A Disciplined Approach to Risk-Managed Investing

Lorraine A. Bowman joined Hilton Capital in June 2022 after serving as Head of Operations and Compliance at New York-based futures broker Newgate Global Markets, LLC. While there, she managed all NYS and regulatory filings, banking, insurance, and technology requirements and coordinated new client onboarding. Bowman previously worked at Davidson Kemper Capital Management, LLC, where she spent nine years perfecting her trading expertise, including in spread set-ups and unwinds, short sales, and equity swaps. She earned a Bachelor of Arts in English and a minor in Public Relations from the State University of New York, College at Geneseo.

Kate DeAngelo is Vice President of Operations at Hilton Capital. She is a graduate of the University of Pennsylvania with a B.S. degree in Economics. Ms. DeAngelo started at Lebenthal & Co., LLC as a sales and trading assistant. She has completed a Management Program at Chemical Bank. DeAngelo was a Vice President of Sales & Marketing at Chase.

Megan joined Hilton Capital in August 2023. Prior to working at Hilton, she was a Registered Wealth Management Client Associate at Merrill Lynch, where she assisted in the development and execution of complex investment strategies for clients. Megan's other responsibilities included preparing quarterly performance and other financial reports.

Megan earned a Bachelor of Business Administration in Economics with a minor in Communications from Baruch College. 

Prior to founding Hilton Capital, Bill Garvey spent 30 years with some of Wall Street’s leading firms in the commodities and fixed income markets. It was during this period that Garvey developed his unique approach to building wealth by coordinating risk management with opportunistic income generation. It was to become the guiding principle for Hilton’s investment philosophy.

Garvey’s earlier experience included establishing a fixed income investment advisory business at Ashland Management, where he served as Head of Portfolio Management.  Garvey was also affiliated with Lehman Brothers, Bache and Co., Dean Witter, and was a founding partner of William J. Garvey and Co., a member firm of the COMEX. Mr. Garvey earned a B.S. from Fairfield University.

Bill Garvey founded Hilton Capital Management in 2001 and retired from the firm effective December 31, 2025.

Cameron Heaney is a graduate of The State University of New York at Stony Brook with a B.S. in Business Management. Heaney started his career at Chapdelaine & Co. as an operations analyst and went on to work at Tullett Prebon and later Rafferty Capital Markets, LLC where he ran the operations department.

Shari James is the Chief Financial Officer for Hilton Capital. She has held senior finance and accounting positions in both the public and private sectors. James most recently served as the Chief Deputy Comptroller of Nassau County. Her prior experience includes roles at J.P. Morgan Chase, City of Long Beach, Bloomberg L.P. and PricewaterhouseCoopers. Shari has served on the Board of the Nassau County Girls Scouts, and is a current Advisory Board member for Community Housing Innovations and is a Trustee for Molloy University. James graduated from St. John's University with a B.S. in Finance.

Jessica W. Jennings is a seasoned connector in institutional asset management, recognized for driving AUM growth through her global network of consultant relationships and direct business development initiatives.

Jessica joined Hilton in 2024 as Director, Institutional Sales to assist the firm in building its presence in the institutional channels. Previously, she was a Partner at JWJ Advisory, providing strategic consultative services to new and existing institutional asset management companies. She also served as Chief Marketing Officer at Trinity Alps Capital and Fithian LLC, where she led the growth strategies to launch marketing to the institutional allocators and consultants.

Jessica has held key roles at Davis Advisors (Co- Head of Institutional Services), Security Global Investors (Head of Institutional Sales and Consultant Relations), Allied Irish Banks (AIB) (Head of International Sales, Marketing and Client Service), and Christian Brothers Investment Services (Head of Marketing), leading strategy transitions and driving asset growth. A member of 100 Women in Finance, she holds a B.A. in American Studies from Mount Holyoke College. Jessica has an extensive history of service on several not- for- profit boards.

Luke Judge joins Hilton Capital as Client Relationship Associate, bringing experience across structured products, private placements, and financial services distribution. Most recently, he served as a Registered Representative at Greenbird Capital, where he marketed structured products and private placement offerings to high-net-worth and accredited investors. Before that, he worked as a Financial Representative at New York Life, where he finished in the top five on his team as a first-year hire. He holds a B.A. in Communications and Media Studies, with a minor in Business, from the University of Rhode Island.

Cody Kaiser joined Hilton in May 2023 from Pacer ETFs where he served as Managing Director.

Kaiser’s background includes tenures at Automatic Data Processing as a Director of Major Accounts, and as a Vice President at Allianz Global Investors. At Allianz GI, he established a presence in a previously underserved region, and marketed equity, fixed income, and liquid alternative strategies to broker dealers and registered investment advisors.

Kaiser holds a Bachelor of Science in Business Administration from La Salle University and the Associate in Risk Management (ARM) designation.

