Capstone Asset Management
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Capstone Asset Management Employees
Employee
Years
Job
Industry
Luke Lloyd Luke Lloyd's Capstone Asset Management Experience October 2009 - Present
Job Vice President at Capstone Asset Management West Region
Industry Financial Services
Experience
Capstone Asset Management October 2009 - Present
Chase October 2006 - October 2009
Wells Fargo Advisors August 2004 - September 2006
Education
University of Iowa 2002 — 2004
Bachelor of Business Administration (B.B.A.), Finance, General
Capstone Asset Management October 2009 - Present
Chase October 2006 - October 2009
Wells Fargo Advisors August 2004 - September 2006
Education
University of Iowa 2002 — 2004
Bachelor of Business Administration (B.B.A.), Finance, General
Savannah Speights's Capstone Asset Management Experience June 2007 - June 2009
Job Middle Office / Logistics Coordinator, Methanol Department
Industry International Trade and Development
Experience
Mitsubishi Corporation August 2015 - Present
Magnum Transcontinental January 2014 - March 2015
Magnum Transcontinental March 2013 - January 2014
Capstone Asset Management June 2007 - June 2009
Skills
Microsoft Office, Economics, Microsoft Excel, Research, PowerPoint, Microsoft Word, International Relations, Social Media, International Economics, Pivot Tables, Analyzer, French, Economic Intelligence, Foreign Relations, Forecasting, Intercultural..., Social Networking, Customer Service, Legal Writing, Marketing, Sales, Time Management, Negotiation, Management, Financial Analysis
Education
Texas Tech University 2010 — 2012
Bachelor of Science, International Economics
Memorial High School
American International School of Johannesburg 2000 — 2002
Mitsubishi Corporation August 2015 - Present
Magnum Transcontinental January 2014 - March 2015
Magnum Transcontinental March 2013 - January 2014
Capstone Asset Management June 2007 - June 2009
Skills
Microsoft Office, Economics, Microsoft Excel, Research, PowerPoint, Microsoft Word, International Relations, Social Media, International Economics, Pivot Tables, Analyzer, French, Economic Intelligence, Foreign Relations, Forecasting, Intercultural..., Social Networking, Customer Service, Legal Writing, Marketing, Sales, Time Management, Negotiation, Management, Financial Analysis
Education
Texas Tech University 2010 — 2012
Bachelor of Science, International Economics
Memorial High School
American International School of Johannesburg 2000 — 2002
Chelsea Mollere's Capstone Asset Management Experience December 2007 - December 2010
Job Director of Business Development
Industry Financial Services
Experience
Crowdlender August 2014 - Present
Westlake Chemical January 2013 - August 2014
MC Offshore Petroleum 2010 - 2012
Capstone Asset Management December 2007 - December 2010
Skills
Budgets, Marketing, SAP, PowerPoint, Leadership, Customer Service, Project Management, Finance, Microsoft Excel, Access, Microsoft Office, Meeting Planning, Illustrator, InDesign, Financial Reporting, BEx Reporting, ACT!, Sales Operations, Website Updating, Company Brochures
Education
Universtiy Of Houston- Downtown 2003 — 2005
Bachelor of Business Administration (B.B.A.), Finance
LSU 2000 — 2003
Clements 1996 — 2000
Crowdlender August 2014 - Present
Westlake Chemical January 2013 - August 2014
MC Offshore Petroleum 2010 - 2012
Capstone Asset Management December 2007 - December 2010
Skills
Budgets, Marketing, SAP, PowerPoint, Leadership, Customer Service, Project Management, Finance, Microsoft Excel, Access, Microsoft Office, Meeting Planning, Illustrator, InDesign, Financial Reporting, BEx Reporting, ACT!, Sales Operations, Website Updating, Company Brochures
Education
Universtiy Of Houston- Downtown 2003 — 2005
Bachelor of Business Administration (B.B.A.), Finance
LSU 2000 — 2003
Clements 1996 — 2000
Care Bach's Capstone Asset Management Experience July 2015 - Present
Job Marketing Coordinator at Capstone Asset Managment
