Privacy Policy for Lincoln James Capital

At Lincoln James Capital, we are committed to protecting the privacy and confidentiality of our clients and visitors. This Privacy Policy outlines how we collect, use, and safeguard your personal information when you interact with our capital market advisory services. Please read this policy carefully to understand how we handle your information.

1. Information We Collect​

We collect personal information from our clients and visitors in the following ways:

    1.1 Information You Provide to Us:

  • When you contact us for our advisory services, we may collect your name, email address, phone number, and other contact information.
  • We may collect information you provide when completing forms or surveys on our website or during the course of our advisory services.

    1.2  Information We Automatically Collect:

  • When you visit our website, we may collect information about your IP address, browser type, and operating system.
  • We may use cookies and similar technologies to collect data on your interactions with our website, including pages visited and the duration of your visit.

2. How We Use Your Information

We use your personal information for the following purposes:

     2.1 Providing Advisory Services:

  • To communicate with you about our services and respond to your inquiries.
  • To provide you with capital market advisory services tailored to your needs.

     2.2 Improving Our Services

  • To analyze and improve our website’s functionality and user experience.
  • To conduct research and analyze trends to enhance our advisory services.

      2.3  Legal and Compliance Purposes:

  • To comply with legal obligations and industry regulations.
  • To protect our rights, privacy, safety, or property, and that of our clients.

3. Data Security

We take appropriate measures to safeguard your personal information. We employ industry-standard security protocols and regularly review and update our security practices to protect your data from unauthorized access, disclosure, alteration, or destruction.

4. Sharing Your Information

We do not sell or rent your personal information to third parties. We may share your information with:

  • Trusted service providers who assist us in delivering our services.
  • Regulatory authorities or law enforcement agencies if required by law.
  • Successors in the event of a merger, acquisition, or similar corporate transaction.

5. Your Choices and Rights

You have certain rights regarding your personal information, including the right to access, correct, or delete your data. To exercise these rights or to make inquiries about your data, please contact us at

6. Updates to this Privacy Policy

We may update this Privacy Policy to reflect changes in our practices or for other operational, legal, or regulatory reasons. We will post the updated policy on our website with a revised effective date.

7. Contact Us

If you have any questions, concerns, or requests regarding this Privacy Policy or our data practices, please contact us at

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Brigitte Grava

Financial Analyst

Brigitte Grava, an accomplished scholar from the University of Tampa, holds both a Bachelor’s Degree in Economics and a Master’s of Science Degree in Entrepreneurship from her alma mater. Brigitte’s dedication to academic excellence is shown in her performance as an undergraduate student as she was invited to the Adam Smith Economic Honor Society in addition to graduating from her Master’s program at the top her class in 2022. With over 5 years of industry experience, including a specialized focus on mergers and acquisitions during her 3-year tenure at a boutique investment bank, Ms. Grava brings a wealth of financial expertise to her endeavors. Her exceptional execution of economic and financial analyses, coupled with her strategic insight, empowers her to provide invaluable recommendations for business growth and corporate development. Brigitte is skilled at navigating intricate M&A transactions, consistently delivering optimal outcomes for her clientele. Her track record speaks volumes about her ability to handle every facet of these transactions with finesse, resulting in remarkable results for her clients.

Alyssa Beatrice

Director of Marketing

Alyssa Beatrice is the Marketing Director of Lincoln James Capital, leveraging over 7 years of expertise in both B2B and B2C domains. Holding a Bachelor’s Degree in Business Administration with a major in Marketing, Alyssa’s career is driven by innovation, determination, and data-driven results. Her impressive track record showcases numerous successful online and offline marketing campaigns, reflecting her inventive spirit and collaborative team approach. Alyssa’s unwavering passion for achieving exceptional outcomes has made her an invaluable asset to our team at Lincoln James Capital.

Andrew Millis

Commercial Loan Originator

Armed with a bachelor’s degree in business administration, specializing in Personal Finance from the University of Wisconsin Stout, Andrew possesses a wealth of knowledge and expertise in the Commercial Finance industry. With a solid background in community banking spanning 3  years and an additional year as a commercial credit analyst at Bankers Healthcare Group, he has demonstrated exceptional proficiency in the financial domain. Notably, Andrew has also successfully ventured into the real estate sector, establishing three thriving businesses in recent years.

Beyond his professional pursuits, Andrew cherishes quality time with family, friends, and his two beloved dogs. He finds solace in exploring new destinations through travel and engaging in outdoor activities such as hiking, golf, pickleball, and hockey. A true sports aficionado, he ardently supports the Green Bay Packers, Milwaukee Brewers, and Chicago Blackhawks.

Alex Cheng

Senior Vice President

After receiving his Bachelor degree in 1978, Alex started his professional career with a reginal CPA firm in New Orleans as Auditor. In 1980 he moved to Los Angeles to join ABPA, a national employee benefit administration firm.  He was promoted to Accounting Manager when he left the firm in 1988 when he was recruited by Dallas TX based Caltex petroleum Corporation, a JV of Chevron USA and Texaco Oil Company.  Alex served as Director of Finance in various countries, including the Philippines, Greater China (China, Hong Kong and Taiwan) and Australia.  Alex left Caltex in 1995 to start his own accounting firm in Burlington North Carolina.  By 2006 his firm has grown to a regional presence with offices in Cary, Burlington, Greensboro, Charlotte and Rock Hill, SC.  Alex sold his successful practice in December 2006 just before the latest financial meltdown.  Since 2007, operating under the firm name Alliance Consulting Group, Alex has been a financial and management consultant advising clients on complicated fiscal matters and improve overall efficiency in management and operation.  In 2015, Alliance Consulting added digital marketing to its service area to meet the changing landscape of business.  Currently his firm manages private equity funds of Family Offices and other high net worth individuals, with focus on multi-family apartments and purpose-built Student Housing apartments near major universities throughout the country.