is a trading assistant for the Capital Investment Companies Brokerage Division and has been with the firm since 2007. She graduated from NC State University with a BS degree in Marketing. She maintains her General Securities License, is married with two kids and enjoys soccer, NC State Football games and spending time with her family.
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Roland
Jones is a Partner in Capital Administrators, LLC. He is a founding
member of the firm and has been in the financial services industry
since 1981. He graduated from UNC-CH with a BA in Political Science
and later obtained his law degree from the University of South Carolina
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Anne
King is the office manager and administrative assistant for the
Capital Investment Companies. She has been with the firm since 1998
and in the financial services industry since 1982. Anne graduated
from Guilford Technical Community College. She is married and has
three children. |
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Cindy
Kasner
is an Administrative and Sales Assistant for Capital Investment Group.
She has been with the firm since 2001 and in the financial services
industry since 1998. Cindy attended Oklahoma State University and
Southwestern Oklahoma State College. She is married and enjoys gardening
and reading. |
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Ron
King is
Chief Compliance Officer with the Capital Investment Companies. He
has been with the firm since 2007 and in the financial securities
industry since 1994. Ron is a graduate of The Southeastern Trust School
of Campbell University. He is married with one child and enjoys fly
fishing, classic cars and photography. |
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Alan
Long is an associate with Capital Insurance Affiliates. He has
been with the firm since 2000 and in the financial services industry
since 1974. Alan is a Chartered Life Underwriter and specializes in
Insurance and Estate Planning. He is also past President of the Raleigh-Durham
CLU Chapter. Alan attended Elon College and Wake Forest University.
He is married with four daughters and five grandchildren and enjoys
golf and traveling. |
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Catherine
Manuel
is the Director of Capital Bank Partners. She has been with the firm
since 2003 and in bank related financial services since 1987. Catherine
graduated from High Point College with a BS in Business Administration
and Marketing. She is married with 2 children and enjoys boating,
gardening and sports. |
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Con
McDonald is a vice president, investment advisor and broker with
the Capital Investment Companies. He is also president of Physicians
Financial Services where he advises physicians on various financial
issues. Con has been with the firm since 1984 and in the financial
services industry since 1983. He graduated from UNC-CH with a major
in accounting. Con is married with two children and enjoys sailing,
boating and snow skiing. |
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Jerolyn
Newton
is the Trading Manager for the Capital Investment Companies Brokerage
Divisions. She has been with the firm since 2004 and in the financial
services industry since 1985. Jerolyn maintains her General Securities
License and General Securities Principal License. She is married and
enjoys traveling, gardening and sports. |
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Bill
Nicholson is the director of Capital Insurance Affiliates. He
has been with the firm since 1995 and in the financial services industry
since 1988. Bill is a Chartered Financial Consultant and specializes
in business and estate planning. He graduated from UNC-CH with a BS
in Business Administration. Bill is married with three children and
enjoys golf, skiing & tennis. He is also a member of the National
Association of Philanthropic Planners. |
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Jacqueline
Nutter
is the Administrative Assistant for Capital Investment Companies and
has been with the firm since March 2004. She is married with two children
and in her spare time enjoys reading and collecting unusual key chains. |
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Jay
Parker, CPA,
is a Wealth Manager for Physician Financial Services. He has been
with the firm since 2003 and in the financial services industry since
1997. Jay graduated from UNC-CH with a BS in Business Administration
and obtained a Masters degree in Accounting. He enjoys playing golf,
tennis and hunting. |
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Aubrey
Poe is a Marketing and Trading Assistant for Capital Investment
Companies Brokerage Division and has been with the firm since 1998.
She graduated from Meredith College with a BS in Business Administration
and Marketing. Aubrey enjoys soccer, reading and the mountains. |
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Tess Ramby
Tess Ramby assists in the Compliance Department and is responsible for general Investment Advisory issues, Investment Advisory Representative (IAR) support, and general compliance related tasks. She has been with the firm since 2008 and in the financial services industry since 1987. Tess maintains her General Securities License and General Securities Principal License. She is married with two children and enjoys reading and spending time on the lake.
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Bill
Richardson is a Partner in Capital Administrators, LLC. He is
a founding member of the firm and in the Retirement Plan Administration
industry since 1972. Bill graduated from Wake Forest University with
a degree in Political Science. |
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Bynum
Satterwhite is an investment advisor and broker with the Capital
Investment Companies. He has been with the firm since 1996 and in
the financial services industry since 1984. Bynum specializes in portfolio
management and asset allocation. He graduated from UNC-CH with a BA
in Business Administration. He is married with three children and
enjoys golf, running and tennis. |
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Allison
Smith is the Administrative Assistant for Capital Insurance
Affiliates. She has been with the firm since 2003 and in the Retirement
Plan Administration industry since 1991. Allison attended Harbarger
College and Wake Technical Community College. |
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George
Smith is an investment advisor and broker with the Capital Investment
Companies. He has been with the firm since 1999 and has been in private
industry since 1986. George specializes in portfolio management, asset
allocation, and mutual funds. He attended UNC - Chapel Hill , is married
with two children and enjoys tennis, fly fishing, and attending his
son's athletic events. |
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Matt
Vaughan is a Broker for the Capital Investment Companies
Insurance Division and has been with the firm since 2003. He graduated
from UNC-CH with a BA in History and attended the Carolina Business
Institute at Kenan-Flagler Business School. Matt is a Life Insurance
Consultant, Life Audit Contact and also maintains his General Securities
License. Matt enjoys reading, fly fishing and tennis.
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Virginia
Vick is a Trading Assistant for the Capital Investment Companies
Brokerage Divisions and has been with the firm since 2002. She graduated
from Peace College with a BS in Communications and Mass Media. Vee
Vee enjoys traveling, singing and the beach. |
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Steven
Wilson
is the General Counsel for Capital Investment Companies. He has been
with the firm since 2003 and has been a financial analyst, as well
as provided legal, financial, and strategic planning counsel to both
individual and business clients since 1997. Steven graduated from
Duke University with a B.A. degree and received his law degree from
Wake Forest University School of Law. He is a Chartered Financial
Analyst (CFA) candidate. Steven enjoys tennis, backpacking, reading
and traveling. |
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Stephanie
Yamashita is an administrative assistant for Con McDonald and
has been with Physicians Financial Services since 1996. She graduated
from NC State with a BA in Business Management and enjoys tennis in
her free time. |
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