Industry Marketing and Advertising
Experience
Capstone Asset Management July 2015 - Present
The Company of Others (Formerly FKM) May 2014 - Present
TracyLocke May 2014 - May 2014
TracyLocke July 2012 - April 2014
Mr Youth August 2011 - May 2012
BREC August 2011 - May 2012
Trumpet Group May 2011 - August 2011
LSU Student Media May 2009 - May 2011
Skills
Advertising, Press Releases, Social Media, Marketing, Sales, Public Relations, Marketing Strategy, Event Planning, Manage Client..., Project Planning
Education
Louisiana State University 2008 — 2012
BA, Advertising
Capstone Asset Management July 2015 - Present
The Company of Others (Formerly FKM) May 2014 - Present
TracyLocke May 2014 - May 2014
TracyLocke July 2012 - April 2014
Mr Youth August 2011 - May 2012
BREC August 2011 - May 2012
Trumpet Group May 2011 - August 2011
LSU Student Media May 2009 - May 2011
Skills
Advertising, Press Releases, Social Media, Marketing, Sales, Public Relations, Marketing Strategy, Event Planning, Manage Client..., Project Planning
Education
Louisiana State University 2008 — 2012
BA, Advertising
Matthew H. Logan II Matthew H. Logan II's Capstone Asset Management Experience December 2014 - Present
Job Municipal Bond Trader at Capstone Asset Management
Industry Financial Services
Experience
Capstone Asset Management December 2014 - Present
Greater Houston Port Bureau September 2013 - December 2014
Axiom Strategies August 2012 - May 2013
University of Missouri Kansas City August 2012 - April 2013
Peace Corps Panama June 2011 - August 2012
US Peace Corps 2010 - 2012
Peace Corps Panama April 2010 - June 2011
Skills
Leadership, Team-oriented, Patience, Positivity, Bilingual, Analytical Skills, Polite, Ambitious, Research, Nonprofits, Community Outreach, Politics, Policy, Youth Development, International Relations, Press Releases, Non-profits, Training, Program Evaluation, International..., Program Development, Community Development, Grant Writing, Intercultural..., Policy Analysis, Volunteer Management, Spanish, NGOs, Public Policy, Teaching, Fundraising, HIV prevention, Community Organizing, Grassroots Organizing, Environmental Education, Sustainable Development, Grants, Capacity Building, Economic Development, Proposal Writing, Public Health, Sustainability, International Education, Food Security, Event Planning, Public Speaking, Government, Global Health, Rural Development
Education
University of Houston, C.T. Bauer College of Business 2013 — 2015
Master of Business Administration (MBA), Finance and Financial Management Services
The University of Texas at Austin 2002 — 2007
Bachelor of Arts (B.A.), Philosophy
University of Missouri-Kansas City 2012 — 2013
15 Hours in MPA Study, 3.75
Capstone Asset Management December 2014 - Present
Greater Houston Port Bureau September 2013 - December 2014
Axiom Strategies August 2012 - May 2013
University of Missouri Kansas City August 2012 - April 2013
Peace Corps Panama June 2011 - August 2012
US Peace Corps 2010 - 2012
Peace Corps Panama April 2010 - June 2011
Skills
Leadership, Team-oriented, Patience, Positivity, Bilingual, Analytical Skills, Polite, Ambitious, Research, Nonprofits, Community Outreach, Politics, Policy, Youth Development, International Relations, Press Releases, Non-profits, Training, Program Evaluation, International..., Program Development, Community Development, Grant Writing, Intercultural..., Policy Analysis, Volunteer Management, Spanish, NGOs, Public Policy, Teaching, Fundraising, HIV prevention, Community Organizing, Grassroots Organizing, Environmental Education, Sustainable Development, Grants, Capacity Building, Economic Development, Proposal Writing, Public Health, Sustainability, International Education, Food Security, Event Planning, Public Speaking, Government, Global Health, Rural Development
Education
University of Houston, C.T. Bauer College of Business 2013 — 2015
Master of Business Administration (MBA), Finance and Financial Management Services
