Over 25 Years of Long-Term Thinking, Compounded Success

Terence Greene has over 36 years of investment experience. Before co-founding Capital Counsel in 1999, he began his career with Train Smith Counsel in 1990 where he was an Investment Analyst and a Portfolio Manager.  Terence became a partner in the firm in 1995.  He received a BS in Business Administration from the University of Vermont,  and an MBA in Finance from the Stern School of Business at New York University.  Terence is a member of the Finance and Investment Committee of the UVM Foundation and is a member of the Board of Directors of the Sheen Center for Thought and Culture.

Lauren Blum has over 27 years of investment experience. Before joining Capital Counsel in 1999, Lauren worked as a Senior Scientist at Environmental Defense Fund, a national advocacy group where she participated in voluntary cooperative partnerships with large U.S. corporations. Before that, she was an Associate in the Energy and Chemicals Group at Booz, Allen & Hamilton, where she focused on the pharmaceutical industry. Lauren received an AB from Harvard University, a PhD in Inorganic Chemistry from the Massachusetts Institute of Technology, and an MBA from the Yale School of Management.

Lauren is a member of the boards of Broome Street Academy, a charter high school in New York City that is affiliated with The Door – A Center for Alternatives and SSP International, a national organization that offers STEM research programs to high school students.

Justin Berrie has over 16 years of investment experience and became a partner in the firm in 2015. He joined Capital Counsel in 2009 after a career in music, having held posts with the Saint Louis Symphony Orchestra and the Symphonica Arturo Toscanini in Parma, Italy. Justin earned a BA in Economics from the University of Rochester and an MBA in Finance from the Stern School of Business at New York University. He also holds degrees from the Eastman School of Music, The Juilliard School, and Yale University. Justin serves on the Kaufman Music Center Board of Trustees.

Sam Magid joined Capital Counsel in 2008. He became a partner in the firm in 2020. Before joining Capital Counsel, he worked for the Polo Ralph Lauren Corporation. Sam received a BA in Economics from the University of Oklahoma.

Harrison Vivas joined Capital Counsel in 2026. Before joining Capital Counsel, he spent 7 years in equity research at TD Cowen and Deutsche Bank. Harrison holds a BBA in Finance from George Washington University, with a minor in International Affairs.

Matt Friedman began his career at Capital Counsel as an intern in 2010 and returned full time in 2013 after graduating from Colorado College with a BA in International Political Economy. In 2020, Matt became a partner in the firm and earned an MBA in Finance and Management from the Stern School of Business at New York University.

Chantalle Hanna began her career at Capital Counsel as an intern in 2009 and returned as a client service associate in 2012 after graduating from Northeastern University with a B.A. in Economics. During her four year tenure at Capital Counsel, Chantalle also worked on compliance and trading. Chantalle left Capital Counsel to earn her J.D. from New York University School of Law, which she did in 2019. She then practiced at one of the country’s largest law firms for five years before returning to Capital Counsel in 2025.

Nicole Scarpati joined Capital Counsel in 2012. Before joining Capital Counsel, she worked at Berkshire Capital Securities. Nicole received a BBA focused in Marketing from the University of Miami.

Shellita Ceniza joined Capital Counsel in 2019. She has over 10 years of experience assisting senior executives at Ally Financial, Credit Suisse and Cendant Corporation. She was also a Research Manager at Moody’s Investors Service. Shellita received her BA in Economics/Political Science from The University of the Philippines.

Claire Genes began her career at Capital Counsel as an intern in 2020 and returned full time in 2021 after graduating from the University of Vermont with a B.S. in Business Administration and minor in Statistics.

Ryan Messer began his career at Capital Counsel in 2024. Before joining Capital Counsel, he attended Tulane University and graduated with a B.S. in Finance in 2023.

Kate Spencer began her career at Capital Counsel in 2025. Before joining Capital Counsel, she attended Colorado College and graduated in 2025 with a B.A. in Business, Economics, and Society.

Fernanda Standora joined Capital Counsel in 2026. Before joining Capital Counsel, she worked at Goldman Sachs as a Client Management Analyst. Fernanda received a BS in Applied Economics and Management from the Charles H. Dyson School at Cornell University in 2023.

Amber Misserello joined Capital Counsel in 2023. Before joining Capital Counsel, she was a recruitment Project Manager for a non-profit organization. Amber received an Associate of Arts degree from Kingsborough Community College and is pursuing a BA in Communications and Media at the CUNY School of Professional Studies.