Gary Joyal is the Founder, Chairman, and Chief Executive Officer of Joyal Capital Management (JCM), a privately held estate, business, and wealth advisory firm serving entrepreneurs, family businesses, and high-net-worth individuals across the United States. Over a career spanning more than 40 years, Gary has helped clients navigate the intersection of business ownership, personal wealth, and long-term planning.
Gary began his career in estate, business, and financial planning with MetLife State Street, where he became the youngest individual to qualify for the firm’s prestigious President’s Council. He later developed a longstanding relationship with The Guardian Life Insurance Company of America, serving as President of the Executive Committee and helping establish Guardian Trust Company FSB. These experiences helped shape the integrated approach to planning and advisory services that became the foundation of Joyal Capital Management, LLC.
Under Gary’s leadership and tenure, JCM has grown into a multidisciplinary national platform with offices in Boston, MA; Boca Raton, FL; and Beverly Hills, CA. Today, the firm’s core suite of client-centric products and services is centered on complete-plan integration and includes estate and business succession planning, wealth management, investment banking, mergers and acquisitions, life insurance, buy-side credit financing, strategic consulting, and exclusive private client offerings.
Throughout his career, Gary has advised business owners, executives, and families through significant decisions involving succession and ownership transitions, mergers and acquisitions, strategic partnerships, financing, and legacy planning. His approach centers on simplifying complex issues, coordinating the appropriate expertise, and integrating each component into a comprehensive plan that helps clients make thoughtful decisions with a long-term perspective.
The scale of JCM has grown significantly over the decades since its founding, alongside the expansion of its capabilities. As of 2026, consolidated Trust under Management for JCM clients has increased from approximately $6 billion in 2015 to nearly $17 billion, reflecting the continued growth of the organization and the clients it serves.
Gary’s industry-leading experience also extends to large-scale mergers, acquisitions, and financing transactions within the quick-service restaurant sector. Through JCM Franchise Development, the firm has advised on more than $2.6 billion in M&A activity. Through JCM Finance, the firm has placed through its strategic partners, more than $2 billion in credit, supporting clients across acquisition, growth, and financing needs.
As client needs have evolved, Gary has expanded JCM’s capabilities through the creation of affiliated companies, including Joyal Insurance Agency, JCM Finance, JCM Franchise Development, and the JCM Private Client Group.
Beyond his business leadership, Gary founded the Joyal Capital Management Foundation in 2008 to strengthen communities through interactive philanthropy. Its signature $100 for 100 program combines financial support with hands-on volunteer involvement and has positively impacted more than 15,000 children. Gary also serves as Chairman of the RBTV 22 Club Foundation and supports numerous other charitable foundations and philanthropic initiatives.
Richard P. Joyal, Jr. is Principal and Chief Operating Officer of Joyal Capital Management, bringing more than three decades of experience spanning corporate operations, engineering, entrepreneurship, financial services, and private wealth management.
Richard began his career with Commonwealth Energy Systems, a publicly traded Massachusetts utility company, where he gained extensive experience operating within a complex and highly regulated corporate environment. His tenure provided a strong foundation in organizational management, operational discipline, strategic planning, and the execution of initiatives across multiple business functions.
He later co-founded Seacoast, LP, a company focused on the development of vertical real estate infrastructure within the wireless telecommunications industry. Through Seacoast, Richard was involved in identifying, developing, negotiating, and executing wireless telecommunications infrastructure opportunities, further expanding his experience in real estate development, business formation, operations, and entrepreneurial leadership.
In 2001, Richard alongside Gary Joyal co-founded Joyal Capital Management’s Private Client Group, helping establish a practice specifically designed to serve the increasingly complex needs of high-net-worth individuals and their families. Since its inception, the Private Client Group has evolved into a significant relationship-driven profit center for the firm, extending JCM’s client coverage well beyond traditional asset management.
