At Capital Fiduciary Advisors, we work as a team—leveraging our collective strengths to develop the most appropriate investment strategies for our clients. Our Investment Committee collectively directs overall investment strategy, meaning that there are always multiple sets of experienced eyes on client portfolios. We believe strongly in the risk reducing qualities of a successful, team management approach. The CFA Investment Committee has more than six decades of combined experience in successful asset management, financial planning, and specialty investment services.
John H. Wolff, AIF®, CFP®, CLU, ChFC
CEO & Managing Director
Jacolyn Wetmore
Director, Client Strategies
Devereaux Phelps
Director, Investment Strategies
Chris J. Williams, CRPC®, AIF®
Director, Client Strategies & Business Development Officer
Jonathan Peyton, CFP® Director, Client Strategies & Business Development
Officer
Orathai (Joy) Kuvareewong
Associate, Client Operations & Research Analyst
Daniel Saunders
Associate Portfolio Analyst
Amy Grabowski
Associate, Client Operations & Executive Assistant
Client Partnership
While we hold numerous accreditations and degrees (including CFP®, CIMA®, AIF®, CPA®, and MBAs), we believe it is our commitment to relationships that differentiates us as a firm. Our primary objective is to provide exceptional wealth advisory services by forming strong partnerships based on trust, honesty, integrity, and understanding. Every action we take on client's behalves is completely transparent and non-discretionary. Simply put, the interests of our clients are paramount to our business. Our success is measured by our clients' success.
Team Approach
At Capital Fiduciary Advisors, we work as a team—leveraging our collective strengths to develop and implement the most appropriate investment strategies for our clients. As a team, we develop the best possible working relationships with our clients. No one individual will ever be solely responsible for a client’s successful relationship. Our team's diverse background and extensive experience collectively provides clients with broad wealth advisory and financial planning expertise.