Meet the Team

Meet The Team

  • Joe Moglia

    Joe Moglia, Chairman, Co-Founder & Partner

    Joe is Chairman, Co-Founder & Partner of Fundamental Global Investors and a Partner at Capital Wealth Advisors, our affiliated family office and wealth advisor. Joe is also the current Chairman of TD Ameritrade, and Head Football Coach for Coastal Carolina University. Prior to co-founding Fundamental Global Investors and partnering with Capital Wealth Advisors, Joe was the CEO of TD Ameritrade from 2001 to 2008, a period in which shareholders enjoyed a 500% return while client assets grew from $24 billion to $280 billion. Before TD Ameritrade, Joe spent 17 years at Merrill Lynch where he was a member of the executive committee for both the institutional and private client businesses. Prior to Merrill Lynch, Joe was in successively advancing coaching roles culminating with two Ivy League Championships as the Defensive Coordinator at Dartmouth. In 2008, after stepping down as CEO from TD Ameritrade, Joe returned to his first passion: coaching football. From 2009 to 2010, Joe began his comeback to college coaching as Executive Advisor to the Head Football Coach at the University of Nebraska, where players honored Joe with the US Grant Sharp Admiral’s Trophy for Leadership and Service.

    Joe has received the Ellis Island Medal of Honor, been honored by the National Italian American Foundation, the Columbus Citizens Foundation, and the American Institute for Stuttering. He has been inducted into three Halls of Fame and is the recipient of two Honorary Doctorates. Joe received a BA from Fordham University and a MS from the University of Delaware.

  • Kyle Cerminara

    Kyle Cerminara, CEO, Co-Founder & Partner

    Kyle is CEO, Co-Founder & Partner of Fundamental Global Investors and Co-Chief Investment Officer of Capital Wealth Advisors, our affiliated family office and wealth advisor. Kyle is also on the board of Directors of blueharbor bank, a publicly traded community bank in Mooresville, NC.; Chairman of Ballantyne Strong (NYSE: BTN), a provider of digital technology services, products, and solutions; Director of Relm Wireless Corporation (NYSE: RWC), a technology company that designs, manufactures, and markets wireless communication products; and Director of Iteris, Inc. (NYSE: ITI), a provider of intelligent information solutions for traffic management. Prior to co-founding Fundamental Global Investors and partnering with Capital Wealth Advisors, Kyle was a Portfolio Manager at Sigma Capital Management from 2011-2012. Kyle was a Director and Sector Head of the Financials Industry at Highside Capital Management from 2009-2011. Previously, Kyle was a Portfolio Manager and Director at CR Intrinsic Investors from 2007-2009. Prior to joining CR Intrinsic Investors, Kyle was a Vice President, Associate Portfolio Manager and Analyst at T. Rowe Price from 2001-2007 and an Analyst at Legg Mason from 2000-2001.

    Kyle received an MBA from the Darden School of Business at the University of Virginia and a BS in Finance and Accounting from the Smith School of Business at the University of Maryland where he was a member of Omicron Delta Kappa, a NCAA All Academic All American and Co-Captain of the Men’s Varsity tennis team. Kyle also completed a China Executive Residency at the Cheung Kong Graduate School of Business in Beijing, China. Kyle has earned the right to use the Chartered Financial Analyst (CFA) designation.

  • Lewis Johnson

    Lewis Johnson, President, Co-Founder & Partner

    Lewis is President, Co-Founder & Partner of Fundamental Global Investors and Co-Chief Investment Officer at Capital Wealth Advisors, our affiliated family office and wealth advisor. Prior to co-founding Fundamental Global Investors and partnering with Capital Wealth Advisors, Lewis was a private investor from 2010-2012. Lewis was a Portfolio Manager and Managing Director at Louis Dreyfus Highbridge Energy from 2008-2010. Previously, Lewis was a Senior Vice President, Portfolio Manager and Analyst at Pequot Capital from 2006-2007. Prior to joining Pequot Capital, Lewis was a Vice President and Analyst at T. Rowe Price from 2000-2006. Lewis worked as an Analyst at Capital Research & Management in 1999 and a Vice President at AYSA from 1992-1998.

    Lewis received an MBA from the Wharton School of Business at the University of Pennsylvania. Lewis also received a MA in Political Science and a BA in International Studies from Emory University, graduating Magna Cum Laude and was a member of Phi Beta Kappa.

  • Bill Beynon

    Bill Beynon, Vice Chairman & Partner

    Bill is a Vice Chairman & Partner of Fundamental Global Investors and President, CEO & Co-Founder of Capital Wealth Advisors, our affiliated family office and wealth advisor. Prior to partnering with Fundamental Global Investors in 2013 and Co-Founding Capital Wealth Advisors in 2004, Bill was a Partner at First Financial Resources in Naples, FL from 1998 to 2003. Previously, Bill was Director of Estate Planning at Creative Asset Services in Pittsburgh, PA and an agent for a major life insurance carrier, where he trained in the Advanced Planning Department.