The Private Client Group is built around becoming an indispensable resource to the families it serves. By providing consistent involvement across a broad range of financial, business and personal matters, the practice creates an elevated level of connectivity between JCM and its clients—deepening the relationship through execution, responsiveness, discretion, problem-solving, and an unwavering commitment to excellence. The result is a highly integrated relationship designed to meet the extensive and continually evolving needs of sophisticated individuals and multigenerational families.
As Chief Operating Officer, Richard oversees the operational infrastructure of Joyal Capital Management and is responsible for many of the functions necessary to support the firm, its professionals, and its clients. His responsibilities include marketing and communications, regulatory and compliance-related marketing review processes, human resources, technology, cybersecurity coordination, staffing, recruiting and hiring, vendor management, internal policies and procedures, office and facilities management, business continuity planning, and the development and implementation of systems and processes designed to improve efficiency and support the continued growth of the organization.
In addition, Richard works across the firm to identify operational needs, address organizational challenges, allocate resources, manage strategic initiatives, and ensure that JCM maintains the personnel, technology, controls, and infrastructure required to operate effectively and efficiently .
In his dual role as Principal and Chief Operating Officer, Richard brings an entrepreneurial, engineering, and operational perspective to the strategic direction of Joyal Capital Management. His focus is not simply on managing the day-to-day operations of the firm, but on continually strengthening the organization and its ability to deliver an exceptional level of service to its clients.
Richard holds an Associate Degree in Engineering, a Bachelor of Science in Engineering from Wentworth Institute of Technology and a Master of Business Administration (MBA).
Jeff is the Managing Director of the firm’s Franchise Development Division, where he works closely with restaurant owners, franchise operators, lenders, and investors to help them navigate important business decisions and achieve their growth objectives. He specializes in restaurant mergers and acquisitions, business valuations, and debt placement, providing clients with thoughtful guidance throughout the transaction process.
Known for his responsiveness and collaborative approach, Jeff serves as a trusted point of contact for buyers and sellers from the earliest stages of a transaction through closing. He enjoys building relationships with clients and advisors alike, helping to simplify complex transactions and ensure a smooth flow of information every step of the way.
Before joining the firm, Jeff worked as an Audit Analyst at Brown Brothers Harriman & Co., where he supported external audit and financial reporting initiatives. His background in accounting and financial analysis provides a strong foundation for his advisory work and attention to detail.
Jeff earned a Bachelor of Science in Business Administration from the University of New Hampshire. He is passionate about helping business owners and entrepreneurs maximize value, achieve successful outcomes, and transition confidently into their next chapter.
Rob leads the firm’s life insurance processing division and business operations, as well as the development of advanced planning strategies, case development, business development and implementation of new insurance industry standards.
He began his career with BISYS Insurance Services, and as a Senior Underwriter, he provided expertise in life insurance marketing and medical insurance underwriting to the company’s agents. Rob was the Relationship Manager to some of the most successful insurance agents serving the New England area.
Rob earned a Bachelor of Science degree from Pennsylvania State University.
Gary continues to grow the Joyal Capital Management brand with a clear focus on top-tier deliverables through diversification and an exceptional family office experience.
Renée M. Joyal serves as Executive Director of the Joyal Capital Management Foundation, where she leads the firm’s philanthropic initiatives and curates meaningful client experiences that reflect Joyal Capital Management’s commitment to excellence, service, and community. Previously, she served as Director of Strategic Planning, helping guide initiatives that strengthened the firm’s growth, culture, and client experience.
Prior to joining Joyal Capital Management, Renée worked at EMC Corporation, where she developed go-to-market strategies and sales enablement programs for teams across the United States and Asia. She holds a Bachelor of Science in Business Administration with a concentration in Finance.
Beyond her role at Joyal Capital Management, Renée is the author of Live Beautiful, a speaker, and wellness educator whose work focuses on evidence-based health, resilience, and intentional living. She completed executive education through Harvard Medical School in Nutrition and Wellness Coaching and earned a certificate in the Science of Well-Being from Yale University.
Renée divides her time between Joyal Capital Management’s Massachusetts and Florida offices, leading the Foundation’s philanthropic initiatives while helping create meaningful experiences for clients and the communities the firm serves.
