Alpha Pointe Capital

CONNECT

Address:

133 Defense Hwy. Ste. 108
Annapolis, MD 21401

Phone:

888/670-9920 410/266-7116

Fax/Other:

410/266-7334

Alpha Pointe Capital Team

 


              

Jim Gibbons

Partner, PIM Portfolio Manager

 

Jim began his investment career as a financial advisor in June of 1998 at Ferris, Baker Watts in Baltimore working with individual investors and local institutions. From the early days began his first understandings for the need of another perspective in managing investments and began studying technical analysis including; trend analysis, point and figure charting, relative strength, and tactical allocation. Jim is an Associate Member of the Market Technicians Association in New York. Over the years, he has written many articles on investing which were published in the Capital-Gazette and other news publications. Jim and Steve were co-hosts of the “Annapolis Money Report” on both WBIS 1190 and WNAV 1430. Jim's college sweetheart, Danielle, and he reside in Severna Park with two energetic boys. Jim enjoys most every outdoor activity. 

 

Jim graduated from Severn School in 1991 and Western Maryland College (now known as McDaniel College) in 1995, majoring in both History and Political Science as well as a minor in Philosophy. In 1994 Jim served as President of Delta Pi Alpha. jim@alphapointecap.com

 

 

Steve Marohl

Managing Principal

 

Steve graduated from the University of Maryland Baltimore County in 1992 with a Bachelor of Arts in History. Steve began his financial services career in 1993 when he began working for the First National Bank of Maryland, now M & T Bank, specializing in the development of investment and loan programs to help clients effectively manage their financial portfolios. In 1999, Steve joined Ferris, Baker Watts as a financial advisor and hold the Series 6, 7, 9, 10, 63, and 65 registrations, as well as the Life Insurance license. Steve and Jim were the former co-hosts of the “Annapolis Money Report” heard on WBIS 1190 and WNAV 1430, a comprehensive radio show on the financial markets. Steve's favorite segment of the show was when they highlighted their favorite investments of the week which was called “The Stock Jock's Pick of the Week.”

 

Steve is a lifelong resident of Maryland and currently resides in Edgewater. While in college, he was an All-American on the men's lacrosse team, received the male athlete of the year award, and was voted into the Hall of Fame at UMBC. Steve also played professional lacrosse for the Pittsburgh Bulls and the Baltimore Bayhawks for several years. Steve enjoys golf, fitness and boating, and is active in his community by helping coach the South River boy's lacrosse team. steve@alphapointecap.com

 

 

 

Vincent J. Pasko

Financial Advisor

 

Vince started his financial career as a CPA in public accounting performing audit and tax work for individuals and small businesses. He left public accounting and worked as an analyst for Sinclair Broadcasting Group. Over the past two decades, Vince has held various senior level positions giving him a strong background to understanding business owners and their needs.

 

In 2011, Vince founded The Pasko Financial Group, helping individuals and business owners with investment planning, risk management, succession planning, executive compensation, and retirement planning. Vince holds his CPA license (inactive), Series 7 and 63 securities registrations as well as his life and health insurance licenses.

 

Vince has a Bachelor's degree in Economics from University Maryland, Baltimore County and a Master's degree in Real Estate Finance from Johns Hopkins University. While attending UMBC he played lacrosse for their Division I program and now serves as a member of the Alumni Board of Directors. He also serves on the Alumni Board of Directors of Archbishop Curley High School. 

 

Vince was born and raised in Baltimore and currently lives in Severna Park, MD with his wife Melissa and their two children. He enjoys coaching lacrosse and basketball. When he's not coaching he's usually watching his daughter play soccer or his son play ice hockey. vince@alphapointecap.com

 

 

Sarah Wehner

Administrative Manager

 

 

Sarah has 10 years of experience in the brokerage business working for financial advisors and their clients. She came to G & M Investment Group from RBC Wealth Management formerly Ferris, Baker Watts where she was a Client Associate. Previously, she worked at Six Flags America where she maintained responsibilities as the Ticket Office Supervisor, and prior to that position she was the Payroll Supervisor/Accounts Receivable Associate. Sarah lives in Glen Burnie with her husband and daughter. sarah@alphapointecap.com

 

 

 

 

 

 

 

info@alphapointecap.com

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