Our
Team

A TEAM WITH NEXT-LEVEL STANDARDS.

Led by industry veteran Andrew Hart, our multidisciplinary and collaborative team comprises experienced investment and wealth management professionals who are united by a belief in delivering service that is meticulous, thoughtful, and caring. We always prioritize upholding the highest fiduciary standards.

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Andrew HartChief Executive Officer & Chief Compliance Officer

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Andrew Hart is the founder, CEO and CCO of Next Capital Management (NEXT). NEXT began in 1998 as an affiliate of Bear Stearns where Andrew was a Senior Managing Director from 1998 through 2007. Prior to founding NEXT, Andrew was a Vice President in the Private Client Services division of Goldman Sachs. During his 8 years at Goldman Sachs, Andrew oversaw a team that managed investments for high net worth individuals and families. Andrew received a Master of Business Administration from the University of Chicago in 1990 and a B.S. in Finance and Entrepreneurial Management from the Wharton School at the University of Pennsylvania in 1986. Prior to receiving his M.B.A., he worked as an Analyst for Abner, Herman & Brock, a Registered Investment Adviser for high net worth families, and as an Analyst for Theodore Barry & Associates, a Management Consulting firm. Andrew is active in various charities in his community.

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Ryan Davis, CFA®, CAIA®Chief Investment Officer & Partner

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Ryan Davis, CFA®, CAIA® is the Chief Investment Officer at Next Capital Management, LLC. He is responsible for oversight of NEXT’s asset allocation, manager selection, and investment strategy, and works closely with the firm’s advisors and clients to implement portfolios. Prior to joining NEXT, Ryan was a senior analyst in the alternative investments group at Fortigent, an outsourced provider of research and technology services for high net worth advisory firms. At Fortigent, he was primarily responsible for the identification and due diligence of hedge funds and other non-traditional investment solutions. He also led the firm’s asset allocation research and helped manage multi-asset class and dedicated alternative investment portfolios. Ryan is a frequent speaker on alternative investments and his research has been featured in major industry journals and news sites. He graduated from the George Washington University with a B.S. in Economics and holds the Chartered Financial Analyst (CFA®) and Chartered Alternatives Investment Analyst (CAIA®) designation. Ryan lives in Long Island with his wife and children.

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Cathi SanfordChief Operating Officer & Partner

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Cathi Sanford is the Chief Operating Officer for Next Capital Management, LLC. She is responsible for implementing business strategies, plans and procedures, overseeing daily operations, and establishing policies that promote company culture and vision. Cathi joined Next Capital Management in 2008 and has worked closely with advisors, clients and the NEXT team in various roles. Prior to joining NEXT, Cathi worked at Bear Stearns Securities Corp. where she was a Client Service Representative – Vice President for the Broker-Dealer Investment Advisor Services group. Cathi was previously employed as an Associate at Oppenheimer & Co. in the Restricted and Control Stock group and she was a Marketing Associate for a boutique brokerage firm. Cathi received her B.S. in Marketing with a concentration in International Business from Saint John’s University. She has a Certificate in Finance from New York University’s School of Continuing and Professional Studies. Cathi is an active volleyball player and an active alumnus of Saint John’s. Cathi lives with her family in Westchester.

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Ross LevinPartner

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Ross Levin is a Partner with Next Capital Management, LLC. He is responsible for working with a select group of individuals and families to manage their financial strategy and coordinate their comprehensive wealth management plans. Prior to joining NEXT in 2007, Ross worked at Merrill Lynch in The Global Private Client Group as a Financial Advisor, where he focused on high net worth individuals and corporations. Ross has extensive entrepreneurial experience having managed and owned several small businesses. He is an active fundraiser for the Staten Island Heart Society and previously served on their Board of Directors. Ross received his B.A. in Psychology from Kansas University and currently resides with his wife and two children in Summit, New Jersey.

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Daniel Magier, CFP®, CAIA®Wealth Advisor & Partner

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Daniel Magier is a Wealth Advisor at Next Capital Management, LLC. He is responsible for working with individuals and families to manage their financial strategy and coordinate their comprehensive wealth management plans. Prior to joining NEXT, he worked at Fidelity Investments where he focused on assisting Fidelity’s high net worth clients with holistic wealth planning and implementing investment portfolios to achieve their goals. Daniel is a CERTIFIED FINANCIAL PLANNER™ (CFP®) professional and holds the Chartered Alternatives Investment Analyst (CAIA®) designation. He received a B.A. in Economics from the University of Michigan, where he graduated Cum Laude. Dan enjoys sports, traveling, and spending time with family and friends.

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Chris OfsthunWealth Advisor

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Chris Ofsthun is a Wealth Advisor at Next Capital Management, LLC. He is responsible for working with individuals and families to manage their financial strategy and coordinate their comprehensive wealth management plans. He began his career at NEXT in 2010, progressing through portfolio management and client relationship positions before ascending to his current role of Wealth Advisor. Whether working with high-net-worth individuals or those who have just begun accumulating wealth, he understands the complexities and challenges that come with managing one’s finances. He strives to address his clients’ fears and apprehensions while helping them achieve their financial goals. Chris received a B.S. in Finance and Marketing from New York University’s Stern School of Business in 2010. He is an avid traveler, having visited 26 countries and 46 states, but these days you can find him exploring the Rocky Mountains outside his backdoor in Boulder, Colorado.

