Bluemont Capital Advisors, LLC is an independent registered investment adviser with its principal place of business in the Commonwealth of Virginia. Bluemont is made up of professionals with over 60 years of expertise in numerous areas of financial services.
The Bluemont investment philosophy strives for global diversification and low equity correlation while tactically allocating assets to help clients meet their risk and return goals.
Bluemont actively manages a client portfolio and does not believe in a “set it and forget it” philosophy, or tell their clients, “don’t read your statements, just throw them in the drawer” ignoring poor performance.
Bluemont Capital is run by the husband and wife team of Carolyn and Mark Stys.
They started their firm a year ago. Carolyn and Mark have been married for 24
years, and they have 3 sons. The Stys have worked in the industry of financial services for a total of 38 years for top tier firms but decided to strike out on their own. “It can be tough to close the office door at times but so far so good.”
Carolyn Stys – President
Carolyn has been working in the financial services since the early 1980s and has a breadth of experience that encompasses roles of increasing responsibility at many top firms.
Carolyn began her career with Merrill Lynch in operations, account reconciliation, and securities processing in Boston in 1985 supporting Merrills’ branches in the New England Region. After moving to California, Carolyn worked in the private client group for Drexel Burnham Lambert and in institutional sales for Lehman Brothers before joining PIMCO in 1992. She became Senior Portfolio Analyst where her team was responsible for the
pricing of PIMCO’s institutional portfolios.
Upon returning to Boston in 1994, Carolyn joined State Street Bank & Trust as a Client Service Officer for State Street Capital Markets. Carolyn later joined Fidelity Investments as development manager for FACTS – Fidelity’s portfolio management accounting system. Carolyn moved to Investors Bank &
Trust in 2000 where she was asked to combine her securities accounting and processing knowledge, client service skills and understanding of technology in the role Program Manager for IBT’s flagship product offering.
As President of Bluemont Capital Advisors, LLC Carolyn oversees the day to day
operations and implementation of the client service model for the firm.
Carolyn attended Trinity University in Washington DC. Carolyn, in addition to being the mother of three sons is active in a number of philanthropic efforts including 100 Women Strong and in charities that work with children who age out of foster care.
Mark Stys – Chief Investment Officer/Chief Compliance Officer
Mark started his financial services career at Fidelity Investments in 1993 as a bond trader with Fidelity Capital Markets where he spent 5 years trading US government debt and mortgage backed securities. He later became head of Fixed Income and International Strategy where he worked with numerous Fidelity companies, US, and foreign investment firms in coordinating brokerage and investment strategies as well as Fidelity’s offerings to its customers. Mark also held other senior positions within Fidelity including VP-Investment
Manager Product Development for the Investment Advisor Group. Other experience includes work as a partner with an alternative investment firm where he assisted numerous start-up and early-stage public companies engage private placements with institutional and accredited investor clients.
As Chief Investment Advisor, Mark oversees the portfolio strategy, asset allocation and the trading of securities for client portfolios. He is a past member of the NASD Fixed Income Pricing Committee, a speaker for the NASD Town Hall meetings and often serves as a panel member for various investment and trading seminars.
Mark is a graduate of the United States Naval Academy and holds a Masters Degree from Webster University. He is a former Marine Corps helicopter pilot and currently advises the United States Marine Corps’ Strategic Initiatives Group on the implications of rapidly changing economic conditions and their effect on threats in various areas of operation. Mark is very active in coaching his three sons youth teams.
by: Sam Leccima and Shani Leccima