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Meet the Team
Richard Convy , CFA, CPA
Richard Convy, CFA, CPA, is the President of AAFMAA Wealth Management & Trust. From the Virginia office, he leads all trust company activities nationwide. Rick brings to AWM&T more than 35 years of experience in the financial industry with a specialization in investment management & trust services. Rick’s professional designations include Chartered Financial Analyst (CFA), Certified Public Accountant (CPA) and an MBA from George Washington University. Rick joined AAFMAA Wealth Management & Trust in 2012 as part of the founding management team. He began his career as a securities regulator on Wall Street followed by positions as the Director of Investments at Riggs Bank & Trust and as a High Net Worth Private Bank Portfolio Manager for both PNC and Bank of America.
Steve Mannell , CTFA
Chief Financial Officer
Steve Mannell is the Chief Financial Officer of AAFMAA Wealth Management & Trust. From the North Carolina headquarters office, Steve manages and controls all company financial activities and drives business development and marketing activities across the enterprise. Steve joined AAFMAA Wealth Management & Trust in 2012 as part of the founding management team. He retired from the United States Army Special Forces as the Chief of Operations after twenty years of service. He earned an MBA from Duke, an MPP from Harvard, and a BS from the United States Military Academy at West Point, where he later served as an Assistant Professor of Economics.
Carrie Clark , CTFA
Executive Vice President & Senior Trust Officer
Carrie joined the Senior Management Team of AWM&T in January of 2017. She previously served as a Senior Relationship Manager at AWM&T since 2013. Her extensive background in trust administration, estate planning, and wealth management will continue to help the organization with compliance, fiduciary, administration and audit matters. She has 20 years of experience in financial services. She began her career with Morgan Stanley in 1998. She has served as a Trust Officer since 2004, most recently for UBS Trust Company, N.A. She graduated from the University of Delaware with a BA degree in Educational Studies. Additionally, she is a Cannon Trust School Graduate and obtained the Institute of Certified Bankers Designation as Certified Trust and Financial Advisor Designation in 2009.
Senior Investment Officer
Arthur Lyons is a Senior Investment Officer with AAFMAA Wealth Management & Trust. He has more than 30 years of experience in the asset management industry, with expertise in portfolio management and analysis, trading, and product development. He is a subject matter expert for the Investment Management Consulting Association (IMCA) and is an Accredited Financial Counselor (AFC©). He currently serves as a Sergeant First Class in the North Carolina National Guard, and has developed a nationally recognized financial life skills program for wounded soldiers and caregivers. Arthur graduated with a B.A. from Samford University and an M.S. in Personal Financial Planning from the University of Alabama.
Ross Cutler , CFP®
Senior Relationship Manager
Ross Cutler, CFP® is a Senior Relationship Manager with AAFMAA Wealth Management & Trust. Ross actively helps clients review their personal situation and develop the right plan and portfolio to achieve their financial goals. Prior to joining AAFMAA Wealth Management & Trust, he was the Assistant Secretary at AAFMAA. In this role, he worked hand in hand with the AAFMAA Secretary in creating strategic plans for the future of the association. Before AAFMAA, Ross operated a ship brokerage company and served almost 10 years in the U.S. Navy, separating in 2012 as a Lieutenant. He earned his Bachelor of Science from the United States Merchant Marine Academy and holds an MBA in Finance.
Brittany Benassi, CFP®
Brittany Benassi is a Trust Administrator at AAFMAA Wealth Management & Trust in Fayetteville, North Carolina. Brittany provides top quality service to clients for complete administration of trusts, investment management relationships and financial plans. She is an instrumental part of the team providing support to the Relationship & Investment Managers. Prior to residency in North Carolina, she called Florida home working in real estate contract administration. She has since found her passion for helping others in the trust and wealth management arena. Brittany earned her B.B.A from Campbell University’s unique Wealth Management & Trust program.
Melina Selimbegovic , CTFA
Melina Selimbegovic is a Manager and Trust Administrator at AAFMAA Wealth Management & Trust in Reston, Virginia. Melina directly supports AWM&T President, and works closely with Director of Financial Planning and Senior Trust Officer, and the Relationship Manager. In addition to supporting our Reston team, Melina works closely with clients as a fiduciary to satisfy requirements in establishing and administering Trusts, Financial Plans, and Investment Management accounts. Prior to joining AAFMAA Wealth Management & Trust LLC in 2012 as part of the founding management team, Melina was manager of Survivor Assistance Services department at AAFMAA. Melina has a BA in International Politics and a BA in Psychology from The University of North Carolina at Chapel Hill.
Frederick C. Meixell
Event Planner and Office Manager
Frederick C. Meixell is an Event Planner and Office Manager for AAFMAA Wealth Management & Trust. He works with the Winter Park, Florida team in creating and developing social and informational events throughout the state. Frederick has ten years of experience with community and startup banks in the Northern Virginia area where he planned and managed various business development and networking events. A graduate of Xavier University, Frederick has a BA in Communications and English.
Assistant Relationship Manager
Kaylee LaCerda is an Assistant Relationship Manager at AAFMAA Wealth Management & Trust in Fayetteville, North Carolina. She serves as a fiduciary working closely with clients to achieve their financial goals through the establishment and administration of Trusts, Financial Plans, and Investment Management accounts. She also assists the Senior Relationship Managers in the development of prospective clients and new business. Prior to joining AAFMAA Wealth Management & Trust in 2016, Kaylee worked for Wells Fargo in its Wealth Management department. Kaylee attended Campbell University and received a Masters of Business Administration, B.B.A. in Trust and Wealth Management, and a Minor in Financial Planning.
Assistant Relationship Manager
Olesja Hull is an Assistant Relationship Manager at AAFMAA Wealth Management & Trust. She serves as a fiduciary working closely with clients to achieve their financial goals through the establishment and administration of Trusts, Financial Plans, and Investment Management accounts. She also assists the Senior Relationship Managers in the development of prospective clients and new business. Prior to joining Wealth Management and Trust in 2016, she worked as policy services representative at AAFMAA. Olesja earned her Bachelor degree in Business Administration from UMUC with a minor in Economics and is currently pursuing her Master’s in Business Administration from Methodist University.