Capital Markets Archives - Phoenix Energy https://phoenixenergy.com/post/team-tag/capital-markets/ Take Flight with Phoenix Energy Tue, 14 Oct 2025 10:32:27 +0000 en-US hourly 1 https://wordpress.org/?v=6.8.3 https://phonixenergy.org/wp-content/uploads/2022/08/Phoenix-Gold-150x150.png Capital Markets Archives - Phoenix Energy https://phoenixenergy.com/post/team-tag/capital-markets/ 32 32 Brody McGhehey https://phoenixenergy.com/post/team/brody-mcghehey/ Mon, 28 Jul 2025 19:04:42 +0000 https://phoenixenergy.com/?post_type=us_portfolio&p=8098 Associate, Capital Markets

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Brody McGhehey is an Associate in the Capital Markets team at Phoenix Energy, bringing several years of experience in the financial industry. He holds a Master’s degree in Business Administration with a concentration in Accounting Analytics and a Bachelor’s in Finance. Before joining Phoenix, he worked at Fidelity Investments in roles focused on managed account solutions, relationship management, and business development. While working at Fidelity, Brody contributed to large-scale projects with respect to the implementation of certain SECURE Act 2.0 provisions. He is also licensed with the Series 7, 66, 9, and 10. 

Originally from Bayfield, CO, Brody lives with his wife Marisa and their two cats, Lilo and Stitch. Outside of work, he enjoys outdoor sports like golf, volleyball, spikeball, skiing, and spending time with friends outdoors. At Phoenix Energy, Brody looks forward to connecting with prospective investors and contributing to the firm’s strong culture and success.

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Xavier Font https://phoenixenergy.com/post/team/xavier-font/ Mon, 28 Jul 2025 19:02:28 +0000 https://phoenixenergy.com/?post_type=us_portfolio&p=8095 Associate, Capital Markets

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Xavier J. Font is an Associate in the Capital Markets department, bringing extensive experience in the finance industry and 6.5 years of service in the U.S. Army (Active/Reserve). He holds a Finance undergraduate degree, military training, and Series 7 and 63 licenses. Xavier has held key roles, including Retail Account Manager at T. Rowe Price, Advanced Broker/Corporate Action and Trade Specialist at Charles Schwab, and Global Treasury Implementation Analyst at U.S. Bank.

With expertise in finance and investments, fraud investigations, and retirement planning, Xavier is passionate about helping clients diversify their portfolios. Originally from both San Juan, Puerto Rico, and Houston, Texas, he comes from a family deeply rooted in finance and business. Outside of work, he enjoys playing guitar and piano. His career goals include completing the CFA designation, earning a master’s degree, and advancing to VP, all while helping Phoenix grow capital to its fullest potential.

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Franklin Yu https://phoenixenergy.com/post/team/franklin-yu/ Mon, 28 Jul 2025 18:56:12 +0000 https://phoenixenergy.com/?post_type=us_portfolio&p=8092 Sr. Associate, Capital Markets

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Franklin Yu is a Senior Associate in the Capital Markets department at Phoenix Energy, bringing over 20 years of experience in the financial industry. With an MBA and a background in executive banking leadership, Franklin has spent nearly two decades in corporate banking, branch management, and business development at globally recognized financial institutions. He is known for driving revenue growth, leading high-performing teams, and expanding commercial banking portfolios across China and the Asia-Pacific region.

Originally from Dalian, Liaoning, China, Franklin is happily married with two children. Outside of work, he enjoys guitar, reading, weightlifting, and sharing his love of cooking with his family. At Phoenix Energy, Franklin is passionate about helping clients achieve financial freedom and aims to diversify the company’s investor base by expanding outreach to Chinese investors.

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Ash Magrans https://phoenixenergy.com/post/team/ash-magrans/ Thu, 24 Jul 2025 22:46:12 +0000 https://phoenixenergy.com/?post_type=us_portfolio&p=8081 Associate, Capital Markets

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Ash Magrans is an Associate in the Capital Markets department with over 25 years of experience in finance, specializing in deal origination, underwriting, capital structuring, and investor relations. He holds an MBA from the Kellogg School of Management at Northwestern University and the prestigious CFA designation, along with multiple securities and insurance licenses. 

