Our Investment Team

Keith Goddard, CFA

Chartered Financial Analyst
B.S., University of Colorado, Boulder
1991-Present: Capital Advisors, Inc.,
President
Chief Executive Officer
Chairman of the Board
Chief Investment Officer

Lori Smith

University of Oklahoma
1979-Present: Capital Advisors, Inc., Managing Director
Chief Financial Officer

Andy Brown

B.A., University of Tulsa
2001-Present: Capital Advisors, Inc., Managing Director
1999-2001: U.S. Bancorp Piper Jaffray, Investment Executive
1996-1999: Dain Rauscher, Inc., Investment Executive

Richard Lofgren

B.A., University of Texas
2001-Present: Capital Advisors, Inc.,
Managing Director
Chief Operating Officer
Chief Compliance Officer
1999-2001: Pentecost Capital Management,
Vice President
Director of Client Relations
1996-1999: Merrill Lynch & Co.,
Financial Consultant
1993-1996: U.S. Navy
Surface Warfare Officer

Monty Butts

Oklahoma State University
1988-Present: Capital Advisors, Inc.,
Managing Director
Director of Fixed Income
1976-1988: Bank of Oklahoma, N.A.,
Vice President, Public Finance
Vice President, Fixed Income Sales
1972-1975: First National Bank & Trust,
Sales Representative-Fixed Income

Mark Symm

BBA, Texas A&M University
2005-Present: Capital Advisors, Inc.,
Vice President
2001-2004: Charles Schwab
Branch Manager
1999-2001: Charles Schwab
Investment Specialist
1997-1999: Olde Discount Broker
Registered Representative

Jamie Wilson

B.B.A., Northeastern State University
2003-Present: Capital Advisors, Inc.,
Director of Trading Operations
Portfolio Administration
2002-2003: Gibraltar Capital Management, Inc.,
Assistant Portfolio Manager
2001-2002: Arvest Asset Management
Trust Investment Assistant
1998-2000: Salomon Smith Barney
Registered Sales Assistant
1990-1998: Houchin, Adamson

Channing Smith, CFA

B.A., University of Indiana
M.B.A., Southern Methodist University
Chartered Financial Analyst
2004-Present: Capital Advisors, Inc.,
Co-Portfolio Manager
Equity Research
2001-2002: Technology Services Group
Business/Technical Analyst
1999-2001: Waterstone Consulting
Certified SAP Sales and Distribution Consultant

Meredith S. Camp, CFP

B.B.A., Baylor University
Graduate of the Certified Financial Planning Course, SMU
2008 – present: Capital Advisors, Inc., Vice President
2006 – 2008 Genesis Women’s Shelter, Director of Development
2005 – 2006 True North Advisors, Vice President & Relationship Manager
1999 – 2005 Optimum Investment Advisors, Business Development Officer
1995 – 1999 Friedman, Luzzatto & Co., Vice President
1995 – 1997 The Sanwa Bank, Ltd., Banking Officer
1993– 1995 Arthur Andersen, LLP, Analyst - Corporate Finance Consulting