Management

John M. (Sam) Nevin, Jr, Managing Partner

John M. Nevin, Jr. - Managing PartnerSam founded Ayrshire Capital Management in May of 2011. Mr. Nevin’s experience in wealth management reaches back 25 years. During this time, he’s experienced just about all the markets can offer, from recessions to recoveries, bubbles to busts, economic stability to some of the most volatile times the financial world has ever seen. Mr. Nevin’s intimate involvement working with high net worth families over this stretch has provided him with a broad-reaching and unique understanding of money management.

Previous Experience:

  • Bourgeon Capital Management LLC: Partner & Portfolio Manager (2004-2011)
  • White Oak Capital Management: Portfolio Manager (1999-2004)
  • Gray, Seifert & Company: Analyst (1989-1999)
  • Union Trust Company: Analyst (1987-1989)

Education:

  • Connecticut College, BA Economics 1987
  • New York University, Stern School of Business, MBA (with Distinction) Finance & Accounting; Beta Gamma Sigma Honorary Academic Society

Affiliations:

  • New York Society of Security Analysts, Member
  • CFA Institute, Member

View his Profile on LinkedIn


W. Joseph Ryan, ChFC, Partner

Joe Ryan, Partner, joined Ayrshire Capital Management in December of 2018 with over 20 years of investment management experience. He has a comprehensive knowledge of numerous investment strategies and has experienced many market cycles which he uses to help clients navigate the constantly evolving investment climate. Mr. Ryan’s diverse background includes directly managing individual stock and bond portfolios for high net worth individuals and institutions, and providing financial planning for individuals and families.

Work Experience

  • WJR Financial, LLC (2004-2018)
    • Founder and President
  • Mutual of America (2001-2004)
    • Senior Consultant
  • North American Funds (2000-2001)
    • Associate
  • Cypress Tree Floating Rate Fund (1999-2000)
    • Associate
  • American Express Financial Advisors (1998-1999)
    • Financial Advisor

Education and Credentials

  • The American College (2004)
    • Chartered Financial Consultant (ChFC) designation
  • Babson College (1998)
    • Bachelor of Science in Business Administration
    • Entrepreneurial Studies major

Michele T. Forte, Office Manager

Michele T. Forte - Office ManagerMs. Forte joined Ayrshire Capital Management in September 2011. She is responsible for general office operations and serves as a liaison handling client requests and communications. Ms. Forte has extensive experience working with high net worth clients; having worked with the US office of a major international family. Her experience also includes time at Morgan Stanley and various positions in the reinsurance industry. She is a graduate of the College of New Rochelle, with a BA in Economics.

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