Mark is the Executive Chairman and founder of MSH Capital Advisors LLC and M.S. Howells & Co.
Mark has extensive knowledge of the high net-worth client, market making, corporate finance, options, and the municipal and corporate bond market.
Mark’s journey began at the family's grocery business in Cleveland, Ohio, where he acquired valuable skills and insight that guide him through life and aid in his success. Not far from the family grocery store was the local police department where he would watch the officers with great admiration and respect. Intrigued by their bravery and commitment to public service he worked towards a degree in criminal justice and began a decade-long career as a police officer. While working nights on the Phoenix PD and helping raise his three children, he was introduced to the securities industry. In 1981, he began a dayshift in the back office of a NYSE member firm. There he learned the intricacies of the securities industry while working his way into sales, and then management before forming his own firm in 1987 which he sold in 2000 before starting M.S. Howells & Co. and MSH Capital Advisors LLC.
In 2008, Mark recognized a need within the industry for quality accounting and administrative services for hedge fund managers. With that, he established PartnersAdmin, LLC, to provide comprehensive back-office support to hedge fund managers as well as private equity, real estate, and venture capital funds.
In addition, Mark spent 15 years as a member of the board of directors at Inventure Foods, Inc. and is responsible for taking them public. He loves to spend time in Telluride, Co., and recently became a certified ski instructor. Mark holds Series 7, 24, 53, 79, and 63 securities licenses.
Through his various successes in life he still has the desire to provide for the public through his businesses and philanthropy, where he supports various charities through his foundation.
Katrina Santa Maria is the Chief Executive Officer of MSH Capital Advisors LLC and M.S. Howells & Co. and has been in the Securities industry since 1999.
As CEO, Katrina is responsible for overseeing all aspects of MSH Capital Advisors LLC. Under her leadership, she will ensure the firm reaches its stated goals for growth and excellence. She began her securities career as a retail sales broker and became an institutional salesperson upon joining the firm in 2001. Katrina spearheaded M.S. Howells & Co’s prime brokerage business, building out a prime brokerage platform, portfolio reporting services, soft dollar arrangements, and operational support. She was responsible for marketing, sales, service, and driving trading revenue. Before being promoted to CEO, Katrina was most recently the Director and was responsible for the day-to-day operations along with overseeing new business initiatives, technology solutions, and operational efficiency.
Prior to working in the securities industry, Katrina had a twenty-year career in the hospitality industry. She held several senior management positions, including General Manager of a 10,000 square foot restaurant/bar with over 100 employees and gross revenue of $3.5 million per year.
Katrina holds Series 6, 7, 24, and 63 securities licenses.
Chief Operating Officer
Mark is the Executive Chairman and founder of MSH Capital Advisors LLC and M.S. Howells & Co.
Mark has extensive knowledge of the high net-worth client, market making, corporate finance, options, and the municipal and corporate bond market.
Mark’s journey began at the family's grocery business in Cleveland, Ohio, where he acquired valuable skills and insight that guide him through life and aid in his success. Not far from the family grocery store was the local police department where he would watch the officers with great admiration and respect. Intrigued by their bravery and commitment to public service he worked towards a degree in criminal justice and began a decade-long career as a police officer. While working nights on the Phoenix PD and helping raise his three children, he was introduced to the securities industry. In 1981, he began a dayshift in the back office of a NYSE member firm. There he learned the intricacies of the securities industry while working his way into sales, and then management before forming his own firm in 1987 which he sold in 2000 before starting M.S. Howells & Co. and MSH Capital Advisors LLC.
In 2008, Mark recognized a need within the industry for quality accounting and administrative services for hedge fund managers. With that, he established PartnersAdmin, LLC, to provide comprehensive back-office support to hedge fund managers as well as private equity, real estate, and venture capital funds.
In addition, Mark spent 15 years as a member of the board of directors at Inventure Foods, Inc. and is responsible for taking them public. He loves to spend time in Telluride, Co., and recently became a certified ski instructor. Mark holds Series 7, 24, 53, 79, and 63 securities licenses.