Becky joined Joyal Capital Management in May of 2007. She is responsible for overseeing the firm’s accounts payable and receivable functions, as well as the day to day finance transactions for the firm. Becky manages and forecasts organizational cash flow and prepares monthly, quarterly and annual financial reports for management’s review.
In addition to her financial responsibilities, Becky also oversees all state licensing, company appointments and continuing education requirements for all agents of the firm. Becky is also an integral part of the firm’s real estate operation, managing collections, expenses, projections and tenancy in concert with the property management team for the firm’s residential and commercial property holdings.
Becky holds a Bachelor of Science degree in Communications from Boston College.
Jack, as Director of the Private Client Group Southeast, works with potential clients in the areas of financing and estate planning. Prior to joining JCM, Jack was deeply involved in the Dunkin’ Donuts system for twenty-two years, seventeen of them at the Dunkin’ Donuts Southeast DCP. Beginning in customer service, Jack moved to accounting where he later became Controller, and ultimately, in his last six years at the DCP, he served as Vice President/General Manager, reporting to the Board of Directors.
Jack’s responsibilities included ensuring timely deliveries across eight states, working closely with franchisees throughout the southeast, maintaining a profitable bottom line and encouraging steady growth.
Most recently, Jack held a Controller position for an Atlanta meat processing and food distributor with annual revenues of $35 million.
Jack holds a Bachelor of Science degree in Accounting.
Stefanie serves as Director of the Private Client Group at Joyal Capital Management (JCM), where she leads the firm’s private client relationships nationwide. In this role, she oversees the complex financial, estate, and business planning needs of JCM’s clients and their families, serving as a trusted resource and primary point of contact throughout their relationship with the firm. As an executive of the firm, Stefanie works closely with the CEO and Managing Partner and across the firm’s affiliated companies to bring together the expertise and resources required to address each client’s unique objectives.
Since joining JCM in 2015, Stefanie has advanced through the organization from Client Relations Specialist to Director of the Private Client Group. Her tenure with the firm has given her a comprehensive understanding of JCM’s capabilities as well as the increasingly complex needs that arise as clients’ personal, family, and business interests evolve. She draws on that experience to anticipate needs, navigate sensitive matters, and ensure continuity across all aspects of the client relationship.
Stefanie’s approach is highly personal and relationship-driven. She has built longstanding relationships with clients and their families, often working alongside their outside advisors and JCM’s internal teams to ensure that each client’s broader objectives remain at the forefront. Her emphasis on accessibility, discretion, and personal attention reflects JCM’s commitment to serving clients through relationships that extend well beyond individual transactions or planning needs.
Originally from Germany, Stefanie brings an international perspective and a background in client relations and foreign business communication to her role. She earned a Bachelor of Arts in English, summa cum laude, from the University of Colorado and is a certified foreign language correspondence clerk in English, German, and French.
Lauren joined Joyal Capital Management in 2021 and currently serves as Director of Operations and Client Experience, where she leads initiatives focused on operational excellence, organizational growth, technology, and the overall client experience.
Lauren began her career in operations at a South Florida-based startup, where she spent 10 years and eventually managed a large team working closely with the Chief Operating Officer on company strategy, business development, and growth initiatives. This early experience established a strong foundation in both operational leadership and strategic execution, with a particular focus on technology, process optimization, and finance.
After returning to Massachusetts, Lauren joined Joyal Capital Management in an operations capacity and gained a comprehensive understanding of the firm by working across multiple areas of the business. She initially supported the Finance department before transitioning to the Private Client Group and Estate Planning team. This cross-functional experience provided her with a unique perspective on the firm’s operations and enabled her to identify opportunities to improve processes, strengthen internal infrastructure, and create greater consistency across the organization.
In her current role, Lauren works across the firm to enhance operational infrastructure, strengthen organizational capabilities, and elevate the client experience. She has led the optimization of the firm’s CRM and project management platforms, enhanced IT and cybersecurity infrastructure, and developed and implemented new social media and digital strategies to support the firm’s continued growth and brand development.
