CAPITAL INVESTMENT ADVISORS (CIA) - Key Persons
Job Titles:
- Compliance and Operations Associate
Allie Kirkegaard is the Operations Assistant for Capital Investment Advisors (CIA). She works closely with the Operations team to ensure that our day-to-day processes are running smoothly and helping our families work towards a happy retirement. Allie is from Atlanta, GA. She graduated from The University of Tampa with honors, majoring in Philosophy and minoring in Business Administration as well as Law, Justice, and Advocacy. While at The University of Tampa, she co-founded and ran The Philosophy club for two years.
In her spare time, Allie enjoys creative writing, singing, cooking, traveling, and spending time with friends and family!
Job Titles:
- Ops Team Lead, Client Service Manager
Job Titles:
- Business Development Associate
Job Titles:
- Investments Specialist
- Private Investment Specialist
Ansur Ahmed serves as Private Investments Specialist at Capital Investment Advisors. In this role, Ansur helps advisors and their clients work towards their investment goals by utilizing private investments. Ansur concurrently works for Altera, Capital Investment Advisor's preferred private investment partner, to ensure integration between clients and their investment offerings. Ansur joined Altera in 2020 and joined CIA in 2022.
Previously, Ansur worked in New York as an investment banking analyst at Goldman Sachs. At Goldman, Ansur worked on M&A, IPO, restructuring, and client advisory transactions in the Global Natural Resources Group. After Goldman, Ansur served as the Vice President of Finance at RAM Hotels, a hospitality development company in Columbus, GA. At RAM, Ansur performed various financial roles: leading asset acquisition/dispositions, sourcing/refinancing debt, and fostering relationships with new equity capital.
Ansur grew up in Columbus, Georgia, and attended the Honors College at the University of Georgia, where he earned a Bachelor of Science in Genetics and a Bachelor of Business Administration in Finance. In his free time, Ansur enjoys listening to podcasts, traveling to new places, and trying different cuisines.
Barbara Pinyan is the Client Coordinator for Capital Investment Advisors (CIA), and often the first voice people hear from our team. She has been with CIA since 2005, and prior to CIA, she spent 10 years with WSB-AM in a variety of roles including marketing. Barbara's attention to detail can be seen throughout many of Capital's various projects, as she's often the one to ensure the finishing touches are put into place. Always vigilant that CIA is putting its best foot forward, Barbara works with all the various teams of Capital and directly with the families we serve to help push forward our mission of helping families find happiness in retirement.
Barbara is the mother of three and living in Woodstock with her husband, Scott. In her free time, you can find her either fixing up a delicious southern meal or planning her next exotic vacation.
Betsy Carr is a Client Service Manager for Capital Investment Advisors (CIA). She graduated from the University of Kansas in December of 2016, with a degree in English.
Betsy grew up in Roswell, GA and now resides in Atlanta. She enjoys spending time with family and friends, exploring Atlanta, and traveling.
Brett Noggle is an Investment Advisor for Capital Investment Advisors (CIA). He has a passion for working with individuals to help them work towards their retirement goals.
Brett graduated from the Fisher College of Business at The Ohio State University with a BS in Finance. Brett is also a CERTIFIED FINANCIAL PLANNER™ and a CFA Charterholder. Prior to joining CIA, Brett spent 10+ years in the financial services industry in New York City. During his time there he worked closely with the Investor Relations teams of publicly traded companies, working directly with some of the largest Media Conglomerates.
Brett and his wife, Maria, currently reside in Atlanta. During his free time, he enjoys golfing, snowboarding, hiking, traveling, and spending time with his family. Originally from Cleveland, Ohio, he is also a diehard Cleveland Browns and Ohio State Buckeyes fan.
Bryan Rea, CFP® is a Partner, Senior Investment Advisor, and Director of Advisors for Capital Investment Advisors (CIA). He joined team CIA in January of 2007. Prior to his arrival at Capital Investment Advisors, he worked at a regional investment firm where he was a financial advisor and managed an office in Savannah, Georgia. Bryan has always had a passion for working directly with clients and creating individualized portfolios that are tailored toward their specific needs. While in Savannah, he primarily worked with clients as a specialist in fixed income, traditional and convertible preferred securities, as well as dividend paying stocks.