Through his various successes in life he still has the desire to provide for the public through his businesses and philanthropy, where he supports various charities through his foundation.
Katrina Santa Maria is the Chief Executive Officer of MSH Capital Advisors LLC and M.S. Howells & Co. and has been in the Securities industry since 1999.
As CEO, Katrina is responsible for overseeing all aspects of MSH Capital Advisors LLC. Under her leadership, she will ensure the firm reaches its stated goals for growth and excellence. She began her securities career as a retail sales broker and became an institutional salesperson upon joining the firm in 2001. Katrina spearheaded M.S. Howells & Co’s prime brokerage business, building out a prime brokerage platform, portfolio reporting services, soft dollar arrangements, and operational support. She was responsible for marketing, sales, service, and driving trading revenue. Before being promoted to CEO, Katrina was most recently the Director and was responsible for the day-to-day operations along with overseeing new business initiatives, technology solutions, and operational efficiency.
Prior to working in the securities industry, Katrina had a twenty-year career in the hospitality industry. She held several senior management positions, including General Manager of a 10,000 square foot restaurant/bar with over 100 employees and gross revenue of $3.5 million per year.
Katrina holds Series 6, 7, 24, and 63 securities licenses.
Tara Kreizenbeck is the Chief Operating Officer of MSH Capital Advisors LLC and M.S. Howells & Co.
Tara started her career in public accounting in 1995 working for PwC, primarily in the financial services industry, and is a formerly designated CPA. After leaving public accounting she continued her career specializing in SEC reporting for publicly traded consumer products companies. Tara most recently spent nearly ten years at Inventure Foods, Inc., a publicly traded snack and frozen foods company, as the VP Corporate Controller. Tara has a wide range of accounting and finance experience including financial reporting, treasury management, internal controls, financial analysis and forecasting, investor relations, risk management, and acquisitions and dispositions.
Tara joined MSH Capital Advisors LLC and M.S. Howells & Co. in April 2019. She graduated with a Bachelors of Business Administration degree from The College of William & Mary. For the past 5 years she has served as a state board member of HopeKids, Inc., a non-profit organization that provides ongoing events, activities and a powerful, unique support community for families who have a child with cancer or some other life-threatening medical condition.
Tara holds Series 7, 24, and 66 securities licenses.
Tara Kreizenbeck is the Chief Operating Officer of MSH Capital Advisors LLC and M.S. Howells & Co.
Tara started her career in public accounting in 1995 working for PwC, primarily in the financial services industry, and is a formerly designated CPA. After leaving public accounting she continued her career specializing in SEC reporting for publicly traded consumer products companies. Tara most recently spent nearly ten years at Inventure Foods, Inc., a publicly traded snack and frozen foods company, as the VP Corporate Controller. Tara has a wide range of accounting and finance experience including financial reporting, treasury management, internal controls, financial analysis and forecasting, investor relations, risk management, and acquisitions and dispositions.
Tara joined MSH Capital Advisors LLC and M.S. Howells & Co. in April 2019. She graduated with a Bachelors of Business Administration degree from The College of William & Mary. For the past 5 years she has served as a state board member of HopeKids, Inc., a non-profit organization that provides ongoing events, activities and a powerful, unique support community for families who have a child with cancer or some other life-threatening medical condition.
Tara holds Series 7, 24, and 66 securities licenses.
Mike Feeney is the Executive Vice President and a Financial Advisor for MSH Capital Advisors LLC.
Mike’s career began in 2000 as a Financial Advisor with Merrill Lynch. In 2006, he joined Edward Jones, helping clients achieve their financial goals in a wide range of economic and market conditions. Mike has always performed on a service-based business model with customized solutions for each client, including managed account programs, education savings, estate and trust services, insurance, and business retirement services.
Mike graduated with a Bachelor of Science in Business Administration in Finance from Northern Arizona University in Flagstaff, Arizona. Mike holds Series 7 and 66, disability, life, long-term care, and variable licenses and AAMS®* designation.
