Other Key Roles | Capita

Meet Our Other Key Roles

Though small in size, our Investment Operations, Centralized Planning, Executive Assistants, Account Executive, and Return & Rise teams make all the difference in our day-to-day operations. Centralized Planning, Investment Operations and Account Executives ensure a secure, efficient, and compliant investment environment while fostering strong client relationships.
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Executive Assistants support our people and coordinate executive needs. The Return & Rise team helps professionals successfully re-enter the workforce. Each of these teams plays a vital role in supporting both our people and our mission.

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Other Key Roles

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Wealth Advisors

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Other Key Roles

Lindsay Hadley

Philanthropic Consultant

Sean Jones

Financial Planner, Centralized Planning Team

Kim Solomon

Analyst, Centralized Planning Team

DJ Nelson

Account Executive

Avery Jackson

Advisor Operations Coordinator

Jane Clayton

Executive Director of Return & Rise

Sophie Hughes

Executive Assistant

Chelsea Lund

Executive Assistant

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