Alexandria Capital Team

Your Fiercest Advocate

A little anxious, worried, or curious about your financial outlook?
Lean on us. Discover the immeasurable benefits of having us On Your Side.


Jonathan Ferguson

CIO / Managing Director / Partner

Augustine Hong

CEO / Managing Director / Partner

Larry Waterhouse

Executive Director / Partner

C. Steven Park

Executive Director / Partner

Theresa Lee

Senior Director of Operations

David Beatson

Senior Wealth Advisor

Scott Walker

Senior Wealth Advisor

Ingrid John

Senior Tax Advisor

Bryan Keane

Senior Wealth Advisor

Terrence Emde

Director of Trading and Operations

John Redican

Senior Wealth Advisor

Lou Liberatore

Director of Research

Ray Lewis

Senior Wealth Advisor

Catherine Mulcahy

Wealth Advisor

Brittany Stover

Wealth Advisor

Patrick McCormick

Research Analyst

Nicole Pate

Operations Associate

Elizabeth Kavanagh

Client Service Advisor

Miki Kim

Client Service Advisor

Eileen Polese

Wealth Advisor

Nancy Bernier

Client Service Advisor

Let’s Plan

Talk to us today about building wealth on your terms.

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SARASOTA

9040 Town Center Parkway
Lakewood Ranch, Florida 34202
(941) 445-8800

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