* The Accredited Asset Management Specialist (AAMS®) is a professional designation awarded by the College of Financial Planning® (CFP®). Individuals who hold the designation have completed a course of study encompassing investments, insurance, tax, retirement, and estate planning issues. Additionally, individuals must pass an end-of-course examination that tests their ability to synthesize complex concepts and apply theoretical concepts to real-life situations. All designees have agreed to adhere to Standards of Professional Conduct outlined by the CFP® and are subject to a disciplinary process. Designees renew their designation every two-years by completing 16 hours of continuing education, reaffirming adherence to the Standards of Professional Conduct, and complying with self-disclosure requirements.
Chief Financial Officer
Marcy Crites is the Chief Financial Officer of MSH Capital Advisors LLC and M.S. Howells & Co.
Prior to joining M.S. Howells & Co. in 2014, and MSH Capital Advisors LLC., Marcy spent ten years in foreign currency and derivatives markets. She managed an accounting team at Global Forex Trading in Grand Rapids, Michigan. Currently, Marcy heads the finance department where her responsibilities include financial reporting, human resources, commissions, and advisory fees.
She graduated with a Bachelor in Business Administration and Master’s in Business Administration from Grand Valley State University. Marcy holds a FINRA Series 27 license and serves as the Finance and Operations Principal (FINOP) for M.S. Howells & Co.
Marcy Crites is the Chief Financial Officer of MSH Capital Advisors LLC and M.S. Howells & Co.
Prior to joining M.S. Howells & Co. in 2014, and MSH Capital Advisors LLC., Marcy spent ten years in foreign currency and derivatives markets. She managed an accounting team at Global Forex Trading in Grand Rapids, Michigan. Currently, Marcy heads the finance department where her responsibilities include financial reporting, human resources, commissions, and advisory fees.
She graduated with a Bachelor in Business Administration and Master’s in Business Administration from Grand Valley State University. Marcy holds a FINRA Series 27 license and serves as the Finance and Operations Principal (FINOP) for M.S. Howells & Co.
Mary Ann Bonnet is the Director of Operations for MSH Capital Advisors LLC and M.S. Howells & Co.
Her career began in New York City working on the floor of the American Stock Exchange as a Trade Reporter. She subsequently joined Smith Barney Harris Upham in the Reorganization department before relocating to Arizona in 1989 when she began working with Mark Howells and his partner at their newly formed broker-dealer. Mary Ann was the firm’s first employee and has been the Director of Operations ever since.
Mary Ann graduated with a Bachelor of Science in Business Economics from the State University of New York College at Oneonta. Mary Ann holds Series 4, 6, 7, 24, 55, and 63 securities licenses.
Mike Feeney is the Executive Vice President and a Financial Advisor for MSH Capital Advisors LLC.
Mike’s career began in 2000 as a Financial Advisor with Merrill Lynch. In 2006, he joined Edward Jones, helping clients achieve their financial goals in a wide range of economic and market conditions. Mike has always performed on a service-based business model with customized solutions for each client, including managed account programs, education savings, estate and trust services, insurance, and business retirement services.
Mike graduated with a Bachelor of Science in Business Administration in Finance from Northern Arizona University in Flagstaff, Arizona. Mike holds Series 7 and 66, disability, life, long-term care, and variable licenses and AAMS®* designation.
*The Accredited Asset Management Specialist (AAMS®) is a professional designation awarded by the College of Financial Planning® (CFP®). Individuals who hold the designation have completed a course of study encompassing investments, insurance, tax, retirement, and estate planning issues. Additionally, individuals must pass an end-of-course examination that tests their ability to synthesize complex concepts and apply theoretical concepts to real-life situations. All designees have agreed to adhere to Standards of Professional Conduct outlined by the CFP® and are subject to a disciplinary process. Designees renew their designation every two-years by completing 16 hours of continuing education, reaffirming adherence to the Standards of Professional Conduct, and complying with self-disclosure requirements.
Mary Ann Bonnet is the Director of Operations for MSH Capital Advisors LLC and M.S. Howells & Co.
