Chris joined Optcapital in 2016 as chief operations officer. He manages financial and business operations and client services, bringing more than 13 years of financial operations experience, including roles at Citco Fund Services.
Jonathan joined the company in 2018 as chief financial officer. He oversees financial and accounting functions, works with clients on their financial objectives, and advises management on management, internal control, and strategy.
Mike joined the firm in 1999, helping clients design and implement tax-deferred plans. Mike left Optcapital in 2006 to found Lexington Property Group, where Mike structured medical real estate sales to physicians and hospital administrators, and rejoined Optcapital in 2014.
Miles joined the company in 2002 and is responsible for client relationships, satisfaction, and support. Miles has more than 15 years of financial services experience and previously worked at Northwestern Mutual as a financial advisor.
Rick Ehrhart and Bob Avinger founded Optcapital in 1998. Rick Ehrhart, JD, had 20 years of experience as a tax and compensation attorney, and Bob holds a PhD in economics and was a professor at Davidson College. The firm provides solutions for clients.