As a CERTIFIED FINANCIAL PLANNER™, Bryan focuses on matching investment and financial planning strategies to the specific goals of his clients and then advises them on asset allocation decisions, portfolio design, and investment implementation. His practice has been built helping business owners, executives and retirees navigate through various financial situations, such as estate planning, retirement planning, and business succession.
At CIA, Bryan spends much of his time researching investments for clients as well as taking part in regularly occurring investment committee meetings. His function with this committee is analyzing fixed income investments and preferred stocks.
As a native of south Georgia, Bryan loves outdoor activities such as hunting, fishing, running, and golf. He is a graduate of the Harley Langdale College of Business at Valdosta State University with a BBA in Finance. In his spare time, Bryan enjoys spending time with his family, giving back to the community and attending Peachtree Presbyterian Church. Bryan is married to wife Casey and they have two beautiful children, daughter Emme Layne and son Wells.
Brynne Simms is a Client Service Manager (CSM) for Capital Investment Advisors (CIA). She graduated from the Terry College of Business at The University of Georgia in May 2013 with a degree in Management. Brynne loves everything UGA and lives in East Cobb with her husband, Andrew, and their sons, Jordan and Calder. She enjoys working on DIY home projects, attending concerts, family time at their cabin, and spending time outdoors.
Job Titles:
- Client Service Manager
- Client Service Associate
Chelsey Braswell is a Client Service Manager (CSM) for Capital Investment Advisors (CIA). She joined the Capital family in 2015 as an Operations Assistant and quickly established herself as a dependable team member poised for growth. She's worked with several of our firm's more established advisors including Mike Reiner, the founder.
Now based out of Denver, CO, Chelsey works directly with Matt Reiner, Chris Pataky, Michael De La Garza, and Drew Fear on the daily office operations as well as assisting with their clients. She also works closely with the business development team and on special projects for the firm.
She graduated from Kennesaw State University with a Bachelor of Communication concentrating in Public Relations and has a minor in Marketing. Chelsey enjoys exploring Denver with her husband, Kyle, daughter, Poppy, and their lab, Argo. When not out and about, you can find the four of them curled up on the couch watching Kentucky basketball.
Job Titles:
- Investment Advisor
- Regional Business Development Manager
Job Titles:
- Co - Chief Investment Officer
Connor is the Co-Chief Investment Officer for Capital Investment Advisors (CIA). He graduated from Kennesaw State University in 2015 with a BBA in Finance. He works with Robert Sanders to lead the Investment Committee, which is where the firm's asset allocation decisions are made. Together, he and Robert oversee the firm's research methodology by utilizing a top-down macro approach to identify global themes coupled with much more nuanced bottom-up security analysis for targeted investments.
Along with a passion for Finance, Connor also values his family and music. He enjoys playing guitar in his spare time and occasionally volunteers in the band at his local church. He, his wife, Katie, and daughters, Olivia and Poppy, currently reside in Alpharetta.
Job Titles:
- Financial Advisor
- Senior Investment Advisor, Investment Committee Director
Curt Klein is a financial advisor for Capital Investment Advisors (CIA), and was in fact the first financial advisor hired in 2001. Prior to joining CIA, he worked for Helton Asset Management, Henssler Asset Management and Advanced Financial Strategists, all Atlanta offices. Curt has been working in the fee-only financial planning arena for more than 20 years.
His specialties include individual stock selection and analysis, Federal Reserve Monetary Policy, and Global Macro Economic Trends. Curt brings a unique global perspective to the CIA investment committee as he has traveled extensively throughout Asia.
In addition to travel, Curt enjoys spending time with his wife Jane, an industrial and systems engineer, and sons Cameron and Daniel. Having grown up in the breadbasket of American, and hailing from St. Louis where he lived until moving to Atlanta in the early 1980s, Curt is also an avid ice hockey player. He played Division III hockey for Georgia State University. He continues to coach as a level III USA Hockey certified coach. Curt has also spent many years engaged with civic associations, career transition and work force training in the Marietta, Georgia area.
