Entrust Your Wealth to an Expert Partner.
To best serve our clients, we have assembled a team of experienced professionals, including several who hold the Chartered Financial Analyst® and/or CERTIFIED FINANCIAL PLANNER™ (CFP®) designations. Our team shares a commitment to quality and service to our clients.
Paul began his career as a Portfolio Manager in the trust department of a large international bank in Chicago. He also served as the Manager of Fixed Income Trading for a large Milwaukee bank holding company. He joined Capital in 1989 as a Portfolio Manager and Fixed Income Analyst but quickly rose to the position of President of the firm. In addition to his executive position, Paul continues to serve clients as a Portfolio Manager, Advisor, and serves on the Investment Team. Paul holds a B.S. from the University of Illinois and an M.B.A. from the University of Chicago. He has also taught at the Keller Graduate School of Management and the American Institute of Banking. Paul is a Chartered Financial Analyst® charterholder and a Registered Investment Advisor representative.
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 the 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.
Blaine joined the Capital team in 2019 after earning his B.S. in Business Administration from the University of Wisconsin-La Crosse. Blaine’s primary role as an Advisor to clients. Additionally, Blaine oversees the operational and IT areas of the business. Blaine is a CERTIFIED FINANCIAL PLANNER™ professional and a Registered Investment Advisor representative.
Ruth joined the team at Capital over 30 years ago in 1989. She serves in a senior administrative role, responsible for the day-to-day operations of the business. Additionally, Ruth serves as the firm’s Chief Compliance Officer, assuring compliance with all state and federal rules and regulations, including the required registrations of the firm and its employees. Ruth is an Advisor and is also involved in new business development. She holds a degree from Concordia University and is a Registered Investment Advisor representative.
Ameet began his investment career more than 25 years ago and joined Capital in 2004. He serves as an Equity Analyst, a Portfolio Manager, and an Advisor to clients. As a member of the Investment Team, Ameet is responsible for identifying investment opportunities while continuously assessing current holdings. Ameet earned a B.A. from the University of St. Francis, an M.S. from Boston University, and an M.B.A. from Indiana University. He is a Registered Investment Advisor representative.
Mia joined the team at Capital over 20 years ago, in June of 2000. She serves as Head of Accounting and Financial Recordkeeping. In addition to her financial management duties, Mia is also responsible for the clerical aspect of the trading function performed on the direction of the portfolio management team. With her many years at the firm, Mia is very knowledgeable of all aspects of the firm, assisting in any way she can.
Mitch began his investment career over five years ago and joined Capital in 2018 after gaining financial services experiences with a Milwaukee brokerage firm as well as a large U.S. Bank. At Capital, he serves as a member of the Investment Team, a Portfolio Manager, and an Advisor to clients. Mitch holds a B.A. in Business Economics from Beloit College, Beloit, Wisconsin. He is a Chartered Financial Analyst® charterholder, CERTIFIED FINANCIAL PLANNER™ professional, and a Registered Investment Advisor representative.
Brett joined the Capital team in 2021, after working in the finance department of a large firm headquartered in Wisconsin. Brett’s responsibilities are in the areas of operations, maintaining various internal systems, and assisting in the IT area. Brett also assists with the clerical aspect of the trading function at the direction of the portfolio management team. Brett is a graduate of University of Wisconsin-Whitewater with a B.B.A. in Finance.
Steven joined the team at Capital in 2022, after interning with us while completing his degree and graduating from the University of Wisconsin-Madison with a B.S. in Personal Finance, with an Economics Major. Steven is familiar with all aspects of the operational functions at Capital and is Registered Investment Advisor representative.
There’s a good reason that so many of our clients are second- or third-generation investors. We build trust over a lifetime of service, providing the individualized attention that you’d expect from an old family friend. We care about you and your life plans, not just your portfolio. When you invest in us, we invest in you.
Put Your Trust Where It Counts
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