Meet Our Investment Operations Team

The investment operations team is responsible for overseeing transactions, managing client portfolios, and making data-driven decisions to optimize investment strategies. Together with the compliance team, they work to maintain a secure, efficient, and compliant investment environment that serves the best interests of our clients.

Go To About PageView All Employees
Executive Team
Wealth Advisors
Directors
Relationship Managers
Financial Services
Operations
Compliance
Marketing
Human Resources
Other Key Roles
View All Departments
Executive Team
Wealth Advisors
Directors
Relationship Managers
Financial Services
Operations
Compliance
Marketing
Human Resources
Other Key Roles
No items found.
Explore Our Open Career Opportunities!

Capita Careers

Learn More
FINANCIAL GUIDANCE PODCAST

THE FINANCIAL CALL

There are a ton of financial planning resources available, but how many of those are applicable to both beginner and advanced financial learners? The Financial Call has the answers. We've built this podcast so no matter where you're at with your financial knowledge, you can jump in at the beginning, learn the basics and then build upon that.

Explore The Guided Path SERIES

Topics Discussed:

  • Income Planning
  • Social Security
  • Investing
  • Tax Planning
  • Estate Planning
  • Business Owners
  • Charitable Giving
  • Insurance

Listen on
Apple Podcasts

Listen on
Spotify

Explore Our Network

The network you need. Reach out and have our team align your goals with a proven strategy!
Get Started

Make it simple.
Think Capita.

Made with by Good Riot
Learn More
Services
Disclosures
© 2025 Capita Financial Network. All rights reserved.

All information provided through Education is for educational purposes only and does not constitute investment, legal or tax advice, an offer to buy or sell any security or insurance product; or an endorsement of any third party or such third party’s views. Whenever there are hyperlinks to third-party content, this information is intended to provide additional perspective and should not be construed as an endorsement of any services, products, guidance, individuals or points of view outside Capita Financial Network. All examples are hypothetical and for illustrative purposes only. Please contact us for more complete information based on your personal circumstances and to obtain personal individual investment advice.
‍
Capita Financial Network does not offer tax or legal advice. Interested parties are strongly encouraged to seek advice from qualified tax and/or legal experts regarding the best options for your particular circumstances. Videos presented on this website are for educational purposes only and do not constitute investment advice or an offer to buy or sell any security or insurance product.
‍
© 2025  All advisory services offered through Capita Financial Network, a SEC registered investment advisor. Registration with the SEC does not imply certain training or skill. Results are not guaranteed.