Isabelle LaPorte
Isabelle LaPorte is an Operations Assistant for Capital Investment Advisors (CIA) in our Atlanta office. In this role, she works closely with the Operations team to ensure that our day-to-day processes are running smoothly and help our families work towards a happy retirement. Isabelle graduated from the University of North Carolina Wilmington and received her […]
Oliver Kosar
Oliver Kosar is an Investment Associate with Capital Investment Advisors in the firm’s Atlanta office. He supports advisors and families by providing financial planning analysis, supporting portfolio construction and ongoing research, and helping advisors deliver clear, comprehensive plans aligned with each client’s long-term goals and lifestyle. Oliver recently graduated from the University of Georgia with […]
Irene Nguyen, J.D.
Irene Nguyen, J.D., is the Senior Compliance Associate for Capital Investment Advisors (CIA) in our Atlanta office. In her role, she supports CIA’s compliance program and works with teams across the organization to help navigate regulatory requirements and manage compliance risk. Prior to joining CIA, Irene spent four years with the Financial Industry Regulatory Authority […]
Matt Kress
Matt Kress is the Director of Marketing and Growth for Capital Investment Advisors (CIA). In this role, he leads the firm’s growth, brand, and marketing initiatives, and is building a modern marketing team that puts data and new technology to work for the families CIA serves. “CIA has spent decades helping thousands of families find […]
Mick Duzel, AWMA®, CRPC™, MBA
Mick Duzel is an Investment Advisor at Capital Investment Advisors (CIA) in our Tampa office. What he enjoys most is helping clients discover what they want their retirement to look like, then building a customized investment portfolio around their needs, goals, and the lifestyle they envision. Born in Europe and raised in Jacksonville, Florida, Mick […]
Esther Choi
Esther Choi is the People Operations Specialist for Capital Investment Advisors (CIA) in our Atlanta office. In this role, she works closely with the People Operations team to ensure payroll and benefits are running smoothly, and the culture of our company is upheld. Esther graduated from Georgia State University with a Bachelor of Business Administration […]
Matt Donley
Matt Donley is a Business Development Associate for Capital Investment Advisors (CIA) in our Phoenix office. He is passionate about investment strategy, financial planning, and helping clients work toward their goals up to and through retirement. In his role, Matt helps connect new families looking to work with CIA with one of our advisors to […]
Tiffany Philpot
Tiffany Philpot is the Growth Strategy Operations Lead for Capital Investment Advisors (CIA) in our Atlanta office. Tiffany studied at Middle Tennessee State University, where she focused on communication and performance-based disciplines that continue to shape how she collaborates and works with others today. Raised in a military family, Tiffany spent much of her early […]
Mitch Rossi
Mitch Rossi is a Business Development Associate for Capital Investment Advisors (CIA) in our Atlanta office. He is passionate about investment strategy, financial planning, and helping clients work toward their goals up to and through retirement. In his role, Mitch helps to pair new families looking to work with CIA with one of our advisors […]
Clara O’Neil
Clara O’Neil is the Business Development Operations Assistant for Capital Investment Advisors (CIA) in our Atlanta office. In this role, she coordinates inventory and supports our business development team across multiple locations, making sure everything is where it needs to be, when it needs to be there. Clara is originally from Dallas, TX and graduated […]