Jamie Worden

CEO

Jamie Worden is the CEO and founder of Worden Capital Management, LLC. He is responsible for formulating the vision of Worden Capital and carrying out its execution. Mr. Worden set out with a unique vision to better service clients in the financial markets. In doing so, Mr. Worden now takes pride and enjoyment in helping clients achieve their financial goals. Attention to detail, good listening skills, and great empathy are qualities that help Mr. Worden work with clients. He has extensive experience in navigating the financial markets. Mr. Worden specializes in debt-focused strategies which can offer superior non-correlated returns. He is a General Securities Principal with a Series 7, 24, and 63 licenses.

Jason Collichio

President

Jason Collichio is the President at Worden Capital Management. He received his BA in Finance at Marist College 2003, where he was also a member of the baseball team. He began his professional career in the financial industry in September of 2003, and has obtained an abundance of knowledge and experience in the world markets within that timeframe. He focuses on a diverse range of both public and alternative investments. His strength is his dedication to developing and maintaining long-term relationships with his clients, while assisting them in achieving their wealth management goals. He is a General Securities Principal and holds his Series 7, 63, and 24 licenses. Jason currently resides in Seaford, NY with his wife Christina and their three children.

Richard Borgner

Chief Operating Officer

Richard Borgner joined Worden Capital in April 2013, where he is Chief Operating Officer and Supervising Manger. He has over 30 years of experience in the financial industry, including over 20 years in retail. He has held positions as mutual fund and insurance sales coordinator at several firms as well as branch manager. Gradually migrating over to management full time, for the last 10 years has been both assistant and chief compliance officer for several boutique investment firms. He is not only a General Securities Principal, but holds his Options Principal and Municipal Securities Principal licenses as well as his Series 7, 63 and 99. In his short time at Worden Capital he has helped streamline several areas of Compliance and Operations, and increased the efficiency in both areas.

Richard lives in Seaford, NY with his wife and family.

Michael Kupferman

Vice President of Investments

Michael Kupferman is the Vice President of Investments at Worden Capital Management. Mr. Kupferman is a General Securities Principal with his Series 7, 63, and 24 licenses. He spends his spare time on the beach, as well as the golf course. He currently resides in Wilmington, NC.

Burt Bartlett

Managing Director | Alternative Investments

Burt Bartlett serves as Managing Director of Alternative Investments at Worden Capital Management (WCM). Prior to joining WCM, Burt spent 12 years as a Principal with an investment manager in Milwaukee, managing a portfolio with client assets exceeding $1 billion. Burt launched his career in Oppenheimer & Co.s Wealth Management Division in New York, rising through the ranks to Vice President before moving to Milwaukee-based Robert W. Baird & Co. in the same role. With thirty-two years of experience in the investment management industry, Burt has guided clients through the peaks and troughs of many investment cycles.

Drawing on these experiences, Burt concentrates his practice on alternative investments suitable for clients looking for durable income streams paid on a monthly or quarterly basis. Burts objective is to deliver strong risk-adjusted returns to clients by minimizing interest rate risk and correlation with broad market indices. After navigating periods of extreme leverage and market volatility over the past three decades, Burt has focused the second half of his investing career on vehicles that generate regular cash flows for clients. A majority of client portfolios are spread amongst real estate investment trusts (REITs), business development companies (BDCs) and master limited partnerships (MLPs), and Burt is in constant contact with thought leaders in those industries to drive optimal performance for his clients.

Burt earned his undergraduate degree in Finance from the University of Wisconsin-Milwaukee and received his CFA Charter in 1994. Burt is married with two adult children and lives in Mequon, WI.