The Executive Team

 
Micahel P. Flatley | Senior Managing Director Michael Flatley is a financial services and marketing executive with nearly four decades of experience on Wall Street and currently serves as a Senior Managing Director of the Forefront Capital Advisors, LLC. Mr. Flatley specializes in providing expertise in fields of wealth transfer, life insurance, investment management and estate planning. He is also directly involved in the management of the firm’s life insurance reserve portfolios, as well as overseeing the insurance agencies of Forefront United, LLC. Previously, Michael was a former managing director and group head of market development of a large financial guaranty insurance company. His past experience includes co-founding a firm that specialized in the placement of commercial paper; supervising all the firm’s sales and trading activities. The firm’s elite client list included companies such as: U.S. Steel, Scott Paper and Unocal.  Michael served for many years as the corporate affiliate representative and featured speaker to the National Association of State Treasurers (NAST). Mr. Flatley holds a B.S. degree from St. John’s University in New York as well as numerous licenses in the fields of finance, insurance and real estate.

Micahel P. Flatley | Senior Managing Director

Michael Flatley is a financial services and marketing executive with nearly four decades of experience on Wall Street and currently serves as a Senior Managing Director of the Forefront Capital Advisors, LLC. Mr. Flatley specializes in providing expertise in fields of wealth transfer, life insurance, investment management and estate planning. He is also directly involved in the management of the firm’s life insurance reserve portfolios, as well as overseeing the insurance agencies of Forefront United, LLC.

Previously, Michael was a former managing director and group head of market development of a large financial guaranty insurance company. His past experience includes co-founding a firm that specialized in the placement of commercial paper; supervising all the firm’s sales and trading activities. The firm’s elite client list included companies such as: U.S. Steel, Scott Paper and Unocal.  Michael served for many years as the corporate affiliate representative and featured speaker to the National Association of State Treasurers (NAST). Mr. Flatley holds a B.S. degree from St. John’s University in New York as well as numerous licenses in the fields of finance, insurance and real estate.

Cole Reifler| President Cole Reifler is the President at Forefront Capital Advisors. Mr. Reifler is responsible for development and retail sales. Mr. Reifler is the President and Founder of Arora, a financial platform whose mission to empower the world to be equally powered by women. He serves as President of Young Minds for Gender Equality Foundation, a non profit for gender equality as well as the co-chair for the Easter Seals Millennial Board. In 2014, Mr. Reifler realized the unfairness in the investment environment, which is why he made it is mission to solve wealth inequality using finance. He co-founded Forefront Income Trust in 2014 to give the middle class access to investment opportunities typically reserved for the 1%. Mr. Reifler is a notable public speaker and serves on multiple corporate and advisory boards. He holds a B.A in Finance from Elon University. 

Cole Reifler| President

Cole Reifler is the President at Forefront Capital Advisors. Mr. Reifler is responsible for development and retail sales. Mr. Reifler is the President and Founder of Arora, a financial platform whose mission to empower the world to be equally powered by women. He serves as President of Young Minds for Gender Equality Foundation, a non profit for gender equality as well as the co-chair for the Easter Seals Millennial Board. In 2014, Mr. Reifler realized the unfairness in the investment environment, which is why he made it is mission to solve wealth inequality using finance. He co-founded Forefront Income Trust in 2014 to give the middle class access to investment opportunities typically reserved for the 1%. Mr. Reifler is a notable public speaker and serves on multiple corporate and advisory boards. He holds a B.A in Finance from Elon University. 

Brian Weiner | Senior Managing Director Brian is Senior Managing Director of Forefront Capital Advisors and is Senior Vice President of Business Development running the New York office for Trade Finance Solutions. Prior to joining FCA, he was responsible for originating new business relationships with clients and industry professionals throughout the Northeastern and Mid-Atlantic regions of the U.S. He was also, Vice President of Business Development for Bibby Financial Services.  Previously, he was an investment banker with Crusader Investments and was the founder of a factoring company focused on small businesses and middle market companies in the food and beverage industry in the New York Metro area. Earlier in his career, Brian was a partner in a large family-owned meat wholesaler. Through organic growth and acquisitions, he was instrumental in growing the company to over $100 million in revenue. He earned an undergraduate degree in Communications from Boston University.

Brian Weiner | Senior Managing Director

Brian is Senior Managing Director of Forefront Capital Advisors and is Senior Vice President of Business Development running the New York office for Trade Finance Solutions. Prior to joining FCA, he was responsible for originating new business relationships with clients and industry professionals throughout the Northeastern and Mid-Atlantic regions of the U.S. He was also, Vice President of Business Development for Bibby Financial Services.  Previously, he was an investment banker with Crusader Investments and was the founder of a factoring company focused on small businesses and middle market companies in the food and beverage industry in the New York Metro area. Earlier in his career, Brian was a partner in a large family-owned meat wholesaler. Through organic growth and acquisitions, he was instrumental in growing the company to over $100 million in revenue. He earned an undergraduate degree in Communications from Boston University.

