Capital Advisors' Team Directory

     
Research Team:
Keith Goddard, CFACEO & Chief Investment Officer
Steven Soranno, CFA, CAIADirector of Equity Research
Mitch KaczmarekDirector of Fixed Income Research
Monty ButtsSenior Vice President - Fixed Income 
Portfolio Management:
Andy BrownPresident
Jon AlthageDirector of Business Development
Brad PriestVice President
Catherine GlockVice President
Joe HawesVice President
Thomas LiversageRelationship Manager
David Cole, CPAInvestment Advisor Representative
Portfolio Management - Texas Region:
Eric CannonSenior Vice President (North Texas)
Scott Frantz, CFAVice President (North Texas)
Mark SymmSenior Vice President (South Texas)
Kenzie Conway, CFP®, CWS®Vice President (South Texas) 
Portfolio Management - Southeast Region:
Laura James, CFA, CFP® Vice President
David Bannon Vice President
Trading & Operations:
Jamie WilsonChief Operating Officer 
Debra KoniecznyChief Compliance Officer
Shawna MooreVice President, Head Trader 
Brigette ZuhdiVice President, Internal Portfolio Manager
Melissa PaulsenVice President, Internal Portfolio Manager
Kasey BrayClient Service Associate
Tracy McCabeClient Service Associate
Caroline RodolfClient Service Associate
Accounting & Billing:
Lori SmithChief Financial Officer
Jessie MontgomerySenior Accounting Manager
Lucinda HallAccounting & Operations Associate