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Gary is the founder of Joyal Capital Management, LLC and managing member of its subsidiary holdings. JCM has specialized for more than 25 years in sophisticated asset protection and estate planning for high net worth individuals, family-owned businesses and closely held corporations. Gary has provided the thought leadership necessary to create JCM Franchise Development, JCM Finance, JCM Opportunity Fund and JCM Trust Services all of which represent ancillary offerings for the JCM Private Client Group. Gary specializes in mergers and acquisitions in the QSR space, leveraged buyouts, buy- and sell-side consulting, divestitures, loan workouts, credit lending and real estate investment opportunities in the purpose-built student housing space. His efforts through these specialties have yielded many successes for the fund investments, sell-side deal closings and the placement of significant credit for buy-side transactions. Gary also founded Joyal Capital Management Foundation, Inc., the philanthropic arm of JCM, which has helped thousands of children nationally through its “$100 For 100” interactive giving program.
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.
Richard has nearly 30 years of financial and corporate operations experience. Upon joining the firm, he launched the Private Client Group and real estate development practice areas and works directly with clients helping them accomplish their financial goals.
Prior to joining Joyal Capital Management, Richard was a senior member of the operations team at Commonwealth Energy Systems, now part of Eversource, and co-founded telecommunications company, Seacoast Tower Development, LLC.
Richard holds a Master's degree in Business from Western New England College, and Bachelor's and Associate's degrees in Engineering from Wentworth Institute of Technology.
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.
Jeff is involved in all facets of the firm's franchise development division, with a particular focus on restaurant mergers & acquisitions, business valuations and debt placement. He works closely with affiliated advisory relationships throughout the transaction process and is a primary contact for potential buyers, coordinating the flow of information from initial bid, to transaction close. Prior to joining the firm, Jeff was an Audit Analyst with Brown Brothers Harriman & Co., compiling and recording audit packages for external auditors and financial reporting purposes.
Jeff holds a Bachelor of Science degree in Business Administration from the University of New Hampshire.
Jason brings over a decade of experience and success in the commercial real estate investment industry where he has focused on providing capital markets, structured finance, and asset management advisory services to sophisticated operating and investment partners. Jason has deep transactional experience with a wide array of property types, including: multifamily, student housing, healthcare, office, retail, industrial, hospitality, self-storage, commercial & residential condominiums, single-tenant, and land in primary markets across the country. Prior to joining JCM, Jason was a Senior Director in the capital markets group of Boston-based Fantini & Gorga where he represented institutional clients in the full-capital stack financing of commercial properties. Deal execution experience ranged from stabilized, core-plus, and opportunistic assets to ground-up development and involved the structuring of both debt (agency, bank, bridge, CMBS, and life company lenders) & equity (large institutional funds to private capital). Prior to that he was a member of the credit group at Boston Private Bank & Trust, a large private bank and wealth management firm, where he started as an analyst.
Jason holds a Bachelor of Arts degree from Colby College and a Juris Doctor degree from Suffolk University Law School. He is a member of the Massachusetts Bar Association and participates in several commercial real estate trade groups, including NAIOP, REFA, and ULI.
From client management to managing the Joyal Capital Foundation, Renee Raymond executes on all aspects of JCM day-to-day operations. Renee serves as the Director of Strategic Planning, playing a critical role on the $100 FOR 100 Foundation, special events and operations, as well as managing the Marina at American Wharf and other various acquisitions.
Prior to joining the firm, Renee served as a Program Manager at EMC Corporation reporting directly to the Chief of Staff, Commercial Sales. In this role, she supported and managed cross-functional teams of subject matter experts who plan and implement internal business projects from the design process through completion. Renee was responsible for developing the go-to-market strategy and sales training materials for all sales representatives across the United States.
Renee earned a Bachelor of Science degree in Business Administration with a concentration in Finance from Framingham State University.
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.
Natasha supports the unique needs of high net worth families that require sophisticated estate, business and financial planning. She is a licensed Real Estate Broker Associate with Compass Realty and is a consulting resource for Joyal clients in the areas of real state acquisitions, divestitures and the stabilization of distresses assets.
Prior to joining the firm, Natasha worked as a Property Manager at Pride Homes, managing over 220 rental apartments and 120,000 sq ft of commercial retail space. She serves as executive chair of the HYPE Committee within The Greater Miami Chamber of Commerce, and supports Project Medishare for Haiti and St. Jude Children's Hospital.
