Capital Analysts Incorporated
Industry: Company
DescriptionFounded: 1968 Parent organization: Lincoln Investment Planning, LLC
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Capital Analysts Incorporated Employees
Employee
Years
Job
Industry
Tony Strotman Tony Strotman's Capital Analysts Incorporated Experience July 2008 - September 2010
Job Senior Examiner
Industry Financial Services
Experience
LPL Financial June 2013 - Present
IFS Financial Services March 2012 - June 2013
Capital Analysts Inc September 2010 - March 2012
Capital Analysts Incorporated July 2008 - September 2010
Fidelity Investments July 2007 - July 2008
Fidelity Investments July 2006 - July 2007
Fidelity Investments July 2005 - July 2006
Fidelity Investments July 2003 - July 2005
Education
Xavier University 2007 — 2008
Certificate, Certified Financial Planning (CFP)
University of Dayton 1999 — 2003
BSBA, International Business, Spanish
Cincinnati Elder 1995 — 1999
HS Diploma
LPL Financial June 2013 - Present
IFS Financial Services March 2012 - June 2013
Capital Analysts Inc September 2010 - March 2012
Capital Analysts Incorporated July 2008 - September 2010
Fidelity Investments July 2007 - July 2008
Fidelity Investments July 2006 - July 2007
Fidelity Investments July 2005 - July 2006
Fidelity Investments July 2003 - July 2005
Education
Xavier University 2007 — 2008
Certificate, Certified Financial Planning (CFP)
University of Dayton 1999 — 2003
BSBA, International Business, Spanish
Cincinnati Elder 1995 — 1999
HS Diploma
Luke P. Travis, JD, AEP® Luke P. Travis, JD, AEP®'s Capital Analysts Incorporated Experience 1987 - 1990
Job Law Office of Luke P. Travis
Industry Legal Services
Experience
Law Office of Luke P. Travis 1998 - Present
Wynn & Wynn, PC 1991 - 1998
Trial Court of the Commonwealth 1989 - 1991
Capital Analysts Incorporated 1987 - 1990
Scandinavian World Cruises 1985 - 1986
Skills
law, Real Estate Transactions, Estate Planning, Probate, Real Estate, Estate Administration, Elder Law, Zoning, Wills, Legal, Guardianship, Business Planning, Corporate Law, Conservatorships, Appeals, Commercial Real Estate, Estate Law, Courts, Family Law, Civil Litigation, Property Law
Education
New England Law Boston 1986 — 1989
JD, Law
United States Merchant Marine Academy 1981 — 1985
BS, Marine Transportation
Law Office of Luke P. Travis 1998 - Present
Wynn & Wynn, PC 1991 - 1998
Trial Court of the Commonwealth 1989 - 1991
Capital Analysts Incorporated 1987 - 1990
Scandinavian World Cruises 1985 - 1986
Skills
law, Real Estate Transactions, Estate Planning, Probate, Real Estate, Estate Administration, Elder Law, Zoning, Wills, Legal, Guardianship, Business Planning, Corporate Law, Conservatorships, Appeals, Commercial Real Estate, Estate Law, Courts, Family Law, Civil Litigation, Property Law
Education
New England Law Boston 1986 — 1989
JD, Law
United States Merchant Marine Academy 1981 — 1985
BS, Marine Transportation
K. Casey Mahan, CFP®, AIF® K. Casey Mahan, CFP®, AIF®'s Capital Analysts Incorporated Experience September 2009 - March 2013
Job Wealth Manager, President StoneCrest Wealth Management
Industry Financial Services
Experience
StoneCrest Wealth Management, Inc July 1992 - Present
Capital Analysts Incorporated September 2009 - March 2013
Skills
Wealth Management..., Financial Planning, Asset Management, Retirement Planning, Estate Planning, Insurance Planning, Employee Benefits, Annuities, Investment Strategies, Long-term Care, Comprehensive Wealth..., Risk Management, Wealth Management, Investments, Financial Advisory
Education
Arizona State University, W. P. Carey School of Business 1985 — 1990
BS, Finance
The American College 1999 — 2000
CFP Certification, Financial Planning
Kamiakin High School, Kennewick, WA 1981 — 1985
StoneCrest Wealth Management, Inc July 1992 - Present
Capital Analysts Incorporated September 2009 - March 2013
Skills
Wealth Management..., Financial Planning, Asset Management, Retirement Planning, Estate Planning, Insurance Planning, Employee Benefits, Annuities, Investment Strategies, Long-term Care, Comprehensive Wealth..., Risk Management, Wealth Management, Investments, Financial Advisory
Education
Arizona State University, W. P. Carey School of Business 1985 — 1990
BS, Finance
The American College 1999 — 2000