Lauren is also actively involved in talent acquisition, team development, and succession planning, partnering with leadership on recruiting and hiring initiatives designed to build the firm’s next generation of talent. In addition, she cultivates strategic brand partnerships and experiences that strengthen client relationships and further differentiate the Joyal Capital Management experience.
Known for her cross-functional approach and ability to translate strategy into execution, Lauren brings together operations, technology, people, and client experience to help position the firm for long-term growth.
Lauren holds a Bachelor of Science in Business Management with a minor in Accounting from Providence College.
Lauren holds a Bachelor of Science degree in Business Management with a minor in Accounting from Providence College.
Matt serves as Director of Private Wealth, where he supports the continued development of JCM’s Private Client Group and its integrated planning capabilities for high-net-worth individuals, families, and business owners.
Prior to joining Joyal Capital Management, Matt spent more than a decade with Morgan Stanley, initially as an investment analyst and most recently as a Financial Advisor, working with individuals, families, retirement plans, nonprofits, and other institutional relationships.
Matt holds a Bachelor of Science degree in Finance with a minor in Economics from Providence College and has been a CFA® charterholder since 2018.
Deborah has been a valued member of the firm for more than 25 years, beginning her career as a receptionist and growing into the role of Executive Assistant before becoming Manager of Client Relations. Throughout her tenure, she has developed extensive knowledge of the estate planning process and a deep understanding of the importance of providing clients with knowledgeable, compassionate, and personalized support.
In her current role, Deborah assists with a broad range of estate planning and administrative matters, including preparing personal financial statements, legal designs, life insurance applications and illustrations, retitling documentation, estate tax calculations, and building personalized, secure online Private Client Group Platforms. She works closely with clients and the firm’s professional team to ensure that every matter is handled with accuracy, efficiency, and the highest level of care.
Deborah is a Notary Public in both Massachusetts and Rhode Island. She takes great pride in the lasting relationships she has built with clients over the years and in serving as a trusted resource throughout their estate planning journey.
Gretchen manages ongoing and new relationships with clients who are members of the firms Private Client Group. Her charge is to ensure the unique needs of these clients are met with exceptional deliverables while maintaining a client centric focus on maximizing wealth preservation.
Gretchen started her career in the financial services industry as a Product Analyst for Fidelity Management Trust Company, marketing international products to institutional pension clients, consultants, and prospects. She left to help with marketing efforts for her family’s diagnostic imaging business, led a five person MBA team to analyze the business as a live case study, recommended the business be sold, and aided the new senior team with the transition post acquisition. Following the liquidity event, Gretchen entered the Private Wealth Management space by joining the Institute for Private Investors, enlisting consultants and professional advisors to help her family address challenges associated with the shift from owning and managing an operating business to managing liquid wealth.
Gretchen served as the Vice President, Insights & Connections at Fidelity Family Office Services where she led strategic marketing initiatives to provide family offices and wealthy families with insights and best practices, referrals to industry professionals, connections to a peer network, and access to industry associations. Most recently, she served as a Wealth Advisor for Heritage Financial Services before joining Joyal Capital Management.
Gretchen earned a Masters of Business Administration from Babson’s F.W. Olin School of Business, a Bachelor of Arts degree from The University of New Hampshire and a Private Wealth Management Certificate through Wharton’s Executive Education Program at The University of Pennsylvania.
With over a decade of experience in operations, supply chain, and client service, Reanne brings a strategic, detail-oriented approach to Joyal Capital Management’s Private Client Group. She previously supported executive leadership at CVS Health and International Forest Products LLC, a global subsidiary of The Kraft Group, owned by Robert Kraft. In this role, Reanne played a key part in optimizing global supply chain strategies and enhancing service performance.
Now at Joyal Capital Management, she brings that same precision and dedication to the financial services space—offering personalized, relationship-driven support to individuals and families. Known for her sharp analytical mindset, strong communication, and commitment to client success, Reanne is passionate about helping clients navigate their family legacy planning with clarity, confidence, and care.
