Executive Team Members

 

Kevin Simpson

Chief Investment Officer

Josh Smith, CFA

Lead Portfolio Manager

Brian Bruneau

Chief Operating Officer

Jodi Phillips

Director of Operations & Client Services

 

Ryland Mathews

Associate Trader

Yerania Barrios

Executive Administrative Assistant

Capital (73 of 1).jpg

John Watkins

Director of Marketing

Kesia Sondrini

Director-Advisor Relationship Management

 

Ryan Carney

Assistant Director of Compliance & Analytics

National Team Members

 
 

Ken Coffman

Managing Director - Institutional Sales | Southern USA

(239) 431-­3517

Send Email

Kent Elwell, CRPC©

Managing Director - Institutional Sales | Northern USA

(239) 431-­3486

Send Email

Josh Miller

Acting Director - Internal Sales

(239) 404-0890

Send Email