CFP Certification, Financial Planning
Kamiakin High School, Kennewick, WA 1981 — 1985
Beth Kaura Beth Kaura's Capital Analysts Incorporated Experience August 1996 - May 2000
Job Board Member at Center Stage Theater
Industry Education Management
Experience
The Arbor Learning Community July 2014 - Present
Center Stage Theater June 2013 - Present
Kauranen Insurance December 2002 - Present
New York Life Insurance Company May 2003 - June 2009
Sentra Spelman/SunAmerica/AIG April 2002 - February 2003
Capital Analysts Incorporated August 1996 - May 2000
Skills
Insurance, Employee Benefits, Benefits, Health Insurance, Brokers, Health, Medicare, Disability Insurance, Small Business, Customer Retention, Fixed Annuities, Team Building, Process Improvement, Sales, Risk Management, Marketing, Customer Service, Life Insurance, Long Term Care Insurance, Retirement, Leadership, Retirement Planning, Underwriting, Mutual Funds, Estate Planning, IRAs, Financial Planners, Term Life Insurance, Investments, Coaching, Long-term Care
Education
University of Hawaii at Manoa 1988 — 1989
Associate of Arts (AA)
University of Phoenix
BSBM, Business Management
The Arbor Learning Community July 2014 - Present
Center Stage Theater June 2013 - Present
Kauranen Insurance December 2002 - Present
New York Life Insurance Company May 2003 - June 2009
Sentra Spelman/SunAmerica/AIG April 2002 - February 2003
Capital Analysts Incorporated August 1996 - May 2000
Skills
Insurance, Employee Benefits, Benefits, Health Insurance, Brokers, Health, Medicare, Disability Insurance, Small Business, Customer Retention, Fixed Annuities, Team Building, Process Improvement, Sales, Risk Management, Marketing, Customer Service, Life Insurance, Long Term Care Insurance, Retirement, Leadership, Retirement Planning, Underwriting, Mutual Funds, Estate Planning, IRAs, Financial Planners, Term Life Insurance, Investments, Coaching, Long-term Care
Education
University of Hawaii at Manoa 1988 — 1989
Associate of Arts (AA)
University of Phoenix
BSBM, Business Management
Kevan Baszczewski Kevan Baszczewski's Capital Analysts Incorporated Experience June 2007 - September 2007
Job
Industry Financial Services
Experience
Wilmington Trust December 2014 - February 2015
BNY Mellon October 2013 - January 2014
BNY Mellon December 2012 - May 2013
TD Bank October 2012 - December 2012
self January 2011 - January 2012
BNP PARIBAS September 2010 - December 2010
Einstein Medical Center Philadelphia August 2010 - September 2010
Complete Investment Management September 2007 - March 2008
Capital Analysts Incorporated June 2007 - September 2007
Hershey December 2003 - January 2006
Skills
Investments, Investment Strategies, Securities, Investment Management, Forecasting, Cash Management, Cashflow Analysis, Portfolio Optimization, Modern Portfolio Theory, Portfolio Assessment, Securities Market, Retirement Planning, Cash Flow Forecasting, Treasury Management, Account Reconciliation, SWIFT payments, Transfer Agency, Product Development, Troubleshooting, Bonds, Strategic Financial..., Mutual Funds, Alternative Investments, Equities, Financial Services
Education
Penn State University
B.S., Finance
Wilmington Trust December 2014 - February 2015
BNY Mellon October 2013 - January 2014
BNY Mellon December 2012 - May 2013
TD Bank October 2012 - December 2012
self January 2011 - January 2012
BNP PARIBAS September 2010 - December 2010
Einstein Medical Center Philadelphia August 2010 - September 2010
Complete Investment Management September 2007 - March 2008
Capital Analysts Incorporated June 2007 - September 2007
Hershey December 2003 - January 2006
Skills
Investments, Investment Strategies, Securities, Investment Management, Forecasting, Cash Management, Cashflow Analysis, Portfolio Optimization, Modern Portfolio Theory, Portfolio Assessment, Securities Market, Retirement Planning, Cash Flow Forecasting, Treasury Management, Account Reconciliation, SWIFT payments, Transfer Agency, Product Development, Troubleshooting, Bonds, Strategic Financial..., Mutual Funds, Alternative Investments, Equities, Financial Services
Education
Penn State University
B.S., Finance
Brian O'Keefe Brian O'Keefe's Capital Analysts Incorporated Experience November 2006 - October 2007
Job Home Office Principal at NEXT Financial Group, Inc.
