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.
John Han CFA®, CPA®
Senior Credit Analyst & Assistant Portfolio Manager
Mr. Han is a Senior Credit Analyst on OCM’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. 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.
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.
Executive Assistant Oakhurst Capital Management
Intermediary and Institutional Sales Team
Senior Vice President
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.
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.