Holly Evans Mallory, IACCP®
Holly Evans Mallory serves as Partner, Chief Compliance Officer (CCO), and Head of Operations 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 […]
Barbara Pinyan
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 […]
Amanda Lewis
Amanda Lewis serves as Partner and Operations Director for Capital Investment Advisors (CIA). With over 20 years of wealth management experience focused on operations, her daily interactions with her team and our clients are deeply rooted in her positive work ethic. As Operations Director, Amanda is responsible for striving to ensure that every family we […]
Chelsey Braswell
Chelsey Braswell serves as a Client Service Manager and the Second Home Operations Lead at Capital Investment Advisors. Since joining the firm in 2015 as an Operations Assistant, she has supported a wide range of teams and initiatives across the organization. Now based in Denver, CO, Chelsey works closely with Chris Pataky, Michael De La […]
Elizabeth Kelly
Elizabeth Kelly is the Marketing Director for Capital Investment Advisors (CIA). She works on various marketing efforts and campaigns to help potential clients understand Capital’s mission and services. Elizabeth grew up in Sandy Springs and graduated from The University of Georgia in May 2016 with a degree in Communication Studies. She loves traveling as much […]
James Lewis, CFP®, MBA
James Lewis is a CERTIFIED FINANCIAL PLANNER™ and a Senior Investment Advisor at Capital Investment Advisors. He serves on the firm’s Investment Committee and is a trusted resource for families seeking to make the most of their Social Security benefits—including lifetime, spousal, and survivor filing strategies. Before transitioning into financial planning, James built his foundation […]
Jeff Keane
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 […]
Wes Moss, CFP®
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 $5 billion in assets under management (as of December […]
Mitch Reiner, CFP®, CIMA®
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 […]
Matt Reiner, CFP®, CFA®
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- […]
