Our Team

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 is 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 35 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.

Mitch began his investment career over eight 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.

Ameet began his investment career 30 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.

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. He is a CERTIFIED FINANCIAL PLANNER™ and 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.

Brad began his investment career in 2020 and joined the Capital team in 2023. He received a B.S. in Business Administration, with a Finance and Management emphasis, from the University of Wisconsin-Platteville in the spring of 2020. Brad’s responsibilities at Capital are in the areas of operations, maintaining various internal systems, and assisting in the IT area. Brad assists with the clerical aspects of the trading function at the direction of the portfolio management team. He is a Registered Investment Advisor representative.

Nick joined the Capital Team in January 2024. He received a degree in Finance from the University of Wisconsin-Oshkosh in May of 2023. Nick is a key member of the operations team here at Capital. He also assists with the clerical aspects of the trading function at the direction of the portfolio management team and is a Registered Investment Advisor Representative.