| Name | Title | Contact Details |
|---|---|---|
Al Moss |
Chief Supply Chain Officer | Profile |
Tricia Last |
Director, Human Resources | Profile |
Brooke Coffey |
Chief Human Resources Officer | Profile |
CapWealth is an independent Registered Investment Advisory firm that builds wealth management solutions to meet the challenges investors face in an uncertain world. Founded in June 2000, CapWealth specializes in preserving, growing and distributing assets over our clients lifetimes. We rely on thought, not theory, in our investment strategies and are committed to accountability. We practice Sophisticated Simplicity®, the art of thoroughly understanding a complicated global market landscape and boiling it down to high-quality, straightforward investment ideas, and we believe in giving our clients the most accurate, transparent, honest and thorough financial information concerning their accounts through our data-driven Provable Integrity® tracking and reporting process. With over $1 billion in client assets under management, we are one of the nations leading independent wealth managers, and as a privately owned, independently managed firm, CapWealths team has a personal stake in the success of our clients.
Legacy Trust Company is a Houston, TX-based company in the Financial Services sector.
RiverVest Venture Partners is a Saint Louis, MO-based company in the Financial Services sector.
Grace Venture Partners is a Orlando, FL-based company in the Financial Services sector.
First Light employs a deliberate process to identify high-potential investments in this dynamic sector.