Tready is the architect and entrepreneur. As CEO, she creates Bayshores’s strategic vision and challenges the status quo. As the founder and chief allocator of capital for her family’s investment office, Tready successfully adopted the endowment investment model over 20 years ago. Our clients benefit from her personal experience and the problem solving skills she has developed through many market cycles. She began her career at Deloitte Consulting after graduating with a business degree from the University of North Carolina at Chapel Hill.
PATRICK STUTZ, CFA, CAIA
Patrick provides perspective. As Principal and CIO of Bayshore Capital Limited, he advises the investment committee and is responsible for investment research and sourcing of traditional and alternative investments. Patrick’s experience as a portfolio manager, hedge fund allocator, and investment banker informs his global view. He graduated from the University of Zurich before pursuing a career in finance with Vonotobel Group in Switzerland, RMF/Man Investments, and Ivory Capital in New York.
CATHERINE SANDERS, CPA
Catherine protects our clients. As Chief Financial Officer and Compliance Officer, she has dedicated the last 20 years to providing the most accurate reporting for our clients, firm, and regulatory agencies. Catherine’s prior experience in a family office and the tax division of Arthur Andersen includes accounting, income and estate tax planning, cash management, and investments. Catherine began her career with an accounting degree from Wake Forest University.
Thayer advises on strategy. As managing partner of Bayshore Capital Holdings, Thayer optimizes its underlying companies. He has over two decades of operating experience with specific expertise in turnarounds and distressed situations. Thayer started his career at Quest Capital, a PE firm in Atlanta, running several portfolio companies and the real estate portfolio. He has been active in the Young Presidents’ Organization (YPO) since 2003. Thayer has a degree from the University of North Carolina at Chapel Hill.
MIKE BARTON, CPA, CFP
Mike thinks things through. As Wealth Strategist, he understands the whole picture in order to give our clients advice they can trust. Mike has spent more than two decades matching clients’ goals with sophisticated, holistic thinking that incorporates all aspects of a client’s financial life. With a Masters of Accountancy in Tax and BS in Accounting from the University of South Florida, Mike has been a Certified Financial Planner (CFP) and CPA for more than 20 years. He is a past President of the Tampa Bay Estate Planning Council.
CHRIS GRIZZARD, CFA, CAIA
Chris searches for new investments and moves them through our process. As Director and a member of Bayshore’s investment committee, he is responsible for investment research and due diligence, with a primary focus on private debt, private equity, and venture capital. Chris began his career in the Investment Banking division of Robert W. Baird & Co. He graduated from Florida State University with a dual degree in Accounting and Finance, and earned his MSF from the University of Florida.
Marti connects people to opportunities. As Director, she advises ultra-high net worth business owners, families, foundations and endowments on everything from asset allocation and portfolio construction to family governance and strategic planning. Marti spent the last ten years of her career as a banker in the J.P. Morgan Private Bank. Prior to that she lived in Washington, D.C. working for the Senate Finance committee. Marti graduated summa cum laude from the University of Florida with a degree in Finance and a MSF in Finance.
Andrew helps build our understanding. As Senior Associate, he performs manager research, due diligence, and quantitative investment analysis. Andrew also conducts research on the investable themes attracting our interest. Prior to joining our team, he founded and operated multiple small businesses. Andrew graduated from the University of Central Florida with a degree in Finance. He is a CFA Level III candidate.
Mete helps grow our knowledge base. As Senior Associate, he performs manager research, due diligence, and quantitative investment analysis. Mete expands our reach in Europe and is based in London. He holds an MS in Investment & Wealth Management from Imperial College London and an BS in Finance from University of Reading’s Henley Business School. He is a CFA Level III candidate.
DONNIE KOSTAR, CPA
Donnie helps build our systems. As Senior Associate, he prepares and maintains our fund accounting, manages client reporting, and reconciles portfolios. Donnie monitors sub-advisor and fund performance, and performs transaction level work in our portfolio management system. Donnie graduated from the University of South Florida with a degree in Accounting.
Isabella ensures that our accounting ties to the penny. As Accounting Associate, she assists in portfolio reconciliations, communicates with our custodians, and keeps client accounts up to date. She also maintains our portfolio management system to ensure our client reporting is relevant and timely. Isabella graduated from the University of Tampa with a degree in International Business & Finance.
Nicole keeps our team running efficiently. As Bayshore’s Office Manager, she assists in organizational operations and procedures while staying adaptable to the ever-changing needs of the office. She helps with everything from maintaining office equipment and property to general administrative support for our team. Nicole graduated from the University of South Florida with a degree in Communications.