    Bill is currently a member of the Million Dollar Round Table’s Top of the Table, the Forum 400, and the Association for Advanced Life Underwriting. He is honored to have been a featured speaker at the Top of the Table and Forum 400 annual meetings. Bill is a mentor for the Take Stock in Children Program of the Champions for Learning Foundation, a member of the Scholarship Selection Board for Take Stock in Children, an Elder at Vanderbilt Presbyterian Church, and a member of the advisory board for the Holocaust Museum of Southwest Florida. Bill has an undergraduate degree from West Virginia University where he is an active member of the West Virginia Alumni Board of Directors.

  • Blaine Ferguson

    Blaine Ferguson, Partner

    Blaine is a Partner of Fundamental Global Investors and COO, Principal & Co-Founder of Capital Wealth Advisors, our affiliated family office and wealth advisor. Prior to partnering with Fundamental Global Investors in 2013 and Co-Founding Capital Wealth Advisors in 2004, Blaine served as a commissioned officer and helicopter pilot in the United States Marine Corps. During his service to his country, Blaine participated in numerous combat operations, including Operation Allied Hope (Kosovo 1999) and Operation Enduring Freedom (Afghanistan 2001). Blaine was awarded four Air Medals for distinguished and meritorious achievement in aerial flight, and retired from active service in 2001 at the rank of Major.

    Blaine serves on the United States Senate military academy selection board and is a committee member for the Red Sox Foundation and Massachusetts General Hospital’s Home Base Program serving Veterans with post-traumatic stress syndrome (PTSD) and traumatic brain injury (TBI). Blaine’s professional affiliations include membership in the Million Dollar Round Table’s Top of the Table, the Association for Advanced Life Underwriting, the National Association of Independent Life Brokerage Agencies and the National Association of Insurance and Financial Advisors. He holds the designation of Chartered Federal Employee Benefits Consultant.

    Blaine received an MBA from Boston University and a BS in Biology from West Virginia University.

  • Jeff Sutton, Chief Operating Officer & Chief Compliance Officer

    Jeff is Chief Operating Officer & Chief Compliance Officer at Fundamental Global Investors and Chief Compliance Officer of Capital Wealth Advisors, our affiliated family office and wealth advisor. Prior to joining Fundamental Global Investors and Capital Wealth Advisors, Jeff managed and founded the company, ValueTree Investments LLC, since 2009.  Previously, he worked as an analyst for SSM Ventures, a Southeastern private equity firm, and for Pittco Management, the family office of J.R. “Pitt” Hyde III – the founder of AutoZone.

    Jeff graduated summa cum laude and Phi Beta Kappa from Rhodes College, having earned two Bachelor of Arts degrees, with majors in business administration and in French.  In addition, he earned a Master of Business Administration (MBA) degree from the Darden Graduate School of Business Administration at the University of Virginia.

    Jeff has earned the right to use the Chartered Financial Analyst (CFA) designation.

  • Matt Hickey

    Matt Hickey, Partner

    Matt is a Partner of Fundamental Global and Capital Wealth Advisors, our affiliated family office and wealth advisor. Prior to joining Fundamental Global and Capital Wealth Advisors, Matt was Wealth Advisor at SilverStone Group from 2011-2013. Matt was Financial Planner at FeltzWealthPLAN from 2005-2011.

    Matt received a BS in Marketing from the University of Nebraska.

  • Jim Green, Partner

    Jim is a Partner of Fundamental Global and Senior Vice President of Capital Wealth Advisors, our affiliated family office and wealth advisor. Prior to joining Fundamental Global and Capital Wealth Advisors, Jim was an Independent Advisor at Hayden Harper, Inc. from 2003-2014. Jim has diverse experience in the financial industry including five years with Arthur Andersen & Co., where he earned his CPA certificate. Previously, Jim was Director of Investment Research for Interstate Securities Corporation, Chief Financial Officer for Canal Industries, a privately owned land and timber company, and a registered investment advisor with several investment firms in North Carolina.

    Jim earned an undergraduate degree in Economics from Yale University and a MBA from Rutgers University. After college, Jim also served three years in the United States Navy as a weapons officer on a destroyer in the Atlantic Fleet.

  • Richard Knepfler, Chief Financial Officer

    Richard is Chief Financial Officer at Fundamental Global Investors and of Capital Wealth Advisors, our affiliated family office and wealth advisor. Prior to joining Fundamental Global Investors and Capital Wealth Advisors, Richard was Manager of Finance & Accounting at Orr Safety Corporation from 1995-2015.

