Alan Boyer, Chief Executive Officer
Alan previously was the CEO of Capital Guardian, LLC and Capital Guardian Wealth Management, a full services broker-dealer and registered advisory firm headquartered in Charlotte, NC. Before joining Capital Guardian in 2003, Alan worked for First Union Capital Markets / Wachovia Securities in investment banking from 1998-2003. Prior to First Union / Wachovia, Alan was employed in public accounting for approximate five years specializing in consulting and audits of SEC regulated entities and bank clients. Alan is a CPA and is a Chartered Financial Analyst. He Joined Odyssey in January 2015.
Joel Plasco, Executive Chairman and President
Joel started his career as an attorney at Gouldens Solicitors in London, now Jones Day. He left private practice to join the investment bank Collins Stewart. In 2004, he became COO of the Collins Stewart Tullett group, a multi-national broker with over 3,500 staff in 27 locations. He was then appointed CEO of Collins Stewart plc, the group’s investment banking, brokering and wealth management divisions, when it was de-merged and separately listed. During his tenure as CEO, revenues doubled as he focused on key acquisitions and organic wealth management growth. The company had $16 billion of AUM when it was acquired by Cannacord Genuity in 2012. Since 2012 Joel has been involved in variety of fund raising and advisory roles. He holds FINRA Series 7, 24 and 63 licenses. He became Chairman of the Board of Odyssey in January 2016.
Paul M. Pickett, CPA, Chief Financial Officer
Paul joined Odyssey in January 2017. Prior to joining Odyssey, Paul was Partner in the Public Accounting firm of Elliott Davis Decosimo, a US top 30 Accounting firm, and Managing Partner of the Richmond Virginia office. His area of practice focused on financial institutions clients and public companies. He served over 100 public and private bank and bank holding companies as partner in charge of audit and consulting engagements. This includes over 25 initial public offerings and secondary offerings for SEC registrant clients. Paul began his career with the firm in 1990.
Andrea Johnson, Managing Director, Business Strategy
Andrea Johnson joined Odyssey Engines, LLC in 2018 as Managing Director, Business Strategy. Prior to joining Odyssey, Andrea spent over 12 years of formal study, continuing education and practical application in the Financial Services industry.
Her prior roles included Director of Global Advisory Services, at Braver Wealth Management located in Boston, MA, where she implemented and distributed tactical algorithms to third party distribution channels and International clients. Prior to that, Andrea served as the Director of Advisory Services at Capital Guardian, a Charlotte based RIA. She has received training in the areas of compliance, operational procedures, and international securities and regulation. Offering a strong work ethic, strict organizational skills and proven leadership, she currently focuses on true project management. Andrea is responsible for implementing the integration of various data aggregation systems and assists in Quality Control, Marketing, Strategic Vision and International Business Development. Andrea graduated from Gardner-Webb University, in North Carolina with a Bachelor of Business Administration focusing on Quantitative Analysis, and currently holds her Series 7 and Series 66 license.