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Chairman, Co-Founder
& Partner 

Joe Moglia

Joe is Chairman, Co-Founder & Partner of Fundamental Global Investors and a Partner at Capital Wealth Advisors, our affiliated family office and wealth advisor.  Joe is also the current Chairman of the board at TD Ameritrade, and Head Football Coach & Chair of Athletics at Coastal Carolina University.

In his last 10 seasons of coaching college football, Joe has been part of 8 championship teams. In his first five seasons at Coastal, he has led his team to the National Playoffs 5 times and was Conference Champions 4 times. Coastal is 51-15 overall and 45-6 in the last 51 regular season games. He has also received multiple Coach of the Year honors, including the Eddie Robinson National Coach of the Year, and was recently inducted into and received the Lombardi Hall of Fame Award.

Joe has been a Football Coach for 24 years, but it’s not a traditional 24 years. He began his career as a coach for 16 years, moved to the business world for over 20, and back to coaching in 2009.

In his first stint as a coach, he won two Ivy League Championships as the Defensive Coordinator at Dartmouth, led units that set Defense and Kicking records at Lafayette, and turned two high school programs around.

Before going to Coastal, he was Executive Adviser to the Head Football Coach for Football at Nebraska where he was part of two Holiday Bowls, two Big 12 North Championships, and the recipient of the Sharp Trophy for Leadership as voted by the players.

In 2011 he was Head Coach of the Omaha Nighthawks in the United Football League.

In the business world, in 1984 Joe entered the MBA Training Program at Merrill Lynch, where there were 26 Trainees, 25 MBAs, and one Football Coach. By 1988, he was Merrill Lynch’s Number One Producer in the World. By the time he left, he was a member of both the Institutional and Private Client relative to the Executive Committees, and his final responsibilities were all Investment Products, the Insurance Company, the 401(k) Business, and the Middle Market Business.

He became the CEO of TD Ameritrade in 2001. Over the next seven years, shareholders enjoyed a 500% return as the firm grew its market cap from $700 million to $10 BILLION, and today TD Ameritrade has client assets over $1.2 TRILLION. In 2008, after the firm had 6 record years in a row, Joe stepped down as CEO and became Chairman of the Board.

 

Education

UNIVERSITY of DELAWARE
M.S. 

FORDHAM UNIVERSITY
B.A.

Activities & Affiliations

• Ellis Island Medal of Honor

• Honored by the National Italian American Foundation

• Honored by the Columbus Citizens Foundation

• Honored by the South Carolina Football Hall of Fame

• Honored by the American Institute for Stuttering

• Inducted into six Halls of Fame

• Recipient of three Honorary Doctorates

Books

• 4th and Goal: One Man’s Quest to Recapture his Dream

• Coach Yourself to Success: Winning the Investment Game

 
 

 
 
 
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CEO, Co-Founder & Partner

Kyle Cerminara

Kyle is CEO, Co-Founder & Partner of Fundamental Global Investors and Co-Chief Investment Officer of Capital Wealth Advisors, our affiliated family office and wealth advisor.  Prior to partnering with Capital Wealth Advisors and co-founding Fundamental Global Investors, Kyle was a Portfolio Manager at Sigma Capital Management from 2011-2012. Kyle was a Director and Sector Head of the Financial Industry at Highside Capital Management from 2009-2011. Previously, Kyle was a Portfolio Manager and Director at CR Intrinsic Investors from 2007-2009. Prior to joining CR Intrinsic Investors, Kyle was a Vice President, Associate Portfolio Manager and Analyst at T. Rowe Price from 2001-2007 and an Analyst at Legg Mason from 2000-2001.

 

Education

UNIVERSITY of VIRGINIA
MBA, Darden School of Business

UNIVERSITY of MARYLAND
B.S., Financing and Accounting –Smith School of Business

Member of Omicron Delta Kappa

NCAA Academic All American and Co-captain of the Men’s Varsity tennis team

China Executive Residency at the Cheung Kong Graduate School of Business in Beijing, China

Professional Memberships & Affiliations

• CEO, Co-founder & Partner of Fundamental Global Investors

• Chairman and CEO of Ballantyne Strong (NYSE: BTN)

• Chairman of BK Technologies (NYSE: BKTI)

• Chairman of 1347 Property Insurance Holdings, Inc. (NASDAQ: PIH)

• Chairman of Itasca Capital, Ltd. (TSX: ICL)

• Director of blueharbor bank (OTC: BLHK) 

Designations

• Chartered Financial Analyst (CFA)

     

 
 

 
 
 
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President, Co-Founder
& Partner

Lewis Johnson

Lewis is President, Co-Founder & Partner of Fundamental Global Investors and Co-Chief Investment Officer at Capital Wealth Advisors, our affiliated family office and wealth advisor.  Prior to partnering with Capital Wealth Advisors and co-founding Fundamental Global Investors, Lewis was a private investor from 2010-2012. Lewis was a Portfolio Manager and Managing Director at Louis Dreyfus Highbridge Energy from 2008-2010. Previously, Lewis was a Senior Vice President, Portfolio Manager and Analyst at Pequot Capital from 2006-2007. Prior to joining Pequot Capital, Lewis was a Vice President and Analyst at T. Rowe Price from 2000-2006. Lewis worked as an Analyst at Capital Research & Management in 1999 and a Vice President at AYSA from 1992-1998.

