Who We Are
Awoye Capital works with owners of established private companies. Not startups. Companies that have been operating for years, with employees, real revenue, and an owner whose personal net worth is mostly tied up in the thing they built.That creates two problems at once, and most advisors only look at one of them.
On the personal side, the owner's wealth is concentrated in a single illiquid asset, and the plan for everything outside the business gets whatever attention is left over on a Sunday night. On the business side, the company retirement plan is running on autopilot, the operating cash isn't earning what it should, and the people who make the company work have no financial reason to stay through a transition.
We handle both. Personal investment management, retirement and income planning, and tax coordination with the CPA already in place. Then the company side: the 401(k) or retirement plan the business sponsors, executive and key employee benefit structures, business cash management, and the planning around succession or a sale.
We don't sell the business or replace the attorney. We make sure the owner and the company are working from the same plan instead of two that never talk to each other.
Awoye Capital was founded by Jordan Awoye and operates as an independent fiduciary. The firm works with a limited number of clients and holds itself to disciplined advisory scope, clearly defined regulatory boundaries, and third-party operational infrastructure.
Who We Work With
Owners of established private companies. The business is profitable, it's been running long enough to have a history, and the owner is now carrying two financial lives at once. Theirs and the company's.
We work with them on both. Personal wealth, retirement, and what the money is for. And the business planning underneath it, from the company retirement plan to the benefits that keep key people in their seats to the eventual handoff, whether that's a sale, a partner, or a child.
Schedule a Consultant.
Firm Structure
Awoye Capital operates as an independent advisory platform serving a limited number of clients.
The firm is structured to:
• Maintain disciplined advisory scope
• Operate within clearly defined regulatory boundaries
• Avoid conflicts of interest with external institutional affiliations
• Preserve operational continuity through third-party infrastructure
Awoye Capital utilizes established third-party custodial, compliance, and operational service providers to maintain regulatory alignment and administrative continuity.
Leadership & Firm Structure
Founder & Managing Principal
Jordan Awoye
Jordan Awoye is the Founder and Managing Principal of Awoye Capital, a New York–based registered investment advisory firm serving high-achieving professionals, founders and business owners, professional athletes, and families approaching or already in retirement. He founded the firm in 2019 to do one thing well: provide disciplined, independent wealth management to people who have spent years building meaningful assets, businesses, and careers. The work is grounded in the enduring disciplines of private wealth management — building and managing investment portfolios, planning for retirement income, investing with an eye toward taxes, protecting against risk, and coordinating the insurance and estate decisions that determine what ultimately gets passed on. Client assets are held at Charles Schwab. Jordan's approach begins with structure rather than product. Before recommending an investment, he wants to understand how a household actually earns, spends, owes, and intends to give because the right portfolio is a consequence of those facts, not a substitute for them. He builds allocations meant to be held through full market cycles, favors clarity over complexity, and believes a client should be able to explain their own strategy in their own words. Jordan has a decade of experience in financial services. He began his career at AXA Advisors and later served as a Managing Director at Weild & Co., where he worked in the private capital-markets environment with founders and growing companies alongside David Weild IV, former Vice Chairman of NASDAQ. He has his Series 7, Series 66, and Series 24 securities licenses and completed a Retirement Planning Specialization through the Wharton School of the University of Pennsylvania. Jordan is the host of Equity Over Highlights, filmed at the New York Stock Exchange. His insights on investing and wealth strategy have been featured by Forbes, Yahoo Finance, American Express, and he has contributed financial commentary to CNBC. Jordan is a graduate of Eastern New Mexico University, where he attended on a full athletic scholarship for basketball and graduated with honors, earning his degree in Biology with an emphasis in Pre-Medicine before changing course toward finance.
Client Service Associate
Kassim Kaba
Kassim Kaba combines the strategic mindset of a basketball coach with sharp financial acumen in his role as Client Service Associate at Awoye Capital. Before entering finance, Kassim spent years coaching at the collegiate and grassroots levels, honing skills in strategy, talent evaluation, and team building. He earned his Criminal Justice degree from American International College in 2018. Today, Kassim brings the same discipline, vision, and long-term focus to Awoye Capital.
Broker-Dealer | Partner
David Weild IV
David Weild IV, Founder, Chairman, and CEO of Weild & Co., is a recognized expert in capital markets and the “Father of the JOBS Act” for his influential research on IPO market decline. A former Vice Chairman of NASDAQ, he led initiatives that expanded listings, supported markets after 9/11, and strengthened investor confidence. Over his career, David has helped manage more than 1,000 public equity offerings and advised organizations from the SEC to the OECD on capital formation and market growth.
Head of Branding & Partnerships
Tiffany James
Tiffany James leads branding and partnerships at Awoye Capital with a mix of cultural insight, strategic vision, and industry expertise. Featured by CNBC, Forbes, and Fast Company, she’s the founder of ModernBlkGirl, a nonprofit empowering hundreds of thousands of women in finance. Her work has driven high-impact collaborations with brands like the WNBA, Fenty, Nike, and Lamborghini, making her a sought-after voice at the intersection of finance, culture, and community.
Office Manager | IT Support
Vincelia Lewis
With over 20 years of IT experience, Vincelia Lewis keeps Awoye Capital running smoothly—both operationally and technically. She’s managed systems support, network infrastructure, and enterprise IT for organizations from Morgan Stanley to Northwell Health, holding certifications including CCNP, CCNA, MCSE, and A+. A Brooklyn College graduate in Computer and Information Science, Vincelia blends deep technical expertise with a user-first approach, ensuring the team has the tools and systems they need to succeed.
Insurance Specialist
Ben Basile
Since 2005, Ben Basile has helped financial professionals navigate the complexities of insurance as Regional Director at Crump Life Insurance Services. He designs and implements strategies for estate planning, supplemental retirement, and business insurance, guiding cases from design through underwriting. With prior roles in regional sales and wealth management, and licenses including Series 7, 63, 65, and life and health insurance, Ben brings seasoned expertise to every client solution. He lives in Long Beach, NY, with his wife and daughter.