The Management Team—blending talent, experience and integrity

Steve Athanassie, CFP^®, AIFA^®, ATP

Founder and Managing Principal, Steve Athanassie has been guiding individuals, families and institutional clients since 1985. Steve serves as Chief Market Analyst and is responsible for communicating the firm’s investment policies.  Steve prepares and delivers oral and written reports that are used to keep Trademark’s clients abreast of meaningful events in the international and domestic markets.  Widely respected for his financial acumen, Steve has been a frequent guest on TV, and is often quoted in some of the industry’s most influential print publications.

Steve received his Bachelor’s degree in Finance with a minor in Psychology from the University of South Florida in 1984.  Steve is a current member of the Financial Planning Association, the Florida West Coast Employee Benefits Council and the American Society of Pension Professionals and Actuaries.

Joseph Ezernack, MBA

Chief Investment Officer and Managing Principal, Joe Ezernack has been professionally managing money since 1998.

With a focus on Trademark Capital’s investment philosophy, ‘winning by not losing’, Joe manages the firm’s quantitative and objective investment models.  In addition, he is responsible for the implementation of investment strategies using a proprietary system that incorporates both quantitative and traditional analysis to identify diversification opportunities.

Joe received a Bachelor of Science degree from Northwestern Louisiana State University and a Masters in Business Administration from the Terry College of Business at the University of Georgia.  Joe has served as an officer and on the board of directors for the National Association of Active Investment Managers.

Don Beasley

Don Beasley is a Principal of Trademark Capital.  Don began his professional money management career in 1988 and has been a nationally featured speaker on topics including technical market analysis and quantitative criteria for mutual fund selection and management.

Don co-founded Personal Mutual Fund Management (PMFM), Inc. in 1991 (presently Stadion Money Management), a Georgia-based registered investment advisor firm that provides asset management services to a wide range of clients. While there, he was instrumental in creating a technology-driven, actively managed investment model that proved to be the keystone of the firm’s investment management success.  Don brings that expertise and knowledge to the Trademark Capital investment strategies.

Don is also a co-founder of 401kToolbox.com (presently Stadion Retirement), a national provider of 401k portfolio management services.

Don received two Bachelor of Science degrees in Math and Physical Education and a Masters in Administration from Northwestern Louisiana.

Dorothy Campbell, AIF^®

Dorothy is a Principal and Chief Compliance Officer at Trademark Capital.  She also serves as one of Trademark’s Relationship Managers serving institutions and clients/advisors.

Dorothy began her financial services career in 1982 with CIGNA in the Greater Philadelphia area and then relocated to Florida, joining Trademark Capital in 1998.  She brings years of experience working with participants and retirement plan sponsors to deliver advisor-centric strategies focused on a range of retirement planning ideas, from accumulation and asset management to retirement income and distribution strategies.

Dorothy is a member of the Financial Planning Association, the American Society of Pension Professionals and Actuaries, and Network of Executive Women.