 

Education

UNIV of PENNSYLVANIA
MBA Wharton School of Business

EMORY UNIVERSITY
B.A., Intl. studies,                 

EMORY UNIVERSITY
M.A., Political Science

Professional Memberships and Affiliations

• President, Co-founder & Partner of Fundamental Global Investors

• Co-Chairman of BK Technologies (NYSE: BKTI) 

• Co-Chairman of 1347 Property Insurance Holdings, Inc. (NASDAQ: PIH)

• Director of Itasca Capital (TSX: ICL) 

• Director of Ballantyne Strong (NYSE: BTN)

 
 

 
 
 
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Vice Chairman & Partner

William Beynon

Bill is Vice Chairman & Partner of Fundamental Global Investors and President, CEO & Co-Founder of Capital Wealth Advisors, our affiliated family office and wealth advisor.  Bill is dedicated to building client relationships marked by communication, commitment and a keen ability to clarify complex decisions.

Bill’s career has spanned more than 20 years. Throughout that time, Bill has worked with many of the nation’s largest families.  Bill leads a team of over 30 professionals focused on assisting families with their asset management & estate planning.

Prior to founding CWA, Bill served as Partner of First Financial Resources in Naples, FL, and Director of Estate Planning at Creative Asset Services in Pittsburgh, PA.

 

Education

WEST VIRGINIA UNIVERSITY
B.A.

 

Professional Memberships & Affiliations

• Million Dollar Round Table’s Top of the Table, qualifying twelve times

• Forum 400

• Association for Advanced Life Underwriting

• Featured speaker at the Top of the Table and Forum 400 annual meetings

Community Causes

• Member of the Board of Directors for Champions for Learning Foundation

• Mentor for the Take Stock in Children Program of the Champions for Learning Foundation

• Member of the Scholarship Selection Board for Take Stock in Children

• Elder at Vanderbilt Presbyterian Church

• Member of the advisory board for the Holocaust Museum of Southwest Florida

• Committee member for the Red Sox Foundation & Massachusetts General Hospital Home Base Program

• Member of the West Virginia University Alumni Board of Directors

 
 

 
 
 
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Partner

Blaine Ferguson

Blaine is a Partner of Fundamental Global Investors and COO, Principal & Co-Founder of Capital Wealth Advisors, our affiliated family office and wealth advisor.  Blaine evaluates and guides the firm’s overall strategic vision, direction and oversight.   His responsibilities include leading a world-class wealth advisory team and providing customized investment management, risk management, financial planning and retirement planning solutions for some of the nation’s largest families.

Prior to co-founding CWA, Blaine worked as a Financial Advisor for Smith Barney in Atlanta, GA, and served as a Commissioned Officer and helicopter pilot in the United States Marine Corps. While serving his country, Blaine participated in numerous combat operations, including Operation Allied Hope (Kosovo 1999) and Operation Enduring Freedom (Afghanistan 2001). Blaine was awarded four Air Medals for distinguished and meritorious achievement in aerial flight, and retired from active service in 2001 at the rank of Major.

Blaine lives in Naples, FL with his wife Lisa and his two children Evan and Ellie.

 

Education

BOSTON UNIVERSITY
MBA

WEST VIRGINIA UNIVERSITY
B.S. in Biology

Professional Memberships and Affiliations

• Million Dollar Round Table’s Top of the Table, qualifying eight times

Community Causes

• Member of the United States Senate Military Academy Selection Board (USNA)

• Committee member for the Red Sox Foundation & Massachusetts General Hospital Home Base Program

 
 

 
 
 
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Chief Operating Officer & Chief Compliance Officer

Jeff Sutton

Jeff is Chief Operating Officer & Chief Compliance Officer at Fundamental Global Investors and Chief Compliance Officer of Capital Wealth Advisors, our affiliated family office and wealth advisor.  Jeff brings over fifteen years of portfolio management, investment operations, and compliance experience, having managed the company that he founded, ValueTree Investments LLC, since 2009.  Previously, he worked as an analyst for SSM Ventures, a Southeastern private equity firm, and for Pittco Management, the family office of J.R. “Pitt” Hyde III – the founder of AutoZone.

 

Education

UNIVERSITY of VIRGINIA
MBA, Darden School of Business

RHODES COLLEGE
BA, International Business
and French
Summa cum laude
Phi Beta Kappa

Professional Memberships & Affiliations

• Founder & President of ValueTree Investments

Designations

• Chartered Financial Analyst (CFA)

 
 

 
 
 
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Chief Financial Officer

Richard Knepfler

Richard is Chief Financial Officer at Fundamental Global Investors and of Capital Wealth Advisors, our affiliated family office and wealth advisor. Prior to joining Fundamental Global Investors and Capital Wealth Advisors, Richard was Manager of Finance & Accounting at Orr Safety Corporation from 1995-2015.

Richard has earned the right to use the Certified Public Accountant (CPA) designation.

Education

UNIVERSITY of ALABAMA
MBA

PURDUE UNIVERSITY
B.S. Accounting

 
 

 
 
 
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Business Development 

Lee Larson

In his Business Development role with FGI, Lee seeks out relationships with high net worth investors and institutions, as well as other financial institutions, especially those with a focus on increasing their AUM from high net worth clients.   Lee also serves as Senior Vice President of Capital Wealth Advisors, where he manages individual portfolios and provides investment advisory services to clients of the firm

Prior to joining Fundamental Global Investors/Capital Wealth Advisors, Lee was an Investment Advisor for Hayden Harper Advisory from 2012-2015. Lee was also a Registered Representative at Capital City Securities from 2008-2012.  Previously, Lee was an Investment Advisor at Regis Asset Management from 2010-2012.   Prior to joining Regis Asset Management, Lee was a Registered Representative for Regis Securities Corporation and Warner Group, Inc.

Lee currently resides in Mooresville, NC where he is an active sports enthusiast, often found at Lake Norman Tennis Center or on a soccer field.

Education

UNIVERSITY of NORTHERN IOWA   
(Summa Cum Laude)
BS in Geography

UNIVERSITY of GEORGIA
MS in Geography