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 AlthageDirector of Business Development
Brad PriestVice President, Portfolio Manager
Catherine GlockVice President, Portfolio Manager
Joe HawesVice President, Portfolio Manager
Thomas LiversageInternal Portfolio Manager
David Cole, CPA, CExP TM Investment Advisor Representative
Portfolio Management - Texas Region:
Eric CannonSr. Vice President, Portfolio Manager (North Texas)
Scott Frantz, CFAVice President, Portfolio Manager (North Texas)
Mark SymmSr. Vice President, Portfolio Manager (South Texas)
Kenzie Conway, CFP®, CWS®Vice President, Portfolio Manager (South Texas) 
Portfolio Management - Southeast Region:
David Bannon Vice President, Portfolio Manager
Trading & Operations:
Jamie WilsonChief Operating Officer 
Debra KoniecznyChief Compliance Officer
Shawna MooreVice President, Director of Trading
Brigette ZuhdiVice President, Trader
Melissa PaulsenVice President, Trader
Kasey BraySenior Client Service Associate
Tracy McCabeClient Service Associate
Caroline RodolfClient Service Associate
Accounting & Billing:
Lori SmithChief Financial Officer
Jessie MontgomerySenior Accounting Manager
Lucinda HallAccounting & Operations Associate