Job Titles:
- Investment Advisor
- Director of Wealth Management, Florida
Danielle Goff is a Client Service Associate for Capital Investment Advisors (CIA). She has a passion for helping families work towards their retirement goals and is always happy to answer questions from the families we serve.
Danielle graduated from the University of South Carolina in May 2015 with a degree in Hospitality Management. She grew up in East Cobb, GA, and now lives in St Petersburg, FL with her husband, Brian. She enjoys being on the water, traveling, and hanging out with their puppy, Georgia.
Job Titles:
- Director of Integrated Business Services
Harris Lowe is a Financial Advisor with over 20 years in the Financial Services industry. Harris has been a CERTIFIED FINANCIAL PLANNER™ since 2008 and uses his experience to focus on investment management, retirement planning, and business succession planning. Harris is passionate about the planning process and integrates a comprehensive approach with each of his clients. Prior to joining Capital Investment Advisors (CIA) in 2017, Harris worked for Reliance Trust Company and SunTrust Bank where he built his wealth management practice working with business owners, families, and retirees.
Harris enjoys working on business owner planning and retiree income planning. He's an entrepreneur at heart. Out of grad school, Harris co-founded a start-up in the dot-com days in San Francisco. He later transitioned his focus to other business owners at PriceWaterhouseCoopers where he was a management consultant to small business es. He continued this trend with SunTrust's Business Owner Specialty Group working to develop business succession plans, risk analysis, and estate/tax planning. Additionally, Harris' passion rests in developing retirement income plans to help those planning to retire, or those already retired. He focuses on building customized income generating portfolios to meet the income needs of his clients.
He is a native of St. Petersburg, FL and graduated from The University of the South, Sewanee with a B.A. in History. He also attended Thunderbird Graduate School of International Management, where he attained his International MBA. Harris lives in Atlanta with his son Harris and labradoodle Mazie. He is active in his church at All Saints Episcopa l and with the Chattahoochee River Keeper. Harris is also an avid international traveler and cook and loves to fly-fish on the Chattahoochee.
Job Titles:
- CCO
- Chief Compliance Officer
- Partner
Holly Evans Mallory serves as Partner, Chief Compliance Officer (CCO), and Operations Director for Capital Investment Advisors (CIA). As CCO, Holly is responsible for overseeing regulatory compliance within the organization. She leads the team's efforts regarding general RIA compliance with all laws, rules and regulations, due diligence, strategic alignment, overseeing compliance strategy within our service offerings and relationships, and manages other compliance needs as they arise. Holly is responsible for establishing and implementing procedures for the compliance program to be effective in identifying, preventing, detecting and correcting compliance risks.
As Operations Director, Holly is responsible for directing the day-to-day operational management of our firm. Holly oversees our Operations team, billing and reporting operations as well as spearheading various special projects that contribute to the growth of our organization. Holly is passionate about helping our team work efficiently and effectively so they can focus on maximizing the overall client experience.
Holly is a founding member of the CIA family, joining Mike Reiner in August 2000. Initially joining in a client services role, Holly learned the various ins-and-outs of the industry and developed many of the policies and procedures utilized by our team today. Over the years she donned many hats for the firm before settling into the roles she holds today.
Holly graduated from Kennesaw State University in 2000 with a Bachelor of Business Administration degree in Finance and in 2006 with a Master of Business Administration degree in Management. Holly also earned the NRS Investment Adviser Certified Compliance Professional® (IACCP®) designation.
Holly lives in Nashville with her husband, Drew, and daughters, Marly and Presley. She splits her time between home and our office in Atlanta. In her free time, you can often find Holly enjoying the incredible live music at the historic venues in Nashville or sampling the cuisine at the latest up-and-coming restaurant.
Job Titles:
- Senior Investment Advisor
Job Titles:
- Director of Business Development
- Partner
Jeff Keane is a Partner and the Director of Business Development for Capital Investment Advisors (CIA). He joined the team in 2014 as a seasoned professional in the investment industry. He kicked off his career in 2006 as Vice President Charitable Planning Consultant at Fidelity in Atlanta. After working with Fidelity he moved on to work with Altegris as the Regional Director. Jeff now focuses on developing relationships and fostering communication with outside financial planning professionals around the United States to find symbiotic relationships for their clients. He helps these companies to understand how CIA's income investing strategy works, and to see if it would be a good fit for their clients' portfolios. His unique experience working in Charitable Planning has given him an understanding of how best to make these connections between outside financial groups, clients and CIA.
