Capital Advisors
Industry: Company
DescriptionFounded: 1978 Subsidiaries: Southwest Financial Services LLC, Minshall & Company Inc.
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Capital Advisors Employees
Employee
Years
Job
Industry
Grant Clary Grant Clary's Capital Advisors Experience May 2010 - June 2010
Job William Blair Operations Analyst
Industry Financial Services
Experience
WPX Energy May 2013 - August 2013
J & G Steel Corporation May 2012 - August 2012
Capital Advisors May 2010 - June 2010
Skills
Microsoft Office, Microsoft Excel, Communication Skills, Leadership, Motivation, Networking, Project Management, Social Networking, Accounting, Data Analysis, Communication, Customer Service, Editing
Education
DePauw University 2011 — 2014
Bachelor's Degree, Economics
WPX Energy May 2013 - August 2013
J & G Steel Corporation May 2012 - August 2012
Capital Advisors May 2010 - June 2010
Skills
Microsoft Office, Microsoft Excel, Communication Skills, Leadership, Motivation, Networking, Project Management, Social Networking, Accounting, Data Analysis, Communication, Customer Service, Editing
Education
DePauw University 2011 — 2014
Bachelor's Degree, Economics
Ted Gladish's Capital Advisors Experience October 2008 - October 2010
Job Vice President Finance, Marketing & Operations at IGT
Industry Renewables & Environment
Experience
IGT - Innovative Green Technologies June 2011 - Present
Heart In Your Hand, LLC February 2011 - Present
Capital Advisors October 2008 - October 2010
Itau-Unibanco February 2008 - September 2008
Protiviti August 2005 - September 2007
ExxonMobil June 2004 - June 2005
ProFund International March 2003 - September 2003
J.P. Morgan June 1999 - June 2002
UBS Wealth Management May 1999 - August 1999
Skills
Strategic Planning, Process Improvement, Business Development, Project Management, Risk Management, Leadership, Matrix Management, Business Analysis, Management Consulting, Valuation, Financial Modeling, Investments, Analysis, Competitive Analysis, Finance, Venture Capital, Investment Banking, Forecasting, Marketing, Mergers & Acquisitions, Managerial Finance, Strategy, Project Planning, Entrepreneurship, Due Diligence, Executive Management, Start-ups, Corporate Finance, Private Equity, Financial Analysis, International Business, Business Planning, Strategic Partnerships, Restructuring, Business Strategy, Acquisition Integration, P&L Management, Cross-functional Team..., Strategic Financial..., Financial Planning
Education
University of South Carolina - The Moore School of Business 2002 — 2004
MBA, International Finance, Spanish
Pontificia Universidad Católica de Chile 2003 — 2003
MBA, International Business
Tecnológico de Monterrey 2003 — 2003
Indiana University Bloomington 1994 — 1998
B.A. Finance, Finance, International Business, Spanish
Universidad de Sevilla 1997 — 1997
Spanish
IGT - Innovative Green Technologies June 2011 - Present
Heart In Your Hand, LLC February 2011 - Present
Capital Advisors October 2008 - October 2010
Itau-Unibanco February 2008 - September 2008
Protiviti August 2005 - September 2007
ExxonMobil June 2004 - June 2005
ProFund International March 2003 - September 2003
J.P. Morgan June 1999 - June 2002
UBS Wealth Management May 1999 - August 1999
Skills
Strategic Planning, Process Improvement, Business Development, Project Management, Risk Management, Leadership, Matrix Management, Business Analysis, Management Consulting, Valuation, Financial Modeling, Investments, Analysis, Competitive Analysis, Finance, Venture Capital, Investment Banking, Forecasting, Marketing, Mergers & Acquisitions, Managerial Finance, Strategy, Project Planning, Entrepreneurship, Due Diligence, Executive Management, Start-ups, Corporate Finance, Private Equity, Financial Analysis, International Business, Business Planning, Strategic Partnerships, Restructuring, Business Strategy, Acquisition Integration, P&L Management, Cross-functional Team..., Strategic Financial..., Financial Planning
Education
University of South Carolina - The Moore School of Business 2002 — 2004
MBA, International Finance, Spanish
Pontificia Universidad Católica de Chile 2003 — 2003
MBA, International Business
Tecnológico de Monterrey 2003 — 2003
Indiana University Bloomington 1994 — 1998
