James A. Winkelmann, Registered Fiduciary™
Principal
Jim@BlueOceanPortfolios.com

Jim co-founded Blue Ocean Portfolios, LLC in 2009.  Prior to this he owned and managed regional full services brokerage firms and a registered investment advisory firm.  He has served as Chairman of the Missouri Securities Industry Association from 1994 to 1996 and served as a FINRA arbitration panelist.  Additionally, Jim was recognized by the St. Louis Business Journal as one of “40 Under 40″ in January of 1997, and was an Ernst & Young Entrepreneur of the Year finalist in 1999.

Jim is a graduate of The Harvard Business School OPM Program and The University of Missouri.  Jim understands the importance of regulatory accounting, ethical selling practices, and the ongoing compliance that is required of individuals in the wealth management industry.  Additionally, Jim servers as an expert consultant for investors of all types on securities related disputes involving sales practices, disclosures and suitability.

Jim has had economic and business commentary published by the Harvard Business Review, the St. Louis Post Dispatch, and the Show-Me Institute on such topics as Managerial Capitalism, Incentive Bonuses for State Employees and Free Speech.

He holds a FINRA Series 4, 7, 24, 63 & 65 licenses.

David Arns, Managing Director
David.Arns@BlueOceanPortfolios.com

David graduated from DeSmet Jesuit High School and is an Evans Scholar Graduate from the University of Missouri.  He holds a Series 7 & 66 license.

David is married to Kathleen and has 2 children: Riley, age 10 and Griffin, age 7.  He helps coach their soccer and baseball teams and is the Den 5 leader for Pack 360 Cub Scouts.  He enjoys golf, movies and trivia in his little free time.

Carey T. Mulwee, Vice President of Investment Services
Carey.Mulwee@BlueOceanPortfolios.com

Carey graduated from the University of Memphis, where he was captain of the 1972 football team and a member of SAE fraternity. After a 30+ year career as a sales and marketing executive in the high-tech industry, working for firms such as IBM, Oracle and Microstrategy, he became Managing Partner of an investor group that developed a multi-unit restaurant business.

In 2007 Carey founded Mulwee Financial Group, a financial services company providing commercial finance services for small-to-intermediate size businesses, and in 2009 he joined Edward Jones as a Financial Advisor.  Carey joined Blue Ocean Portfolios in January, 2011. He holds FINRA Series 7 and 66 licenses.

Carey has served as a Board Member of the University of Memphis Alumni Board, as well as a Board Member of the Saint Peters, Missouri Chamber of Commerce.

Lee Pelligreen, Investment Advisor
Lee.Pelligreen@BlueOceanPortfolios.com

Lee started in the financial services arena in 1998 with MetLife and has worked under other broker dealers such as ING Financial Partners and Sunset Financial.

He graduated from University of Texas at Austin with a BA in Spanish.  Lee then continued his studies at Universidad Pontificia Comillas de Madrid (ICADE) and completed a Masters in European Communities program.  He holds Series 65, 63, 6, and 7 licenses as well as Life/Health and Property/Casualty Insurance licenses.

When not helping clients with their portfolios he can be found outdoors training for a triathlon or another mountain climb.

Sara Meystedt, CFP®   Investment Services Supervisor
Sara@BlueOceanPortfolios.com

Sara graduated Summa Cum Laude from Murray State University with a degree in Social Work and minor in Financial Planning.  She is a Certified Financial Planner™ and holds her Series 6, 63, and 65 licenses along with a Life/Health & Property/Casualty Insurance license.  Sara is involved with portfolio administration and client services.  She is also a volunteer counselor and Budgeting/Finance teacher at The Pregnancy Resource Center operated by Thrive St. Louis.

Kelly Hennessy, Portfolio Administrator
Kelly@BlueOceanPortfolios.com

Kelly received her degree in Accounting from the University of  Missouri - St. Louis and has been employed in the Financial Services industry since 1996. She holds her Series 7, 28, 63 and 66 licenses and is involved in portfolio management and research.

Megan Matthews, Administrative Assistant
Megan@BlueOceanPortfolios.com

Megan graduated from the University of Missouri in Columbia with a degree in Psychology and a minor in Human Development and Family Science.  She is involved with performing and coordinating the office’s administrative activities at Blue Ocean Portfolios.