Her career began in New York City working on the floor of the American Stock Exchange as a Trade Reporter. She subsequently joined Smith Barney Harris Upham in the Reorganization department before relocating to Arizona in 1989 when she began working with Mark Howells and his partner at their newly formed broker-dealer. Mary Ann was the firm’s first employee and has been the Director of Operations ever since.
Mary Ann graduated with a Bachelor of Science in Business Economics from the State University of New York College at Oneonta. Mary Ann holds Series 4, 6, 7, 24, 55, and 63 securities licenses.
Stephen Howells is the Chief Technology Officer of MSH Capital Advisors LLC and M.S. Howells & Co.
As CTO he guides the firm in evolving and maintaining the technological infrastructure. His responsibilities include Microsoft Windows network administration, Linux server administration, Cybersecurity planning and implementation, software development, and user support. He works with other officers of the firm to fine-tune critical workflows and maximize efficiency.
Stephen graduated in 2005 with a Bachelor of Science in Information Technology from the University of Phoenix in Tempe, Arizona. He regularly attends web development conferences in locations around the United States and enjoys meeting other software developers.
Shane Jordan is the Chief Compliance Officer of M.S. Howells & Co. and MSH Capital Advisors LLC.
Shane started his career in the financial services industry in 1997 as a Financial Advisor. He has held various roles, such as Client Service Supervisor, Future Trade Desk Representative, Complex Risk Officer, Complex Compliance Specialist, Compliance Consultant, and Chief Compliance Officer. He has prior experience working as a Chief Compliance Officer of FINRA-registered broker-dealers and registered investment advisors. Shane was a Compliance Consultant for M.S. Howells & Co. in 2023 before becoming the Chief Compliance Officer of MS Howells & Co. and MSH Capital Advisors LLC in 2024.
Shane graduated from the University of Maryland with a Bachelor of Science degree. He has successfully passed the FINRA series 3, 7, 9, 10, 24, 30, 63 and 65 licenses, along with the ACAMS certification.
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Andrea L. Donaldson is the Executive Vice President of Retirement Plans for MSH Capital Advisors LLC and is registered with M.S. Howells & Co.
Andrea began her career in 1998 at a local Third Party Administration firm in Valley. She quickly developed a passion for retirement plans and recognized the benefit and value they bring to business owners and their employees. Over the years, Andrea gained extensive experience in the field, working at several companies and taking on progressive roles and responsibilities relating to Retirement Planning services. She finds it an honor to help people save for their retirement and understands the importance of retirement plans in providing financial security for individuals.
As the EVP of Retirement Plans with MSH Capital Advisors, Andrea brings a deep knowledge of retirement plan services to clients. She guides them in various aspects of retirement planning, including plan governance, investments, plan design, administration, and operational responsibilities. Her goal is to help clients run an efficient, compliant, and meaningful retirement plan program.
Andrea specializes in company-sponsored retirement plans, including 401(k), 403(b), Profit Sharing, Defined Benefit, Cash Balance, NQDC (Non-Qualified Deferred Compensation), and 457 plans. She possesses a comprehensive understanding of these plan types based on her background and can provide tailored guidance based on her client’s specific needs and goals.Andrea holds Series 6, 63, and 65 securities licenses and the AIF®* and CPFA®** designations.
* The Accredited Investment Fiduciary® (AIF®) designation represents a thorough knowledge of and ability to apply the fiduciary practices. Through fi360′s AIF® Training programs, AIF® designees learn the Practices and the legal and best practice framework they are built upon. AIF® designees have a reputation in the industry for the ability to implement a prudent process into their own investment practices as well as being able to assist others in implementing proper policies and procedures.
** The Certified Plan Fiduciary Advisor® (CPFA®) designation is granted by the National Association of Plan Advisors (NAPA®). CPFA® candidates must pass a proctored exam to achieve this designation. The coursework for the CPFA® certification is specific to retirement plan advising and includes topics such as plan design, fiduciary responsibilities, investment selection and compliance. CPFA® certifications focus on advising fiduciaries of retirement plans. To keep the designation, the candidate must complete 10 hours of continuing education.
Stephen Howells is the Chief Technology Officer of MSH Capital Advisors LLC and M.S. Howells & Co.