Industry Financial Services
Experience
NEXT Financial Group, Inc. March 2013 - Present
PNC Investments December 2011 - October 2012
Ascensus June 2009 - July 2011
Kohlhepp Investment Advisors Ltd September 2008 - March 2009
Capital Analysts Incorporated November 2006 - October 2007
1717 Capital Management Company November 2002 - September 2006
INVESCO/AIM Mutual Funds 1994 - 2002
Skills
Mutual Funds, FINRA, Operations Management, Series 7, Investments, Series 63, Securities, Series 24, Retirement, Risk Management, Asset Managment, Strategic Financial..., Compliance, Trading, Management, Coaching, Staff Development, Team Leadership, Team Building, Team Management, Stocks, Bonds, Relationship Management, Fixed Income, Financial Services, Portfolio Management, ETFs, Uniform Combined State..., Asset Management, Options, Retirement Planning, Insurance, Bloomberg, Fixed Annuities, Financial Analysis, Banking, 401k, Financial Risk, Wealth Management, Equities, Alternative Investments, Investment Strategies, AML, Financial Advisory, Asset Allocation, Anti Money Laundering, Financial Planning
Education
Texas A&M University
BBA, Finance, Accounting
NEXT Financial Group, Inc. March 2013 - Present
PNC Investments December 2011 - October 2012
Ascensus June 2009 - July 2011
Kohlhepp Investment Advisors Ltd September 2008 - March 2009
Capital Analysts Incorporated November 2006 - October 2007
1717 Capital Management Company November 2002 - September 2006
INVESCO/AIM Mutual Funds 1994 - 2002
Skills
Mutual Funds, FINRA, Operations Management, Series 7, Investments, Series 63, Securities, Series 24, Retirement, Risk Management, Asset Managment, Strategic Financial..., Compliance, Trading, Management, Coaching, Staff Development, Team Leadership, Team Building, Team Management, Stocks, Bonds, Relationship Management, Fixed Income, Financial Services, Portfolio Management, ETFs, Uniform Combined State..., Asset Management, Options, Retirement Planning, Insurance, Bloomberg, Fixed Annuities, Financial Analysis, Banking, 401k, Financial Risk, Wealth Management, Equities, Alternative Investments, Investment Strategies, AML, Financial Advisory, Asset Allocation, Anti Money Laundering, Financial Planning
Education
Texas A&M University
BBA, Finance, Accounting
Katie Wholey Katie Wholey's Capital Analysts Incorporated Experience May 2008 - August 2008
Job Program Administrator at NY Governor's Office of Storm Recovery
Industry Architecture & Planning
Experience
NY Governor's Office of Storm Recovery October 2014 - Present
NY Governor's Office of Storm Recovery October 2014 - November 2014
University of Michigan January 2014 - June 2014
Architecture for Humanity May 2013 - August 2013
Beals and Thomas, Inc. January 2011 - June 2012
Metropolitan Area Planning Council January 2010 - May 2010
Baystate Financial Services, LLC May 2009 - August 2009
Capital Analysts Incorporated May 2008 - August 2008
Skills
GIS, Social Media, Urban Planning, PowerPoint, Microsoft Excel, AutoCAD, Microsoft Office, Adobe Creative Suite, Microsoft Word, Stata, ArcGIS, Outlook, SketchUp, Grant Writing, Research, Sustainability, Community Development
Education
University of Michigan 2012 — 2014
Master's Degree, Urban Planning
Tufts University 2006 — 2010
Bachelor of Arts (BA), Economics and Architectural Studies
Marshfield High School 2002 — 2006
NY Governor's Office of Storm Recovery October 2014 - Present
NY Governor's Office of Storm Recovery October 2014 - November 2014
University of Michigan January 2014 - June 2014
Architecture for Humanity May 2013 - August 2013
Beals and Thomas, Inc. January 2011 - June 2012
Metropolitan Area Planning Council January 2010 - May 2010
Baystate Financial Services, LLC May 2009 - August 2009
Capital Analysts Incorporated May 2008 - August 2008
Skills
GIS, Social Media, Urban Planning, PowerPoint, Microsoft Excel, AutoCAD, Microsoft Office, Adobe Creative Suite, Microsoft Word, Stata, ArcGIS, Outlook, SketchUp, Grant Writing, Research, Sustainability, Community Development
Education
University of Michigan 2012 — 2014
Master's Degree, Urban Planning
Tufts University 2006 — 2010
Bachelor of Arts (BA), Economics and Architectural Studies
Marshfield High School 2002 — 2006
Derricke Camack's Capital Analysts Incorporated Experience 2007 - 2007
Job Investment Research Analyst
Industry Financial Services
Experience
Valley Forge Financial Group December 2014 - Present
Vanguard March 2008 - August 2013
Capital Analysts Incorporated 2007 - 2007
Independence Blue Cross 2004 - 2006
Skills
Investments, Real Estate, Microsoft Office, Non-profit Accounting, Sales, Finance, Series 7, Series 63, Mortgage Lending, Securities, Asset Allocation, Bloomberg, Trading, Financial Analysis, Banking, Portfolio Management, Financial Services, Mutual Funds
Education
Drexel University - College of Business and Administration 2002 — 2005
Master of Business Administration (MBA), Finance/ Portfolio Management
Drexel University 1991 — 1997
Bachelor of Science (BS), Marketing
Drexel University - College of Business and Administration 1991 — 1997
Bachelor of Science (BS), Finance, General
Valley Forge Financial Group December 2014 - Present
Vanguard March 2008 - August 2013
Capital Analysts Incorporated 2007 - 2007
Independence Blue Cross 2004 - 2006
Skills
Investments, Real Estate, Microsoft Office, Non-profit Accounting, Sales, Finance, Series 7, Series 63, Mortgage Lending, Securities, Asset Allocation, Bloomberg, Trading, Financial Analysis, Banking, Portfolio Management, Financial Services, Mutual Funds
Education
Drexel University - College of Business and Administration 2002 — 2005
Master of Business Administration (MBA), Finance/ Portfolio Management
Drexel University 1991 — 1997
Bachelor of Science (BS), Marketing
Drexel University - College of Business and Administration 1991 — 1997
Bachelor of Science (BS), Finance, General
Rick Karner Rick Karner's Capital Analysts Incorporated Experience September 1998 - October 1999
Job Attorney at Law
Industry Law Practice
Experience
Law Office of James D. Adkins and Associates July 2013 - Present
CareerBuilder.com September 2005 - Present
Southland Financial Services, Inc. May 2001 - September 2005
Ameriprise Financial Services, Inc. December 1999 - May 2001
Western & Southern Financial Group 1998 - 2001
Fort Washington Investment Advisors October 1999 - December 1999
