The Barclay Breland Team
Chris Kelly
Founder and CEO
Barclay Breland Family Office is the result of Chris’ passion to help families and pay it forward. At BBFO he helps families define their core values and then works with the families’ advisors to ensure those values are reflected in their planning. BBFO grew out of Chris’ experience with the doctors at John’s Hopkins Medical Center in 2003. Chris’ vision was to create a wealth management firm, which cared for clients’ wealth-care in the same way as the doctors cared for their patients’ healthcare. This vision came to fruition with the creation of Wealth Management of Palm Beach, the predecessor to BBFO. It was at WMPB that Chris refined his vision and developed the business plan for BBFO.
Chris started in the investment industry in 1995 as a Certified Financial Manager for Merrill Lynch’s Private Client Group and Bank of America’s Investment Services, providing investment strategies to high net worth clients. He is originally from Ocean City, Maryland and moved to Florida in 1996. Chris is married to his wife, Emily, and has two children, William and Breland. He enjoys golf, fishing and hunting.
Chris Kelly
Founder and CEO
Barclay Breland Family Office is the result of Chris’ passion to help families and pay it forward. At BBFO he helps families define their core values and then works with the families’ advisors to ensure those values are reflected in their planning. BBFO grew out of Chris’ experience with the doctors at John’s Hopkins Medical Center in 2003. Chris’ vision was to create a wealth management firm, which cared for clients’ wealth-care in the same way as the doctors cared for their patients’ healthcare. This vision came to fruition with the creation of Wealth Management of Palm Beach, the predecessor to BBFO. It was at WMPB that Chris refined his vision and developed the business plan for BBFO.
Chris started in the investment industry in 1995 as a Certified Financial Manager for Merrill Lynch’s Private Client Group and Bank of America’s Investment Services, providing investment strategies to high net worth clients. He is originally from Ocean City, Maryland and moved to Florida in 1996. Chris is married to his wife, Emily, and has two children, William and Breland. He enjoys golf, fishing and hunting.
Joy Rose
Client Relations Manager
Joy has a diverse background in the financial services industry including compliance, business development, marketing and client servicing. She began her career providing oversight of state and SEC regulatory filings and monitoring firm-wide policies and procedures for an RIA in South Florida. As a new business consultant for an independent broker dealer, Joy worked with financial advisors across the country seeking assistance in growing their practices by adding qualified representatives, increasing revenue streams, and enhancing operational efficiency and back office support.
Her experience includes several years with a prominent multi-family office serving ultra-high net worth individuals and families in the areas of investments, estate planning, next generation education and family governance. Along with supporting client families and their portfolios, Joy was also engaged in client development, enhancing industry partnerships and providing marketing and event oversight to a national team of advisors. Joy has a Bachelor of Science degree in Economics from the University of Central Florida and is a Certified Personal Financial Counselor.
Client Relations Manager
Joy has a diverse background in the financial services industry including compliance, business development, marketing and client servicing. She began her career providing oversight of state and SEC regulatory filings and monitoring firm-wide policies and procedures for an RIA in South Florida. As a new business consultant for an independent broker dealer, Joy worked with financial advisors across the country seeking assistance in growing their practices by adding qualified representatives, increasing revenue streams, and enhancing operational efficiency and back office support.
Her experience includes several years with a prominent multi-family office serving ultra-high net worth individuals and families in the areas of investments, estate planning, next generation education and family governance. Along with supporting client families and their portfolios, Joy was also engaged in client development, enhancing industry partnerships and providing marketing and event oversight to a national team of advisors. Joy has a Bachelor of Science degree in Economics from the University of Central Florida and is a Certified Personal Financial Counselor.
