Shaun Mazumdar
Shaun Mazumdar is an Investment Associate for Capital Investment Advisors (CIA) in our Atlanta office. In this role, he helps our advisors with a wide array of tasks, including investment management, financial planning, and client communication to help to deliver more value and strengthen the relationship we have with the families we serve. Shaun graduated […]
Chase Strait
Chase Strait is an Investment Associate for Capital Investment Advisors (CIA) in our Tampa location. He is passionate about investment strategy, financial planning, and helping clients work toward their goals up to and through retirement. Originally from Lake Mary, Florida, Chase graduated with a degree in Economics from Saint Leo University in Dade City, Florida, […]
Clayton Carden
Clayton Carden is an Investment 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. Originally from Birmingham, Alabama, Clayton graduated with a degree in finance from Auburn University. Later, Clayton made the move to […]
James Mack
James Mack is a Family Office Associate for Capital Investment Advisors (CIA) in our Atlanta office. He views financial planning as just as much an art form as a science, taking a holistic approach to seeking to help clients find peace of mind surrounding their finances. Originally from Florida, James graduated from Florida State University, […]
Brenden Urban
Brenden Urban is an Investment Associate for Capital Investment Advisors. He has a passion for financial planning and working with clients to provide new solutions to help them work towards their retirement goals through the implementation of thoughtful comprehensive plans. Originally from Denver Colorado, Brenden graduated with a bachelor’s degree in Finance from Florida State […]
James Horn
James Horn is a Transformation Analyst for Capital Investment Advisors (CIA) in our Tampa location. He is passionate about investment strategy, financial planning, and helping clients work toward their goals up to and through retirement. James received his bachelor’s degree and is currently working on his MBA from Western Governors University. James’ prior professional experience […]
Tanner Sterk, CFP®
Tanner Sterk is a Sr. Investment Associate at Capital Investment Advisors (CIA) in the Denver, CO office. Tanner is passionate about helping families and young professionals define and work towards their goals while helping them build a plan that helps families feel confident about their future. Tanner joined the military out of high school and spent […]
Ben Ezrine, MBA, CFP®
Ben Ezrine is an Investment Advisor for Capital Investment Advisors (CIA). He works with clients and other advisors to better understand the needs of our retirees and to help create customized investment portfolios. Ben graduated with a B.A. in Corporate Communications from Elon University. He then completed his M.B.A in Finance at the University of Denver […]
Kevin Madigan, CFP® – Wela Strategies
Kevin Madigan is an investment advisor for Wela Strategies, Capital Investment Advisors’ (CIA) sister company which leverages model portfolios, low-cost ETFs, and customized strategies. He takes pride in building personal connections with the families he serves. Kevin’s mission is to ensure that each family’s portfolio aligns with their goals and objectives. His passion for assisting families […]
Miller Majors, CPA, CFP®
Miller Majors, an Alabama native, is an Investment Advisor at Capital Investment Advisors (CIA). Miller is passionate about helping individuals work towards their retirement goals so they can lead a healthy, secure, and joyful life. Miller graduated from the Patterson School of Accountancy at the University of Mississippi, earning both Bachelor’s and Master’s degrees in […]