Capital Analysts Incorporated September 1998 - October 1999
Western & Southern Financial Group 1995 - 1998
Evirite Corporation 1991 - 1994
Skills
Talent Management, Sales, Business Development, Recruiting, Account Management, Finance, Recruitment Advertising, Leadership, Talent Acquisition, Contract Negotiation, Insurance, Business Strategy, Internet Recruiting, Negotiation, Marketing, Consulting, Management, Corporate Law, Business, Benefits Negotiation, Human Resources, Strategy, Business Planning, Corporate Finance, Business Analysis, Building Relationships, Corporate Social..., Interviews, Sales Process, Real Estate, Corporate Governance, Staffing Services, Compliance, Corporate Structure, Civil Litigation, Litigation, Landlord Tenant Disputes, Landlord-Tenant..., Breach Of Contract, Family Law, Criminal Defense..., Personal Injury..., Visitation Rights, Divorce Law, Real Estate Transactions, Legal Research, Legal Writing, Legal Advice, LexisNexis, Westlaw
Education
Dominican University 2008 — 2013
MBA, Master of Business Administration, Business
The John Marshall Law School 2008 — 2012
JD, Juris Doctor, Law
The American College 1998 — 2001
LUTCF, CLU, ChFC, Financial Planning; Insurance, investments
Saint Xavier University 1990 — 1994
BA, Business Administration/Marketing
Moraine Valley Community College 1984 — 1987
AS, Chemistry
Law Office of James D. Adkins and Associates July 2013 - Present
CareerBuilder.com September 2005 - Present
Southland Financial Services, Inc. May 2001 - September 2005
Ameriprise Financial Services, Inc. December 1999 - May 2001
Western & Southern Financial Group 1998 - 2001
Fort Washington Investment Advisors October 1999 - December 1999
Capital Analysts Incorporated September 1998 - October 1999
Western & Southern Financial Group 1995 - 1998
Evirite Corporation 1991 - 1994
Skills
Talent Management, Sales, Business Development, Recruiting, Account Management, Finance, Recruitment Advertising, Leadership, Talent Acquisition, Contract Negotiation, Insurance, Business Strategy, Internet Recruiting, Negotiation, Marketing, Consulting, Management, Corporate Law, Business, Benefits Negotiation, Human Resources, Strategy, Business Planning, Corporate Finance, Business Analysis, Building Relationships, Corporate Social..., Interviews, Sales Process, Real Estate, Corporate Governance, Staffing Services, Compliance, Corporate Structure, Civil Litigation, Litigation, Landlord Tenant Disputes, Landlord-Tenant..., Breach Of Contract, Family Law, Criminal Defense..., Personal Injury..., Visitation Rights, Divorce Law, Real Estate Transactions, Legal Research, Legal Writing, Legal Advice, LexisNexis, Westlaw
Education
Dominican University 2008 — 2013
MBA, Master of Business Administration, Business
The John Marshall Law School 2008 — 2012
JD, Juris Doctor, Law
The American College 1998 — 2001
LUTCF, CLU, ChFC, Financial Planning; Insurance, investments
Saint Xavier University 1990 — 1994
BA, Business Administration/Marketing
Moraine Valley Community College 1984 — 1987
AS, Chemistry
Bill Schretter MBA, CLU, ChFC, CFP Bill Schretter MBA, CLU, ChFC, CFP's Capital Analysts Incorporated Experience September 2007 - May 2012
Job Senior Financial Planner at Key Private Bank
Industry Financial Services
Experience
Key Private Bank December 2014 - Present
Life- Legacy Services June 2012 - Present
CFP Board December 2014 - Present
Financial Planning Association of Southwestern Ohio January 2010 - Present
FPA 2010 - Present
Raymond James Financial Inc. June 2012 - December 2014
BSB Partners January 2009 - December 2014
Hondros College October 2006 - December 2014
Financial Planning Association of Southwestern Ohio February 2010 - September 2014
Capital Analysts Incorporated September 2007 - May 2012
Skills
Retirement Planning, Strategic Financial..., Goal Planning, Insurance, Investments, Retirement, Wealth Management, Financial Planning, Life Insurance, Risk Management, Investment Advisory, Asset Management, Public Speaking, Series 7, Financial Management, Budgeting, Business Planning, Process Improvement, Succession Planning, Positive Psychology, Compliance Consulting, Practice Management, Legacy Planning, Legacy Video Services, Holistic Financial..., Business Coaching, Finance, Leadership, Management, Financial Services, Financial Advisory, Portfolio Management, Mutual Funds, Strategic Planning, Financial Analysis, Customer Service, Securities, Consulting
Education
Professional Credentials- CLU, ChFC, CFP, CSCP, AIRC 2003 — 2010
The American College 2004 — 2007
CLU, ChFC
University of Cincinnati College of Business 1999 — 2001
MBA, Finance
Miami University 1990 — 1994
BS, Marketing, Marketing Research
St. Xavier High School 1986 — 1990
Preparatory, Jesuit Preparatory
Key Private Bank December 2014 - Present
Life- Legacy Services June 2012 - Present
CFP Board December 2014 - Present
Financial Planning Association of Southwestern Ohio January 2010 - Present
FPA 2010 - Present
Raymond James Financial Inc. June 2012 - December 2014
BSB Partners January 2009 - December 2014
Hondros College October 2006 - December 2014
Financial Planning Association of Southwestern Ohio February 2010 - September 2014
Capital Analysts Incorporated September 2007 - May 2012
Skills
Retirement Planning, Strategic Financial..., Goal Planning, Insurance, Investments, Retirement, Wealth Management, Financial Planning, Life Insurance, Risk Management, Investment Advisory, Asset Management, Public Speaking, Series 7, Financial Management, Budgeting, Business Planning, Process Improvement, Succession Planning, Positive Psychology, Compliance Consulting, Practice Management, Legacy Planning, Legacy Video Services, Holistic Financial..., Business Coaching, Finance, Leadership, Management, Financial Services, Financial Advisory, Portfolio Management, Mutual Funds, Strategic Planning, Financial Analysis, Customer Service, Securities, Consulting
Education
Professional Credentials- CLU, ChFC, CFP, CSCP, AIRC 2003 — 2010
The American College 2004 — 2007
CLU, ChFC
University of Cincinnati College of Business 1999 — 2001
MBA, Finance
Miami University 1990 — 1994
BS, Marketing, Marketing Research
St. Xavier High School 1986 — 1990
Preparatory, Jesuit Preparatory
Patrick Fore's Capital Analysts Incorporated Experience January 2003 - May 2004
Job Vice President, Development at Tijuana Flats Tex Mex.