The PVG Asset Management Team
Patrick S. Adams, CFA – Chief Executive Officer
Managing money since 1985, Mr. Adams prior experience includes serving as Chief Investment Officer and portfolio manager for the Berger Mutual Funds, and as a portfolio manager for Kemper and the Dreyfus/Founders mutual funds. Adams was recognized as having an outstanding long-term track record at multiple large mutual fund families. Under Mr. Adams’ leadership, Berger Funds was recognized by Mutual Fund magazine as the nation’s second best performing Fund Company for multiple years. The Founders Balanced fund was the top ranked performing balanced fund for three years under his management and Barron’s magazine recognized Pat as having “All the Right Moves” and “Perfect Timing”. Patrick’s education includes an MBA from Xavier University and a BS from Ohio State University.
Managing money since 1985, Mr. Adams prior experience includes serving as Chief Investment Officer and portfolio manager for the Berger Mutual Funds, and as a portfolio manager for Kemper and the Dreyfus/Founders mutual funds. Adams was recognized as having an outstanding long-term track record at multiple large mutual fund families. Under Mr. Adams’ leadership, Berger Funds was recognized by Mutual Fund magazine as the nation’s second best performing Fund Company for multiple years. The Founders Balanced fund was the top ranked performing balanced fund for three years under his management and Barron’s magazine recognized Pat as having “All the Right Moves” and “Perfect Timing”. Patrick’s education includes an MBA from Xavier University and a BS from Ohio State University.
Joseph N. Pecoraro, CFA – Founder, CCO and Portfolio Manager
Managing money since 1969, Mr. Pecoraro’s career includes experience as a security analyst with Security Pacific National Bank and the British brokerage firm, Joseph Sebags, in Los Angeles and London. Mr. Pecoraro was a top performing fund manager with the Oppenheimer Funds Group from 1974 through 1981, after which he helped form an investment advisory firm, Alpine Capital Management, which he sold in 1988 to form PVG Asset Management. Mr. Pecoraro developed the Loss Averse Investing approach during 1998/1999 when he became concerned about the possibility of unfavorable future market conditions and the impact of such conditions on clients. He earned MS and BA Economics degrees from California State University, Fullerton.
Managing money since 1969, Mr. Pecoraro’s career includes experience as a security analyst with Security Pacific National Bank and the British brokerage firm, Joseph Sebags, in Los Angeles and London. Mr. Pecoraro was a top performing fund manager with the Oppenheimer Funds Group from 1974 through 1981, after which he helped form an investment advisory firm, Alpine Capital Management, which he sold in 1988 to form PVG Asset Management. Mr. Pecoraro developed the Loss Averse Investing approach during 1998/1999 when he became concerned about the possibility of unfavorable future market conditions and the impact of such conditions on clients. He earned MS and BA Economics degrees from California State University, Fullerton.
Tim McIntosh, Portfolio Manager
Timothy J. McIntosh serves as a portfolio manager for PVG. He oversees aspects of major client accounts and serves as the lead portfolio manager for the firm’s U.S. Corporate Flexible Bond portfolio. Tim also serves as a manager for the firm’ Large Cap Value and Value Long/Short portfolios. He is a member of the firm’s investment committee. He previously served as the Chief Investment Officer for SIPCO. He additionally was a Professor of Finance at Eckerd College from 1998 to 2008. Mr. McIntosh’s is the author of four books including The Snowball Effect and The Sector Strategist. Tim has a Bachelor of Science Degree in Economics from Florida State University and Masters of Business Administration (M.B.A) degree from the University of Sarasota-Argosy. He also holds a Master of Public Health Degree (M.P.H) from the University of South Florida. Tim also maintains a CERTIFIED FINANCIAL PLANNER™ license. Tim is an Army veteran, having served active duty in the U.S. Army Military Intelligence Unit. Tim is based in Clearwater, Florida.