Brianna joined Joyal Capital Management as a Private Client Group Associate, supporting the team in managing client relationships and ensuring smooth day to day operations within the Private Client Group. She assists with onboarding new clients, preparing financial reports and meeting materials, and maintaining organized and accurate client records. Brianna’s strong interpersonal skills allow her to build trust quickly and provide clients with a positive, attentive experience.
Brianna began her career in the fitness and hospitality industries. In these roles, she developed experience in client communication, goal-setting support, and high-level customer service in fast-paced environments. Working as a personal trainer to business owners, executives and entrepreneurs has given her the background in building strong relationships, multitasking, and detail-orientated operational support.
Brianna graduated from Stonehill College with a bachelor’s degree in Business Administration, earning a solid foundation in business operations, organizational processes, and strategic client services.
Aidan joined Joyal Capital Management as a Private Client Group Implementation Specialist in early 2026, where she focuses on the implementation of PCG deliverables post new client engagement on an ongoing basis. This includes PCG platform onboarding and education for clients onto our propriety system. She also leads the retitle department ensuring ownership transitions are made accurately and timely on behalf of our private clients. She also oversees and manages client portal aggregation to ensure personal financial statements are up to date and accurate.
She graduated from Franklin Pierce University in 2023 with a bachelor’s degree in Health Science and a minor in Healthcare Administration, and later earned a master’s degree in Healthcare Administration from Southern New Hampshire University. While pursuing her graduate studies, Aidan worked at Dana-Farber Cancer Institute, where she developed strong skills in communication, prioritization, time management, workflow coordination, and problem-solving. Through her patient-facing role in a high-volume clinical environment, she gained a deep appreciation for the importance of trust, accuracy, relationship-building, and providing consistent, high-quality support.
At Joyal Capital Management, Aidan leverages her education and prior professional experience to ensure client account changes are executed accurately and efficiently while maintaining clear communication and trusted relationships with both advisors and clients.
Scott joined Joyal Capital Management in September 2019 and reports directly to the Director of the Private Client Group. He leads the Southeast team and is responsible for exceptional back-office deliverables for our Private Client Group members.
Prior to joining the firm, Scott worked as a Funding Advisor with a private finance company in Boca Raton, Florida. There, he specialized in small and mid-sized business financing opportunities.
Scott holds a Bachelor of Science degree in Economics from Florida State University and is a Certified Financial Planner® professional.
Stefania joined Joyal Capital Management as a Private Client Group Associate, supporting client file management, meeting preparation and the organization of financial documents. She assists with client intake, document coordination and the preparation of materials for client reviews and planning discussions.
Stefania began her career in Hungary, where she worked at ExxonMobil as a Senior Cost Accounting Analyst. There, she supported intercompany accounting, audit compliance and global financial operations. Her background includes experience in financial analysis, process accuracy and detail-oriented operational support.
Stefania graduated from Corvinus University of Budapest with a degree in Business Administration and Management, earning academic honors. She is currently pursuing her MBA in Business Data Analytics at Palm Beach Atlantic University, where she focuses on financial modeling, predictive analytics and the use of AI in business.
Based in Florida, Ciara is a Client Group Associate at Joyal Capital Management and a critical member of the firm’s Southeast team. She plays an integral role in the new client intake process, helping ensure a smooth, organized, and welcoming onboarding experience for clients.
Ciara brings over nine years of administrative assistance experience, which translates seamlessly into her role at JCM. Her background equips her with strong organizational skills, attention to detail, and the ability to manage multiple priorities while maintaining a high standard of service. She supports the intake and coordination process by gathering information, facilitating internal communication, and ensuring all client needs are clearly identified and addressed.
In addition to onboarding, Ciara is focused on cultivating strong client relationships and serving as a consistent point of contact throughout the client lifecycle. She places a strong emphasis on follow-through, ensuring timely follow-up, clear communication, and consistent post-closing outreach so clients continue to feel supported well beyond the initial engagement.