Natasha holds a Bachelor's degree in Marketing and Management from Loyola University New Orleans.
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.
Deb has overall responsibility for new estate planning client engagements. She also leads estate analysis, asset re-titling and building client medical files for the underwriting approval process. She also leads the protocol for managing patient medical records securely and confidentially as mandated at the firm. Deb began her tenure with the firm as an Executive Administrator, facilitating important administrative duties while managing underwriting processes. Prior to joining the firm, Deb was the Office Manager and Assistant to Accounts Receivable for Mija Industries.
Deb holds a Bachelor of Science degree in Business Administration as well as an Associate's degree in Early Childhood Education from Salem State College.
Stefanie’s responsibilities revolve around our Client Relations and Private Client Group platform. She conducts personal and estate analysis, new client engagements, as well as annual reviews and maintains client accounts. She also serves as a point of contact for clients and executes requests accordingly.
Originally from Germany, Stefanie made her way to JCM after working as an Administrative and Marketing Assistant. Her background circles in client relations and foreign business communication.
Stefanie holds a Bachelor of Arts in English, an Associates of Arts in English, and she is a certified foreign language correspondence clerk in English, German, and French.
Patty conducts personal and estate analysis, development of sales illustrations, and management of title and legal documentation. She also prepares diligence reports, annual reviews and executes on client requests.
Prior to joining the firm, Patty rose to the position of Branch Manager at Plymouth Five Cents Savings Bank, overseeing a $92 million retail branch and managing staff, client service, budgeting and the branch's sales program. She began her career working at the Plymouth Registry of Deeds-Land Court, assisting customers and sourcing relevant real estate documentation.
Patty holds a certificate in Business Education from Chandler School for Women.
Devin is involved in many aspects of the firm’s franchise development division. His focus is working with the Franchise Development Director closely on restaurant mergers & acquisitions, business valuations, and debt placement. He also assists throughout the transaction process and is a secondary contact for potential buyers, to help coordinate flow of information from the initial bid, to transaction close.
Prior to working for JCM, Devin was an Administrative Assistant to the Regional Manager of Asplundh Tree Experts Co. for Massachusetts and Vermont. There he worked closely with the Regional Manager reviewing company analytics. He also created reports for injury and vehicle incidents.
Devin holds a Bachelor of Arts in Finance and Economics from Saint Anselm College.
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 between 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 relates 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.
Scott is a Technical Analyst supporting the Executive team at Joyal Capital Management. He reports directly to the Global Brand Ambassador in Florida and he will be 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 while also providing the macro analysis necessary to support the daily operations for these businesses.
Scott holds a Bachelor of Science degree in Economics from Florida State University.
Nicole joined the JCM team in October of 2019. At JCM, Nicole provides support for the estate planning team, including personal and estate analysis for JCM clients. Nicole also assists with annual client reviews and serves as a point of contact for estate planning clients.
Nicole has previous experience in sales and client relationship management with multiple companies in the South Florida area. She has experience in wholesale sales, as well as client management and legal practice management software sales. Prior to joining the firm, Nicole served as a paralegal and a law clerk to a partner and his team at Greenspoon Marder LLP, one of the nation’s largest law firms. There, she specialized in complex business and class action litigation. Nicole found her passion for the financial industry through her work in business litigation. Nicole decided to take time off from law school in order to explore the financial industry.
Nicole holds a diploma from Thayer Academy in Braintree, MA and a Bachelor’s of Business in Finance with a minor in Business Law from Florida Atlantic University.
Duncan works closely with the Director of Franchise Development and the Director of Fund Investments and Finance, primarily collaborating on restaurant mergers & acquisitions, business valuations, and debt placement. In addition, he facilitates the transaction process as a secondary contact for potential buyers coordinating the flow of information from the initial bid to transaction close.
Prior to JCM, Duncan held an internship position at the Financial Compass Group under an RIA helping develop financial plans for clients as well as assist with the firm’s daily operations. Before that, he worked with 280 Capital Markets’ sales team with a focus on developing models to aggregated bond price information from various institutions and in turn reduce inefficiencies in the market.
Duncan holds a Bachelor of Science in Business Administration with concentrations in Finance and Accounting from Boston College.