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 ButtsSenior Vice President - Fixed Income 
Portfolio Management:
Andy BrownPresident
Jon AlthageSr. Vice President, Director of Client Services
Brad PriestVice President, Portfolio Manager
Catherine Glock, CDFA® Vice President, Portfolio Manager
Joe HawesVice President, Portfolio Manager
Thomas LiversageVice President, Portfolio Manager
Daniel SchluterInternal Portfolio Manager
David Cole, CPA, CExP TM Investment Advisor Representative
Portfolio Management - Texas Region:
Eric CannonSr. Vice President, Regional Director
Mark SymmSr. Vice President, Portfolio Manager
Scott Frantz, CFAVice President, Portfolio Manager
Matt Doyle, CFP®Vice President, Portfolio Manager
Portfolio Management - Southeast Region:
David BannonSr. Vice President, Portfolio Manager
Wil DedmonVice President, Portfolio Manager
Trading & Operations:
Jamie WilsonChief Operating Officer 
Debra KoniecznyChief Compliance Officer
Shawna MooreDirector of Trading
Brigette ZuhdiVice President, Trader
Melissa PaulsenVice President, Trader
Kasey BraySenior Client Service Associate
Tracy McCabeClient Service Associate
Sarah GrageClient Service Associate
Accounting & Billing:
Lori SmithChief Financial Officer
Jessie MontgomerySenior Accounting Manager
Lucinda HallAccounting & Operations Associate

Theresa McKee

Accounting & Operations Associate