Kayla Morris
Kayla Morris is a Compliance Associate for Capital Investment Advisors (CIA) in our Atlanta office. In this role, Kayla supports our compliance efforts by assisting with administrative tasks, researching regulations, maintaining records, and preparing reports, ensuring we adhere to legal and regulatory requirements. Originally from Fort Oglethorpe, Kayla graduated with a degree in Early Childhood […]
Helen Halloran
Helen Halloran is the Compliance Director for Capital Investment Advisors (CIA) in our Atlanta office. Helen was born and raised in Atlanta, Georgia, and graduated with a Bachelor of Science degree from the University of Georgia. Helen has two decades of experience in the financial services industry and most recently worked as a Compliance Manager […]
Alyse Athans
Alyse Athans is the Director of Client Experience for Capital Investment Advisors (CIA) in our Denver location. In this role, she works to advance CIA’s ongoing efforts to put happiness at the center of every client interaction. With over a decade of financial services experience at Charles Schwab and Goldman Sachs, Alyse brings deep expertise […]
Megan O’Rourke
Megan O’Rourke is the People Operations Manager for Capital Investment Advisors (CIA) in our Atlanta office. In this role, she works closely with the People Operations team to ensure processes are running smoothly and the culture of our company is withheld. Originally from Connecticut, Megan graduated with a Bachelor’s degree in Political Science and Women’s, […]
Loughlin Mulloy
Loughlin Mulloy is a Client Service Associate for Capital Investment Advisors (CIA) in our Phoenix office. 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. She began her career with Capital Investment Advisors in our Atlanta office, where she […]
Emily Sheehan
Emily Sheehan is an Operations Associate for Capital Investment Advisors (CIA) in our Atlanta office. 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. Emily is originally from Birmingham, Alabama, and studied Marketing and Public Relations at the University […]
Olivia Carufel
Olivia Carufel is an Operations Associate for Capital Investment Advisors (CIA) in our Tampa office. 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. Originally from Indianapolis, IN, Olivia graduated with a bachelor’s degree in Liberal Arts and a minor in […]
Amy Anderson
Amy Anderson is an Operations Associate 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. Originally hailing from England, Amy made her big move to the U.S. at just 12 years old. At the […]
Hector Fuentes, MBA
Hector Fuentes is a Staff Accountant for Capital Investment Advisors (CIA), working alongside our Controller. In this role, he aids in overseeing the accounting operations of the company, which include financial reporting, budgeting and expense, and cash management. Hector, a Georgia native with parents from El Salvador, pursued his undergraduate degree in accounting and master’s […]
Mary Margaret Boyd
Mary Margaret is a Client Service Associate for Capital Investment Advisors (CIA) in our Dallas office. She works closely with the Operations team to help ensure that our day-to-day processes are running smoothly and helping our families work towards a happy retirement She graduated from the University of Georgia with degrees in Psychology and Applied […]
