We are thrilled to add Jeff and Scott to the team and expand our presence in Connecticut.”— Paul Carlson, CEO, Seventy2 Capital Wealth Management
Seventy2 Capital Wealth Management, an independent, client-first wealth management firm based in the Washington, DC–Baltimore region, disclosed today that Executive Director & Financial Advisor Jeff Sharpe will be based in the Westport office, while Executive Vice President & Financial Advisor Scott Tansley will launch a new Cheshire, Connecticut location.
“We are thrilled to add Jeff and Scott to the team and expand our presence in Connecticut with a new office in Cheshire. Jeff and Scott bring over 45 years of experience in financial services between them, having worked with large practices such as Merrill Lynch and Wells Fargo Advisors. We are very excited to work with them!” stated Paul Carlson, CEO and Co-Founder of Seventy2 Capital.
Jeff begins his process by learning each client’s goals, values, and priorities. He is committed to building enduring relationships grounded in trust, openness, and tailored guidance. Jeff integrates customized investment management, tax-aware strategies*, retirement planning, and risk management to help preserve and increase wealth while handling life’s financial shifts. As a PIM® Portfolio Manager, Jeff adopts an active portfolio construction style, with a strong focus on bespoke fixed income solutions, municipal bond strategies, market-linked structured products, and options approaches that align with each client’s specific objectives. He regularly uses options strategies for risk reduction and income generation when suitable for a client’s aims and risk appetite. These approaches are woven into a broader portfolio management framework designed to offer clients greater flexibility, tax efficiency, and improved risk-adjusted returns.
As an Executive Vice President at Seventy2 Capital, Scott aims to capture every possible incremental advantage and create meaningful differences at the margins for his clients. Since he primarily works with retirees and blue-collar workers, everything he does centers on maximizing efficiency.
When asked what draws them to Seventy2 Capital, Jeff remarked, “Joining Seventy2 Capital represents an exciting new chapter in my career. I look forward to combining my years of advisory experience with the firm’s independent platform, technology, and resources to continue delivering personalized, high-quality advice and helping clients achieve their long-term financial goals.
Joining Jeff in Westport is Ana Backa, Senior Wealth Planning Associate. Ana collaborates with financial advisors to provide a high-touch wealth management experience. She excels at client relationship management, investment analytics, and strategic business support. Ana acts as the main contact for clients and prospects, building trust through proactive communication, personalized service, and prompt issue resolution. Her duties include conducting investment performance analysis, tracking portfolio and benchmark results, spotting business development opportunities via market research, and creating compelling presentations and proposals for client and prospect meetings.
In Cheshire, Zack Green will join Scott as a Senior Registered Client Service Associate. Zack brings a proactive, client-focused mindset to his role. He anticipates needs and resolves problems efficiently to aid both advisors and clients. Zack prioritizes precision, responsiveness, and strong communication while helping maintain compliance and operational excellence. He also uses his background to mentor colleagues and foster a collaborative, high-performing team atmosphere.
*Wells Fargo Advisors Financial Network does not provide legal or tax advice. Any discussion of taxes represents general information and is not intended to be, nor should it be construed to be, legal or tax advice. Tax laws or regulations are subject to change at any time and can have a substantial impact on an actual client situation.
**The PIM program is not designed for excessively traded or inactive accounts and is not appropriate for all investors. Please carefully review the advisory disclosure documents for a full description of our services. The minimum account size for this program is $50,000.
About Seventy2 Capital
Seventy2 Capital is a full-service, independent wealth management practice committed to supporting individuals, families, and business owners to achieve their financial goals. We are passionate about the work we do for our clients. We form a deep understanding of our client’s goals and values and then develop and implement customized strategies that fit those objectives. Seventy2 Capital has been recognized as a Barron’s Top 250 Private Wealth Management Team in 2026 For more please visit www.seventy2capital.com.
2026 Barron’s Top 250 Private Wealth Management Teams: Awarded May 2026; Data Compiled by Barron’s based on the time period from Jan. 2025 – Dec. 2025 (Source: Barrons.com). The Barron’s Top 250 Private Wealth Management Teams are evaluated on a range of factors for the Financial Advisor and their team, who specialize in serving individuals and families. Factors included in the ratings include their previous year’s size and shape, the regulatory records and credentials of their members, and the resources they have at their disposal to serve their client bases. Self-completed questionnaire was used for rating. This rating is not related to the quality of the investment advice and based solely on the disclosed criteria.
About Wells Fargo Advisors Financial Network
For more than 25 years, Wells Fargo Advisors Financial Network, the independent contractor business model of Wealth & Investment Management (WIM), has offered financial advisors more control, flexibility, and growth around business ownership as well as support from one of the nation’s largest financial institutions. WIM provides financial products and services through various bank and brokerage affiliates of Wells Fargo & Company. Investment products and services are offered through Wells Fargo Advisors Financial Network, LLC, Member SIPC (WFAFN), a registered broker-dealer and non-bank affiliate of Wells Fargo & Company. Any other referenced entity is a separate entity from WFAFN.Wells Fargo Wealth & Investment Management (WIM) is a division within Wells Fargo & Company. WIM provides financial products and services through various bank and brokerage affiliates of Wells Fargo & Company.
Katy Jones-Powe
Seventy2 Capital Wealth Management
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