As CTO he guides the firm in evolving and maintaining the technological infrastructure. His responsibilities include Microsoft Windows network administration, Linux server administration, Cybersecurity planning and implementation, software development, and user support. He works with other officers of the firm to fine-tune critical workflows and maximize efficiency.
Stephen graduated in 2005 with a Bachelor of Science in Information Technology from the University of Phoenix in Tempe, Arizona. He regularly attends web development conferences in locations around the United States and enjoys meeting other software developers.
Shane Jordan is the Chief Compliance Officer of M.S. Howells & Co. and MSH Capital Advisors LLC.
Shane started his career in the financial services industry in 1997 as a Financial Advisor. He has held various roles, such as Client Service Supervisor, Future Trade Desk Representative, Complex Risk Officer, Complex Compliance Specialist, Compliance Consultant, and Chief Compliance Officer. He has prior experience working as a Chief Compliance Officer of FINRA-registered broker-dealers and registered investment advisors. Shane was a Compliance Consultant for M.S. Howells & Co. in 2023 before becoming the Chief Compliance Officer of MS Howells & Co. and MSH Capital Advisors in 2024.
Shane graduated from the University of Maryland with a Bachelor of Science degree. He has successfully passed the FINRA series 3, 7, 9, 10, 24, 30, 63 and 65 licenses along with the ACAMS certification.
Andrea L. Donaldson is the Executive Vice President of Retirement Plans for MSH Capital Advisors LLC and is registered with M.S. Howells & Co.
Andrea began her career in 1998 at a local Third Party Administration firm in Valley. She quickly developed a passion for retirement plans and recognized the benefit and value they bring to business owners and their employees. Over the years, Andrea gained extensive experience in the field, working at several companies and taking on progressive roles and responsibilities relating to Retirement Planning services. She finds it an honor to help people save for their retirement and understands the importance of retirement plans in providing financial security for individuals.
As the EVP of Retirement Plans with MSH Capital Advisors, Andrea brings a deep knowledge of retirement plan services to clients. She guides them in various aspects of retirement planning, including plan governance, investments, plan design, administration, and operational responsibilities. Her goal is to help clients run an efficient, compliant, and meaningful retirement plan program.
Andrea specializes in company-sponsored retirement plans, including 401(k), 403(b), Profit Sharing, Defined Benefit, Cash Balance, NQDC (Non-Qualified Deferred Compensation), and 457 plans. She possesses a comprehensive understanding of these plan types based on her background and can provide tailored guidance based on her client’s specific needs and goals.
Andrea holds Series 6, 63, and 65 securities licenses and the AIF®* and CPFA®** designations
* The Accredited Investment Fiduciary® (AIF®) designation represents a thorough knowledge of and ability to apply the fiduciary practices. Through fi360′s AIF® Training programs, AIF® designees learn the Practices and the legal and best practice framework they are built upon. AIF® designees have a reputation in the industry for the ability to implement a prudent process into their own investment practices as well as being able to assist others in implementing proper policies and procedures.
** The Certified Plan Fiduciary Advisor® (CPFA®) designation is granted by the National Association of Plan Advisors (NAPA®). CPFA® candidates must pass a proctored exam to achieve this designation. The coursework for the CPFA® certification is specific to retirement plan advising and includes topics such as plan design, fiduciary responsibilities, investment selection and compliance. CPFA® certifications focus on advising fiduciaries of retirement plans. To keep the designation, the candidate must complete 10 hours of continuing education.
Erin Doherty is a Compliance Manager for MSH Capital Advisors LLC and M.S. Howells & Co.
She started her career with AIG in 2005 as a Compliance Analyst, then moved onto Charles Schwab where she has worked for the past 16 years. Erin’s career at Schwab spanned into various roles, specializing in risk and vendor management, projects, quality assurance, trading operations, and compliance.
She graduated from Grand Canyon University with a Bachelor of Finance and Economics degree. Erin holds her series 7, 9, 10, 24, and 63 securities licenses and has an ACAMS certification.