A key contributor during the 2009 financial crisis, Ash played a pivotal role in liquidity management. He is passionate about building meaningful client relationships and guiding investment strategies with precision and insight.

Originally from Toronto, Canada, Ash is a devoted father of two boys, a global professional artist, and an avid sports enthusiast who enjoys golf, soccer, and coaching youth teams.

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Alex Dixon https://phoenixenergy.com/post/team/alex-dixon/ Thu, 24 Jul 2025 19:44:11 +0000 https://phoenixenergy.com/?post_type=us_portfolio&p=8075 Associate, Capital Markets

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Alex Dixon is a Capital Markets Associate in the Capital Markets department at Phoenix Energy. Originally from LaPlata, Maryland, he earned his degree from the University of North Carolina at Charlotte and brings several years of industry experience to the team. Before joining Phoenix, Alex worked in sales and commodities, where he developed a strong foundation in client relations and investment services. He holds FINRA Series 7 and 63 licenses and is skilled in sales strategy, market analysis, and commodity trading.

Outside of work, Alex is a proud husband and father of two young boys. He enjoys dancing, boating, beach activities, and spending quality time with his family. One of his proudest personal achievements is being an actively involved dad.

At Phoenix Energy, Alex is energized by the company’s culture of rapid growth and opportunity. He looks forward to contributing positivity, building lasting client relationships, and driving growth for both the firm and its clients.

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Jake Byrne https://phoenixenergy.com/post/team/jake-byrne/ Fri, 24 Jan 2025 21:46:30 +0000 https://phoenixenergy.wpenginepowered.com/?post_type=us_portfolio&p=6914 JakeByrneBrokerCheck.com Jake Byrne is an Associate in the Capital Markets department at Phoenix Energy, bringing over 5 years of industry experience. He holds a BA in English from the University at Albany, SUNY. Prior to joining Phoenix Energy, Jake served as the Associate Vice President of Capital Markets and National Accounts at ARCTRUST Private Capital, Read More

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Jake Byrne is an Associate in the Capital Markets department at Phoenix Energy, bringing over 5 years of industry experience. He holds a BA in English from the University at Albany, SUNY. Prior to joining Phoenix Energy, Jake served as the Associate Vice President of Capital Markets and National Accounts at ARCTRUST Private Capital, where he played a key role in shaping the firm’s capital markets strategy. His financial services career began in 2008 at Bloomberg, and he has expertise in alternative investments, focusing on private credit, preferred equity, and DST offerings. Jake currently holds his Series 7 and 63 licenses.

Before transitioning to finance, Jake had a successful career in the wine and spirits industry, working in retail management, distribution, and wine production. Originally from Syosset, New York, Jake enjoys golf, traveling, and the New York Knicks. At Phoenix Energy, he is passionate about helping clients achieve their financial goals while contributing to the company’s growth.

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Mark Hassoldt https://phoenixenergy.com/post/team/mark-hassoldt/ Fri, 24 Jan 2025 21:43:04 +0000 https://phoenixenergy.wpenginepowered.com/?post_type=us_portfolio&p=6912 MarkHassoldtBrokerCheck.com Mark Hassoldt is an Associate in the Capital Markets department at Phoenix Energy, where he works closely with clients to develop personalized investment strategies tailored to their financial goals. Mark first joined the Phoenix Energy family as an investor in 2021, before joining the Capital Markets team in 2024. With a strong focus on Read More

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Mark Hassoldt is an Associate in the Capital Markets department at Phoenix Energy, where he works closely with clients to develop personalized investment strategies tailored to their financial goals. Mark first joined the Phoenix Energy family as an investor in 2021, before joining the Capital Markets team in 2024. With a strong focus on helping individuals and families navigate investment opportunities, Mark brings a thoughtful, down-to-earth approach to client relationships. Prior to entering the financial industry, he served for 18 years in law enforcement in Los Angeles County, specializing as a detective specializing in fraud and financial crimes. That experience refined his investigative mindset and attention to detail—skills he now applies to financial analysis and risk management. Since transitioning into finance, Mark has obtained his Series 7 and 63 licenses and is committed to helping clients make informed, confident investment decisions.

