Investment Management
Designed for You
Independent, Trusted, and Experienced
As an independent firm, we are fiduciaries who deliver objective, fee-based advice. We take a hands-on approach to create an Investment Policy Statement and focused investment program that is tailored for you and your goals. Unlike other firms that rely on generic financial planning tools, we listen to your vision and align our full suite of services to help you achieve a successful outcome.
You have achieved a significant level of wealth and want to maintain your lifestyle and leave a legacy. We are committed to helping you design an investment portfolio that satisfies your income needs, reflects your risk profile, and provides long-term growth.
Our focus is, and always will be, singularly on the protection and growth of your capital.
The growth of our business is secondary, and a by-product of this focus.
Leadership
Ryan J. Becker, CFA
Ryan is the Managing Partner and Chief Investment Officer of Oceanus Capital Partners. Before Oceanus, Ryan spent six years at Credit Suisse in New York, Atlanta, and Dallas as a Vice President in Investment Banking and Global Markets. Prior to Credit Suisse, Ryan was a partner and investment committee member at Alpha Capital Management on a team managing two multi-strategy investment funds.
He has over 15 years of investment & capital markets experience. Ryan holds a BS from Mercer University where he studied Biology and Chemistry. He is a CFA charterholder and member of the New York & Jacksonville CFA Societies.
Brian Rhodes
Brian Rhodes is the Head of Portfolio Operations at Oceanus, where he leads initiatives to drive value creation, operational efficiency, and strategic growth across the firm’s portfolio companies. He brings over two decades of leadership experience in technology and software operations, with a proven track record of scaling businesses and delivering shareholder value.
Before joining Oceanus, Brian spent more than 20 years at TaxSlayer, a leading tax software platform based in Augusta, Georgia. During his tenure, he held a variety of leadership roles across operations, strategy, and business development. As Chief Executive Officer for over five years, Brian guided the company through a successful private equity transaction and oversaw its evolution into a nationally recognized brand, significantly expanding its user base and market presence.
Brian holds a Bachelor of Arts in Marketing from Augusta University and an MBA from Georgia College and State University. He is passionate about building high-performing teams, fostering innovation, and supporting the long-term success of founder-led and growth-stage companies.
Amelia Bourdeau
Amelia is a Managing Director and Head of Investor Relations at Oceanus. She is both a seasoned executive and macro analyst. Before Oceanus, Amelia held several executive positions as a Managing Director at Diamond Standard, a Senior Advisor and the Head of External Communication at Exante Data, and the Founder and CEO of Market Compass. She started her career on Wall Street in Foreign Exchange Trading and Strategy where she held positions as a Director at Unicredit, a Director at Westpac, and a Director UBS where she was the Head of Americas G10 FX Strategy & Member of UBS Commodity Research Board. Amelia is also an On-Air Contributor to “Money in Motion Currency Trading” on CNBC and has been featured on Fox News with Maria Bartiromo, Yahoo Finance, Money FX 893 Singapore, and countless podcasts.
Amelia graduated from Amherst College, Magna Cum Laude, with a BA in Economics and Political Science and earned her masters from Columbia University.
Michael F. Lewis
Mike is Chairman of Oceanus Capital Partners and oversees private investments. He is both a successful entrepreneur and a seasoned CEO. Over the past several decades, Mike has established a track record of starting, operating, financing, and monetizing ventures. To date, this includes 50+ acquisitions and investments where he usually takes the role of lead investor. He has proven to be highly adept at identifying emerging trends and developing businesses that serve as strategic acquisition platforms across technology, business process outsourcing, communications, and social media.
Mike is a graduate of the University of Pennsylvania’s Wharton Business School and earned his MBA from SMU’s Cox Business School. He has also been an active mentor and advisor in Wharton’s Entrepreneur in Residence and Venture Awards programs.
Wilson F. Allgood
Wilson serves as Head of Originations at Oceanus, where he is responsible for sourcing and evaluating investment opportunities, developing intermediary and founder relationships, and supporting the firm’s overall deal pipeline and transaction strategy.
Prior to joining Oceanus, Wilson served as Senior Vice President at Argos Health (now EnableComp), a leading revenue cycle management company backed by private equity. He joined Argos through its acquisition of Allgood Professional Services, LLC, a firm he co-founded and scaled prior to its exit. Earlier in his career, Wilson held finance roles at the Federal Reserve Bank of Atlanta and Triad Guaranty Insurance Corporation.
Wilson earned a B.B.A. in Finance from the University of Georgia and a J.D. from Georgia State University College of Law.
Christina B. Mentel
Crissy is the Chief Experience Officer of Oceanus Capital Partners overseeing the design, development, and implementation of company-wide initiatives to create and ensure bespoke client experiences. A native of Wales, Crissy is a Licensed Optometrist which she practiced in the United Kingdom prior to moving to the United States. She is also a serial entrepreneur having founded, operated, and monetized three separate ventures.
Crissy is a graduate of Cardiff University in the United Kingdom where she earned a Bachelor of Science in Optometry.
