Well not completely… But we are very excited to announce that I did a mini merger last week. FM Capital Group has merged its investment advisory services with Bay Street Capital Holdings, a Black-owned RIA based in Palo Alto. I am now Senior Investment Advisor at Bay Street Capital Holdings and Executive Director of FM Capital Group. FM Capital Group maintains its services for angel investors and educational services for traders.
I’ve actually been approached twice before about selling my firm. The reason I chose Bay Street is that 1) the firm is owned by a Black man, William Huston (who also went to GT and Vandy like me!) with 2) a mission to serve minority-owned (non-profit) organizations and family offices; 3) I get to maintain FM Capital Group; and 4) I’m going to learn A TON. This is an area of the market I’ve really wanted to break into – serving institutional clients – and the fact that Bay Street seeks out orgs that are run by minorities just really resonates with me.
2020 is already different! I’m excited about this next chapter for me and FM Capital Group!