Associates
Advisory Team
LESLIE CALHOUN
President and CEO
Leslie is the President and CEO of Optivest. She implements tactical investment strategies and monitors investment performances. With more than 30 years of investment industry experience, she works to provide the utmost care in serving her clients’ financial needs and facilitating success.
Leslie is the President and CEO of Optivest. She implements tactical investment strategies and monitors...
MATT MCMANUS, M.A., CFP®
Senior Wealth Advisor and COO
Matt McManus, CFP® is a Wealth Advisor and Chief Operating Officer for Optivest. He is responsible for providing Financial Planning and Wealth Management advice to clients of the firm. With a passion towards ensuring each and every client receives concierge-level service and support, Matt is responsible for ensuring that Optivest’s day-to-day operations are run with the utmost attention to detail.
Matt McManus, CFP® is a Wealth Advisor and Chief Operating Officer for Optivest. He is responsible for providing...
Specialists
RYAN THOMASON
Associate Portfolio Manager
Ryan Thomason serves as the Associate Portfolio Manager for Optivest. He leads manager due diligence and investment strategy and research at the firm, manages day-to-day investments, and is a member of the investment committee.
Ryan Thomason serves as the Associate Portfolio Manager for Optivest. He leads ...
ASHLEE ENZENSPERGER
Director of Client Services and IT
Ashlee is our go-to person for all client transactions and works diligently to keep client reporting up-to-date. She is always accessible to clients for questions, big or small. Ashlee has single-handedly re-built the operations department since her start with Optivest in 2007 and is also our in-house technical support team. Ashlee takes pride in accuracy and efficiency, so clients can rest assured that even their most complex matters are in good hands.
Ashlee is our go-to person for all client transactions and works diligently to keep client reporting ...
Thought Leaders
PAUL DONNELLY
CEO and Founder of Coil Investment Banking
Paul Donnelly is a co-founder of Coil Partners having spent his career as an investment banking professional and principal investor. Paul has a successful track record of working with emerging growth and middle-market companies to enhance shareholder value through various corporate finance and M&A initiatives.
Paul Donnelly is a co-founder of Coil Partners having spent his career as an investment ...
MARK VAN MOURICK
President and Founder of the Optivest Foundation
Mark Van Mourick has over 4 decades of experience as a Money Manager and Registered Investment Advisor. He established Optivest Wealth Management in 1987, managing the investment portfolios of several of the nation’s wealthiest families through building strategic, diversified portfolios for his clients targeting low volatility and consistent growth.
Mark Van Mourick has over 4 decades of experience as a Money Manager and ...
WARREN ALLAN
President of Optivest Properties
Warren Allan is the President of Optivest Properties, founded in 2007, which currently operates 90 self-storage facilities as RightSpace Storage throughout the United States. Prior to Optivest Properties, Warren began his self-storage career as the Operations Director of another large regional storage operator.
Warren Allan is the President of Optivest Properties, founded in 2007, which ...
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