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Ted Smith, CAIA®Wealth Advisor

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Ted Smith is a Wealth Advisor at Next Capital Management, LLC. He is responsible for working with individuals and families to manage their financial strategy and coordinate their comprehensive wealth management plans. Prior to joining NEXT, he worked at Mount Yale Capital Group for six years where he focused on building portfolios for high-net-worth clients and marketing alternative investments to other wealth managers. Ted is a Chartered Alternative Investment Analyst (CAIA®) professional and received a B.S. in Finance from Lehigh University where he played division one football. Ted enjoys golf and spending time with his family and friends. He lives in Kensington, Maryland with his wife and daughter.

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Donna RedelSenior Advisor

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Donna Redel is a Senior Advisor at Next Capital Management, LLC. Donna is also the founder and Chief Executive Officer of Strategic 50 Inc., a firm that links top-level professional women to global consulting and project-based assignments. Prior to joining NEXT, Donna was the Managing Director and Board Member of the World Economic Forum and the only woman elected Chairman of the Board of the Commodity Exchange. She also served as Chief Information and Technology Officer at Prudential Securities for both the international and derivatives divisions. Donna has been instrumental in women’s issues for over 20 years; she founded the Women’s Leadership Initiative at the World Economic Forum, created the Women’s Health program at NY Presbyterian Hospital and continues her involvement in financial literacy programs. Donna is on the Board of Penn State Smeal School of Business, the Network for Teaching Entrepreneurship, Columbia University’s Paris Alliance Program, a founding Board Member of the Global Poverty Project USA, an Advisory Council member of the NY Presbyterian Hospital, as well as on its Dean’s Council and serving as President of the Lying-in Hospital. Donna received her law degree from Fordham Law, where she later developed and taught a course on Risk Management and Derivatives. She also received an M.B.A. from Columbia University School of Business and a B.A. from Barnard College. Donna lives in Manhattan with her husband.

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Barbara ShamesVP, Client Relations

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Barbara Shames is Vice President, Client Relations at Next Capital Management, LLC. She is responsible for working with advisors to efficiently transition clients to the firm and working with clients to process their daily operational needs, as well as collaborating with the NEXT team on various projects. Barbara brings over 20 years of experience in the financial service industry. In her previous role as Operations Manager at Northeast Securities, she worked closely with broker-dealers, clearing firms, and departmental staff to optimize results, improve efficiency and ensure a smooth and successful back office. She is a graduate of Rider University. Barbara loves travel, music and spending time with family and friends. She lives on Long Island with her husband.

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Michelle SevillanoClient Relations Associate

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Michelle Sevillano is a Client Relations Associate at Next Capital Management, LLC. She is responsible for working with the firm’s advisors to help manage daily client operational needs and enhancing their overall experience. Prior to joining NEXT, she was a Client Associate at Merrill Lynch’s foreign office, where she worked in the Latin America Division assisting various clients throughout Latin America and Spain. She is a graduate of Montclair State University where she majored in Economics and minored in Business Administration. She lives in New Jersey and enjoys attending art galleries, going to concerts and practicing yoga in her free time.

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Andrew ManiscalcoAnalyst

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Andrew Maniscalco is an Analyst for Next Capital Management, LLC. He is responsible for broadly supporting the firm’s advisors and clients, along with dedicated roles in portfolio implementation, reporting, and analysis. Andrew is a recent graduate of Iona College’s Hagan School of Business where he majored in Finance and minored in Economics. While at Iona, Andrew was an intern at Argo Partners, an investment firm dealing with distressed debt entities. As a distressed debt trader, Andrew worked with C-Suite level executives acquiring rights to over two million dollars of unsecured debt in corporate bankruptcies, and Canadian insolvencies. Outside of work, he enjoys playing basketball, staying physically fit, reading mystery novels, and eating well with family and friends.

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Matthew RobertsAnalyst

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Matthew Roberts is an Analyst at Next Capital Management, LLC. He is responsible for broadly supporting the firm’s advisors and clients, along with dedicated roles in portfolio implementation, reporting, and analysis. Matthew is a recent graduate from the Kelley School of Business at Indiana University where he majored in Finance. Prior to joining, Matthew interned at Trillium Trading, a proprietary trading firm focused on capitalizing upon various short-term market conditions and fluctuations. Matthew enjoys basketball, traveling, playing the piano, and spending time with family and friends.

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Nick BochanisAnalyst

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Nick Bochanis is an Analyst at Next Capital Management, LLC. He is responsible for broadly supporting the firm’s advisors and clients. Prior to joining Next, he was an Associate Financial Consultant at Charles Schwab, where he was responsible for research, portfolio analysis and implementation, and general support of the senior consultants. He also spent time on advanced trading and high net worth teams. He graduated from Indiana University in 2019 where he majored in Economics and minored in Mathematics. Outside of work he enjoys staying active, spending time with friends and family, and traveling.

Please Note: Limitations. The achievement of any professional designation, certification, degree, or license, membership in any professional organization, or any amount of prior experience or success, should not be construed by a client or prospective client as a guarantee that he/she will experience a certain level of results or satisfaction if Next is engaged, or continues to be engaged, to provide investment advisory services.