Matthew is involved in the firm’s Franchise Development and Finance divisions as a Junior Analyst. Matthew’s primary responsibilities include the review and analysis of due diligence materials for both internal presentation to firm executives as well as external presentation to prospective purchasers, financial institutions and legal counsel. He maintains communication with all parties as each relationship develops to manage expectations and ensure satisfaction.
Prior to joining the firm, Matthew was a student at the University of Rhode Island. While in school Matthew worked remotely for CharterCare Medical Associates as a medical data abstraction specialist.
A recent graduate, Matthew holds a Bachelor of Science degree in Finance from the University of Rhode Island.
William is involved in the firm’s Franchise Development & Finance Divisions as an Analyst. William helps advise franchise business owners and operators on strategic sale transactions. William’s primary responsibilities are to support clients, internal firm executives, & legal counsel throughout the transaction lifecycle, assisting with valuation analysis, financial preparation, buyer identification, due diligence coordination, and deal execution.
Drawing on his knowledge of franchise business models and market dynamics, William helps business owners navigate the complexities of mergers and acquisitions while positioning their companies to achieve optimal outcomes. He works closely with entrepreneurs, strategic acquirers, private equity firms, and industry stakeholders to evaluate opportunities and facilitate successful transactions.
Holding a Bachelor of Arts Degree in Quantitative Economics & Econometrics from Connecticut College, William combines analytical rigor with a client-focused approach, helping franchise business owners understand their options, maximize value, and achieve their strategic and financial objectives.
Blake serves as a Junior Analyst within the firm’s Franchise Development and Finance divisions. In this role, he supports financial analysis and due diligence initiatives, assists in the preparation of materials for internal and external review, and contributes to transaction evaluations involving prospective purchasers, financial institutions, and other strategic partners.
Prior to joining the firm, Blake gained experience in real estate acquisitions, investment analysis, and corporate finance support. He conducted underwriting and valuation analyses for multi-tenant retail assets, supported investment thesis development across both public and private real estate platforms, and worked extensively with lease documentation, billing analytics, and variance resolution within a high-volume, national operating environment.
Blake holds a Bachelor of Science in Finance from Sacred Heart University’s Jack Welch College of Business, with a minor in Financial Analytics.
Reporting to the Director of Estate Planning Services, Jen supports all aspects of the firm’s life insurance operations. She conducts term analysis to ensure appropriate coverage and competitive positioning, assists with plan design aligned with client objectives, collaborates closely with underwriting to facilitate timely and efficient case progression, supports policy delivery while managing ongoing in-force servicing.
Jen brings over 20 years of experience in healthcare administration, with a strong background in case management, clinical coordination, and client advocacy. Her work with patients, physicians, and insurance providers has given her an advanced understanding of clinical terminology, diagnostic processes, and regulatory and confidentiality standards allowing her to anticipate underwriting needs, clarify medical histories, and deliver accurate documentation. Her transition into life insurance leverages this background to support comprehensive estate and insurance planning.
Jen holds a Bachelor of Science degree in Human Services and Administration from Springfield College.
Kellee Tirrell as Administrative Assistant at JCM provides global operational support with the daily coordination, documentation, and internal processes that increases the firm’s overall efficiency. Kellee also works closely with JIA assisting in the processing of insurance related products and services.
Prior to joining the firm, Kellee worked as an Assistant Program Director, where she supported daily operations across multiple locations and disciplines; maintained detailed records, coordinated staff and program activities, and ensured services were delivered in accordance with established policies and procedures. Her role required strong time management and organizational skill sets alongside the ability to manage competing priorities in a structured, compliance-driven environment.
Kellee holds a Bachelor of Arts from the University of Massachusetts Dartmouth with an emphasis in Management.
