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.
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 is the Head of Originations at Oceanus. He previously served as Senior Vice President at Argos Health, Inc. (now “EnableComp”), which is a private equity-backed healthcare leader in the revenue cycle management industry. Prior to Argos Health, Wilson was a co-founder and operator of Allgood Professional Services, LLC, which was acquired by Argos Health in 2017. He previously held finance positions with the Federal Reserve Bank of Atlanta and Triad Guaranty Insurance Corporation.
Wilson holds a B.B.A in Finance from the University of Georgia and a J.D. from the 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.