Job Titles:
- Wealth Management Analyst
Job Titles:
- Director of Investment Associates, Investment Advisor
Joel Dean, CFP® is the Director of Investment Associates and an Investment Advisor for Capital Investment Advisors (CIA). As a CERTIFIED FINANCIAL PLANNER™, Joel helps clients ranging from young families to retirees create comprehensive plans encompassing their unique savings, investment, insurance, tax, and estate needs.
Joel graduated with a BS in Finance from the E.J. Ourso College of Business at LSU. A Georgia native, Joel returned to the Peach State to work for Stadion Money Management. After working his way from internal sales to Regional Associate at the multi-billion dollar firm, he is now able to take on a more client-facing role at CIA.
Joel and his wife Adrienne live in Roswell with their sons Joseph and John Paul. Mindful of their many blessings, he gives back by sitting on the board for the Furniture Bank of Metro Atlanta, and is an officer in the Knights of Columbus.
Kellie Carter is a Client Service Manager for Capital Investment Advisors (CIA). She graduated from Auburn University in 2004 with a degree in Finance. Kellie enjoys spending time with her husband John and daughter Kambrie, hanging out with their family, friends and sweet puppies, Macie and Sadie, and cheering on her beloved Auburn Tigers.
Job Titles:
- Investment Advisor - Wela Strategies
Kevin Rodgers is an Investment Advisor for Capital Investment Advisors (CIA) at our Tampa, FL branch. He enjoys helping clients find their passion in retirement and works with them to create customized investment portfolios based on their specific needs, goals, and lifestyle.
Kevin earned his BBA - finance degree from Henderson State University in Arkadelphia, Arkansas in 2013 and was inducted into the Henderson State Hall of Honor in 2019. He played football professionally for two years before becoming a financial advisor and managing an office with Edward Jones in Clearwater, Florida. He also has extensive investment/financial planning experience from prior positions at Southern Bancorp Bank and Franklin Templeton.
Kevin currently lives in Palm Harbor, Florida but is originally from Dallas, Texas. He spent his professional football career with the Houston Texans, Brooklyn Bolts in New York City, and the Baltimore Brigade Arena team. Kevin enjoys anything outdoors - golfing, going to the beach, fishing, and spending time with his family and still likes to be involved with football helping coach athletes every now and then.
Job Titles:
- Capital Accounting and Tax
Job Titles:
- Business Development Manager
Job Titles:
- Investment Advisor - Wela Strategies
Matt Reiner is a Managing Partner for Capital Investment Advisors (CIA). Prior to joining CIA in 2009, he worked with Bank of America in Boston and also with Charles Schwab in Phoenix.
As a Senior Investment Advisor, Matt seeks to help clients reach their investment goals pre-retirement and in retirement. Through a mix of income- and growth-oriented investments, he sets up each individual with a unique portfolio for their particular situation. Matt is also an active participant on the investment committee. In addition to this, Matt also acts as the CEO of CIA's sister company, Wela, where he manages the day-to-day operations and the overarching strategy for growth.
Matt graduated from the W.P. Carey School of Business at Arizona State University in Tempe, AZ, with a BBA in Finance. Matt is also a CFA® Charterholder and a CERTIFIED FINANCIAL PLANNER™.
Although Matt is devoted to his alma mater, he still finds himself supporting his long-beloved Georgia Bulldogs. When not cheering on the dawgs, he's spending time with his wife, Hillary, son, Levi, and daughter, Rory. He also enjoys playing golf, coaching little league baseball and staying current with the Braves. Matt is the brother of Mitch Reiner and the son of Mike Reiner.
Job Titles:
- Chairman of the Board
- Founder
Michael Reiner is the Founder and Chairman of the Board for Capital Investment Advisors (CIA). He is passionate about helping his clients Sleep Well At Night (SWAN) and work toward their financial goals and objectives.