Trustees

Vikram Kuriyan Dr. Kuriyan is a Trustee and is currently Director of the Investment laboratory and a member of the faculty at the Indian School of Business. Previously, he was Chairman of the Global Asset Allocation Committee and global head of Quantitative Strategies at Bank of America’s asset management division. His unit managed over $30 billion of client assets, that ranged from retail to the most sophisticated institutional investors, across a multiplicity of strategies including equity, asset allocation and absolute return products. Several mutual funds were rated at the top of their category by Lipper and Morningstar. Earlier, Dr. Kuriyan served as managing director of an arbitrage and principal investing fund in Tokyo and as the global head of complex derivatives in the commodities group at Merrill Lynch. Dr. Kuriyan earned his Ph.D. at Harvard University where he specialized in capital markets in a joint program offered by the Departments of Economics, Engineering Sciences and the Harvard Business School. He also spent a year in the M.B.A program at the Harvard Business School and received a Masters degree in Engineering Science from Harvard University. He has a B.S. in Electrical Engineering from the Massachusetts Institute of Technology, where he was elected to Tau Beta Pi and Eta Kappa Nu. He is a Chartered Financial Analyst and has appeared on television shows, including CNN. He has lectured at Cornell University, Washington University, the University of Lausanne, National University of Singapore. He advises the Securities and Exchange Board of India (SEBI) and has served as an advisor to one of the worlds’ largest sovereign wealth funds. He is an independent director of TVS Capital Funds and serves on the China-India advisory council of the CFA Institute.

Vikram Kuriyan

Dr. Kuriyan is a Trustee and is currently Director of the Investment laboratory and a member of the faculty at the Indian School of Business. Previously, he was Chairman of the Global Asset Allocation Committee and global head of Quantitative Strategies at Bank of America’s asset management division. His unit managed over $30 billion of client assets, that ranged from retail to the most sophisticated institutional investors, across a multiplicity of strategies including equity, asset allocation and absolute return products. Several mutual funds were rated at the top of their category by Lipper and Morningstar. Earlier, Dr. Kuriyan served as managing director of an arbitrage and principal investing fund in Tokyo and as the global head of complex derivatives in the commodities group at Merrill Lynch.

Dr. Kuriyan earned his Ph.D. at Harvard University where he specialized in capital markets in a joint program offered by the Departments of Economics, Engineering Sciences and the Harvard Business School. He also spent a year in the M.B.A program at the Harvard Business School and received a Masters degree in Engineering Science from Harvard University. He has a B.S. in Electrical Engineering from the Massachusetts Institute of Technology, where he was elected to Tau Beta Pi and Eta Kappa Nu.

He is a Chartered Financial Analyst and has appeared on television shows, including CNN. He has lectured at Cornell University, Washington University, the University of Lausanne, National University of Singapore. He advises the Securities and Exchange Board of India (SEBI) and has served as an advisor to one of the worlds’ largest sovereign wealth funds. He is an independent director of TVS Capital Funds and serves on the China-India advisory council of the CFA Institute.

M. Stephen Soltis Mr. Soltis has over thirty-five years experience as a financial services executive with a primary focus as a general manager in the asset management business. Steve began his investment management career focus at J.P. Morgan Investment Management (JPMIM) where he became Chief Operating and Chief Financial Officer responsible for all administrative, financial and support activities of the firm. After fifteen years at JPMIM, he joined Bankers Trust Company (now Deutsche Bank) where he served as Business Head and Partner for all asset management and investor service products (global custody, funds management, cash management, master trustee, securities lending, performance measurement, strategic risk management advisory and institutional brokerage) directing over three thousand employees worldwide. Subsequently, Steve joined the Church Pension Group as Executive Vice President and CFO responsible for all operating and financial activities of the $7 billion Church Pension Fund, Church Insurance Companies and the Church Publishing Company. He has also served as a consultant to several major investment management and private wealth management companies focusing on the review and application of industry best practices. Most recently, Steve served as the Chief Administrative and Chief Financial Officer of Lighthouse International, a not for profit entity aiding the visually impaired, with responsibility for all operating, administrative and investment activities of the company.

M. Stephen Soltis

Mr. Soltis has over thirty-five years experience as a financial services executive with a primary focus as a general manager in the asset management business. Steve began his investment management career focus at J.P. Morgan Investment Management (JPMIM) where he became Chief Operating and Chief Financial Officer responsible for all administrative, financial and support activities of the firm.

After fifteen years at JPMIM, he joined Bankers Trust Company (now Deutsche Bank) where he served as Business Head and Partner for all asset management and investor service products (global custody, funds management, cash management, master trustee, securities lending, performance measurement, strategic risk management advisory and institutional brokerage) directing over three thousand employees worldwide. Subsequently, Steve joined the Church Pension Group as Executive Vice President and CFO responsible for all operating and financial activities of the $7 billion Church Pension Fund, Church Insurance Companies and the Church Publishing Company. He has also served as a consultant to several major investment management and private wealth management companies focusing on the review and application of industry best practices. Most recently, Steve served as the Chief Administrative and Chief Financial Officer of Lighthouse International, a not for profit entity aiding the visually impaired, with responsibility for all operating, administrative and investment activities of the company.