B.A. Finance, Finance, International Business, Spanish
Universidad de Sevilla 1997 — 1997
Spanish
Clayton Bellamy's Capital Advisors Experience January 2007 - May 2007
Job Manager Business Analytics OGE Energy Corp
Industry Oil & Energy
Experience
OGE Energy Corp August 2015 - Present
Oklahoma State University August 2015 - Present
Love's Travel Stops January 2014 - April 2015
Musket Corp August 2009 - December 2013
Musket Corp. January 2008 - August 2009
Citigroup June 2006 - August 2008
Capital Advisors January 2007 - May 2007
The Associated Press January 2001 - December 2004
Skills
Financial Risk, Financial Modeling, Capital Markets, Equities, Commodity, Commodity Markets, Hedging, Risk Management, Analytics, Quantitative Analytics, Forecasting, Options, Economics, Market Research, Trading, Energy, Data Analysis, Statistics, PowerPoint, Corporate Finance, VBA, Financial Reporting, Financial Analysis, Microsoft Excel, Derivatives, Renewable Energy, Financial Markets, Data Mining, Predictive Modeling, Tableau, SAS, SQL, R, Energy Markets
Education
Oklahoma State University 2013 — 2013
OSU and SAS Graduate Business Data Mining Certificate
Oklahoma State University 2005 — 2008
MS, Quantitative Financial Economics
Oklahoma State University 2005 — 2007
MBA, MBA
University of Missouri-Columbia 1999 — 2001
MA, Journalism
University of Missouri-Saint Louis 1995 — 1996
BA, Sociology
Lafayette High School
OGE Energy Corp August 2015 - Present
Oklahoma State University August 2015 - Present
Love's Travel Stops January 2014 - April 2015
Musket Corp August 2009 - December 2013
Musket Corp. January 2008 - August 2009
Citigroup June 2006 - August 2008
Capital Advisors January 2007 - May 2007
The Associated Press January 2001 - December 2004
Skills
Financial Risk, Financial Modeling, Capital Markets, Equities, Commodity, Commodity Markets, Hedging, Risk Management, Analytics, Quantitative Analytics, Forecasting, Options, Economics, Market Research, Trading, Energy, Data Analysis, Statistics, PowerPoint, Corporate Finance, VBA, Financial Reporting, Financial Analysis, Microsoft Excel, Derivatives, Renewable Energy, Financial Markets, Data Mining, Predictive Modeling, Tableau, SAS, SQL, R, Energy Markets
Education
Oklahoma State University 2013 — 2013
OSU and SAS Graduate Business Data Mining Certificate
Oklahoma State University 2005 — 2008
MS, Quantitative Financial Economics
Oklahoma State University 2005 — 2007
MBA, MBA
University of Missouri-Columbia 1999 — 2001
MA, Journalism
University of Missouri-Saint Louis 1995 — 1996
BA, Sociology
Lafayette High School
Shawn Grisham Dinh, JD Shawn Grisham Dinh, JD's Capital Advisors Experience February 2001 - March 2002
Job Co Founder & Chief Product Creator at Say Handcrafted Naturals
Industry Consumer Goods
Experience
Say Handcrafted Naturals March 2014 - Present
Mitchell Mortgage 2002 - 2004
Capital Advisors February 2001 - March 2002
Commercial Real Estate February 2001 - March 2002
Nathan Sommers Lippman Jacobs & Gorman, P.C. April 1998 - March 2000
Nathan Sommers Lippman Jacobs & Gorman, P.C April 1998 - March 2000
Skills
Legal Research, Bankruptcy, Due Diligence, Mediation, Loans, Analysis, Commercial Real Estate, Marketing, Loan Servicing, Property Law, Leases, Commercial Banking, Advertising, Commercial Mortgages, Closings, Contract Law, Dispute
Education
St. Mary's University School of Law 1996 — 1998
Doctor of Law (JD), Law
Shawn Grisham Dinh, JDSt. Mary’s University School of Law
Juris Doctor
The University of Texas at San Antonio
Bachelor's degree, Psychology
The University of Texas at San Antonio
Bachelor of Arts, Psychology
Say Handcrafted Naturals March 2014 - Present
Mitchell Mortgage 2002 - 2004
Capital Advisors February 2001 - March 2002
Commercial Real Estate February 2001 - March 2002
Nathan Sommers Lippman Jacobs & Gorman, P.C. April 1998 - March 2000
Nathan Sommers Lippman Jacobs & Gorman, P.C April 1998 - March 2000
Skills
Legal Research, Bankruptcy, Due Diligence, Mediation, Loans, Analysis, Commercial Real Estate, Marketing, Loan Servicing, Property Law, Leases, Commercial Banking, Advertising, Commercial Mortgages, Closings, Contract Law, Dispute
Education
St. Mary's University School of Law 1996 — 1998
Doctor of Law (JD), Law
