We are a boutique wealth management partnership.
We do not have an explicit minimum investment size; we do select our clients discerningly based on how our capabilities may fit their needs and the benefit they may provide our network of other clients.
We serve as trusted partners to individuals, families, and institutions who aim to build a lasting legacy. We measure success by the impact we enable.

Ken Hockycko
Managing Partner
Ken began his career as a Naval Officer and fighter pilot. During his tenure, he commanded a squadron in combat, graduated from TOPGUN, and served as Speechwriter to the Secretary of the Navy, a Legislative Fellow to a U.S. Senator, and a Defense Ventures Fellow. Post-military, he consulted for Washington DC-based venture capital, defense tech, and lobby firms while co-founding Dauntless Advisory. Ken holds a BS in Economics from the U.S. Naval Academy, an MBA from The Tuck School of Business at Dartmouth, and a FINRA Series 65 license.

Will Shwarz
Partner, Chief Development Officer
Will has spent two decades in finance including at UBS, Jefferies and Citi. During his 10 years as an investment banker at Citi, Will worked on, among others: the LBOs of PetSmart and PetCo; the acquisition of Chewy by PetSmart and BC Partners; the IPOs of Albertsons Companies and National Vision; and LVMH’s acquisition of Tiffany. Will is a director of the FAO Schwarz Family Foundation. He is a graduate of Northwestern University and the Tuck School of Business at Dartmouth and holds his FINRA Series 65 license.

Roy Emanuel
Partner, Wealth Advisor
Roy is a former Navy weapon systems officer who advises Dauntless on risk management. He has served as a Project Manager at the Johns Hopkins Applied Physics lab and holds a BS in Physics from MIT, an MS in Aeronautical Engineering from Stanford University, a PhD in Mechanical Engineering from the University of Maryland, and a FINRA Series 65 license.

Jon McMahon
Partner, Chief Compliance Officer
Jon has over 20 years of experience in Financial Operations, Sales Operations, and FP&A – most recently serving as Senior Director of Finance at Amobee. He holds a BS in Chemistry from The College of William & Mary, and a FINRA Series 65 license.

Anna Huddleston
Partner, Operations Manager
Anna has worked as a Licensed Professional Counselor, business owner, and athletic director. She manages Dauntless Advisory operations and assists clients with the human performance element of impact. Anna holds a BA in Business Management, Marketing, and Support Services from DePaul University and North Central College and an MA in Professional Counseling from Liberty University.

Lucas Babbitt
Strategic Advisor
Lucas is a former Navy fighter pilot and TOPGUN graduate who advises Dauntless on investment philosophy. He is CEO of Atomic Insights, a FinTech platform serving registered investment advisors, and has 13 years of experience in Private Wealth Management at Goldman Sachs and Jordan Park. He also serves on the Board of Directors at the Military Officers Association of America and is Chairman of the Marines’ Memorial Foundation. Lucas holds a BS from the U.S. Naval Academy and a JD/MS from Stanford University.

Tom McMahon
Strategic Advisor
Tom is COO in the office of a high net-worth family and has held leadership positions in New Media Technology companies, including Advertising.com, AOL, and Videology. Tom was previously a corporate/ private equity attorney at Hogan Lovells. Tom holds a BA in Economics from the University of Mary Washington and a JD from the George Washington University.

Jeff Rogers
Strategic Advisor
Jeff is a former Navy fighter pilot who advises Dauntless on corporate strategy. He has worked in operations at Carlyle Group and has held leadership roles at Meta, Riot Games, and Boston Consulting Group. Jeff holds a BS in Systems Engineering from the U.S. Naval Academy and an MBA in Strategic Management from The Wharton School of Business at the University of Pennsylvania.