Diana joined Joyal Capital Management in June of 2015. Her role is to support the CEO by prioritizing his time and overseeing day-to-day duties. She manages every aspect of the CEO’s professional and personal schedules, maintains the corporate calendar, arranges meetings and special events, and coordinates travel. Diana also acts as liaison and point of contact bettween the CEO and vendors, service providers, staff and joint venture partners. Diana ensures the highest level of services to JCM staff, family, friends and guests.
Prior to joining JCM, Diana was the Executive Assistant to the President of a life insurance brokerage firm and premium finance company. She has also served as an Executive/Personal Assistant to high profile families in the Palm Beach area.
Ashley joined Joyal Capital Management in March of 2016 and assists the firm’s Corporate Finance Director with accounts payable and receivable functions, as well as day-to-day transactions for all entities.
Ashley assists with operational requests from all the firm’s subsidiaries, and as it arelates to the firm’s real estate holdings, acts as a liaison between the property management team and service providers. Ashley is also responsible for all new hire documents, benefits and payroll.
Prior to joining JCM, Ashley was an Administrative Assistant for a privately owned family business. There, she handled all accounts payable, accounts receivable, client relations and other administrative duties.
Ashley holds a Bachelor of Science in Marketing from the University of Massachusetts Dartmouth.
Jason joined Joyal Capital Management in March of 2006, tending to the needs of the company’s various real estate properties. He served as the project manager for the extensive renovations at The Marina at American Wharf, which opened in Spring of 2012. He is a licensed Construction Supervisor with a construction business background.
Prior to JCM, Jason ran his own home improvement business. A native of the Marshfield/Duxbury area of Massachusetts, he has lived in Carver, MA since 1985.
Jason holds a degree from the New England Institute of Technology in Rhode Island.
Francis brings to Joyal Capital Management his experiences across a 30-year career spent in Global Investment Management and Strategic Planning. Prior to joining Joyal Capital Management Francis was an investment analyst at the World Bank Group in Washington D.C. with a focus on Capital Markets. He then went on to become a Senior Financial Analyst at The Walt Disney Company in Los Angeles with the Corporate Strategy group where he worked with Disney’s International Videogame, Internet, & ESPN’s Global Publishing Divisions to help develop long-term strategic plans with each group’s Senior Management Teams.
Following his work at Disney, Francis joined Bain Capital in Boston as a Director where he helped build the company’s Global Technology, Media & Telecom (TMT) practice at the fund’s Global Equities $11 Billion Hedge Fund. Francis then went on to join Blackstone Capital in New York as one of the five founding Portfolio Managers within Blackstone’s Alternative Asset Management hedge fund platform. In 2013 Francis founded Asturias Capital - a $1b long-short equity TMT hedge fund anchored by Blackstone - where he served as CEO and Chief Investment Officer. Asturias Capital was then acquired by Alliance Bernstein where it was added to the company’s global institutional equity platform.
Francis graduated Magna Cum Laude from the Wharton School of Business as a Benjamin Franklin and Joseph Wharton Scholar with a Bachelor of Science of Economics and received his Masters of Business Administration from Harvard University. He lives in Manhattan with his wife and three daughters.
With 33 years of experience in the industry, Tricia Arnone has established herself as a trusted advisor at TAP Planning Services.
Her career began in a family life insurance business, where she was trained by the best and worked alongside high-net-worth clients from the start.
Twenty-five years ago, she founded her own general agency, TAP Planning Services. Tricia’s expertise spans advanced estate planning techniques, executive benefit plans, retirement planning, and international life insurance, as well as buy-sell agreements, employee benefits, wealth accumulation, and the preservation of estates — to name just a few of the many areas she covers.
She is also an expert at navigating complex medical issues in underwriting — a skill that allows her to place even the most challenging cases. A recognized voice in her field, Tricia has spoken on panels on behalf of life insurance carriers. This breadth of knowledge allows her to guide clients through even the most complex financial and planning needs with clarity and confidence.
Tricia holds a dual major in Mathematics and International Business from Hofstra University, a foundation that informs the analytical, detail-driven approach she brings to her work. Beyond her professional life, Tricia is deeply committed to philanthropy, dedicating her time to her children and to giving back to the community.