Jack Lanza joins Hilton Capital as Senior Client Relationship Associate, bringing experience across wholesale distribution, alternative investments, and financial services. Most recently, he served as Internal Wholesaler at NexPoint Securities, covering New England, New York, and New Jersey, where he developed relationships with financial advisors and registered representatives, supporting capital raising efforts across the region. His product experience spans alternative investments, including REITs, 1031/DST exchanges, preferred stocks, mutual funds, and annuities. Before NexPoint, he worked as a Licensed Financial Services Representative at Charles Schwab. He holds a B.A. in Communication from the University of Oklahoma.

Portfolio Management Team: Small & Mid Cap Opportunities, Tactical Income and Dividend & Yield

Tom Maher joined Hilton Capital to launch the Small & Mid Cap Opportunities Strategy in 2019. Prior to joining the firm, he was the portfolio manager of the smid cap, small cap, and micro cap value equity strategies for Lord Abbett. Maher began his investment career in 1989 and worked at several high profile firms such as Lynch & Mayer, Inc., Centurion Investment Group, L.P., and Invesco where he developed an early expertise in technology research.

Maher received a B.S. from Georgetown University and an MBA from New York University.

Jason T. Mastronardi joined Hilton in 2024 as a small/mid cap equity analyst, collaborating with Tom Maher to oversee the firm’s Small & Mid Cap Opportunities Fund.

Prior to joining Hilton Capital, Jason was a Director and Senior Equity Investment Analyst at Bank of America where he managed three small/mid cap growth equity funds. Prior to that, he served as a Portfolio Manager at Bank of America’s Private Bank.

Jason is a graduate of the University of Maryland with a B.S. in Finance and is a CFA Charterholder. Mastronardi is also a member of the CFA Institute and the New York Society of Security Analysts.

Kyle P. McCarthy joins Hilton Capital as West Coast Sales Director, bringing experience across wholesale distribution in the independent broker-dealer and RIA channels. Most recently, he served as a Regional Director at Dunham and Associates, where he was responsible for the sales and marketing of mutual funds, asset allocation programs, and trust services. Earlier roles at Dunham included hybrid and internal wholesaler positions of increasing responsibility. He holds a B.S. in Business Administration with a concentration in Finance from San Diego State University and is a CFP® professional.

Prior to joining Hilton Capital, Sean McDermott was a Managing Director and head of Evercore ISI Healthcare Trading. He has over 10 years of experience in sales and trading. McDermott graduated from Duke University with a degree in Political Science and Markets & Management. He has spent his career at ISI and Evercore ISI. He was a sales trader the first six years covering many dedicated healthcare hedge funds, then trading the healthcare pad the last 4 years.

David Miele joined Hilton in July 2024 from Zacks Investment Management, where he was Director of National Accounts, overseeing the strategic partnerships for the firm. During his tenure, the firm experienced expansive growth across multiple channels and new platforms, including TAMP, RIA, OCIO, and broker dealer channels. Prior to Zacks, Miele held the role of Vice President, National Account Manager with Fred Alger Management. With deep leadership experience in the wealth management industry, Miele brings a proven track record of over two decades in sales growth, new product placement, and business development. Earlier in his career, he held marketing and sales positions at ING Financial Advisors and TD Waterhouse. 

Miele holds a Bachelor of Music from Berklee College of Music and is a Certified Investment Management Analyst (CIMA®) from the Wharton School, University of Pennsylvania. 

Andrew Molloy joined Hilton Capital in 2014 and has played a central role in the firm's growth across multiple distribution channels and strategic platforms. As Vice President of Strategic Accounts, he works closely with senior leadership on strategic growth initiatives, platform development, and distribution strategy. Before Hilton, Andrew led Business Development for Quality Capital Management U.S. LLC, a U.K.-based global macro hedge fund. Earlier, he spent more than a decade at WCM, LLC, rising to Director of Sales for the firm's multibillion-dollar hedge fund group. He holds a B.A. in American Studies from Fairfield University.

Tara Mooney joins Hilton as Vice President of Marketing, bringing over 15 years of experience across financial services, recruiting, and business development. Prior to Hilton, she served as a recruiter at Clarity, following a decade-long tenure as Vice President at JPMorgan Chase, she specialized in business development, portfolio management, and complex deal negotiations, overseeing multi-million-dollar debt market transactions for national and international clients. Tara began her career at Bear Stearns and Dresdner Kleinwort Wasserstein supporting strategic planning and sales for North America. She holds a B.S. in Business Administration from Georgetown University’s McDonough School of Business with a concentration in Marketing and Psychology.

Debbie Ohl joined Hilton Capital in 2017 assuming a role in Marketing and Client service. Prior to retiring in 2009, Ohl was an Equity Portfolio Manager at The Boston Company Asset Management. Prior to TBCAM Ohl worked at Ashland Management holding various positions in client service and equity portfolio management. Ohl received a B.S. in Economics from St. Lawrence University.

