Meet Your Ensemble Team
Odyssey Capital Advisors is an Ensemble Firm. This means that we take a team approach to providing you with financial advice. Every professional on our team brings a unique area of focus to our advisory relationship with you. Working within an Ensemble Firm fosters an atmosphere of openness, collaboration and idea exchange, offering you robust investment perspectives and specialized advice.
Jason Snipe
Principal
While Jason’s intellectual enthusiasm for finance—stocks, bonds, the intricacies of how a dollar grows—is an asset to his clients, his true passion lies with people. Beyond mere money management, Jason sees his calling in working with clients to understand what is most important to them, then motivating them to take meaningful steps to get from point A to point B.
Lamont A. Brown ChFC®
Partner
Lamont is a big believer in helping clients understand “the why.” Much more than simple data gathering sessions, client meetings are an opportunity for Lamont to share experiences with clients and ask open-ended questions that encourage introspection. As a financial planner and strategist, his job is then to figure out “the how.”
Roxane Ureña
Chief Administrative Officer and Compliance Officer
Roxane Ureña is the Chief Administrative Officer and Compliance Officer at Odyssey Capital Advisors. She joined Odyssey Capital in March 2020 after serving as a Compliance Officer in Research and Trading for Susquehanna International Group in Bala Cynwyd, PA.
Alex Sobkowiak
Investment Analyst
Alex Sobkowiak serves an Investment Analyst at Odyssey Capital Advisors. He joined Odyssey in June 2024 after earning his bachelor’s degree in finance from Temple University. Alex previously interned at Odyssey Capital Advisors during the summer of 2022 and continued throughout his junior year. He also gained valuable experience as a Credit Research Summer Analyst at PGIM Fixed Income.
John Cheng
Client Service Manager
John Cheng is a Client Service Manager with Odyssey Capital Advisors. John formerly worked at Charles Schwab for 15 years with most of his time in the Advisor Services department. While at Schwab, John started as an independent contractor in the Cashiering department and finished his career there as a Senior Manager leading a tenured Service Team of 9 individuals. John graduated from the University of Florida with two degrees in Economics and Sports Management.
Julie Mathew
Compliance Intern
Julie Mathew is the current Compliance Intern at Odyssey Capital Advisors. She first joined the firm in 2021 as an Investment Intern, while attending Villanova University. Julie graduated from Villanova with a Bachelor’s in Finance in May 2024 and will begin law school in the fall. In her free time, she loves to help out with the youth ministry at her church, draw, and try out new restaurants, especially different sushi spots!
Kareem Younan
Investment Analyst Intern
Kareem Younan began working with Odyssey Capital Advisors in May of 2024. He is pursuing his Bachelor of Business Administration in Finance at Temple University. He is thrilled to work amongst the positive and hard-working team at Odyssey Capital. Kareem especially enjoys being able to take his classroom education and apply it to hands-on portfolio analysis and development strategies under the guidance of Mr. Snipe.
Ronan Mulholland
Investment Analyst Intern
Ronan began working with Odyssey in June of 2024 and will continue through the summer as an Investment Analysis intern. He will begin his junior year as a finance major at Temple University this Fall. Through his involvement with the Temple Finance Association, Ronan has developed an interest in keeping up with financial markets. He enjoys the portfolio management side of the job and is eager to learn more about the client acquisition side throughout the Summer