Timothy J. McIntosh serves as a portfolio manager for PVG. He oversees aspects of major client accounts and serves as the lead portfolio manager for the firm’s U.S. Corporate Flexible Bond portfolio. Tim also serves as a manager for the firm’ Large Cap Value and Value Long/Short portfolios. He is a member of the firm’s investment committee. He previously served as the Chief Investment Officer for SIPCO. He additionally was a Professor of Finance at Eckerd College from 1998 to 2008. Mr. McIntosh’s is the author of four books including The Snowball Effect and The Sector Strategist. Tim has a Bachelor of Science Degree in Economics from Florida State University and Masters of Business Administration (M.B.A) degree from the University of Sarasota-Argosy. He also holds a Master of Public Health Degree (M.P.H) from the University of South Florida. Tim also maintains a CERTIFIED FINANCIAL PLANNER™ license. Tim is an Army veteran, having served active duty in the U.S. Army Military Intelligence Unit. Tim is based in Clearwater, Florida.
Paul MacNamara, Portfolio Manager
Mr. MacNamara has managed money for over two decades. Prior experiences include CEO of a startup Investment Advisory firm, Atlantic Investment Advisors Inc. and CEO of Strategic Investment Partners (SIPCO) after their merger in 2004. He is the lead manager of the Tactical Core Strategy and Capital Growth & Preservation Strategy . Paul’s education includes a BA in History from Millersville University, a Master’s in International Relations from Troy University and he passed the Certified Financial Planners exam CFP(@). Paul was a Special Forces officer and retired from the U.S. Army as a Lieutenant Colonel. In his over 20 years of service he also commanded the US Army Parachute Team, “The Golden Knights,” arranging President Bush’s tandem parachute jump for his 80th birthday. Paul is based in the Harrisburg, PA area.
Mr. MacNamara has managed money for over two decades. Prior experiences include CEO of a startup Investment Advisory firm, Atlantic Investment Advisors Inc. and CEO of Strategic Investment Partners (SIPCO) after their merger in 2004. He is the lead manager of the Tactical Core Strategy and Capital Growth & Preservation Strategy . Paul’s education includes a BA in History from Millersville University, a Master’s in International Relations from Troy University and he passed the Certified Financial Planners exam CFP(@). Paul was a Special Forces officer and retired from the U.S. Army as a Lieutenant Colonel. In his over 20 years of service he also commanded the US Army Parachute Team, “The Golden Knights,” arranging President Bush’s tandem parachute jump for his 80th birthday. Paul is based in the Harrisburg, PA area.
Annie Gallegos, Vice President
Annie Gallegos serves as a Senior Trader and Director of Operations for the firm. She is an Advent Axys & Moxy Trading specialist. She provides client support, daily portfolio reconciliation, performance reporting and assists in compliance. She also maintains control procedures and performs data integrity audits to ensure accuracy. Annie has her Bachelor of Arts Degree in Economics from Northwestern University. Her previous experience includes employment with Chicago based Premier Asset Management, LLC. and WaMu Investment, Inc.
Annie Gallegos serves as a Senior Trader and Director of Operations for the firm. She is an Advent Axys & Moxy Trading specialist. She provides client support, daily portfolio reconciliation, performance reporting and assists in compliance. She also maintains control procedures and performs data integrity audits to ensure accuracy. Annie has her Bachelor of Arts Degree in Economics from Northwestern University. Her previous experience includes employment with Chicago based Premier Asset Management, LLC. and WaMu Investment, Inc.
Jana Henderson, Vice President
An integral member of the PVG team since 2008, Ms. Henderson is the backbone of operation support. In 2010 she assumed management responsibilities across all corporate functions as Director of Operations. As Director of Operations Ms. Henderson executes trades, coordinates new business, oversees financial controls, and manages client reporting. Ms. Henderson received her Engineer of Finance and Economics from Thomas Bata University, Zlin, Czech Republic in 2001.
An integral member of the PVG team since 2008, Ms. Henderson is the backbone of operation support. In 2010 she assumed management responsibilities across all corporate functions as Director of Operations. As Director of Operations Ms. Henderson executes trades, coordinates new business, oversees financial controls, and manages client reporting. Ms. Henderson received her Engineer of Finance and Economics from Thomas Bata University, Zlin, Czech Republic in 2001.