Investment Management Team
Peter Montalbono
Senior Portfolio Manager
Has over 26+ years in portfolio management experience. Currently, he is the Senior Portfolio Manager for Prospera Tactical Income ETF, Modern Capital Tactical Income Fund (MCTOX) a 4-Star Morningstar Rating Fund & Bonaventure Investments 506(b) private fund.
In 1999, Peter founded and co-owned White Mountain Capital, a full-service introducing broker-dealer.
In 2001, he launched Bonaventure Investments, Private fund (506(b)), where he started trading a Closed end Fund (CEF) strategy that has outperformed the S&P 500 Index since fund inception.
Resides in Sag Harbor, NY, with his wife, Marth. Their 2 young children, Sofia & Valentina. His other passions are Skiing, Fishing, Boating, Golfing.
Favorite saying or quote, “Sell them when you can, not when you have too!”
Michael Lowenberg
Portfolio Manager
Has over 18+ years’ experience in portfolio management, tactical allocation, and trade execution. Currently, he is the Portfolio Manager for Prospera Tactical Income ETF, Modern Capital Tactical Income Fund (MCTOX) a 4-Star Morningstar Rating Fund. In addition, to portfolio manager, Michael is the CFO for Bonaventure Investments 506(b) private fund as well as White Mountain Capital broker-dealer.
Resides in Bay Harbor Islands, Florida with his teenage daughter, Amelia. He had 3 children, Sam, Zoe, and Amelia. His other passions are Tennis, Skiing, Live Music and spend time on the beautiful south Florida beaches.
Favorite saying or quote, “Never underestimate the Heart of a Champion.”