Management Team

Meet the Team

Sharpefoxx Finance is headed by an experienced team of professionals, with years of experience in the Banking and Finance Industry.

Alan Foxx - President/CEO

In 1996, Alan Foxx established Sharpe Foxx Financial, bringing with him more than three decades of expertise in public accounting, financial consulting, and tax advisory services. Throughout his career, he has guided business owners from numerous sectors, honing his skills particularly in the pharmaceutical, advertising, construction, real estate, retail, distribution, and professional sports industries.

Alan earned his Bachelor of Science degree in accounting from the University of Toronto, graduating with High Honors. He is a Certified Public Accountant and holds multiple securities and insurance licenses across the country.



Antonio De Luca - Executive Chairman

Antonio brings more than two decades of experience in entrepreneurship and executive management, having led companies across diverse industries. His expertise encompasses business strategy and execution, finance, venture capital and private equity, international business, strategic partnerships, transaction management, enterprise software technology, business development, sales and marketing, product development, and business operations. He has a background in financial services, healthcare, and real estate.

Recognized for his innovative thinking, creativity, and team-building abilities, Antonio is an enthusiastic leader with an open management style. He holds a Bachelor of Science degree in Business Management from the Ivey Business School.



Owen Brownmiller - Chief Financial Officer

Owen oversees all financial and operational activities at Sharpe Foxx Financial. With over 20 years of experience, he has held financial and operational positions in various companies nationwide, ranging from health and pharmaceutical firms to agencies and studios within the entertainment sector.


Additionally, Owen is dedicated to community service and continuous learning.



Ishaan Bakshi, CFA, CPA -
Chief Operating Officer

Ishaan is an accomplished leader in business strategy and operations, boasting over 16 years of experience. He specializes in aiding business owners to enhance their value by formulating and implementing growth and profitability strategies, as well as effectively positioning them for capital partnerships. His career includes roles in financial markets, consulting, and turnaround management, across various industries and company sizes. Ishaan has extensive expertise in assisting clients who own or manage financial instruments and real estate with investment decisions, risk management, and financial reporting.

As a collaborative leader, Ishaan excels in problem-solving and devising innovative solutions to complex challenges. He is a Certified Public Accountant (CPA) and Chartered Financial Analyst (CFA), holding a Bachelor of Science in Economics from Banaras Hindu University and a Master of Science in Accounting from the University of Toronto.

Anand Acharya, CPA -
Partner, Accounting & Tax

Joined Sharpe Foxx Financial in 2001, Anand has over 10 years of professional experience, specifically serving small- and medium-sized companies in the pharmaceutical, construction, real estate and retail industries. By using his deep knowledge of the tax code and corporate structures,


Anand has been instrumental in developing and executing tax and business strategies tailor made for our clients’ needs.


Anand graduated from Temple University’s Fox School of Business, where he obtained a BBA degree in accounting. He is a Certified Public Accountant.



Helen Wong, CFA, CAIA -
Chief Investment Officer

Helen joins Sharpe Foxx Financial with a broad range of experiences, now entering her 20th year in the industry.  Most recently, Helen served as a Senior Portfolio Manager and Advisor for high-net-worth clients at Regions Private Wealth, a division of Regions Bank (NYSE: RF).  Her focused on strong client relationships, business development and directing asset management for clients. 


Prior to joining Regions, Helen worked as a Portfolio Manager, with a focus on Sustainability in Water and Agriculture, for both Eco Alpha and Summit Global.  Helen earned among other degrees Chartered Financial Analyst,  Chartered Alternative Investment Analyst.



Kelly Howard -
Director of Wealth Management

Joining the firm in 1998, Kelly oversees the operations of the wealth management and family office services teams at Sharpe Foxx Financial. As a major part of this role, she maintains relationships with the firm’s ultra-high net worth clientele. Kelly has 18 years of experience in the financial services industry across accounting, tax and comprehensive wealth planning, and she is a member of The Sharpe Foxx Financial Group’s executive team.


Previously, Kelly was media planner at a global advertising agency in New York City. Kelly obtained a BS in Business Administration from Princeton University.



