BETHESDA, MD, UNITED STATES, August 28, 2026 /EINPresswire.com/ — Seventy2 Capital Wealth Management, a client-centered, independent wealth management practice headquartered in the Washington, DC –Baltimore region, announced today that three of their advisors have been named in 2026 AdvisorHub Advisors to Watch:
Jim McCarthy – Executive Market Director, Red Bank – #247 on Advisors To Watch (Over $1B)
Steve Otten – Executive Vice President & Financial Advisor – #263 on Advisors To Watch (Under $1B)
Donald Dearie – Executive Vice President & Financial Advisor – #320 on Advisors To Watch (Under $1B)
“We are so proud of Jim, Steve, and Don for earning this well-deserved recognition. They have shown a strong dedication to client service, building trusting relationships and designing thoughtful solutions, and we are honored to have them on our team,” said Thomas Fautrel, President and Co-Founder of Seventy2 Capital.
As a Financial Advisor with more than 27 years of experience, Jim McCarthy helps guide his clients toward financial independence, enabling them to focus on their lives and the people who matter most to them. His team, the McCarthy Eljdid Private Wealth Group of Seventy2 Capital Wealth Management, helps a select group of high-net-worth individual clients, their families, businesses, and foundations to build, manage, preserve, and transition wealth. He believes in the value of ongoing education and has subsequently worked to become a Certified Retirement Counselor® and a Certified Investment Management Analyst®.
Steve Otten focuses on assisting clients plan and pursue a predictable retirement income designed to support their desired lifestyle. He draws on over 15 years of industry experience, as well as professional certifications like the CERTIFIED FINANCIAL PLANNER® certification and Chartered Retirement Planning Counselor designation. Steve employs a comprehensive wealth management approach from asset accumulation, preservation, and risk management to tax-efficient strategies* and legacy planning. He is well-versed in alternative investments and non-correlated assets to pursue well-diversified investment strategies and work towards his clients’ goals.
Client education is the driving force behind Don’s approach to wealth management. He provides his clients with the knowledge to help achieve their desired financial outcomes with the highest probability of success. Working with a select number of clients, Don offers strategic, personalized investment advice and guidance as well as customized financial strategies to affluent individuals and families, corporate executives, business owners, foundations, and endowments. His career in financial services started in 2008. Since then, Don has earned several designations, including the Chartered Retirement Planning Counselor (CRPC™) and the CERTIFIED FINANCIAL PLANNER® certification, awarded by the Certified Financial Planner Board of Standards, Inc.
*Wells Fargo Advisors Financial Network does not provide legal or tax advice. We encourage you to speak to your chosen tax advisor regarding your specific situation.
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.
About AdvisorHub Advisors to Watch
2026 AdvisorHub 250 Advisors over 1 $1Bil to Watch: Awarded June 2026; Data compiled by AdvisorHub based on the time period from 12/31/24 – 12/31/25 (Source: AdvisorHub). The 2026 AdvisorHub 250 Advisors over $1Bil to Watch rating produced by AdvisorHub is based on industry experience, assets under management, revenue, growth, compliance records, professionalism, and other criteria. Investment performance is not a criterion. Self-completed survey was used for rating. The rating is not related to the quality of the investment advice and is based solely on the disclosed criteria.
2026 AdvisorHub 400 Advisors under 1 $1Bil to Watch: Awarded June 2026; Data compiled by AdvisorHub based on the time period from 12/31/24 – 12/31/25 (Source: AdvisorHub). The 2026 AdvisorHub 400 Advisors under $1Bil to Watch rating produced by AdvisorHub is based on industry experience, assets under management, revenue, growth, compliance records, professionalism, and other criteria. Investment performance is not a criterion. Self-completed survey was used for rating. The rating is not related to the quality of the investment advice and is based solely on the disclosed criteria.
Katy Jones-Powe
Seventy2 Capital Wealth Management
+1 3012982242
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