Capital Advisors' Team Directory

     
Research Team:
Keith Goddard, CFACEO & Chief Investment Officer
Steven Soranno, CFA, CAIADirector of Equity Research
Mitch Kaczmarek, CFADirector of Fixed Income Research
Monty ButtsSenior Vice President - Fixed Income 
Portfolio Management:
Andy BrownPresident
Jon AlthageSr. Vice President, Director of Client Services
Brad PriestVice President, Portfolio Manager
Catherine Glock, CDFA® Vice President, Portfolio Manager
Joe HawesVice President, Portfolio Manager
Thomas LiversageVice President, Portfolio Manager
Daniel SchluterInternal Portfolio Manager
David Cole, CPA, CExP TM Investment Advisor Representative
Portfolio Management - Texas Region:
Eric CannonSr. Vice President, Regional Director
Mark SymmSr. Vice President, Portfolio Manager
Scott Frantz, CFAVice President, Portfolio Manager
Portfolio Management - Southeast Region:
David BannonSr. Vice President, Portfolio Manager
Wil DedmonVice President, Portfolio Manager
Trading & Operations:
Jamie WilsonChief Operating Officer 
Debra KoniecznyChief Compliance Officer
Shawna MooreDirector of Trading
Brigette ZuhdiVice President, Trader
Melissa PaulsenVice President, Trader
Kasey BraySenior Client Service Associate
Tracy McCabeClient Service Associate
Accounting & Billing:
Lori SmithChief Financial Officer
Jessie MontgomerySenior Accounting Manager
Lucinda HallAccounting & Operations Associate