Our Experienced Wealth Management Team
PVG brings a highly experienced team management to your portfolio. Our management experience includes volatile as well as upward trending markets dating back to the 1960’s. We celebrate our independence from consensus management and marketing pressures.

Patrick S. Adams, CFA
BioPatrick S. Adams, CFA
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Mr. Adams is the CEO and Lead Portfolio Manager for PVG Asset Management. He has over 35 years of experience and is skilled in investing both long and short in the U.S. equity markets. Mr. Adams has been managing hedge funds since 1999 and private equity since 2005. He has managed large funds for Berger Funds, Kemper, Founders, and Parkstone, some of which were over $3 billion in size. Barron's recognized Mr. Adams as having "All the Right Moves" and "Perfect Timing-because he knows when to get into a stock and when to exit." He received his MBA from Xavier University and his B.S from The Ohio State University. He has passed rigorous requirements to earn his international professional certification as a Chartered Financial Analyst.

Joe Pecoraro, CFA
BioJoe Pecoraro, CFA
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Managing money since 1969 or for over 40 years, Mr. Pecoraro’s career includes experience as a security analyst with Security Pacific National Bank and the British brokerage firm, Joseph Sebags, in Los Angeles and London. Mr. Pecoraro was a top performing fund manager with the Oppenheimer Funds Group from 1974 through 1981, after which he helped form an investment advisory firm, Alpine Capital Management, which he sold in 1988 to form PVG Asset Management. Mr. Pecoraro developed the Loss Averse Investing approach during 1998/1999 when he became concerned about the possibility of unfavorable future market conditions and the impact of such conditions on clients. He earned MS and BA Economics degrees from California State University, Fullerton. He has passed rigorous requirement to earn his international professional certification as a Chartered Financial Analyst issued by the CFA Institute.

Bruce Amman
BioBruce Amman
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Mr. Amman is the Director of Fixed Income and has an extensive background in fixed income navigating a multitude of market conditions. He has expertise in financial planning, alternative investments and is an insurance consultant. Mr. Amman was part of a team at Citi Private Bank and oversaw a $6 billion portfolio of assets and worked as a manager for Morgan Stanley. Also, he has advised over thirty Colorado counties, several publicly traded companies managing their cash positions. Clients have included Wyoming Retirement Systems and Denver Public Schools. He graduated from Arizona State University and The Wharton School of Real Estate. Mr. Amman is involved with his church and numerous charities.

Cornell Bowden
BioCornell Bowden
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Cornell is the president and Chief Investment Officer of Sheets Smith Investment Management. Prior to joining Sheets Smith Wealth Management Inc. in 2003, Mr. Bowden was the Chief Investment Officer of Atlantic Capital Management, Ltd. Earlier in his career, Mr. Bowden served as Senior Vice President and equity strategist of Companion Capital Management Inc. Before joining Companion, he managed the co-mingled equity and money market funds of the Trust Department of Bankers Trust of South Carolina. He began his investment career as a securities analyst with Wachovia Bank and Trust Company, N.A. in 1972.Mr. Bowden has extensive experience managing equity only and tactical asset allocation balanced portfolios. Since 2006, performance composites of his portfolios have been distinguished multiple times as “Top Guns” by Informa Investment Solutions. He serves as the lead portfolio manager for the active asset Allocation Balanced and Quantitative Equity portfolios. He has responsibility for the strategic and tactical asset allocation used to manage portfolio risk in these balanced portfolios as well as individual stock selection in both balanced and equity only accounts.

Greg Bowden
BioGreg Bowden
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Greg is the Managing Director and Chief Compliance Officer of Sheets Smith Investment Management. He has co-managed SSIM’s portfolios since the company’s inception in November 2015. Prior to joining SSIM, Mr. Bowden served in various Financial Planning & Analysis roles with Bristow Group, Inc., Melior Innovations, Inc. and Waste Management, Inc. His experience includes mergers and acquisitions, corporate venture capital investing, business valuations, and forecasting and budgeting. Mr. Bowden holds a Master of Business Administration degree and a Master of Bioengineering degree from Rice University and a Bachelor of Science degree with Highest Honors in Mechanical Engineering from the Georgia Institute of Technology. He has passed the Level II exam towards the Chartered Financial Analyst (CFA) designation.

Don Bensen
BioDon Bensen
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Donald Benson, CPA, CFP® is the President and Chief Investment Officer of Benson Wealth Management, with offices in Oneonta, New York and Cocoa Beach, Florida. He also oversees Benson Family Office and Accounting Services LLC in Cocoa Beach, providing integrated wealth, tax, and family office solutions to individuals, families, and business owners. Mr. Benson began his career as a sales tax auditor for the State of New York after earning a Bachelor of Science in Accounting from Utica College of Syracuse University. He became a Certified Public Accountant in 1982 and later earned the Certified Financial Planner™ designation in 2006. Prior to founding his own firm, he served as a Principal in a large regional CPA firm in Upstate New York. With more than four decades of experience, Mr. Benson specializes in comprehensive tax, investment, retirement, estate, and business planning, with a particular focus on tax-efficient strategies for closely held businesses and nonprofit organizations. Donald has long been active in community service and nonprofit leadership and has been recognized multiple times as one of Otsego County’s “Best of the Best” accountants. He is known for combining technical expertise with practical, values-driven advice to help clients protect, grow, and transfer wealth across generations.

Santiago Arbelaez
BioSantiago Arbelaez
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Santiago Arbelaez is a Senior International Wealth Management executive with over 18 years of experience managing more than $250M in assets across U.S. and Latin American markets. He specializes in delivering institutional-grade wealth management and complex cross-border planning for high-net-worth international clients. Having held leadership roles at premier global institutions such as HSBC Bank and Lloyds Bank, Santiago combines deep industry expertise with academic excellence; he is MBA-qualified and holds advanced executive credentials in finance from both Harvard and the Wharton School.

Jana Henderson
BioJana Henderson
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Ms. Henderson is the Direction of Operations and has been a member of PVG since 2008. She executes trades, coordinates new business, oversees financial controls, and manages client reporting. Besides her corporate functions, Ms. Henderson is the backbone of operational support. She received her Engineer of Finance and Economics from Thomas Bata University, Zlin, Czech Republic in 2001.