Shawn Grisham Dinh, JDSt. Mary’s University School of Law
Juris Doctor
The University of Texas at San Antonio
Bachelor's degree, Psychology
The University of Texas at San Antonio
Bachelor of Arts, Psychology
Marshall Waller's Capital Advisors Experience August 2010 - May 2012
Job Commercial Mortgage Banker at Capital Advisors
Industry Financial Services
Experience
Bellwether Enterprise Real Estate Capital, LLC June 2012 - Present
Capital Advisors August 2010 - May 2012
Education
University of South Carolina-Columbia 2004 — 2008
Bachelor's degree, Corporate Finance
Collegiate School
Bellwether Enterprise Real Estate Capital, LLC June 2012 - Present
Capital Advisors August 2010 - May 2012
Education
University of South Carolina-Columbia 2004 — 2008
Bachelor's degree, Corporate Finance
Collegiate School
Bat Barber Bat Barber's Capital Advisors Experience 1996 - 2004
Job Principal at Medalist Capital
Industry
Experience
Medalist Capital 2004 - Present
Capital Advisors 1996 - 2004
Woodberry Forest School 1994 - 1996
Wachovia Bank 1992 - 1994
Education
Hampden-Sydney College 1988 — 1992
Bachelor’s Degree, Economics
Woodberry Forest School
Medalist Capital 2004 - Present
Capital Advisors 1996 - 2004
Woodberry Forest School 1994 - 1996
Wachovia Bank 1992 - 1994
Education
Hampden-Sydney College 1988 — 1992
Bachelor’s Degree, Economics
Woodberry Forest School
Roger Montague's Capital Advisors Experience 2002 - 2004
Job Principal at Medalist Capital
Industry Real Estate
Experience
Medalist Capital 2004 - Present
Capital Advisors 2002 - 2004
Capital Advisors 1999 - 2002
Central Carolina Bank 1996 - 1998
Education
University of North Carolina at Chapel Hill 1992 — 1996
Bachelor’s Degree
Medalist Capital 2004 - Present
Capital Advisors 2002 - 2004
Capital Advisors 1999 - 2002
Central Carolina Bank 1996 - 1998
Education
University of North Carolina at Chapel Hill 1992 — 1996
Bachelor’s Degree
Donaldson G. Williams's Capital Advisors Experience March 1994 - February 2004
Job President, Medalist Capital
Industry Real Estate
Experience
Medalist Capital March 2004 - Present
Capital Land Partners 2004 - Present
Capital Advisors March 1994 - February 2004
Cameron Brown Company/First Union Mortgage Corp 1986 - 1994
First Union National Bank 1984 - 1986
Skills
Banking, Commercial Real Estate, Retail, Hotels, Finance
Education
University of North Carolina at Chapel Hill 1980 — 1984
BA, History
Episcopal High School, Alexandria, Va 1977 — 1980
Medalist Capital March 2004 - Present
Capital Land Partners 2004 - Present
Capital Advisors March 1994 - February 2004
Cameron Brown Company/First Union Mortgage Corp 1986 - 1994
First Union National Bank 1984 - 1986
Skills
Banking, Commercial Real Estate, Retail, Hotels, Finance
Education
University of North Carolina at Chapel Hill 1980 — 1984
BA, History
Episcopal High School, Alexandria, Va 1977 — 1980
Bruce Pflaum's Capital Advisors Experience 2001 - 2005
Job CoFounding Partner at EverStream Energy Capital Management
Industry Venture Capital & Private Equity
Experience
EverStream Energy Capital Management January 2012 - Present
Sterling Stamos 2007 - December 2011
BerchWood Partners 2005 - 2007
Capital Advisors 2001 - 2005
Education
Amherst College 1989 — 1993
Blake School
EverStream Energy Capital Management January 2012 - Present
Sterling Stamos 2007 - December 2011
BerchWood Partners 2005 - 2007
Capital Advisors 2001 - 2005
Education
Amherst College 1989 — 1993
Blake School
Meredith Camp, CFP®'s Capital Advisors Experience July 2008 - April 2012
Job Director of Legacy and Leadership Gifts Dallas Symphony Orchestra
Industry Fund-Raising
Experience
Dallas Symphony Orchestra January 2014 - Present
Dallas Symphony Orchestra June 2012 - January 2014
Capital Advisors July 2008 - April 2012
Genesis Women's Shelter November 2006 - June 2008
True North Advisors November 2005 - November 2006
Optimum Investment Advisors 1999 - 2005
Skills
Fundraising, Community Relations, Non-profits, Strategic Planning, Public Speaking, Leadership Development, Community Volunteer, Investment Advisory, Financial Planning, Wealth Management, Event Planning, Investments, Nonprofits, Strategic Financial..., Community Development, Volunteer Management, Business Development, Annual Giving, Financial Advisory, Financial Services, Grant Writing, Relationship Management, Philanthropy