Industry Restaurants
Experience
Tijuana Flats Tex Mex May 2004 - Present
Tijuana Flats Burrito Co. May 2004 - July 2011
Orlando Rowing Club 2008 - 2009
Capital Analysts Incorporated January 2003 - May 2004
AXA Advisors, LLC January 2002 - January 2003
Pennsylvania Athletic Club Rowing Association January 2001 - January 2002
Skills
Social Networking, Public Speaking, Public Relations, Sales, Marketing, Market Research, Customer Service, Strategic Planning, Decision Analysis, Humility, Team Leadership, Communication, Strategic Leadership, Business Strategy, Project Management, Real Estate, Real Estate Development
Education
Mercyhurst University 1998 — 2002
Bachelor of Science (B.S.), with Honors, Political Science, pre law
Episcopal School of Jacksonville 1994 — 1998
High School, www.esj.org, Middle to High School
Tijuana Flats Tex Mex May 2004 - Present
Tijuana Flats Burrito Co. May 2004 - July 2011
Orlando Rowing Club 2008 - 2009
Capital Analysts Incorporated January 2003 - May 2004
AXA Advisors, LLC January 2002 - January 2003
Pennsylvania Athletic Club Rowing Association January 2001 - January 2002
Skills
Social Networking, Public Speaking, Public Relations, Sales, Marketing, Market Research, Customer Service, Strategic Planning, Decision Analysis, Humility, Team Leadership, Communication, Strategic Leadership, Business Strategy, Project Management, Real Estate, Real Estate Development
Education
Mercyhurst University 1998 — 2002
Bachelor of Science (B.S.), with Honors, Political Science, pre law
Episcopal School of Jacksonville 1994 — 1998
High School, www.esj.org, Middle to High School
Eric Kiely's Capital Analysts Incorporated Experience May 2009 - June 2012
Job Compliance Analyst at Fifth Third Securities
Industry Financial Services
Experience
Fifth Third Securities February 2013 - Present
Lincoln Investment Planning June 2012 - February 2013
Capital Analysts Incorporated May 2009 - June 2012
Citigroup May 2005 - May 2009
Education
Northern Kentucky University 1999 — 2005
Finance
Northern Kentucky University 1999 — 2005
Marketing
Fifth Third Securities February 2013 - Present
Lincoln Investment Planning June 2012 - February 2013
Capital Analysts Incorporated May 2009 - June 2012
Citigroup May 2005 - May 2009
Education
Northern Kentucky University 1999 — 2005
Finance
Northern Kentucky University 1999 — 2005
Marketing
William Roth, CFA William Roth, CFA's Capital Analysts Incorporated Experience March 2008 - March 2011
Job Director of Investments at Centurion Group
Industry Financial Services
Experience
Centurion Group October 2014 - Present
Centurion Asset Management September 2013 - September 2014
Capital Analysts March 2011 - September 2013
Capital Analysts Incorporated March 2008 - March 2011
Merrill Lynch March 2005 - March 2008
Skills
Series 7, Series 24, Series 6, Series 66, Series 87, Chartered Financial...
Education
La Salle University - School of Business Administration 2001 — 2003
MBA, Finance
East Stroudsburg University of Pennsylvania 1996 — 2000
BS, Business Administration-Finance
East Stroudsburg University of Pennsylvania 1996 — 2000
BA, Economics
Centurion Group October 2014 - Present
Centurion Asset Management September 2013 - September 2014
Capital Analysts March 2011 - September 2013
Capital Analysts Incorporated March 2008 - March 2011
Merrill Lynch March 2005 - March 2008
Skills
Series 7, Series 24, Series 6, Series 66, Series 87, Chartered Financial...