Originally from Torrance, CA, Mark is a proud husband and father who enjoys live music, room-temperature coffee, good food, and spontaneous adventures with friends and family. He values strong relationships, clear communication, and creating lasting impact through tailored financial strategies.

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Marty Lile https://phoenixenergy.com/post/team/marty-lile/ Fri, 20 Sep 2024 17:18:22 +0000 https://phoenixenergy.wpenginepowered.com/?post_type=us_portfolio&p=5965 Sr. Vice President, Capital Markets

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Marty Lile is the Sr. Vice President of Capital Markets at Phoenix Energy, bringing over 30 years of experience in raising private capital. He holds a bachelor’s degree in Agricultural Economics from the University of Kentucky. Specializing in raising capital for Independent Oil and Gas Developers, Marty has supported technology ventures and real estate projects and successfully run his own firm, M.R. Cox Oil and Gas Development, from 2005 to 2010.

Marty’s key skills include building client relationships, negotiations, and business development. Originally from Glasgow, KY, he is married to Christi Lacey Lile, and together, they have 6 adult children. Outside of work, he enjoys going to church, hunting, fishing, football, rodeo, and playing guitar. He is also a proud singer/songwriter in the country music genre.

Guided by the motto “Never, Never, Never Give Up” from Winston Churchill, Marty aims to be a top performer in the Capital Markets department, helping Phoenix Energy secure the capital needed for continued growth.

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Adam Dohler https://phoenixenergy.com/post/team/adam-dohler/ Thu, 18 Jul 2024 16:23:34 +0000 https://phoenixenergy.wpenginepowered.com/?post_type=us_portfolio&p=5873 Sr. Vice President, Capital Markets

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Adam Dohler, Sr. Vice President of Capital Markets, brings two decades of extensive experience in Capital Markets. He holds an MBA in Investments from the University of Notre Dame, a BA in Finance from Florida State University, a Series 7, and has earned CFA Level I. His career includes significant roles on a NYC Sales and Trading desk, such as Director of High Yield Trading at Morgan Stanley, Nomura, and Royal Bank of Canada. Adam is skilled in analyzing and hedging risks, with experience trading and investing in high-yield bonds across various sectors, including Oil & Gas. He has worked closely with corporations, bringing various bond offerings to market. He enjoys building loyal relationships with investors by maximizing investment performance while growing bond expertise and knowledge.

Currently residing in Palm Beach County, Adam enjoys the Florida life with his wife and three young children. The bulk of his free time is spent coaching his sons’ Little League baseball teams and passionately supporting FSU and Notre Dame Football.  He’s also caught an MLB game at 27 different stadiums.

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Juan Vogeler https://phoenixenergy.com/post/team/juan-vogeler/ Mon, 06 May 2024 23:53:45 +0000 https://phoenixenergy.wpenginepowered.com/?post_type=us_portfolio&p=5720 Sr. Vice President, Capital Markets

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Juan Vogeler, Sr. Vice President of Capital Markets at Phoenix Energy, brings over a decade of finance expertise. With an MBA and a civil engineering background, he began his career at esteemed firms like JPMorgan and Merrill Lynch, specializing in raising equity capital for listed companies.

Juan’s favorite aspect of the job is cultivating investor relationships in a dynamic, growing organization. Outside of work, Juan stays active playing tennis and following the Real Estate market. He and his wife Jennifer live in Miami.

At Phoenix, Juan aims to leverage his diverse perspective and financial expertise to help build the company’s investor base and capital to make a significant impact on the company’s growth journey.

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