The Leadership Team at Exeter
Financial collectively has over 100 years of experience
in the wealth management business.
Stephen Harrison,
Managing Partner
Stephen
Harrison is a Managing Partner and co-founder
of Exeter Financial. Mr. Harrison and team provide
High Net Worth individuals, families, and related
entities with comprehensive and integrated wealth
management services which include strategic
planning, investment consulting, alternative
investment strategies, single stock risk management,
and estate and tax planning through professional
intermediaries.
Prior to becoming a founding member of Exeter
Financial, Mr. Harrison served as Managing Director,
Private Wealth Management at Friedman, Billings,
Ramsey (FBR). Prior to his tenure at FBR, Mr.
Harrison served as Senior Vice President for
The Private Bank at Bank of America and Vice
President at Northern Trust.
Mr. Harrison received
his Business Degree from the University of Washington.
Peter Helms,
Managing Partner
Peter
Helms is a Managing Partner and co-founder of
Exeter Financial. Mr. Helms and team provide
High Net Worth individuals, families, and related
entities with comprehensive and integrated wealth
management services which include strategic
planning, investment consulting, alternative
investment strategies, single stock risk management,
and estate and tax planning through professional
intermediaries.
Prior to becoming a founding member of Exeter
Financial, Mr. Helms served as Managing Director,
Private Wealth Management at Friedman, Billings,
Ramsey (FBR). Prior to his tenure at FBR, Mr.
Helms served as Senior Vice President for The
Private Bank at Bank of America and Private
Wealth Advisor at Merrill Lynch.
Mr. Helms received his undergraduate degree
and graduate business degree from the University
of Arizona.
Beth Sexworth,
Partner, Chief Investment Officer
Beth
Sexworth is a Partner, Chief Investment Officer
and co-founder of Exeter Financial. Prior to
joining Exeter Financial, Beth was Senior Vice
President of Investments, Private Wealth Management,
Friedman, Billings, Ramsey (FBR). Prior to her
time at FBR, Ms. Sexworth served as National
Chief Investment Officer for JP Morgan’s
Private Client Services and head of the Private
Client Investment Advisory Group. This group
was dedicated to due diligence on external products
offered, client portfolio performance reporting,
proposal support, educational materials and
general private client-related investment research.
Previously, Ms. Sexworth was in
charge of a similar group at Arthur Andersen,
where she served on the Arthur Andersen Financial
Advisors Advisory Board and Investment Committee,
as well as serving as Chief Compliance Officer.
Ms. Sexworth began her career at Andersen providing
tax, investment and other financial advice to
private clients and not-for-profit organizations.
Ms. Sexworth received her
Master’s of Professional Accounting in
Taxation at The University of Texas at Austin
and her BBA in Finance from Baylor University.
She is a Chartered Financial Analyst, a Certified
Financial Planner™ and a Certified Public
Accountant.
Paul Ohanian,
Managing Director
Paul
Ohanian is a Managing Director at Exeter Financial.
Mr. Ohanian and team provide High Net Worth
individuals, families, and related entities
with comprehensive and integrated wealth management
services which include strategic planning, investment
consulting, alternative investment strategies,
single stock risk management, and estate and
tax planning through professional intermediaries.
Mr. Ohanian received his accounting
degree from Southern Illinois University. He
is a Certified Public Accountant (inactive status)
and Certified Financial Planner™
who has spent his entire career developing innovative
tax and investment strategies for clients. Mr.
Ohanian is the former president of the Scottsdale
Sunrise Rotary.
Mr. Ohanian is recognized
as a leading authority on investment management.
His insight on such topics has been featured
in the Arizona Republic, Smart Money and CNBC.
Glenn
Williamson is the Managing Director of Investment
Banking at Exeter Financial. Mr. Williamson
has extensive of international private equity
experience and 20 years of CEO experience including
taking 5 of his technology based start up company’s
public either in Canada or in the United States.
Mr. Williamson has relationships across Asia,
Europe and Canada in the institutional financial
markets.
Mr. Williamson sits on multiple
public and private company boards. Mr. Williamson
is Founder of the Canada Arizona Business Council
(CABC) a non-profit Arizona Corporation whose
purpose is to promote increased bilateral trade
and investment between Canada and Arizona. Mr.
Williamson is an Honorary Commander at Luke
U.S. Air Force Base in Arizona.
Kurt Gusinde, Senior Vice President, Senior Investment Manager
Kurt
Gusinde is a Senior Vice-President and Senior
Investment Manager at Exeter Financial. Mr.
Gusinde has over twenty years of professional
investment management experience. Mr. Gusinde
specializes in providing comprehensive, customized
investment management solutions for High Net
Worth individuals, trust, foundation and endowment
clients.
Prior to joining Exeter Financial,
Mr. Gusinde served as a Senior Investment Manager
for The Private Bank at Wells Fargo. While at
Wells Fargo, Mr. Gusinde managed over $200 million
for High Net Worth individuals, trust, foundation
and endowment clients. Prior to his time at
Wells Fargo, Mr. Gusinde served as a Senior
Portfolio Manager with Banc One Investment Advisors.
While at Banc One, Mr. Gusinde managed over
$700 million for foundation, endowment and corporate
institutional clients.
Mr. Gusinde received his
Masters in Business Administration (with distinction)
from The Thunderbird School of Global Management
and his BA (Finance) from Oregon State University.
He is a Chartered Financial Analyst and a Certified
Financial Planner™. Mr. Gusinde is a member
of the Association of Investment Management
and Research, the Phoenix Association of Financial
Analysts and The Institute of Certified Financial
Planners.
Dorra Tang,
Director of Client Solutions
Dorra
Tang is Director of Client Solutions at Exeter
Financial. Ms. Tang has extensive industry experience
specifically related to Private Wealth Management.
Prior to joining Exeter Financial, Ms. Tang
was Senior Registered Relationship Consultant
for Charles Schwab & Co. in their Institutional
Division. This elite division offered superior
service and operations support for high net
worth clients managed by Registered Independent
Advisors. While at Schwab, Ms. Tang developed
a specialized group of Institutional International
experts who provided wealth management options
for Offshore and Non-resident clients. She is
multilingual, fluent in both Cantonese and Spanish.
Ms. Tang received her Bachelor’s of Science
degree in Zoology/Biology from Arizona State
University where she was also captain of the
women’s swimming team.
Danielle Blauch,
Analyst
Danielle
Blauch is an Analyst at Exeter Financial. Prior
to joining Exeter, Ms. Blauch provided support
to a team of residential mortgage lenders in
Phoenix, Arizona. While there, she assisted
in product shopping, interest rate locking,
and processing.
Ms. Blauch graduated magna
cum laude with a degree in Education from Arizona
State University.
Debbie Hall,
Associate
Debbie
Hall is an Associate at Exeter Financial. Prior
to joining Exeter, Mrs. Hall worked at a firm
in Houston, Texas, where she was Chief Compliance
Officer for a 1.5 billion dollar Investment
Advisory firm. Mrs. Hall has over 20 years of
industry experience working within a team to
help assist people achieve their personal financial
goals and objectives. Mrs. Hall attended the
University of Phoenix.
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2007, Exeter Financial, LLC, All Rights Reserved