Education
La Salle University - School of Business Administration 2001 — 2003
MBA, Finance
East Stroudsburg University of Pennsylvania 1996 — 2000
BS, Business Administration-Finance
East Stroudsburg University of Pennsylvania 1996 — 2000
BA, Economics
Carlos A. Costa, CLU, ChFC's Capital Analysts Incorporated Experience 1984 - Present
Job President at Financial Planning Alternatives, Inc
Industry Financial Services
Experience
Capital Analysts Incorporated 1984 - Present
Financial Planning Alternatives, Inc January 1980 - Present
Columbus Life 1998 - 2011
Westport Business To Business January 1995 - September 2010
Kennsington 1998 - 2004
Skills
Financial Planners, Wealth Management, Retirement Planning, Investment Strategies, Financial Advisory, Estate Planning, Securities, Pensions, Finance, FINRA, Investment Advisory, Asset Allocation, Public Speaking, Asset Managment, Insurance
Education
The American College 1983 — 1985
CLU and ChFC, Insurance and Investments
University of Massachusetts Dartmouth 1974 — 1978
BS, Textiles
Capital Analysts Incorporated 1984 - Present
Financial Planning Alternatives, Inc January 1980 - Present
Columbus Life 1998 - 2011
Westport Business To Business January 1995 - September 2010
Kennsington 1998 - 2004
Skills
Financial Planners, Wealth Management, Retirement Planning, Investment Strategies, Financial Advisory, Estate Planning, Securities, Pensions, Finance, FINRA, Investment Advisory, Asset Allocation, Public Speaking, Asset Managment, Insurance
Education
The American College 1983 — 1985
CLU and ChFC, Insurance and Investments
University of Massachusetts Dartmouth 1974 — 1978
BS, Textiles
Daniel McCleese's Capital Analysts Incorporated Experience July 2007 - Present
Job Recruiting and Transition
Industry Financial Services
Experience
Capital Analysts Incorporated July 2007 - Present
Fidelity Investments November 2005 - July 2007
Hollaender Manufacturing Inc August 1999 - November 2005
Education
Indiana Wesleyan University
Bachelors, Business Admin/Marketing
Capital Analysts Incorporated July 2007 - Present
Fidelity Investments November 2005 - July 2007
Hollaender Manufacturing Inc August 1999 - November 2005
Education
Indiana Wesleyan University
Bachelors, Business Admin/Marketing
Russell H Bishop Jr Russell H Bishop Jr's Capital Analysts Incorporated Experience November 1994 - July 2012
Job Chairman, Harvest Advisers LLC
Industry Financial Services
Experience
Harvest Advisers November 1994 - Present
Friends Life Care System November 2013 - Present
Intervention Associates June 2009 - Present
Capital Analysts Incorporated November 1994 - July 2012
The Pinnacle Study Group, Inc. 1997 - 2010
Society of Financial Service Professionals - GP 1987 - 2010
Partnership for Philanthropic Planning 2005 - 2009
Presbyterian Ministers Fund June 1984 - October 1994
Covenant Life - PMF 1984 - 1994
Abington Friends School August 1978 - June 1984
Skills
Estate Planning, Retirement Planning, Retirement, Insurance, Planned Giving, Long-term Care, Risk Management, Investments, Philanthropy, Charities, Public Speaking, Strategic Planning, Asset Management, Wealth Management, Succession Planning, Portfolio Management, Preacher, Teacher, Financial Creature, Non-profits, Long Term Care, Financial Planning, Strategic Financial..., Mutual Funds, Financial Planners, Wealth, Fixed Annuities, 401k, Financial Services, Investment Management, FINRA, Securities, Nonprofits, Asset Allocation, Investment Advisory, Leadership, IRAs, Financial Advisory
Education
Williams College 1960 — 1964
BA, History and English
Colgate Rochester Crozer Divinity School 1968 — 1971
MDiv, Counseling Psychology
University of Rochester 1966 — 1968
ABD (All But Dissertation), Course work for PhD in History
Colgate Rochester Crozer Divinity School 1964 — 1966
MA, Theology
College for Financial Planning 1996 — 1998
CFP(R), Comprehensive Financial Planning
The American College 2002 — 2004
CAP(R), Philanthropy & Charitable Planning
The American College 1989 — 1991
CLU, Insurance, Financial Planning
The American College 1986 — 1989
ChFC, Financial & Estate Planning
Harvest Advisers November 1994 - Present
Friends Life Care System November 2013 - Present
Intervention Associates June 2009 - Present
Capital Analysts Incorporated November 1994 - July 2012
The Pinnacle Study Group, Inc. 1997 - 2010
Society of Financial Service Professionals - GP 1987 - 2010
Partnership for Philanthropic Planning 2005 - 2009
Presbyterian Ministers Fund June 1984 - October 1994
Covenant Life - PMF 1984 - 1994
Abington Friends School August 1978 - June 1984
Skills
Estate Planning, Retirement Planning, Retirement, Insurance, Planned Giving, Long-term Care, Risk Management, Investments, Philanthropy, Charities, Public Speaking, Strategic Planning, Asset Management, Wealth Management, Succession Planning, Portfolio Management, Preacher, Teacher, Financial Creature, Non-profits, Long Term Care, Financial Planning, Strategic Financial..., Mutual Funds, Financial Planners, Wealth, Fixed Annuities, 401k, Financial Services, Investment Management, FINRA, Securities, Nonprofits, Asset Allocation, Investment Advisory, Leadership, IRAs, Financial Advisory