Portfolio Management Team: Tactical Income, Dividend & Yield, Small & Mid Cap Opportunities

Alex Oxenham joined Hilton Capital in 2011 from HSBC Private Bank in New York where he was a Senior Portfolio Manager and Voting Member on the HSBC Private Bank Investment Policy Committee for the Americas region. 

Prior to HSBC, Oxenham worked in portfolio management for Mercantile Bankshares, Bankers Trust Alex Brown/Brown Advisory, and Bank of America. Oxenham holds a B.S. in International Business from the University of Maryland, an MBA in Finance from American University, and is a CFA charterholder. Oxenham is also a CFA Institute member and a member of the New York Society of Security Analysts.

Mike O’Brien joined Hilton in May 2024 as an Equity and Credit Analyst, leading the research efforts across its flagship Tactical Income and Dividend & Yield strategies.

Before joining Hilton, Mike was a Vice President at Wolfe Research, where he served as a sell-side equity research analyst for an All-America Research Team ranked by Institutional Investor. Within his Special Situations coverage, he focused on underfollowed and mispriced public equities that included, spin-offs, restructurings, strategic alternatives, and other catalyst-driven opportunities. 

Earlier in his career, Mike was a Senior Consultant at FTI Consulting’s Corporate Finance & Restructuring advisory practice, where he advised on Chapter 11 distressed transactions, mergers & integrations, and cost optimization efforts. Mike is a graduate of Boston College with a B.A. in Economics and Finance and is a CFA® Charterholder.  O’Brien is also a member of the CFA® Institute and the New York Society of Security Analysts.

Eric M. O’Reilly joined Hilton in September 2022 from Calamos Investments, where he finished his 16-year tenure at the firm as Vice President and Investment Consultant. His most recent responsibilities included leadership roles in sales, business development, and training in the Texas region. While at Calamos, O’Reilly built a successful sales track record across Midwest, and Northeast. His expertise covers convertible bonds, small/mid-cap, international/emerging markets, and other fixed income instruments. O’Reilly earned a Bachelor of Science degree in Business Administration from Northern Illinois University.

Tim Reilly joined Hilton Capital in 2017. In his current role as President, he leads the firm's efforts in fostering strategic advisory and institutional platform partnerships. He also plays a pivotal part in growing Hilton's high-level collaborative relationships with other key industry stakeholders. Additionally, Tim serves on the Hilton Investment Committee, contributing robust research and macroeconomic insights that inform the firm's investment views and strategies.

Before Hilton, Tim held distinguished leadership roles, including Managing Director at Bank of America, where he managed the firm's Global Convertible Sales and Trading, and later, led U.S. Research Sales. Earlier, Tim served as a Managing Director at Goldman Sachs, leading the U.S. Convertible Trading operation. Tim serves on the Board of Directors of The River Fund, a non-profit focused on eradicating the ravages of poverty, and holds a B.S. in Economics from Harvard University.

Jeffrey Seeley brings more than 25 years of leadership experience in asset and wealth management to his role as Chief Executive Officer of Hilton Capital Management. His background spans business strategy, acquisitions, global and U.S. distribution, product development, platform management, compliance, and operations.

Most recently, Seeley served as Deputy CEO of iM Global Partner and global steering committee member where he oversaw iMGP Global Distribution and Strategy. In addition, his U.S. responsibilities included serving as CEO of iM Global Partner Fund Management and Litman Gregory Wealth Management. Earlier, Seeley spent more than 16 years at Affiliated Managers Group (NYSE: AMG), where he oversaw more than $100 billion in assets. He holds an MBA from Drexel University and a B.A. from West Virginia University.

Erin Sheridan joins Hilton Capital as Vice President of Operations, bringing nearly two decades of experience across listed derivatives, futures, and trade operations at major financial institutions. Most recently, she served in trade support at Point72 Capital Management, where she oversaw daily position reconciliation across 400+ portfolio manager futures books. Before Point72, she held Assistant Vice President roles at Barclays Capital across two tenures, specializing in futures client services and post- trade operations. She also held operational roles at Moore Capital Management and HSBC Bank in both London and New York. She holds B.A. degrees in Psychology and Educational Studies from Trinity College.

Laura Simione joined Hilton Capital with an extensive background in capital formation and distribution, across alternatives, fixed income, hedge fund replication ETFs, and equity investments. Most recently, Miss Simione served as Regional Director at Monroe Capital, where she led the RIA Northeast region. Before that, she held senior capital formation roles at NYCA Partners, Patrick Ventures, and spent six years as Managing Director at Bramshill Investments, where she expanded distribution across UBS, Rockefeller, and RIA channels. Miss Simione earned a Bachelor of Arts in Finance from the State University of New York at Oswego and an MBA from Columbia Business School.