• Contact Us

    Thank you for your interest in Capital.
    We welcome the opportunity to meet with you.

    Please Note!

    We've moved! Our new office is located on the 13th floor in the Chase building across the street from our previous location. Please call if we can help you find us!

  • Our Telephone Numbers

    (414) 278-7744  Local
    (800) 345-6462  Toll-free
    (414) 278-8403  Fax

    Our Mailing Address

    Capital Investment Services of America, Inc.
    111 E. Wisconsin Avenue
    Suite 1310
    Milwaukee, Wisconsin 53202


Jeffrey N. Allsop, CFA

Chief Investment Officer

Jeff joined Capital in 1990 after serving as Director of Research/Portfolio Management at another Midwestern investment advisor. At Capital, Jeff oversees the firm’s equity research process and leads the Investment Team. He brings an extensive background in fundamental company, economic, and portfolio analysis. One of Jeff’s primary roles at Capital is to ensure that all stocks in client portfolios meet the high standards consistent with our overall equity philosophy. He also serves as a Portfolio Manager and an Advisor to many Capital clients. Jeff is a graduate of the University of Iowa with a B.B.A. in Finance. He is a Chartered Financial Analyst charterholder and a Registered Investment Advisor representative.

Jeffrey N. Allsop, CFA
Chief Investment Officer, Capital Investment Services of America, Inc.

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Quick Facts

Capital Roles

Equity Analyst
Investment Team
Portfolio Manager
Advisor

Joined Capital

1990

Education

University of Iowa

Personal Insight

Although he coordinates the firm’s investment research group, Jeff acknowledges he remains a student of the investment management business. “While the informational tools at our disposal have improved significantly over time, the pursuit of meaningful and practical investment insight remains elusive,” he says. Even after accruing over 30 years of experience, he still enjoys the challenge of continually searching for reliable, fundamental investment solutions that can be practically implemented in managing client assets. Jeff is a regular at the gym where he combines strength training and a variety of cardio workouts. Away from the office, he enjoys boating, scuba diving, and traveling with his wife, Carla, and their four children.