Daniel Reisbacher is a Wealth Management Advisor for MSH Capital Advisors LLC.
He began his career in finance in 2004 as a mortgage banker in Scottsdale, Arizona. After ten years of helping families achieve their dreams of homeownership, he transitioned to helping them with their overall financial goals. Since 2015, he has focused on creating financial plans for individuals and families. In 2018, Daniel moved to MSH Capital Advisors LLC in order to better serve the best interest of his clients, without any mandates or sales quotas of a large firm. Daniel believes a financial plan is a living document that needs care and periodic updates. He believes each client deserves to understand and feel comfortable with their tailored investment strategy.
Daniel holds Series 7, 24, and 66 securities licenses and holds a CRPC® (Chartered Retirement Planning Consultant) certification * .
*The College of Financial Planning® awards the CRPC® designation to applicants who complete the CRPC® professional education program, pass a final examination, commit to a Code of Ethics and agree to pursue continuing education. Continued use of the CRPC® designation is subject to ongoing renewal requirements. Every two (2) years the designee must renew their right to continue using the CRPC® designation by completing 16 hours of continuing education and reaffirming to abide by the Standards of Professional Conduct.
Justin Silver is the Director of Sales for MSH Capital Advisors LLC and Head of Prime Brokerage for M.S. Howells & Co.
Prior to joining MSH Capital Advisors LLC and M.S. Howells & Co., he spent ten years as Director of Prime Brokerage at Grace Financial Group, an introducing broker to Goldman Sachs, based in Southampton, NY. While at Grace, he wore many hats, including business development and oversight of new account implementation for the firm, covering around 40 reps and eight branch offices. Before Grace, he spent some time on the buy side while at two start-up hedge funds, handling operational matters, capital raising, market analysis and coordination to list on the Irish Stock Exchange.
Justin built his career around cultivating a vast network of trusted professionals in the alternative investment space and takes a consultative, customer centric approach to handle the needs of each client, no matter how big or small.
Justin graduated with a Bachelor of Arts in Accounting and Finance from the UMass Amherst. Justin holds Series 7 and 63 securities licenses and is currently working towards his MBA.
Justin Silver is the Director of Sales for MSH Capital Advisors LLC and Head of Prime Brokerage for M.S. Howells & Co.
Prior to joining MSH Capital Advisors LLC and M.S. Howells & Co., he spent ten years as Director of Prime Brokerage at Grace Financial Group, an introducing broker to Goldman Sachs, based in Southampton, NY. While at Grace, he wore many hats, including business development and oversight of new account implementation for the firm, covering around 40 reps and eight branch offices. Before Grace, he spent some time on the buy side while at two start-up hedge funds, handling operational matters, capital raising, market analysis and coordination to list on the Irish Stock Exchange.
Justin built his career around cultivating a vast network of trusted professionals in the alternative investment space and takes a consultative, customer centric approach to handle the needs of each client, no matter how big or small.
Justin graduated with a Bachelor of Arts in Accounting and Finance from the UMass Amherst. Justin holds Series 7 and 63 securities licenses and is currently working towards his MBA.
Daniel Reisbacher is a Wealth Management Advisor for MSH Capital Advisors LLC.
He began his career in finance in 2004 as a mortgage banker in Scottsdale, Arizona. After ten years of helping families achieve their dreams of homeownership, he transitioned to helping them with their overall financial goals. Since 2015, he has focused on creating financial plans for individuals and families. In 2018, Daniel moved to MSH Capital Advisors LLC in order to better serve the best interest of his clients, without any mandates or sales quotas of a large firm. Daniel believes a financial plan is a living document that needs care and periodic updates. He believes each client deserves to understand and feel comfortable with their tailored investment strategy.
Daniel holds Series 7, 24, and 66 securities licenses and holds a CRPC® (Chartered Retirement Planning Consultant) certification* .
*The College of Financial Planning® awards the CRPC® designation to applicants who complete the CRPC® professional education program, pass a final examination, commit to a Code of Ethics and agree to pursue continuing education. Continued use of the CRPC® designation is subject to ongoing renewal requirements. Every two (2) years the designee must renew their right to continue using the CRPC® designation by completing 16 hours of continuing education and reaffirming to abide by the Standards of Professional Conduct.
