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Seventy2 Capital Wealth Management Employee Directory

Financial ServicesMaryland, United States51-200 Employees

Seventy2 Capital Wealth Management is a mid-sized, independent wealth management practice within the financial services industry. It emphasizes client-centered service and growth-oriented planning to help clients achieve their financial goals. Based in the Washington, DC–Baltimore region with a Bethesda, Maryland address, the firm operates as an independent advisory practice with investment products and services offered through Wells Fargo Advisors Financial Network, LLC, while remaining a separate entity. In May 2026, the firm expanded its footprint to Southlake, Texas, adding Executive Vice President Kyle Appling and Senior Vice President Emily Landerholm. This expansion signals ongoing growth of its independent model as it serves clients in broader regional markets within the Wells Fargo network.

Find Seventy2 Capital Wealth Management employees' phone numbers or email addresses

Seventy2 Capital Wealth Management Global Highlights

Location
Employees

North America
132

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  • United States Of America
    132

Asia
1

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  • Singapore
    1

Seventy2 Capital Wealth Management's Leadership

  • Chief Marketing Officer at Seventy2 Capital Wealth Management
    K. J.
    Chief Marketing Officer
    Mobile Phone
  • President & Co-Founder at Seventy2 Capital Wealth Management
    T. F.
    President & Co-Founder
    Mobile Phone
  • Partner, Director Of Investment Strategy at Seventy2 Capital Wealth Management
    M. L.
    Partner, Director Of Investment Strategy
    Mobile Phone
  • Founding Member, Vice President & Financial Advisor at Seventy2 Capital Wealth Management
    S. K.
    Founding Member, Vice President & Financial Advisor
    Mobile Phone
  • Executive Vice President & Financial Advisor at Seventy2 Capital Wealth Management
    K. N.
    Executive Vice President & Financial Advisor
    Mobile Phone
  • Vice President at Seventy2 Capital Wealth Management
    M. J. L.
    Vice President
    Mobile Phone
  • Vice President at Seventy2 Capital Wealth Management
    M. F.
    Vice President
    Mobile Phone
  • Senior Vice President at Seventy2 Capital Wealth Management
    S. M.
    Senior Vice President
    Mobile Phone

Seventy2 Capital Wealth Management Employee Metrics

100%
50%
0%
2026
2025
  • Banking
  • Other
  • Human Resources
  • Business
  • Recruiting
  • Finance
  • Accounting

Contact profiles from Seventy2 Capital Wealth Management

Name
Title
Contact
Location
Last Update
  • Executive Vice President - Financial Advisor at Seventy2 Capital Wealth Management
    M. H.
    Executive Vice President - Financial Advisor
    Mobile Phone
    Nov 13, 2025
  • Assistant Vice President, Financial Advisor at Seventy2 Capital Wealth Management
    S. K.
    Assistant Vice President, Financial Advisor
    Mobile Phone
    Oct 17, 2024
  • Senior Managing Director at Seventy2 Capital Wealth Management
    J. M.
    Senior Managing Director
    Mobile Phone
    Jul 08, 2026
  • Human Resources Manager at Seventy2 Capital Wealth Management
    K. D.
    Human Resources Manager
    Mobile Phone
    May 10, 2026
  • Senior Financial Advisor at Seventy2 Capital Wealth Management
    J. W.
    Senior Financial Advisor
    Mobile Phone
    Jun 26, 2026
  • Principal at Seventy2 Capital Wealth Management
    P. O.
    Principal
    Mobile Phone
    Oct 23, 2024
  • Client Associate at Seventy2 Capital Wealth Management
    K. J. S.
    Client Associate
    Mobile Phone
    Apr 15, 2026
  • Wealth Management Intern at Seventy2 Capital Wealth Management
    B. N.
    Wealth Management Intern
    Mobile Phone
    Oct 22, 2024
  • Staff Tax Accountant at Seventy2 Capital Wealth Management
    G. H.
    Staff Tax Accountant
    Mobile Phone
    Oct 17, 2024

Frequently Asked Questions

What is Seventy2 Capital Wealth Management known for?

Minus sign iconPlus sign iconSeventy2 Capital Wealth Management was founded in 2016 and operates in the Financial Services industry. Explore Seventy2 Capital Wealth Management's company overview page for more information.

What is Seventy2 Capital Wealth Management's most common email format?

Minus sign iconPlus sign iconSeventy2 Capital Wealth Management employees' email format typically follows the pattern of First.Last@seventy2capital.com. Trying to find reliable and up-to-date employee contact data? Find more Seventy2 Capital Wealth Management email formats with LeadIQ.

How many employees does Seventy2 Capital Wealth Management have currently?

Minus sign iconPlus sign iconSeventy2 Capital Wealth Management has approximately 130 employees as of August 2026. These team members are located across 2 continents, including North America and Asia.

Who are Seventy2 Capital Wealth Management's key employees and leadership?

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As of August 2026, Seventy2 Capital Wealth Management's key employees include:

  • Chief Marketing Officer: K. J.
  • President & Co-Founder: T. F.
  • Partner, Director Of Investment Strategy: M. L.
  • Founding Member, Vice President & Financial Advisor: S. K.
  • Executive Vice President & Financial Advisor: K. N.

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