Education
Baylor University - Hankamer School of Business 1989 — 1993
Bachelor of Business Administration (BBA), Finance with Empasis in International Business
Dallas Symphony Orchestra January 2014 - Present
Dallas Symphony Orchestra June 2012 - January 2014
Capital Advisors July 2008 - April 2012
Genesis Women's Shelter November 2006 - June 2008
True North Advisors November 2005 - November 2006
Optimum Investment Advisors 1999 - 2005
Skills
Fundraising, Community Relations, Non-profits, Strategic Planning, Public Speaking, Leadership Development, Community Volunteer, Investment Advisory, Financial Planning, Wealth Management, Event Planning, Investments, Nonprofits, Strategic Financial..., Community Development, Volunteer Management, Business Development, Annual Giving, Financial Advisory, Financial Services, Grant Writing, Relationship Management, Philanthropy
Education
Baylor University - Hankamer School of Business 1989 — 1993
Bachelor of Business Administration (BBA), Finance with Empasis in International Business
Mike Weeks's Capital Advisors Experience January 2006 - December 2006
Job Senior Vice President Venture Services Group at Wells Fargo Technology & Venture Banking Group
Industry Financial Services
Experience
Wells Fargo Technology & Venture Banking Group August 2011 - Present
Comerica Bank December 2006 - July 2011
Capital Advisors January 2006 - December 2006
Escalate Capital Partners June 2004 - December 2005
Comerica Bank June 2003 - June 2004
US Trust 1999 - 2002
SVB Financial Group 1996 - 1999
Phoenix Growth Capital 1990 - 1995
Pacific Venture Finance 1985 - 1990
Education
University of California, Berkeley
BA
Wells Fargo Technology & Venture Banking Group August 2011 - Present
Comerica Bank December 2006 - July 2011
Capital Advisors January 2006 - December 2006
Escalate Capital Partners June 2004 - December 2005
Comerica Bank June 2003 - June 2004
US Trust 1999 - 2002
SVB Financial Group 1996 - 1999
Phoenix Growth Capital 1990 - 1995
Pacific Venture Finance 1985 - 1990
Education
University of California, Berkeley
BA
Scott Mauzy's Capital Advisors Experience July 2000 - March 2004
Job Principal, Medalist Capital, Inc.
Industry Commercial Real Estate
Experience
Medalist Capital, Inc. March 2004 - Present
Capital Advisors July 2000 - March 2004
Andersen Consulting August 1995 - September 1997
Skills
Finance, Loans, Real Estate Economics, Real Estate, Real Estate Transactions, Commercial Real Estate, Real Estate Development, Disposition, CMBS, Banking, Investment Properties, Commercial Mortgages, Location Intelligence, Asset Management, Leases, Due Diligence, Brokerage, Valuation, Tenant Representation, Real Estate Financing, Land Acquisition, Tenant, Corporate Real Estate, Investments, Lease Negotiations, Dispositions
Education
University of Georgia - Terry College of Business 1998 — 2000
MBA, Real Estate, Finance, Entrepreneurship
Wake Forest University 1991 — 1995
BS, Business Administration
Medalist Capital, Inc. March 2004 - Present
Capital Advisors July 2000 - March 2004
Andersen Consulting August 1995 - September 1997
Skills
Finance, Loans, Real Estate Economics, Real Estate, Real Estate Transactions, Commercial Real Estate, Real Estate Development, Disposition, CMBS, Banking, Investment Properties, Commercial Mortgages, Location Intelligence, Asset Management, Leases, Due Diligence, Brokerage, Valuation, Tenant Representation, Real Estate Financing, Land Acquisition, Tenant, Corporate Real Estate, Investments, Lease Negotiations, Dispositions
Education
University of Georgia - Terry College of Business 1998 — 2000
MBA, Real Estate, Finance, Entrepreneurship
Wake Forest University 1991 — 1995
BS, Business Administration
Chris Covington's Capital Advisors Experience January 2011 - Present
Job Commerical Mortgage Broker
Industry Banking
Experience
Capital Advisors January 2011 - Present
Education
University of North Carolina at Chapel Hill 1996 — 2000
Capital Advisors January 2011 - Present
Education
University of North Carolina at Chapel Hill 1996 — 2000
Deloitte
PwC
Ernst & Young
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Procter & Gamble
KPMG
PricewaterhouseCoopers
EY