Miles Green, CFA

Managing Director - Financial Advisor, Senior Portfolio Manager - Portfolio Focus

727-825-7779 | Email |

Miles has worked in the financial services industry since 1986 and has been with RBC Wealth Management (formerly William R. Hough & Co.) since 1998. Miles is the architect of our equity strategy, is our chief equity analyst, and has been managing equity portfolios since 1999. Miles earned the designation of Chartered Financial Analyst in 1996. He holds a Master of Science degree in finance from American University (1992) and a Bachelor of Arts degree in political science from the University of the South (1985).

 

Miles lives in St. Petersburg with his wife of 27 years, and they have three adult children. Miles and Hope enjoy exploring St. Pete on bike and by foot.

David Henwood, CFA

Senior Vice President - Financial Advisor, Senior Portfolio Manager - Portfolio Focus

727-502-3627 | Email |
727-825-7775

David has worked in the financial services industry since 1994 and has been with RBC Wealth management (formally William R. Hough & Co.) since 1999. David manages all of the taxable and tax-free fixed income investments in our portfolios. He earned the designation of Chartered Financial Analyst in 2005. He holds a Master of Business Administration degree in finance, security analysis, and entrepreneurship and a Bachelor of Science degree in business administration and finance from the University of Florida.

 

David resides in St. Petersburg with his wife Darlene, and their two daughters. In his free time he enjoys spending time with his family, playing volleyball, snowboarding and traveling.

 

 

Michael Funsch

Vice President - Financial Advisor, Senior Portfolio Manager - Portfolio Focus

727-502-3668 | Email |

Mike Funsch entered the investment industry in 1997 and leads our team’s efforts with business owners. Mike's experience includes managing money for foundations, pension plans, and mutual funds for a $35 billion investment firm. He was also a stock analyst for a global Wall Street securities firm, working on several IPOs and M&A transactions. Mike has been quoted in the media, including the New York Times, Bloomberg and Forbes. Mike also served as CFO for a privately-held company where he directed the employee 401(k) and profit sharing programs. Prior to entering the investment industry, Mike worked as an engineer developing aerospace systems. Mike draws on his breadth and depth of experiences to help business owners protect and grow the wealth they have created in order to secure the lifestyle they desire today and in the future.

 

Mike received a Master of Business Administration degree from the University of Chicago’s Booth School of Business and a bachelor’s degree in electrical engineering from Georgia Tech (cheering loudly for all their teams!). A recipient of the Chartered Financial Analyst designation, Mike is also a former Collegiate All-American, World and US national champion sailor. A native of St. Pete, Mike is very active in the community, serving on the boards of several civic and non-profit organizations. Mike resides in St. Petersburg with his wife, Lisa, and their three children.

Stacey Ellis, AWM

Associate Vice President, Senior Financial Associate, Advanced Wealth Manager

727-502-3611 | Email |

Stacey focuses on providing comprehensive wealth planning strategies for families and individuals. This encompasses working with clients throughout their evolving stages of earning, saving, protecting and enjoying their wealth. Stacey brings over 10 years of experience in the financial services industry and has earned the Advanced Wealth Manager designation at RBC Wealth Management. She specializes in estate planning, retirement planning, investment strategies, insurance solutions and charitable giving.

 

Stacey began her career in finance working with institutional clients at William R. Hough & Co. in St. Petersburg in 2001. It was through this opportunity that she was fortunate enough to meet the individuals of the Green, Henwood & Hough team, who she later joined in 2013. Her experience at WRH and later as vice president, Institutional Sales at Raymond James, included portfolio and securities analysis as well as working with institutional clients to provide investment solutions. Stacey graduated with a bachelor of science in finance, magna cum laude and master of business administration, both from the University of Florida.

 

Outside of the office, Stacey enjoys spending time with her husband Rob and two kids: Reese & Ryder. They enjoy traveling, skiing, outdoor sports and soaking up all that our wonderful city of St. Pete has to offer.

Julie Fisher

Senior Investment Associate

727-825-7726 | Email
727-825-7775

Julie A. Fisher, Investment Associate, began her career in the financial services industry in 1999 at William R. Hough & Co. She passed the FINRA Series 7 and Series 66 examinations. Julie focuses on customer service for the team. She is our client relations specialist, assisting in all areas of customer service, wealth management data gathering and client communications. She received the Award of Excellence in 2009 & 2017 and RBC Excellence in Leadership award for 2016. In her free time she enjoys mountain biking and spending time with her husband, son & two dogs.

Katie Roberts

Registered Client Associate

727-895-8856 | Email