Nicole Howley is an Operations Administrator for M.S. Howells & Co. and MSH Capital Advisors LLC.
She began her career in 2013 as an Office Manager with Sagemark Consulting, a Lincoln Financial Advisors company, where she provided office support and managed compliance records. In January 2016 her family relocated from Ventura, CA to Phoenix, AZ where she worked as a Client Service Manager with another Lincoln Financial firm. Over the following year, she assisted multiple Representatives in servicing a variety of different retirement needs. In January 2017, she joined M.S. Howells & Co.’s Operations Department where she specializes in the hybrid RIA space.
Nicole graduated from Ventura College with an Associates of Science degree and holds a Series 7 and 99 securities license.
Lisa Morse is an Operations Associate for MSH Capital Advisors LLC.
She began her career in 2004 as a Public Relations and Community Outreach Manager with the Humane Society of New Hampshire, where she led a team charged with making strategic financial and mission statement decisions. In January 2008, Lisa began working at People’s Securities as a Senior Assistant, where she assisted top-producing advisors and their clients with a variety of needs. Most recently, Lisa was with Edward Jones as a Branch Office Administrator, where she handled a multitude of client requests as the primary contact for the branch.
Lisa graduated from Castleton University (Presidential scholarship) in Castleton, Vermont, with a Bachelor of Science in Business Administration
Nicole Howley is an Operations Supervisor for M.S. Howells & Co. and MSH Capital Advisors LLC.
She began her career in 2013 as an Office Manager with Sagemark Consulting, a Lincoln Financial Advisors company, where she provided office support and managed compliance records. In January 2016 her family relocated from Ventura, CA to Phoenix, AZ where she worked as a Client Service Manager with another Lincoln Financial firm. Over the following year, she assisted multiple Representatives in servicing a variety of different retirement needs. In January 2017, she joined M.S. Howells & Co.’s Operations Department where she specializes in the hybrid RIA space.
Nicole graduated from Ventura College with an Associates of Science degree and holds a Series 7 and 99 securities license.
Lisa Morse is an Operations Associate for MSH Capital Advisors LLC.
She began her career in 2004 as a Public Relations and Community Outreach Manager with the Humane Society of New Hampshire, where she led a team charged with making strategic financial and mission statement decisions. In January 2008, Lisa began working at People’s Securities as a Senior Assistant, where she assisted top-producing advisors and their clients with a variety of needs. Most recently, Lisa was with Edward Jones as a Branch Office Administrator, where she handled a multitude of client requests as the primary contact for the branch.
Lisa graduated from Castleton University (Presidential scholarship) in Castleton, Vermont, with a Bachelor of Science in Business Administration.
Annabelle Puglisi is a Receptionist for MSH Capital Advisors LLC, M.S. Howells & Co., and MS Insentra LLC.
Before joining MSH Capital Advisors LLC, Annabelle worked as an office administrator where she assisted executive management with administrative duties, marketing, and product development.
Annabelle graduated from the Master Make-Up Artistry Program, in New York and utilized her skills by creating special effect make-up for student films at the New York Film Academy. She also volunteers for the Students Saving Lives Program, where they train and socialize dogs to increase their chances of adoption.
Investment advisory services are offered through MSH Capital Advisors LLC (MSHCA), an SEC-registered investment adviser. Registration with the SEC does not imply a certain level of skill or training. Securities are offered through M.S. Howells & Co., a registered broker/dealer and Member of FINRA/SIPC. Insurance services are offered through MS Insentra LLC, an affiliate Insurance Marketing Organization (not member FINRA/SIPC). This site is published for residents of the United States only. Registered Representatives of M.S. Howells & Co. may only conduct business with residents of the states and jurisdictions they are properly registered. Not all the products and services referenced on this site are available in every state and through every representative or advisor listed. Neither M.S. Howells & Co. MSH Capital Advisors LLC (MSHCA), nor MS Insentra LLC provides legal or tax advice.
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