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 ButtsSr. Vice President - Fixed Income Research
Scott Frantz, CFADirector of Asset Allocation
Daniel SchluterPortfolio Analyst
NameTitle
Portfolio Management Team
Andy BrownPresident
Jon AlthageSr. Vice President, Director of Client Services
Eric CannonSr. Vice President, Regional Director
Mark SymmSr. Vice President, Portfolio Manager
David BannonSr. Vice President, Portfolio Manager
Brad PriestSr. Vice President, Portfolio Manager
Catherine Glock, CDFA®Sr. Vice President, Portfolio Manager
Kelcy Flores, CFP®Vice President, Director of Financial Planning
Joe HawesVice President, Portfolio Manager
Thomas Liversage, CFP®Vice President, Portfolio Manager
Jeremy TravisVice President, Portfolio Manager
Simon Beresford, CFP®Vice President, Portfolio Manager
Danny La, CFP®Vice President, Portfolio Manager
Patrick BurdickVice President, Portfolio Manager
Dave Cole, CPAInvestment Advisor Representative

Trading & Operations Team

Jamie WilsonChief Operating Officer
Debra KoniecznyChief Compliance Officer
Shawna GeigerVice President, Director of Trading
Brigette ZuhdiVice President, Trader
Melissa PaulsenVice President, Trader
Jessie MontgomeryVice President of Accounting
Kasey BraySr. Client Service Associate
Tracy McCabeClient Service Associate
Sarah GrageClient Service Associate
Theresa McKeeAccounting & Operations Associate