Leadership Team

CAVU brings collective professional experience at recognized global financial service firms, including McKinsey & Company, the New York Stock Exchange, NASDAQ, Bank of America, Morgan Stanley, Trust Company of the West, Bear Stearns, BNY Mellon, Price Waterhouse and Wells Fargo.

Our team includes:

Greg Parsons


More than 20 years professional experience – CAVU Securities LLC, Semper Capital Management, CP Capital Partners, LP., McKinsey & Company

Captain and Infantry Officer, United States Marine Corps

AB, Princeton University


Timothy P. Mullaney

Cash Solutions

More than 25 years professional experience in cash and asset management – CAVU Securities LLC, Castle Oak Securities, Post Advisory Group, BNY Mellon, Evergreen Investments, Manning & Napier, Price Waterhouse

BA Boston College NASD Series 7 & 63


Stephen Burke

Fund Distribution

More than 25 years of professional experience – Morgan Stanley, Carson Group, DUNBAR Capital, CDK Group, Semper Capital
AB, Princeton University
NASD Series 7, 63 & 24


Stuart Patterson

Funds Distribution

More than 30 years professional experience – CAVU Securities LLC, CDK Financial Services, NASDAQ, Bank of America Specialists, Guy Carpenter & Co.

BA (Hons), City of London Polytechnic


Albert Kirton

Capital Markets

More than 15 years professional experience – CAVU Securities LLC, Academy Securities, Wells Fargo Securities, Goldman Sachs, United States Marine Corps – commissioned officer.

BS, United States Naval Academy

MBA, University of Michigan Ross School of Business

NASD Series 52, 63, and 79


Sharron Todd

Head of Marketing Communications

More than 15 years professional experience in marketing, communications, and operations- Cavu Securites LLC, Good Light Capital LLC, OzoneX Ventures, Wakefield Talabisco International, The Hearst Corporation, Nordics-based Panda & Rocket AY 

Cryptologic Linguist, Military Intelligence Corps- United States Army 

Southern Methodist University 

DLPT (Hon), Defense Language Institute 


Yanina Miller

Director of Community Engagement

More than 25 years professional experience – CAVU Securities, LLC, Semper Capital Management, Promontory Financial Group, TSG Consumer Partners, Lubert-Adler Partners, L.P., Hillview Capital Advisors, LLC

Temple University