Education
Williams College 1960 — 1964
BA, History and English
Colgate Rochester Crozer Divinity School 1968 — 1971
MDiv, Counseling Psychology
University of Rochester 1966 — 1968
ABD (All But Dissertation), Course work for PhD in History
Colgate Rochester Crozer Divinity School 1964 — 1966
MA, Theology
College for Financial Planning 1996 — 1998
CFP(R), Comprehensive Financial Planning
The American College 2002 — 2004
CAP(R), Philanthropy & Charitable Planning
The American College 1989 — 1991
CLU, Insurance, Financial Planning
The American College 1986 — 1989
ChFC, Financial & Estate Planning
Doug Mourne's Capital Analysts Incorporated Experience December 2007 - May 2012
Job Surveillance and AML Compliance Officer at Lincoln Investment Planning
Industry Financial Services
Experience
Lincoln Investment Planning June 2012 - Present
Capital Analysts, Incorporated December 2007 - May 2012
Fifth Third Securities January 2002 - January 2007
Fifth Third Securities January 2000 - January 2002
Fidelity Investments October 1997 - January 2000
Skills
Series 24, Series 7, Series 63, Series 66, Series 4, Series 53
Education
University of Cincinnati
Bachelors of Business Administration, Management, Marketing
Lincoln Investment Planning June 2012 - Present
Capital Analysts, Incorporated December 2007 - May 2012
Fifth Third Securities January 2002 - January 2007
Fifth Third Securities January 2000 - January 2002
Fidelity Investments October 1997 - January 2000
Skills
Series 24, Series 7, Series 63, Series 66, Series 4, Series 53
Education
University of Cincinnati
Bachelors of Business Administration, Management, Marketing
Marilyn Shearman's Capital Analysts Incorporated Experience September 2004 - November 2007
Job Manager of Strategic Channel Marketing at Brinker Capital
Industry Financial Services
Experience
Brinker Capital January 2014 - Present
Brinker Capital April 2008 - Present
Capital Analysts Incorporated September 2004 - November 2007
Skills
Marketing, Budgets, Marketing Communications, Microsoft Office, Salesforce.com, Marketing Strategy, Leadership, Investments, Email Marketing, Microsoft Word, Editing, Product Marketing, Strategy, Public Relations, Management
Education
Saint Joseph's University - Erivan K. Haub School of Business 2005 — 2007
MBA
Drexel University - College of Business and Administration 2001 — 2004
B.S., Business Administration
Delaware County Community College 1999 — 2001
Associate in Arts
Haverford Senior High School 1995 — 1999
Brinker Capital January 2014 - Present
Brinker Capital April 2008 - Present
Capital Analysts Incorporated September 2004 - November 2007
Skills
Marketing, Budgets, Marketing Communications, Microsoft Office, Salesforce.com, Marketing Strategy, Leadership, Investments, Email Marketing, Microsoft Word, Editing, Product Marketing, Strategy, Public Relations, Management
Education
Saint Joseph's University - Erivan K. Haub School of Business 2005 — 2007
MBA
Drexel University - College of Business and Administration 2001 — 2004
B.S., Business Administration
Delaware County Community College 1999 — 2001
Associate in Arts
Haverford Senior High School 1995 — 1999
Becky Dougherty's Capital Analysts Incorporated Experience August 2007 - Present
Job Compliance Examiner at Capital Analysts Incorporated
Industry Financial Services
Experience
Capital Analysts Incorporated August 2007 - Present
Fidelity Investments October 2006 - August 2007
Hilliard Lyons June 2003 - October 2005
Education
University of Kentucky 2000 — 2004
BBA, Finance & Management
Capital Analysts Incorporated August 2007 - Present
Fidelity Investments October 2006 - August 2007
Hilliard Lyons June 2003 - October 2005
Education
University of Kentucky 2000 — 2004
BBA, Finance & Management
Jo Anne McKelvey's Capital Analysts Incorporated Experience March 2008 - May 2012
Job Director of Relationship Management at Lincoln Investment Planning
Industry Financial Services
Experience
Lincoln Investment Planning October 2013 - Present
Lincoln Investment Planning June 2012 - October 2013
Capital Analysts Incorporated March 2008 - May 2012
Capital Analysts Incorporated 2007 - 2008
Capital Analysts Incorporated 2006 - 2007
Capital Analysts Incorporated 2005 - 2006
Capital Analysts Incorporated 2001 - 2005
Capital Analysts Incorporated 2000 - 2001
Prudential 1996 - 2000
People's First Community Bank 1995 - 1996
Skills
Series 7, Series 24, Series 63, Investments, Securities, Mutual Funds, Variable Annuities, Alternative Investments, Asset Managment, Trading, Transition Support, Back Office, FINRA, Retirement Planning, Insurance, Relationship Management
Education
Rosemont College 1990 — 1994
BA, Sociology
Lincoln Investment Planning October 2013 - Present
Lincoln Investment Planning June 2012 - October 2013
Capital Analysts Incorporated March 2008 - May 2012
Capital Analysts Incorporated 2007 - 2008
Capital Analysts Incorporated 2006 - 2007
Capital Analysts Incorporated 2005 - 2006
Capital Analysts Incorporated 2001 - 2005
Capital Analysts Incorporated 2000 - 2001