    Richard received an MBA from the University of Alabama and a Bachelor’s of Science in Accounting from Purdue University. Richard has earned the right to use the Certified Public Accountant (CPA) designation.

  • Charlie Rainbolt

    Charles Rainbolt, Research Analyst

    Charles is a Research Analyst at Fundamental Global and Director of Risk Management of Capital Wealth Advisors, our affiliated family office and wealth advisor. Prior to joining Fundamental Global and Capital Wealth Advisors, Charles was a Structured Product Analyst at Potomac Partners from 2008-2009. Previously, Charles was Director of Operations at International Media Group from 2005-2007.

    Charles received a Bachelors in Science in Business Administration from Mary Washington College.

  • Tyler Wilson, Research Analyst

    Tyler is a Research Analyst at Fundamental Global.

    Tyler received a BA in Philosophy from the Johns Hopkins University. Tyler is also a 2015 JD/MBA Candidate at the School of Law and Katz Graduate School of Business at the University of Pittsburgh, with a focus on Finance and Corporate Law.

  • lee

    Lee Larson, Director of Investor Relations

    As Director of Investor Relations at Fundamental Global Investors and Senior Vice President of Capital Wealth Advisors, Lee pursues business development opportunities and provides investment advisory services to clients of the firm.

    Prior to joining Fundamental Global Investors and Capital Wealth Advisors, Lee was an Investment Advisor for Hayden Harper Advisory from 2012-2015. Lee was also a Registered Representative at Capital City Securities from 2008-2012. Previously, Lee was an Investment Advisor at Regis Asset Management from 2010-2012. Prior to joining Regis Asset Management, Lee was a Registered Representative for Regis Securities Corporation and Warner Group, Inc.

    Lee received an MA in Geography from the University of Georgia and a BA in Geography (summa cum laude) from the University of Northern Iowa.

  • Todd Sampson

    Todd Sampson, Director

    Todd is a Director at Fundamental Global and Director of Investment Advisory Services & Compliance at Capital Wealth Advisors, our affiliated family office and wealth advisor. Prior to joining Fundamental Global and Capital Wealth Advisors, Todd was an independent business owner from 1992-2011.

    Todd received a BS in Marketing from Florida State University.

  • Vivien Preece

    Vivien Preece, Director

    Vivien is a Director at Fundamental Global and Director of Client Operations & Client Services of Capital Wealth Advisors, our affiliated family office and wealth advisor. Prior to joining Fundamental Global and Capital Wealth Advisors, Vivien was Director of New Business at Universal Insurance Services of Florida (an NFP firm) from 2006-2012. Vivien was Director of Risk Management at Forman and Associates from 2005-2006. Previously, Vivien was Assistant to Sales Director at e-Com Business Solutions from 1999-2005. Vivien worked as a Premium Accounting Clerk at Genworth Life Insurance from 1993-1999.

  • Samantha Nalbach, Director

    Samantha is a Director at Fundamental Global and Director of Marketing of Capital Wealth Advisors, our affiliated family office and wealth advisor.

    Samantha received a Bachelor in Design, with a concentration in Architecture from the University of Florida.

  • Susie Mulry

    Susie Mulry, Manager

    Susie is a Manager at Fundamental Global, Operations Manager of Capital Wealth Advisors, our affiliated family office and wealth advisor. Prior to joining Fundamental Global and Capital Wealth Advisors, Susie was Family Office Administrator and Commercial Real Estate Manager, The Drax Group/ The Von Liebig Family Office in Naples, FL, from 1997-2010. From 1991-1997, Susie was the Owner/Operator of Allied Autoworks & Transport, a company she founded in Naples, FL.

    Susie received a B.S in Management with an International Studies, Foreign Languages and Business Certificate from Siena College in Loudonville, NY.

  • Marilyn Wright

    Marilyn Wright, Office Manager

    Marilyn is an Office Manager at Fundamental Global and Family Office Services Administrator of Capital Wealth Advisors, our affiliated family office and wealth advisor. Prior to joining Fundamental Global and Capital Wealth Advisors, Marilyn worked for M.R. Hall Consulting from 2006 to 2009. Marilyn has years of experience working as a manager and personal assistant.

  • Ann Lacoste

    Ann Lacoste, Associate

    Ann is an Associate at Fundamental Global and New Business Account Manager of Capital Wealth Advisors, our affiliated family office and wealth advisor. Prior to joining Fundamental Global and Capital Wealth Advisors, Ann was Underwriting Case Manager & Office Manager at First Financial Resources from 1994-2008.

    Ann received an AA in Business, and an AS in Marketing from Miami Dade Community College.

 

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