Reiner graduated from the University of Georgia in 1974 with a BBA degree in Finance, with special areas of study including portfolio management and investment banking. Michael worked as Vice President of an asset-based lending group for a financial services firm for 13 years. After leaving the bank, he co-founded Capital Investment Advisors and Capital Administration.
Mike Reiner worked in banking for corporate America for 13 years before his wife Shelly encouraged him to pursue his talents in the investment industry and share his passion for helping investors sleep well at night (SWAN). It was then, in 1996, that Mike Reiner co-founded Capital Investment Advisors. Years later Wes Moss, Mitch Reiner, and Matt Reiner have become Managing Partners, CIA is proud to have a team of 60+ team members, and CIA recently celebrated 25 years as a Registered Investment Advisor (RIA). With a $4.35B AUM (as of December 2022) wealth management portfolio, CIA now has multiple offices throughout the country (in Georgia, Arizona, Florida, and Colorado) and has further expanded its ownership to five long-time employees.
Job Titles:
- Senior Investment Associate
Mitch Reiner is a Managing Partner, and an Investment Advisor with Capital Investment Advisors (CIA). He has been a proud member of the CIA team and family since 2005. He identifies three core pillars that define his time and life: family, business and community.
As a CERTIFIED FINANCIAL PLANNER™ practitioner, Mitch works with his clients to seek their investing goals and objectives as well as advising them on their comprehensive financial situations including business succession, estate planning and retirement planning. His client base includes clients of all ages and situations comprised mostly of retirees, young executives and business owners.
As Managing Partner, Mitch is responsible for the day-to-day operations, as well as driving the strategic initiatives of the firm forward. Mitch also sits on the CIA Investment Committee.
Mitch is a proud Georgia Bulldog, graduating from the Terry College of Business at The University of Georgia with a BBA in Finance. He is also a Leonard Leadership Scholar, which is a competitive leadership program in the business school that selects only the top 30 students to collaborate with some of the greatest business minds in the nation.
Mitch was chosen as an originating member of the Atlanta Hub of the Global Shapers organization. The Global Shapers is an organization established by the World Economic Forum which aims to engage the next generation of leaders who will shape the global agenda. His local Atlanta citizenship commitment is evident as Mitch is a graduate of the LEAD Atlanta class of 2015, a graduate of the Leadership Atlanta class of 2019, and has also served on the board of multiple local community organizations. Mitch is active in the Jewish community having served on the Hillels of Georgia Board of Directors. Mitch also supports his alma mater as he has previously served as an officer for the Terry College of Business Young Alumni Board and as Chairman of the Board of Trustees for the Student Managed Investment Fund for six years.
Mitch, his beautiful wife, Jenny, and their two great children, Micah and Ayla live in the Virginia Highland Neighborhood in Atlanta. You can find them strolling North Highland in search of dinner and ice cream on the weekends. In addition to spending time with his family, Mitch enjoys playing golf, fly fishing, staying in shape, attending Braves and Bulldogs games and grilling.
Money Matters is a weekly radio show hosted by our Chief Investment Strategist, Wes Moss. Every Sunday, Wes discusses the latest trends in the financial world and offers financial advice to callers and listeners.
Job Titles:
- Director of People Operations
Job Titles:
- Ops Team Lead, Client Service Manager
Job Titles:
- Senior Investment Advisor and CERTIFIED FINANCIAL PLANNER
Patrick Malloy is a Senior Investment Advisor and CERTIFIED FINANCIAL PLANNER™; for Capital Investment Advisors (CIA). He has been in the financial services profession for more than 15 years.
Pat currently resides in Atlanta with his wife and two daughters. During his free time, Pat enjoys reading, sports and spending time with his family.
Job Titles:
- Partner, Chief Operating Officer, Chief Financial Officer, Co - Chief Investment Officer
Job Titles:
- Podcast Producer, Host, and Writer for Retire Sooner Team
Job Titles:
- Senior Investment Advisor, Investment Committee Director
Ryan is a Senior Investment Advisor and Director of the Investment Committee for Capital Investment Advisors (CIA) in Atlanta. In addition to these roles, he also advises a group of high-net worth private clients. Ryan works closely with the firm's Chief Investment Officer with regards to the ongoing research processes and technology on behalf of CIA's Investment Committee. He specializes in the analysis of the firm's energy-related holdings, specifically Master Limited Partnerships, Royalty Trusts and E&P companies.