Ian Clarke -
Managing Director, Investment Banking

Ian joined the firm with over 6 years of diversified experience in the private equity, banking and financial services industry.  He is a skilled executive with a demonstrated history of helping businesses develop a strategy for growth and executing on that plan.  His career has provided him with the opportunity of sitting on every side of the table, advising, acquiring, operating, financing, and exiting privately-held, family-owned, lower middle market businesses.  This diverse experience provides him with the unique insight to help business owners as they progress through the various life cycles of their business from start-up, to growth, to eventual transition.

He is active in a number of industry and community organizations as a current or prior board member of multiple area non-profit organizations such as The Be Kind Initiative, Little Smiles Philadelphia, Malvern Retreat House, and the Delaware Valley Industrial Resource Center (DVIRC).  Ian earned his BS and MBA from Yale University.


David Chou -
Financial Risk Manager

David Chou is a distinguished investment banker with over 18 years of extensive experience in the financial sector. He excels in crafting strategic investment solutions and optimizing financial performance for a diverse range of clients. David’s career spans key positions in mergers and acquisitions, corporate finance, and capital markets, where he has consistently delivered exceptional results across multiple industries.


David’s expertise includes providing strategic advisory services, managing large-scale investment portfolios, and navigating complex financial transactions. He is highly skilled in financial analysis, risk management, and valuation, enabling his clients to make informed investment decisions and achieve sustainable growth.


Known for his strategic vision and collaborative approach, David is adept at leading teams and fostering innovation to address financial challenges. He holds several prestigious certifications, including the Chartered Financial Analyst (CFA), Financial Risk Manager (FRM), and Certified Investment Management Analyst (CIMA). David earned his Bachelor of Business Administration from New York University and his Master of Business Administration from the London Business School.


Send Mailto:

Emily Klaus -
Senior Investment Manager

Emily Klaus is a distinguished expert in organizational development and strategic planning, with over 15 years of dedicated experience. Her forte lies in guiding businesses through transformative growth and optimizing operational efficiency to maximize their market potential. Throughout her career, Emily has held pivotal roles in corporate restructuring, management consulting, and strategic advisory services, serving a diverse array of sectors and enterprise scales.


Known for her collaborative approach, Emily is adept at fostering teamwork and driving innovative strategies to address intricate business issues. She holds both a Project Management Professional (PMP) certification and a Certified Management Consultant (CMC) designation. Emily earned her Bachelor of Business Administration from the University of Michigan and her Master of Business Administration from Harvard Business School. She excels in strategic decision-making, risk assessment, and financial optimization, ensuring her clients achieve robust and sustainable growth.


Send Mailto:

Gilbert  Flores -
Head of Legal Department

Gilbert Flores is a highly respected corporate lawyer with over 15 years of experience in the legal field. He  joined Sharpe Foxx Finance in October of 2005. He specializes in providing comprehensive legal counsel and strategic advice to corporations, ensuring their compliance with regulatory requirements and aiding in complex transactions. Gilbert’s career encompasses pivotal roles in mergers and acquisitions, corporate governance, and securities law, working with clients across a broad spectrum of industries.


Gilbert’s expertise includes guiding companies through intricate legal landscapes, negotiating high-stakes deals, and developing robust compliance frameworks. He is proficient in handling corporate litigation, regulatory challenges, and intellectual property matters, offering clients tailored solutions to meet their unique needs.


Renowned for his analytical acumen and collaborative approach, Gilbert excels in leading legal teams and crafting innovative strategies to address multifaceted legal issues for Sharpe Foxx Finance. He holds multiple prestigious certifications, including being a member of the American Bar Association and certified in Corporate Compliance and Ethics (CCEP). Gilbert earned his Juris Doctor from Harvard Law School and his Bachelor of Arts in Political Science from Stanford University.


Send Mailto:

Mark Adison -
Legal Department

Mark Adison is Known for his keen analytical skills and collaborative leadership, Mark excels in leading legal teams and devising innovative solutions for intricate legal challenges. He has been working with Sharpe Foxx Finance Corp since 2018, he is also a member of the American Bar Association and certified in International Law (CIL). Mark earned his Juris Doctor from Yale Law School and his Bachelor of Arts in Economics from Princeton University.


Send Mailto:

Follow us on social media to find out the latest updates on our progress.

Copyright © 2024 Sharpe Foxx Finance Corp. All Rights Reserved