outside of the office and share a little about the personalities that make up our team. We hope you enjoy getting […]

The post Meet the Team : Clay Calhoun appeared first on Aptus Capital Advisors.

]]> You might have seen our Team Page with our full team lineup, showing us in the office setting, with the usual bios about backgrounds and roles. We wanted to show you who we are outside of the office and share a little about the personalities that make up our team.

We hope you enjoy getting to know us!

Up next: Clay Calhoun, Trading & Client Service. Watch this short video, where Clay talks about his role at Aptus.

 

 

Places I’ve Lived

Born and raised in Fairhope, AL. Attended The University of Alabama before moving back to Fairhope.

What I Listen To

Everything, but mostly Country from the 80’s and 90’s.

Food & Drink

Cast iron skillet fillets and an Old Fashioned.

Best Part of My Job

Learning how I can help our team and the advisors that we serve. Also getting to work alongside the Aptus crew — never a dull moment.

Nights & Weekends

Depends on the season. Winter/Fall- Fireside with friends and family or at the camp. Spring/Summer- Chasing turkeys or on a boat with the Family. Also enjoy landscaping as a hobby.

Favorite Trips

Snow-skiing out west with my wife, Courtney. Universal Studios with the Family.

Favorite Quote
“Nothing in this world can take the place of persistence. Talent will not; nothing is more common than unsuccessful men with talent. Genius will not; unrewarded genius is almost a proverb. Education will not; the world is full of educated derelicts. Persistence and determination alone are omnipotent. The slogan ‘Press On!’ has solved and always will solve the problems of the human race.” ― Calvin Coolidge

 

Favorite Shows/Movies

Forrest Gump, Seinfeld, Christmas Vacation or any comedy.

 

 

See More Team Highlights

Derek Hernquist: Business Developments & Partnerships

Will Gardner: Advisor Transitions & Support

James Yahoudy, CFP: Strategic Consulting & Enterprise Relationships

John Luke Tyner, CFA: Portfolio Manager & Fixed Income

Beckham Wyrick, CFA: Portfolio Manager & Portfolio Reviews

Mark Callahan: Institutional Trading & Analytics 

Matt McGowan, CAIA: Strategic Consulting

James Bai: VP of Product Management

John Goldsberry: Facilitator / Operations / Technology

Brett Wickmann: Chief Compliance Officer

Joseph Sykora, CFA: Equity Analyst & Portfolio Reviews

The post Meet the Team : Clay Calhoun appeared first on Aptus Capital Advisors.

]]> Meet the Team : Matt McGowan https://aptuscapitaladvisors.com/meet-the-team-post-matt-mcgowan/ Fri, 10 Feb 2023 13:53:04 +0000 https://aptuscapitaladvisors.com/?p=233138 You might have seen our Team Page with our full team lineup, showing us in the office setting, with the usual bios about backgrounds and roles. We wanted to show you who we are outside of the office and share a little about the personalities that make up our team. We hope you enjoy getting to […]

The post Meet the Team : Matt McGowan appeared first on Aptus Capital Advisors.

]]> You might have seen our Team Page with our full team lineup, showing us in the office setting, with the usual bios about backgrounds and roles. We wanted to show you who we are outside of the office and share a little about the personalities that make up our team.

We hope you enjoy getting to know us!

 

Up next: Matt McGowan, CAIA, Strategic Consulting. Watch this short video, where Matt talks about his role at Aptus.

 

 

Places I’ve Lived

I grew up in small but mighty, Dover, Delaware and went to college in Virginia. After college, spent a short stint in Brussels before entering finance which brought me to Philadelphia then Dallas. Most recently I moved to sunny St. Pete, FL.

Who I Root For

Philly sports or whichever team playing is more scrappy.

What I Listen To

The full spectrum – it might be shorter to list genres I don’t listen to.

Food & Drink

Home cooked steaks, breakfast tacos, or anything from the Italian Market.

Best Part of My Job

When your role is about introducing new relationships, it’s pretty great knowing that your team will adjust to the needs of advisors and, at every point, will deliver our services with integrity.

Nights & Weekends

Pick up sports and great meals. If it’s competing or eating you can count me in!

Favorite Trips

Lobstering in the Keys, the Blue Hole dive in Belize, eating my way through Thailand.

Favorite Quote
“The more I practice, the luckier I get “ – Gary Player

 

Favorite Shows/Movies

Recent Series: Yellowstone
For Sophisticated Laughs: Dumb and Dumber

 

 

See More Team Highlights

Derek Hernquist: Business Developments & Partnerships

Will Gardner: Advisor Transitions & Support

James Yahoudy, CFP: Strategic Consulting & Enterprise Relationships

John Luke Tyner, CFA: Portfolio Manager & Fixed Income

Beckham Wyrick, CFA: Portfolio Manager & Portfolio Reviews

Mark Callahan: Institutional Trading & Analytics 

Clay Calhoun: Trading & Client Services

James Bai: VP of Product Management

John Goldsberry: Facilitator / Operations / Technology

Brett Wickmann: Chief Compliance Officer

Joseph Sykora, CFA: Equity Analyst & Portfolio Reviews

The post Meet the Team : Matt McGowan appeared first on Aptus Capital Advisors.

]]> March Madness, Wealth Management version https://aptuscapitaladvisors.com/march-madness-wealth-management-version/ Wed, 23 Mar 2022 14:25:56 +0000 https://aptuscapitaladvisors.com/?p=231433 More fun on the hardwood…Wealth Management ran a piece on guys who played major college hoops. As you may know, 6 Aptus team members played Division 1 ball, so there might be a game on in the background for these glorious weeks in March. Beckham, John, and JD were all part of Diana Britton’s “Ten […]

The post March Madness, Wealth Management version appeared first on Aptus Capital Advisors.

]]> More fun on the hardwood…Wealth Management ran a piece on guys who played major college hoops. As you may know, 6 Aptus team members played Division 1 ball, so there might be a game on in the background for these glorious weeks in March.

Beckham, John, and JD were all part of Diana Britton’s “Ten Wealth Management Pros Who Were College Basketball Stars“, give it a look for the stories. And the young mugs on those guys!

 

 

Disclosures

 

Advisory services are offered through Aptus Capital Advisors, LLC, a Registered Investment Adviser registered with the Securities and Exchange Commission. Registration does not imply a certain level or skill or training. More information about the advisor, its investment strategies and objectives, is included in the firm’s Form ADV Part 2, which can be obtained, at no charge, by calling (251) 517-7198. Aptus Capital Advisors, LLC is headquartered in Fairhope, Alabama. ACA-2203-23.

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