Karl G. Wellner
Chairman & CEO

Karl Wellner joined Papamarkou Wellner Asset Management in 2003 as President and CEO. Mr. Wellner was previously President and CEO of Key Asset Management (USA) Inc. Mr. Wellner is also Founder, partner/shareholder of KAWE Kapital, one of the first members of the Tallinn Stock Exchange in Estonia and one of the larger independent investment management firms in the country. He was previously Director of Business Development at Bank Julius Baer in New York and CEO of JS Products, the U.S. subsidiary of an investment firm within the Volvo Group. Mr. Wellner also served as CEO of Habsburg, Feldman, the U.S. affiliate of the Geneva-based fine art auctioneer. Mr. Wellner is a native of Sweden and a graduate of the Stockholm School of Economics. He is fluent in English, Swedish, German, French, Estonian. He is proficient in Italian and also has some knowledge of Russian. Mr. Wellner is Chairman of the Swedish American Chamber of Commerce, President of the NYSPCC (New York Society for the Prevention of Cruelty to Children.) He is Co-Chair of Duke University's Parents Program and is a member of the Council on Foreign Relations.

Thorne L. Perkin

Thorne Perkin joined Papamarkou Wellner in 2005 where he served as Managing Director until appointed President, Papamarkou Wellner Asset Management, Inc., in 2014. Previously, Mr. Perkin spent five years as a Vice President and Portfolio Manager in the Private Client Group at Credit Suisse (formerly Donaldson, Lufkin, Jenrette) specializing in business development, asset allocation and portfolio construction for high net worth clients, foundations and institutions. Prior to joining DLJ, Thorne worked in Equity Research covering Semiconductor Capital Equipment as an Associate for Needham & Co. He also worked as an Analyst for The Bank of New York in Middle Markets/Small Business Lending. Mr. Perkin is a Trustee of several private philanthropic organizations with a focus on development and finance. Mr. Perkin received his B.A. from Colgate University with honors where he focused on Economics and History.

Joanne Zerillo
President & CCO, Papamarkou Wellner & Co., Inc. (Broker/Dealer)

Joanne Zerillo joined Papamarkou Wellner in 1998 and serves as President, Papamarkou Wellner & Co. Inc., a subsidiary of Papamarkou Wellner Asset Management, Inc. With more than 25 years of industry experience, Ms. Zerillo oversees various aspects of the Firm's Advisory, Client Service, Trading, Administration and Compliance efforts. Ms. Zerillo's past Senior positions include various roles in Sales and Trading at D.H. Blair, Manager of Retirement Planning at Kidder Peabody and Estate Planning and Relationship Management with L.F. Rothschild. Ms. Zerillo is registered as a Series 24, 7, 63, 4, 3 and 54 Representative.

Scott D. Daniels

Scott Daniels is the Financial and Operations Principal and Chief Financial Officer of PW & Co. With more than 35 years of industry experience, Mr. Daniels supervises the daily operations and financial and regulatory compliance activities for the Company. Mr. Daniels draws upon 25 years' experience as Managing Partner and founder of S.D. Daniels and Company, a Certified Public Accounting firm specializing in providing accounting and regulatory compliance consulting to the brokerage and investment banking industries. Mr. Daniels began his career as an auditor for KPMG. In addition to his status as a Certified Public Accountant, Mr. Daniels is registered as a Series 27 Representative. Mr. Daniels graduated cum laude from the University of Hartford with a degree in accounting.

Lorenzo Lorenzotti
Managing Director

Lorenzo Lorenzotti joined Papamarkou Wellner in 2011 where he serves as Managing Director. Prior to that Mr. Lorenzotti was a Managing Director and Partner of ACG Private Equity, a Paris based asset manager and served as Senior Vice President of Rolaco Services Inc., where he actively managed a portfolio comprised of direct alternative investments across the U.S., Europe and Asia. Previously, Mr. Lorenzotti was Vice President for Lazard Frères & Co. in principal investments responsible for marketing and capital raising. Mr. Lorenzotti began his career as an attorney practicing corporate and securities law in New York. Mr. Lorenzotti received his BA from Boston University, his JD from Pace Law School and certification from the New York Bar in 1991. Mr. Lorenzotti maintains dual Italian and US citizenship, is fluent in English, Italian and French and is proficient in Spanish.

Nicolas E. Sitinas
Chief Investment Officer - Investment Research

Nicolas Sitinas joined Papamarkou Wellner in 2012 where he serves as Chief Investment Officer. Mr. Sitinas has been working on Wall Street since 1996, starting out as an Associate Equity Analyst with Lazard Frères & Co. LLC, covering shipping, transportation, cruise and defense companies. Mr. Sitinas then joined Shikiar Asset Management as an equity research analyst and assistant portfolio manager. While there, Mr. Sitinas covered a wide variety of sectors and companies with a concentration on media and entertainment. In 2001, Mr. Sitinas founded NES Capital Management LLC which successfully managed two equity oriented hedge funds that significantly outperformed their benchmarks during his decade long tenure. Mr. Sitinas graduated from Tufts University in 1990 with a BSc in Computer Science and from Columbia Business School in 1996 with an MBA in Finance.

Donik Arabyan
Director of Research

Donik Arabyan joined Papamarkou Wellner in 2016 as an Analyst focusing on Investment Research. Previously Mr. Arabyan was a Research Analyst at Eagle Capital Partners, a value oriented equity asset manager. During his eight year tenure at Eagle Capital, Mr. Arabyan performed fundamental equity research, financial modeling, management evaluation, and assisted in the generation of investment ideas. Mr. Arabyan graduated summa cum laude from Benedictine College with a degree in Finance. He was also an All-American Scholar Athlete and tennis professional. Mr. Arabyan was awarded a Gold Medal, in tennis, at the Junior Balkan Olympic Games, and was a National Champion in his home country of Bulgaria.

Bryon H. Lyons
Compliance Consultant

Bryon Lyons coordinates the overall compliance programs of the broker/dealer and investment advisor at Papamarkou Wellner. With more than 17 years of industry experience, Mr. Lyons works with the firm's principals and personnel to ensure the overall effectiveness of the regulatory compliance programs. Mr. Lyons is registered as a Series 27, 24, 7 and 55 Principal. Mr. Lyons began his career at Dreyfus Service Corp. and Wit Capital Corp. where he supervised representatives, developed procedures and instituted training programs. He later served as President of a New York brokerage firm dedicated to hedge funds and proprietary trading. Mr. Lyons graduated with a Bachelor of Arts degree from the University of Virginia.

Kyle Wellner

Kyle Wellner joined Papamarkou Wellner in March 2020 as an Associate focusing on Business Development. Previously Kyle was an Account Executive at Infor, the largest privately-held software company in the world, where he worked with existing clients across multiple industries to manage ongoing relationships and promote additional products. Kyle began his career at Oracle where he held positions in both business development and client management. Kyle received his BA from Duke University with a major in Public Policy Studies, minor in Military History, and certificate in Markets & Management Studies. While at Duke, Kyle was a four-year walk-on member of the Football Team where he played Safety. Kyle holds dual citizenship (USA & Sweden) and is proficient in Swedish and French. Kyle is registered as a Series 7 and 63 Representative.