Executive Team Members

Kevin Simpson

Chief Investment Ofiicer/Founder

Josh Smith

Lead Portfolio Manager

Brian Bruneau

Chief Operating Officer

Jodi Phillips

Director of Operations & Client Services

Charles Sauer

Director of Internal Sales

John Watkins

Director of Marketing

Ryland Mathews

Associate Trader

Yerania Barrios

Executive Administrative Assistant


External Team Members

Capital (152 of 1).jpg

Josh Miller

Managing Director - Southeast

Capital (137 of 1).jpg

Tim Nash

Institutional Sales Director

Capital (101 of 1).jpg

Ken Coffman

Managing Director - Institutional Sales

Capital (96 of 1).jpg

Kent Elwell, CRPC©

Managing Director - Middle Atlantic

Capital (125 of 1).jpg

Mike Sciortino

Managing Director - Southwest