Meet The Team

Annette holds a Bachelor Degree in accounting from Arizona State University and has over 25 years of experience in the Investment Advisory space. From 2004 to January 2025, she played a pivotal role at a Boulder and New York based Asset Allocator, serving as Partner, CFO, CCO, and COO, where she led financial strategy, compliance, and operational excellence for institutional and family clients. Before Minot Capital, she was the founding partner of a consulting firm serving 60+ clients across various industries, as well as worked as an outsourced CCO for an Asset Allocator in Boulder. Annette now resides in Florida, continuing her commitment to helping organizations optimize operations and achieve strategic growth. She enjoys long walks on the beach and boat rides to discover new beaches.

Levi holds a degree in Accounting from the University of Colorado Boulder and has over 12 years of investment operations and analytics experience with an Asset Allocator operating out of both Boulder and New York City. Throughout his career, he has successfully implemented performance reporting systems, risk management platforms, data warehouses, trading workflows, and custodial relationships. His extensive expertise in investment operations, systems integration, and investment reporting has made him an expert in enhancing business processes and supporting data-driven strategies within the financial industry. Levi still resides in Colorado. He's an avid fly fisherman, and enjoys getting away from the cold to hunt for Permit on the bow of a skiff.