Investment Team

Barry P. Julien, CFA
Chief Investment Officer, Portfolio Manager

Mr. Julien is the Chief Investment Officer of Oakhurst Capital Management, LLC (“OCM”), a joint venture between Lido Advisors, LLC’s (“Lido”) and F/m Acceleration, LLC (“F/m”), where he leads both OCM and Lido’s fixed income strategies through separately managed accounts, mutual funds, and other pooled investment vehicles, pursuant to primary advisory and sub-advisory relationships. With over 30 years of experience, Mr. Julien leads Lido’s Fixed Income Team and works with institutional and high net worth clients to determine appropriate investment objectives and risk tolerance. He joined Lido Advisors in December 2020 when his prior firm, First Western Capital Management, was acquired. As part of Lido’s Fixed Income Initiative, Mr. Julien serves as lead Portfolio Manager for Lido fixed income strategies. Mr. Julien served as President and Chief Investment Officer of First Western Capital Management. Previously, Mr. Julien was President and Chief Investment Officer at McKee Investment Management, and subsequently a Principal at Stonebridge Capital Management where he managed the company’s fixed income portfolio.

Ashish Shah
Portfolio Manager & Senior Credit Analyst

Mr. Shah is Portfolio Manager on Lido’s Fixed Income Initiative’s high yield and short duration investment grade strategies. He joined Lido’s Fixed Income Team in November 2020 when his prior firm, First Western Capital Management, was acquired. F/m has a sub-advisory relationship with Lido. Through his tenure he has researched and invested in several industries including telecommunications, technology, media, homebuilding, and services. Previously, Mr. Shah was a Research and Strategic Planning Consultant at Sun Microsystems and a Product Manager for Escalate, an enterprise software company. Prior to that, he was at JP Morgan in the Equity Research Group.

John Han CFA, CPA®
Senior Credit Analyst

Mr. Han is a Senior Credit Analyst on Lido’s Fixed Income Initiative’s credit strategies. He is responsible for credit research in both investment grade and high yield. He joined OCM in November 2020 when his prior firm, First Western Capital Management, was acquired. Prior to First Western, Mr. Han was Vice President of Leveraged and Sponsor Finance at East West Bank. Prior to that, he was an Assistant Vice President of Private Debt at Midcap Financial. He has also held positions at the CIM Group and Houlihan Lokey. Mr. Han began his career at KPMG LLP as a Manager in the Structured Finance Group.

Marcin Zdunek
Director of Trading & Assistant Portfolio Manager

Mr. Zdunek is Assistant Portfolio Manager on OCM’s credit strategies and is responsible for all aspects of trading and trade support. He joined OCM in November 2020 when his prior firm, First Western Capital Management, was acquired. Prior to joining First Western, Mr. Zdunek was a Supervisor in Fixed Income and Equity Trading at AIG Global Investment Group. Mr. Zdunek’s prior positions were Senior Fixed Income Trade Support Specialist at Alliance Capital Management and a Fixed Income Associate/Supervisor at Morgan Stanley.

Barbara King
Executive Assistant Oakhurst Capital Management

Intermediary and Institutional Sales Team

Kimberly Lavigne
Senior Vice President
National Accounts

Kimberly LaVigne is Senior Vice President, National Accounts at F/m and is responsible for developing and building alliances with diverse intermediaries and platforms, including broker-dealers, registered investment advisers, investment consultants, TAMPs and banks.

Prior to joining F/m, Kimberly was Director of National Accounts at Gerstein Fisher and Vice President of National Accounts at Sentinel Investments.

Kimberly earned a B.A. in Business Administration from Lyndon College in Vermont.

klavigne@fmacceleration.com
(802) 238-9516

Kip Weese
Senior Vice President
Intermediary Sales

Northeast & South West

Kip joined F/m Acceleration as Senior Vice President, Intermediary Sales in July 2020 focused on the distribution of investment strategies offered by Genoa Asset Management LLC as well as other managers affiliated with F/m Acceleration.

Previously, Kip served a similar role with Ross Sinclaire Asset Management as Director of Advisory Sales & Marketing based in Boston, Massachusetts. He also served as Senior Consultant at ENVESTNET, partnering with the management teams of leading independent, registered investment advisory and broker-dealer firms developing innovative solutions for their managed asset programs. Kip has over 20 years of managed account experience, starting his career with the institutional businesses of Fidelity Investments, NATIXIS Asset Management, and Alliance Bernstein, where he served as a leading sales and relationship executive.

Kip holds the FINRA General Securities Representative designation (Series 7) and has passed the NASAA Uniform Securities Agent State Law (Series 63) and the Uniform Combined State Law (Series 66) examinations.

Kip received a Bachelor of Arts Degree in English Education from the University of Maine. He serves as an active board member in his community and lives with his wife and three children on the north shore of Boston.

WWeese@fmacceleration.com
(508) 423-2269

Rick Bell​
Vice President
Intermediary Sales

North West & North Central

Rick joined F/m Acceleration as Vice President, Intermediary Sales in July 2020 focused on the distribution of investment strategies offered by Genoa Asset Management LLC as well as other managers affiliated with F/m Acceleration.

Previously, Rick was a Senior Portfolio Consultant for Ross Sinclaire Asset Management, providing planning advisory services to private and institutional clients. Rick holds the FINRA General Securities Representative designation (Series 7) and has passed the NASAA Uniform Securities Agent State Law (Series 63) and the Uniform Combined State Law (Series 66) examinations.

Rick received a Bachelor of Science Degree in Business Administration from Regis University in Denver, Colorado.

RBell@fmacceleration.com​
(513) 262-2666​

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Arthur “Art” Blackman
Vice President
Intermediary Sales

Central​​

Art joined F/m Acceleration in April 2021 as Vice President, Intermediary Sales.

Prior to joining F/m, Art held similar roles with Liberty Street Funds and AlphaCentric Funds, both of New York, from 2014 – 2020. Prior to that, Art served as Investment Relations Manager for EPR Properties, a publicly traded REIT in Kansas City from 2013-2014, Regional Account Manager for Great Plains Trust of Overland Park, Kansas from 2012-2013, and CEO of ProStar Sports, Inc. 1996 – 2011.

Art holds the FINRA General Securities Representative designation (Series 7) and the NASAA Uniform Combined State Law (Series 66) Licenses.

Art earned his bachelor’s degree from Dartmouth College in New Hampshire and his master’s degree from Columbia University Graduate School of Business in New York.

Art resides in Mission Hills, Kansas with his wife, Sarah.

ablackman@fmacceleration.com
(816) 668-8482

Curtiss Tharp​
Vice President
Intermediary Sales

Mid Atlantic & South East​​

Curtiss joined F/m Acceleration as Assistant Vice President, Intermediary Sales in July 2020 focused on the distribution of investment strategies offered by Genoa Asset Management LLC as well as other managers affiliated with F/m Acceleration.

Previously, he was a Portfolio Consultant for Ross Sinclaire Asset Management (RSAM), working directly with advisory client relationships to support high net worth client acquisition and custom portfolio construction.

Prior to joining RSAM, Curtiss co-founded an investment fund which he managed from 2016 to Curtiss holds the FINRA General Securities Representative designation (Series 7).

Curtiss received a Bachelor of Business Administration in Finance with a Minor in Economics from the University of Cincinnati.

CTharp@fmacceleration.com
(513) 762-3660​