The University of Texas at Austin 2002 — 2007
Bachelor of Arts (B.A.), Philosophy
University of Missouri-Kansas City 2012 — 2013
15 Hours in MPA Study, 3.75
Howard Potter Howard Potter's Capstone Asset Management Experience January 1996 - October 2011
Job Senior Fixed Income Portfolio Manager at Roosevelt Investments
Industry Financial Services
Experience
The Roosevelt Investment Group October 2011 - Present
Capstone Asset Management January 1996 - October 2011
New Castle Advisers, Inc. January 1991 - January 1996
Oppenheimer, Inc. December 1986 - October 1991
Greenwich Capital Markets March 1986 - December 1986
Donaldson, Lufkin & Jenrette April 1981 - August 1984
Skills
Fixed Income, Derivatives, Bonds, Strategic Asset..., Portfolio Customization, New Product Development
Education
Northwestern University 1973 — 1974
MA, Speech - Film Studies
University of Wisconsin-Madison 1969 — 1973
BA, History
The Roosevelt Investment Group October 2011 - Present
Capstone Asset Management January 1996 - October 2011
New Castle Advisers, Inc. January 1991 - January 1996
Oppenheimer, Inc. December 1986 - October 1991
Greenwich Capital Markets March 1986 - December 1986
Donaldson, Lufkin & Jenrette April 1981 - August 1984
Skills
Fixed Income, Derivatives, Bonds, Strategic Asset..., Portfolio Customization, New Product Development
Education
Northwestern University 1973 — 1974
MA, Speech - Film Studies
University of Wisconsin-Madison 1969 — 1973
BA, History
Langford Howard's Capstone Asset Management Experience February 2014 - June 2015
Job Portfolio Administrator
Industry Financial Services
Experience
Capstone Asset Management February 2014 - June 2015
Capital One Bank March 2011 - December 2011
CVS Pharmacies January 2010 - October 2010
Skills
Sales, Banking, Finance, Commercial Banking, Microsoft Excel, Cash Management, Teamwork, Time Management, Business, Market Research, Access, Account Reconciliation, Financial Accounting, Accounting, Microsoft Office, Microsoft Word, Leadership
Education
Prairie View A&M University 2010 — 2013
Bachelor of Business Administration (B.B.A.), Accounting and Finance
Prairie View A&M University, College of Business 2010 — 2013
Bachelor of Business Administration, Finance, 3.0
Capstone Asset Management February 2014 - June 2015
Capital One Bank March 2011 - December 2011
CVS Pharmacies January 2010 - October 2010
Skills
Sales, Banking, Finance, Commercial Banking, Microsoft Excel, Cash Management, Teamwork, Time Management, Business, Market Research, Access, Account Reconciliation, Financial Accounting, Accounting, Microsoft Office, Microsoft Word, Leadership
Education
Prairie View A&M University 2010 — 2013
Bachelor of Business Administration (B.B.A.), Accounting and Finance
Prairie View A&M University, College of Business 2010 — 2013
Bachelor of Business Administration, Finance, 3.0
John Prejean's Capstone Asset Management Experience June 2013 - October 2014
Job Student at LSU
Industry Mechanical or Industrial Engineering
Experience
Exterran October 2014 - May 2015
Capstone Asset Management June 2013 - October 2014
Capstone January 2012 - May 2012
Capstone May 2011 - August 2011
Skills
Microsoft Excel, Finance, Portfolio Management, Equities, Accounting, Investments, Account Reconciliation, Financial Analysis, Research, Financial Modeling, Financial Reporting, Bloomberg, Valuation, Strategic Financial...
Education
Louisiana State University 2015 — 2018
Bachelor’s Degree, Mechanical Engineering
Louisiana State University 2009 — 2013
Bachelor of Science (B.S.), Finance
Houston Christian High School 2005 — 2009
Exterran October 2014 - May 2015
Capstone Asset Management June 2013 - October 2014
Capstone January 2012 - May 2012
Capstone May 2011 - August 2011
Skills
Microsoft Excel, Finance, Portfolio Management, Equities, Accounting, Investments, Account Reconciliation, Financial Analysis, Research, Financial Modeling, Financial Reporting, Bloomberg, Valuation, Strategic Financial...
