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
Portfolio Management:
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
Kelcy Flores, CFP® Vice President, Director of Financial Planning
Brad PriestVice President, Portfolio Manager
Catherine Glock, CDFA® Vice President, Portfolio Manager
Scott Frantz, CFAVice President, Portfolio Manager
Joe HawesVice President, Portfolio Manager
Thomas LiversageVice President, Portfolio Manager
Jeremy TravisVice President, Portfolio Manager
Simon Beresford, CFP®Vice President, Portfolio Manager
Daniel SchluterInternal Portfolio Manager
Dave Cole, CPAInvestment Advisor Representative
Trading & Operations:
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 BraySenior Client Service Associate
Tracy McCabeClient Service Associate
Sarah GrageClient Service Associate
Lucinda HallInternal Accountant

Theresa McKee

Accounting & Operations Associate