Napatree Capital is a boutique wealth management firm focused on high net worth individuals and endowments.
We create our own proprietary strategies based on in depth analysis of company fundamentals. Through frequent clear communication, we build a custom portfolio that matches your unique goals and needs.
At Napatree Capital, we're not selling someone else's ideas. We are the engineers of our own investment solutions. Our years of technical experience and market study inform our philosophy - one that embraces disciplined, long-term investment in companies with strong fundamentals.
What does that mean for you?
Unlike many firms that act as retail outlets for investment products, you are coming straight to the source. We approach portfolio management with analytic rigor, looking at relative value amongst asset categories, so that your assets are allocated to those that best align with your financial goals and objectives.
We are fiduciaries.
To be a fiduciary means to be legally and ethically bound to act in someone's best interest. This is our number one priority at Napatree. While no one can predict the markets, we study and map our investment strategies and monitor your account performance so that the decisions we make are in your best interest. Always.
It has been said that the highest form of flattery is a referral. For a current client to recommend our services to family or friends is an honor we strive for and one which we frequently receive. Our focus on earning trust, delivering results, and communicating clearly and frequently has helped us achieve the status of a highly recommended advisor.
Jeff Liguori
As a co-founder of Napatree Capital, Jeff has 23 years of broad investment experience.
Jeff served as the Managing Director and Chief Investment Officer for Olson Mobeck Investment Advisors, a Hartford-based subsidiary of People's United Wealth Management, where he oversaw the investment processes, business development, and client service and helped grow revenues significantly during his three year tenure. Prior to his departure, Jeff was promoted to Regional Manager of the Wealth Management Division where he oversaw the New York and Connecticut markets, which included the integration of the newly-acquired Manhattan-based firm, Gerstein Fisher.
Previously, Jeff managed high net-worth and institutional assets for Washington Trust Wealth Management and was also the lead portfolio manager for the dividend growth strategy from July 2010 to July 2014.
Jeff was an analyst and associate portfolio manager for a private family office in La Jolla, CA. Prior to that, he worked as an equity trader and risk arbitrage trader for two Boston-based investment banks.
As the first baby born in the Westerly Hospital in 1972, Jeff grew up in a large multi-generational Italian family and enjoys strong ties to the Westerly-Stonington community. He currently resides in Longmeadow, MA with his wife and two young children.
MBA, Babson College
BS, Finance, Boston College
Chartered Market Technician (CMT)
Jim Maynard
As a co-founder of Napatree Capital, Jim has 30 years of experience in commercial banking and financial services including roles in senior management, sales and relationship management, and commercial and private client lending.
Jim is a former Managing Director for SVB Financial Group (Silicon Valley Bank; Nasdaq - SIVB). He was the Northeast Region Manager for SVB's core commercial banking operation where he oversaw 190 New England and New York-based professionals engaged in lending and commercial bank services for clients in emerging growth technology companies.
Jim joined Silicon Valley Bank in 1993 as the 13th employee in the SVB-Boston franchise. SVB currently employs 2,300 individuals worldwide and has a $16 billion market capitalization. In his 24 years at SVB in Boston, Jim served as Director of the SVB East Coast Venture Capital Advisory Board, managed SVB Private Equity Services for the Northeast region, and oversaw a commercial bank team with a loan portfolio of venture capital and private equity clients.
Jim sourced and oversaw commitments by SVB Capital and commitments by SVB Financial Group to venture capital funds. He was a member of the SVB Joint Leadership Committee which was comprised of the 80 most senior employees across SVB Financial Group.
Jim began his career with Fleet Financial Group in Providence as a commercial lender.
Matthew R. Landon, CFA ®
Matt is a Partner and has 26 years of broad investment experience.
Matt began his investment career at MassMutual Financial Group, rising to the role of Managing Director after a series of promotions. He was later recruited to senior positions at investment industry leaders Fidelity Investments and T. Rowe Price. Matt also founded Intelligent Portfolio Services, an early mover in the robo advisor space. Most recently, Matt held senior advisor roles at Commonwealth Financial Network and LPL Financial, helping families and business owners pursue their financial goals.
Matt has earned his reputation as a skilled investment practitioner and trusted advisor to his clients. As a dedicated student of the financial markets and lifelong learner, Matt has been awarded the prestigious Chartered Financial Analyst® (CFA®) designation. The CFA® designation is the most respected and recognized investment management designation in the industry.
Matt lives in Longmeadow, Massachusetts, with his wife Lisa, and their two sons, Zac and Alex. Locally, he serves as a Trustee at Veritas Prep Charter School and is a member of their finance and investment committees. As a lacrosse fan and enthusiast, Matt also serves on the board of the Longmeadow Boys Lacrosse Association and still suits up for an occasional over-40 lacrosse game.
BA, Government & Psychology, Dartmouth College
Chartered Financial Analyst (CFA) Charterholder
General Information |
Firm Start Year: | 2023 |
No. of Employees: | 2-4 |
Compensation and Fees |
Minimum Portfolio Size for New Managed Accounts: | $250,000 |
Disclosures |
WiserAdvisor provides referrals to financial professionals. WiserAdvisor is not a current client of advisor or advisory services. Financial professionals pay cash compensation for these referrals, which creates the incentive for WiserAdvisor to make these referrals, resulting in a conflict of interest. |
Additional Detailed Disclosures |