Education
Louisiana State University 2015 — 2018
Bachelor’s Degree, Mechanical Engineering
Louisiana State University 2009 — 2013
Bachelor of Science (B.S.), Finance
Houston Christian High School 2005 — 2009
Carlos Davalillo, MBA Carlos Davalillo, MBA's Capstone Asset Management Experience March 2011 - June 2012
Job Assurance Senior at BDO USA, LLP
Industry Accounting
Experience
BDO USA, LLP December 2014 - Present
UHY LLP June 2014 - December 2014
UHY LLP January 2013 - June 2014
Blazek & Vetterling LLP June 2012 - January 2013
Capstone Asset Management March 2011 - June 2012
Linebarger Goggan Blair & Sampson, LLP August 2010 - March 2011
Skills
Mathematics, Microsoft Office, Oracle, Quickbooks, APL, Access, Word, Excel, Editing, Writing, Accounting, Auditing, Reconciliations, Data Entry, 10 Key, Business Statistics, Microsoft Excel, Microsoft Word, Customer Service, Account Reconciliation, Outlook, Analysis, PowerPoint, Research, Teamwork, Financial Analysis, Spanish, Data Analysis, MS Project, Training, Windows, Spreadsheets, OMB Circular A-133, QuickBooks, Accounts Payable, Public Speaking, Leadership
Education
Houston Baptist University - College of Business and Economics 2012 — 2013
MBA, Accounting, 3.73/4.0
BDO USA, LLP December 2014 - Present
UHY LLP June 2014 - December 2014
UHY LLP January 2013 - June 2014
Blazek & Vetterling LLP June 2012 - January 2013
Capstone Asset Management March 2011 - June 2012
Linebarger Goggan Blair & Sampson, LLP August 2010 - March 2011
Skills
Mathematics, Microsoft Office, Oracle, Quickbooks, APL, Access, Word, Excel, Editing, Writing, Accounting, Auditing, Reconciliations, Data Entry, 10 Key, Business Statistics, Microsoft Excel, Microsoft Word, Customer Service, Account Reconciliation, Outlook, Analysis, PowerPoint, Research, Teamwork, Financial Analysis, Spanish, Data Analysis, MS Project, Training, Windows, Spreadsheets, OMB Circular A-133, QuickBooks, Accounts Payable, Public Speaking, Leadership
Education
Houston Baptist University - College of Business and Economics 2012 — 2013
MBA, Accounting, 3.73/4.0
Dan Watson, Ph.D Dan Watson, Ph.D's Capstone Asset Management Experience 1987 - November 2011
Job Rice University; Accumyn Consulting
Industry Financial Services
Experience
Rice University - Jones Graduate School of Business 2011 - Present
Accumyn Consulting 2011 - Present
Capstone Asset Management 1987 - November 2011
Tenneco Financial Services 1982 - 1987
Tenneco Inc. 1978 - 1982
JP Morgan Chase (Texas Commerce Bank) 1971 - 1978
Skills
Valuation, Business Valuation, Finance, Mergers & Acquisitions, Due Diligence, Business Strategy, Strategy, Financial Analysis, Equities, Risk Management, Quantitative Analytics, Data Analysis, Investments, Executive Management, Litigation, Teaching, Data Interpretation, Mergers, Private Equity
Education
Rice University 1973 — 1977
Ph.D, Economics (Econometrics and Finance)
Baylor University 1965 — 1970
B.A., Economics and History (Magna Cum Laude)
Rice University - Jones Graduate School of Business 2011 - Present
Accumyn Consulting 2011 - Present
Capstone Asset Management 1987 - November 2011
Tenneco Financial Services 1982 - 1987
Tenneco Inc. 1978 - 1982
JP Morgan Chase (Texas Commerce Bank) 1971 - 1978
Skills
Valuation, Business Valuation, Finance, Mergers & Acquisitions, Due Diligence, Business Strategy, Strategy, Financial Analysis, Equities, Risk Management, Quantitative Analytics, Data Analysis, Investments, Executive Management, Litigation, Teaching, Data Interpretation, Mergers, Private Equity
Education
Rice University 1973 — 1977
Ph.D, Economics (Econometrics and Finance)
Baylor University 1965 — 1970
B.A., Economics and History (Magna Cum Laude)
Katherine Trang's Capstone Asset Management Experience March 2014 - Present
Job Research AnalystInvestments at Capstone Asset Management
Industry Financial Services
Experience
Capstone Asset Management March 2014 - Present
University of Houston January 2010 - December 2013
ABBA Gentle Healthcare, LLC January 2012 - October 2013
TRI VIET Media July 2008 - 2010
Tri Viet Media Corporation January 2008 - June 2008
Action - Nonprofit organization - FTU January 2006 - April 2008
Skills