Prudential 1996 - 2000
People's First Community Bank 1995 - 1996
Skills
Series 7, Series 24, Series 63, Investments, Securities, Mutual Funds, Variable Annuities, Alternative Investments, Asset Managment, Trading, Transition Support, Back Office, FINRA, Retirement Planning, Insurance, Relationship Management
Education
Rosemont College 1990 — 1994
BA, Sociology
Linda Lockerd's Capital Analysts Incorporated Experience September 2007 - May 2012
Job Executive Assistant
Industry Financial Services
Experience
Eagle Realty Group January 2013 - Present
Financial Services Industry June 2012 - January 2013
Capital Analysts Incorporated September 2007 - May 2012
Skills
Writing, Customer Relations, Microsoft Office, Research, PowerPoint, Marketing Communications, Newsletters, Editing, Email Marketing, Customer Service, Advertising, Marketing, Budgets, Public Speaking, Management, Fundraising, Event Planning, Social Media Marketing
Education
Notre Dame College 1982 — 1986
Business Administration, International Business
Eagle Realty Group January 2013 - Present
Financial Services Industry June 2012 - January 2013
Capital Analysts Incorporated September 2007 - May 2012
Skills
Writing, Customer Relations, Microsoft Office, Research, PowerPoint, Marketing Communications, Newsletters, Editing, Email Marketing, Customer Service, Advertising, Marketing, Budgets, Public Speaking, Management, Fundraising, Event Planning, Social Media Marketing
Education
Notre Dame College 1982 — 1986
Business Administration, International Business
Mark Kovachick's Capital Analysts Incorporated Experience 2010 - 2011
Job Chief Financial Officer at KeyBanc Capital Markets
Industry Financial Services
Experience
KeyBanc Capital Markets November 2011 - Present
Capital Analysts Incorporated 2010 - 2011
Capital Analysts Incorporated 2009 - 2010
NatCity Investments 2006 - 2009
National City Bank 2004 - 2006
National City Bank 1998 - 2004
Wells Fargo 1996 - 1998
Wells Fargo 1994 - 1996
Deloitte & Touche 1990 - 1994
Skills
Financial Reporting, Internal Controls, SEC filings, Financial Analysis, Financial Modeling, Corporate Finance, Strategic Financial..., Due Diligence, Mergers & Acquisitions, Capital Markets, Investments, Accounting, Banking, Risk Management, Finance, Treasury Management, Asset Management, Cash Management, Portfolio Management
Education
University of Minnesota-Twin Cities 1995 — 1997
MBA, Finance
The Ohio State University 1985 — 1990
Bachelors, Business
KeyBanc Capital Markets November 2011 - Present
Capital Analysts Incorporated 2010 - 2011
Capital Analysts Incorporated 2009 - 2010
NatCity Investments 2006 - 2009
National City Bank 2004 - 2006
National City Bank 1998 - 2004
Wells Fargo 1996 - 1998
Wells Fargo 1994 - 1996
Deloitte & Touche 1990 - 1994
Skills
Financial Reporting, Internal Controls, SEC filings, Financial Analysis, Financial Modeling, Corporate Finance, Strategic Financial..., Due Diligence, Mergers & Acquisitions, Capital Markets, Investments, Accounting, Banking, Risk Management, Finance, Treasury Management, Asset Management, Cash Management, Portfolio Management
Education
University of Minnesota-Twin Cities 1995 — 1997
MBA, Finance
The Ohio State University 1985 — 1990
Bachelors, Business
Patricia Hartman's Capital Analysts Incorporated Experience January 2002 - March 2007
Job Senior Compliance Consultant at MetLife
Industry Financial Services
Rob Burnham's Capital Analysts Incorporated Experience July 2003 - June 2007
Job Financial Advisor at NettWorth Financial Group
Industry Financial Services
Experience
NettWorth Financial Group February 2015 - Present
Burnham Financial Services January 2010 - Present
Ward Associates June 2007 - January 2010
Capital Analysts, Inc. June 2003 - January 2010
Capital Analysts Incorporated July 2003 - June 2007
The Concord Equity Group January 2000 - June 2003
Skills
Long Term Care Insurance, Life Insurance, Retirement, Wealth, Health Insurance, Investments, Retirement Planning, 401k, Fixed Annuities, Sales Management, Sales, Insurance, Small Business, Securities, Management, Financial Advisory, Training, Financial Services, Financial Planners, Portfolio Management, Fundraising, Public Speaking, Strategic Planning, Leadership
Education
Eastern University 2006 — 2007
BA, Organizational Management
NettWorth Financial Group February 2015 - Present
Burnham Financial Services January 2010 - Present
Ward Associates June 2007 - January 2010
Capital Analysts, Inc. June 2003 - January 2010
Capital Analysts Incorporated July 2003 - June 2007
The Concord Equity Group January 2000 - June 2003
Skills
Long Term Care Insurance, Life Insurance, Retirement, Wealth, Health Insurance, Investments, Retirement Planning, 401k, Fixed Annuities, Sales Management, Sales, Insurance, Small Business, Securities, Management, Financial Advisory, Training, Financial Services, Financial Planners, Portfolio Management, Fundraising, Public Speaking, Strategic Planning, Leadership
Education
Eastern University 2006 — 2007
BA, Organizational Management
Deloitte
PwC
Ernst & Young
Walgreens
Procter & Gamble
KPMG
PricewaterhouseCoopers
EY