Dan Abramowitz
Dan Abramowitz is Partner, Investment Advisor, Director of Wealth Management, Florida, and Tampa Team Lead for our Florida branch of Capital Investment Advisors. Dan has always had an affinity for finance and solving complex financial puzzles. As a Director of Wealth Management, he focuses on creating and cultivating strategic partnerships with Fidelity and Schwab representatives […]
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 […]
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 […]
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- […]
Bryan Rea, CFP®
Bryan Rea, CFP® is a Partner and Senior Investment Advisor for Capital Investment Advisors (CIA). He joined team CIA in January of 2007. Prior to his arrival at Capital Investment Advisors, he worked at a regional investment firm where he was a financial advisor and managed an office in Savannah, Georgia. Bryan has always had […]
Connor Miller
Connor is the Chief Investment Officer for Capital Investment Advisors (CIA). He graduated from Kennesaw State University in 2015 with a BBA in Finance. He found a home at CIA straight out of college and now works with the investment team to lead the Investment Committee, which is where the firm’s asset allocation decisions are […]
Robert Sanders
With over two decades of experience in the financial services industry, Robert currently serves as President, Partner, and Chief Financial Officer of Capital Investment Advisors (CIA). Robert leads a dynamic team of 100 professionals across five offices in Atlanta, Dallas, Phoenix, Denver, and Tampa. Joining CIA in 2015 as a research analyst, he’s worn many […]