Ryan is the Co-Executive Producer of Money Matters with Wes Moss on 95.5 FM and AM 750 News/Talk WSB, which airs every Sunday from 9 to 11am. He and Wes originally co-created their first financial talk show on WGST in Atlanta in 2007 and have continued their work through Money Matters on WSB since early 2009. Ryan has written for and been quoted for his investment research in The Wall Street Journal, Yahoo Finance, Financial Advisor IQ, CNBC, and Investment News.
Ryan holds a BS in International Affairs from Georgia Tech and resides in Sandy Springs. Ryan supports various charities in the Atlanta area and enjoys volunteering his time as a coach at NYO Baseball in Buckhead, is an avid golfer, and stays active through a myriad of recreational sports and outdoor activities.
Job Titles:
- Associate
- Operations Associate
Sonia Velazco is an Operations Associate for Capital Investment Advisors (CIA). She works closely with the entire Operations team to ensure that our day-to-day processes are running smoothly and help our families work towards a happy retirement.
Sonia is from the Atlanta area and graduated with a Business Management and International Business degree from Valdosta State University. During her last year as an undergraduate, Sonia interned for Bush Wealth Management in Valdosta, GA. In her free time, she enjoys traveling, hanging out with friends and family, and exploring the city.
Wes Moss is a man on a mission. The Atlanta-based CERTIFIED FINANCIAL PLANNER™ and money educator has devoted his professional life to helping Americans retire sooner than they ever thought possible.
He is a Managing Partner in Capital Investment Advisors (CIA), a fee-only investment firm with over $4 billion in assets under management (as of December 31, 2021). Also serving as Chief Investment Strategist, he leads a team of financial advisors who share a zeal for helping families find happiness in retirement.
A fervent financial evangelist, Wes utilizes every available media platform to teach readers, listeners, and viewers how they can retire on their own terms. He bases much of his retirement planning philosophy on years of extensive research studying and surveying the financial and lifestyle habits of happy retirees, all of which can be found in his two books: What The Happiest Retirees Know and You Can Retire Sooner Than You Think.
Wes is the host of the long-running weekly call-in radio show Money Matters, the host/creator of the nationally recognized Retire Sooner Podcast, and the editor of RetireSoonerTeam.com. He is a frequent resource for news outlets across the country.
Wes has found that while money is a key ingredient in ensuring a fulfilling retirement, it's only part of the recipe. The happiest retirees know in advance how they want to spend their golden years and they've taken the steps to make it possible. Happiness is more than just freedom from work, it's having a purpose for that freedom. The happiest retirees have several core pursuits-hobbies on steroids-that engage their minds and keep them socially active long after they've stopped punching a time clock.
Wes is a firm believer in income investing as a means to build and manage retirement savings. He and his team help individuals and families invest in assets that make regular cash payments in the form of dividends, interest, and distributions. During the investor's wealth-building years that income stream is reinvested in the portfolio to contribute to its growth. In retirement, those payments can be directed into the investor's bank account as a "paycheck" to help meet monthly expenses.
Wes' accomplishments have earned him national recognition. Barron's has named him one of America's top 1,200 Financial Advisors each year since 2014. In 2017, 2019, 2020, and 2021 Barron's also named him a top 100 Independent Financial Advisor in America. In 2022 & 2023, Forbes listed him as a Best-In-State Wealth Advisor and in 2022 he was placed on the Investopedia 100, an index of the country's most influential financial advisors.
Before joining CIA, Wes worked for UBS Financial Services in its Atlanta office. He holds a degree in economics from the University of North Carolina, Chapel Hill. He lives in Atlanta with his wife and their four boys. His core pursuits are golfing and coaching his boys' lacrosse teams.
Recently Wes Moss was featured in the AARP article "Why More Retirees Are Going Back to Work" where he shared… Read More