Meet Our Dedicated Team

Jack Brown, CFA, Chief Investment Officer

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Mr. Brown is a partner and the firm’s Chief Investment Officer. He was the founder of Laureola Asset Management, a private investment firm that merged with Aviance Capital Partners. Mr. Brown was a Director for Prudential’s Strategic Investment Research Group, managed a due diligence team at Smith Barney, and was a sell-side analyst for UBS. He has been managing investment portfolios since 2005, and his research has been published in multiple peer-reviewed professional journals. Mr. Brown earned a Master of Business Administration (MBA) from Drexel University and a Bachelor of Arts in Economics from Indiana University of Pennsylvania. He holds the Chartered Financial Analyst (CFA) designation and is a past president of the CFA Society of Naples.

James Neel, CFA, Founding Member / Sr. Portfolio Manager

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Mr. Neel is a founder, partner, and Senior Portfolio Manager for the firm. He was the Senior Resident Officer at Bessemer Trust, Resident Manager at Brown Brothers Harriman, Chief Executive Officer and President at Dreman Value Advisors, and Portfolio Strategist and Equity Mutual Fund Manager at Kemper Financial Services. Mr. Neel has managed portfolios for pension plans, foundations, mutual funds, and high net worth individuals throughout his more than thirty-five years in the investment industry. Mr. Neel earned both a Master of Business Administration (MBA) and Bachelor of Arts in Economics and Political Science from Michigan State University prior to serving four years as an United States Naval Officer. He holds the Chartered Financial Analyst (CFA) designation.

Michael Chapman, CFA, Senior Analyst

Mr. Chapman is a Portfolio Manager for Aviance. He is also the owner of AOMAC Services and Pegasus Property Management. Prior to his current roles, Mr. Chapman served as Portfolio Manager and Senior Analyst at Private Capital Management, Portfolio Manager at Invesco, and Senior Analyst at JPMorgan Chase. Mr. Chapman earned a Bachelor of Science degree in Petroleum Engineering from The University of Texas. He holds the Chartered Financial Analyst (CFA) designation.

Jack Campbell, Director, Planning & Guidance

JC rt 8x10Mr. Campbell is the Director of Planning & Guidance. Prior to his role at Aviance, he was a partner with Capital Rock Investments and Platinum Wealth Partners. Mr. Campbell served as a wealth advisor for several years. He worked for 15 years at Fidelity Investments serving a large base of clients most recently as a Vice President and Senior Account Executive in the Private Client Group. Mr. Campbell attended Bridgewater State University and received his Bachelors of Science degree in Business Management. He completed the Certified Equity Professional – Level 1 program from Santa Clara University.

Matthew Johnson, CFP®, AEP®, Senior Wealth Advisor

JC rt 8x10Mr. Johnson is a Senior Wealth Advisor for Aviance. Prior to his role at Aviance, he was a Financial Advisor with Citi Personal Wealth Management in New York City for 15 years. He developed comprehensive wealth management advisory solutions for High Net Worth Individuals. Mr. Johnson holds the Certified Financial Planner designation, CFP®. He has also earned a Bachelor of Science Degree from the Whitman School of Management at Syracuse University.

Lynn Petkus, Managing Director

Lynn rt 8x10 blueMr. Petkus was most recently with Churchill Management Group as a Vice President. Prior to Churchill Management Group, Mr. Petkus was in Institutional Sales at TD Waterhouse Institutional Services, a Business Development Officer and Assistant Branch Manager at Waterhouse Securities, and a Financial Consultant at Smith Barney. Mr. Petkus has worked extensively in both retail and institutional financial sales throughout his more than twenty years in the industry. Mr. Petkus earned a Bachelor of Science in Economics from Texas A&M University.

Jeffrey Pike, Chief Operating Officer

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Mr. Pike was most recently with Private Capital Management as an Assistant Vice President Operational Risk Manager. Prior to Private Capital Management, Mr. Pike was a Control Analyst at Times Square Capital Management and a Portfolio Analyst and Mutual Fund Trader at Advest Inc. Mr. Pike is proficient in many aspects of financial operations ranging from the back-office to equity and fixed income trading throughout his more than fifteen years in the investment industry. Mr. Pike earned a Bachelor of Arts in Economics from the University of Massachusetts, Amherst.

Alisha Danno, Portfolio Administrator 

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Mrs. Danno is the Portfolio Administrator for Aviance overseeing client on-boarding and servicing. She was most recently with CPWR, LLP in Dallas, TX as a Business Office Manager.  At CPWR, LLP, she was responsible for managing the daily operations of the firm.  Prior to CPWR, LLP, Mrs. Danno was a Business Office Manager at a sole proprietor CPA firm and a Housestaff Administrative Coordinator at Texas Scottish Rite Hospital for Children.  Mrs. Danno earned an Associates of Science in Medical Business Administration from Rochester Business Institute.