Microsoft Office, Microsoft Word, Microsoft Excel, Leadership, Research, Customer Service, Social Media, Fundraising, Event Management, Marketing Strategy, Strategic Planning, Corporate Finance, Business Analysis, PowerPoint, Teamwork, Financial Analysis, Public Relations, Project Management, Accounting, Account Reconciliation, Market Research, Financial Reporting, Event Planning, English, Financial Modeling, Time Management, Business Strategy, Accounts Payable, PeopleSoft, Data Analysis, Economics, Financial Statements, Policy, Mergers, Forecasting, Competitive Analysis, Finance, Analysis, Outlook
Education
University of Houston, C.T. Bauer College of Business 2011 — 2013
Bachelor of Arts (B.A.), Finance and Financial Management Services
Foreign Trade University, Vietnam 2004 — 2008
Bachelor of Arts (B.A.), Economics/International Business/Accounting, 8/10
Capstone Asset Management March 2014 - Present
University of Houston January 2010 - December 2013
ABBA Gentle Healthcare, LLC January 2012 - October 2013
TRI VIET Media July 2008 - 2010
Tri Viet Media Corporation January 2008 - June 2008
Action - Nonprofit organization - FTU January 2006 - April 2008
Skills
Microsoft Office, Microsoft Word, Microsoft Excel, Leadership, Research, Customer Service, Social Media, Fundraising, Event Management, Marketing Strategy, Strategic Planning, Corporate Finance, Business Analysis, PowerPoint, Teamwork, Financial Analysis, Public Relations, Project Management, Accounting, Account Reconciliation, Market Research, Financial Reporting, Event Planning, English, Financial Modeling, Time Management, Business Strategy, Accounts Payable, PeopleSoft, Data Analysis, Economics, Financial Statements, Policy, Mergers, Forecasting, Competitive Analysis, Finance, Analysis, Outlook
Education
University of Houston, C.T. Bauer College of Business 2011 — 2013
Bachelor of Arts (B.A.), Finance and Financial Management Services
Foreign Trade University, Vietnam 2004 — 2008
Bachelor of Arts (B.A.), Economics/International Business/Accounting, 8/10
Kim Spangler's Capstone Asset Management Experience September 2010 - June 2011
Job Founder, Owner, President at ONE COOL COW
Industry Food & Beverages
Experience
ONE COOL COW July 2013 - Present
Load Your Bases September 2012 - June 2013
Capstone Asset Management September 2010 - June 2011
MetLife Investors July 2005 - July 2010
Travelers Life & Annuity November 1996 - July 2005
Morgan Stanley Smith Barney 1992 - 2002
Sutro & Co. 1989 - 1991
Skills
Event Planning, Marketing, Social Media, Marketing Communications, Social Media Marketing, Sales, Social Networking, New Business Development, Marketing Strategy, Sales Presentations, Account Management, Public Speaking, Strategic Planning, Product Marketing, Financial Services
Education
University of San Francisco
Advanced Social Medial Certificate Program, Marketing
University of Arizona
Bachelor of Arts, Political Science, Business
ONE COOL COW July 2013 - Present
Load Your Bases September 2012 - June 2013
Capstone Asset Management September 2010 - June 2011
MetLife Investors July 2005 - July 2010
Travelers Life & Annuity November 1996 - July 2005
Morgan Stanley Smith Barney 1992 - 2002
Sutro & Co. 1989 - 1991
Skills
Event Planning, Marketing, Social Media, Marketing Communications, Social Media Marketing, Sales, Social Networking, New Business Development, Marketing Strategy, Sales Presentations, Account Management, Public Speaking, Strategic Planning, Product Marketing, Financial Services
Education
University of San Francisco
Advanced Social Medial Certificate Program, Marketing
University of Arizona
Bachelor of Arts, Political Science, Business
Jessica Dobson Gross's Capstone Asset Management Experience October 2004 - Present
Job Marketing at Capstone Asset Management
Industry Financial Services
Experience
Capstone Asset Management October 2004 - Present
Capstone Asset Management September 2004 - Present
Coastal Securities 1997 - 2000
Education
Jacksonville University 1991 — 1995
Capstone Asset Management October 2004 - Present
Capstone Asset Management September 2004 - Present
Coastal Securities 1997 - 2000
Education
Jacksonville University 1991 — 1995
Clayton Nall's Capstone Asset Management Experience November 1999 - August 2004
Job Senior Financial Advisor
Industry Financial Services
Experience
Merrill Lynch September 2004 - Present
Capstone Asset Management November 1999 - August 2004
Spires Financial, L.P. August 1997 - October 1999
AIM Investments December 1996 - July 1997
Education
Texas A&M University
BBA
Merrill Lynch September 2004 - Present
Capstone Asset Management November 1999 - August 2004
Spires Financial, L.P. August 1997 - October 1999
AIM Investments December 1996 - July 1997
Education
Texas A&M University
BBA