Decision Makers
Bobby Edgerton is a co-founder of the Capital Investment Companies and since 1984 has served as an executive officer and principal of the companies . He is also the firm's Chief Investment Officer and has been in the financial services industry since 1979. Bobby graduated from Wake Forest with a BA in Business and Finance. He enjoys reading, tennis and golf.
Ron King is Chief Compliance Officer with the Capital Investment Companies. He has been with the firm since 2007 and in the financial securities industry since 1994. Ron is a graduate of The Southeastern Trust School of Campbell University. He is married with one child and enjoys fly fishing, classic cars and photography.
Hal Eddins is a vice president, investment advisor and broker with the Capital Investment Companies.He is also manager of the Capital Value Fund and has been with the firm since 1987. Hal specializes in individual equities and portfolio management. He graduated from UNC-CH with an BS in Business. Hal has one child and enjoys motorcycles, cars and bicycles. Keri Eddins is an Investment Broker and Administrative Assistant for Capital Investment Brokerage. She has been with the firm since 1998. Keri graduated from NC State with a BA in Political Science. She enjoys ACC basketball, running and the beach.
Roland Jones is a Partner in Capital Administrators, LLC. He is a founding member of the firm and has been in the financial services industry since 1981. He graduated from UNC-CH with a BA in Political Science and later obtained his law degree from the University of South Carolina
| Organization |
Position |
Status |
| Capital Investment Companies, Inc |
Partner |
Current |
| The University of North Carolina at Chapel Hill |
BA In Political Science |
Former |
| University of South Carolina |
Degree |
Former |
| Organization |
Position |
Status |
| Council for Sustainable Florida |
Vice President |
Current |
| Capital Investment Companies, Inc |
Director of Capital Insurance Affiliates |
Current |
| Heritage Capital Group, Inc. |
Principal |
Current |
| K-N LLC |
|
Current |
| Council for Sustainable Florida |
Director |
Current |
| Woodbridge Holdings Corporation |
Director |
Current |
| Chatsworth Securities LLC |
Managing Director |
Former |
| Superior Bancorp |
Managing Director |
Former |
| Wrn Financial Corporation |
|
Former |
| PNC Bank |
|
Former |
| Community Development, Inc. |
Chairman |
Former |
| The University of North Carolina at Chapel Hill |
BS In Business Administration |
Former |
| Wesleyan University |
bachelor's degree in political science |
Former |
| University of North Carolina, Chapel Hill |
Bs In Business Administration. |
Former |
| Woodbridge Holdings Corporation |
member |
Former |
Catherine Manuel is the Director of Capital Bank Partners. She has been with the firm since 2003 and in bank related financial services since 1987. Catherine graduated from High Point College with a BS in Business Administration and Marketing. She is married with 2 children and enjoys boating, gardening and sports.
Anne King is the office manager and administrative assistant for the Capital Investment Companies. She has been with the firm since 1998 and in the financial services industry since 1982. Anne graduated from Guilford Technical Community College. She is married and has three children.
Dede Ferrell is the Executive Secretary for Capital Investment Group and serves as the operations manager for the Capital Investment Companies brokerage division. She has been with the firm since 1988. Dede graduated from Ricks College in Idaho. She is married and enjoys fitness in her free time.
Jay Parker, CPA, is a Wealth Manager for Physician Financial Services. He has been with the firm since 2003 and in the financial services industry since 1997. Jay graduated from UNC-CH with a BS in Business Administration and obtained a Masters degree in Accounting. He enjoys playing golf, tennis and hunting.
| Organization |
Position |
Status |
| Capital Investment Companies, Inc |
Wealth Manager for Physician Financial Services |
Current |
| The University of North Carolina at Chapel Hill |
BS In Business Administration |
Former |
Jerolyn Newton is the Trading Manager for the Capital Investment Companies Brokerage Divisions. She has been with the firm since 2004 and in the financial services industry since 1985. Jerolyn maintains her General Securities License and General Securities Principal License. She is married and enjoys traveling, gardening and sports.
Sue Ellen Harrington is the operations manager for Capital Investment Counsel as well as corporate division of Capital Investment Companies. She as been with the firm since 1991 and maintains her general securities license. Sue Ellen graduated from NC State with a BA in Accounting. In her spare time she enjoys snow skiing.
Array
| Organization |
Position |
Status |
| Chickahominy Family Practice |
Physician Assistant |
Current |
| The University of North Carolina at Chapel Hill |
BS In Biology |
Former |
| Organization |
Position |
Status |
| Capital Investment Companies, Inc |
Marketing and Trading Assistant for Capital Investment Companies Brokerage Division |
Current |
| Meredith College |
BS In Business Administration and Marketing |
Former |
Bynum Satterwhite is an investment advisor and broker with the Capital Investment Companies. He has been with the firm since 1996 and in the financial services industry since 1984. Bynum specializes in portfolio management and asset allocation. He graduated from UNC-CH with a BA in Business Administration. He is married with three children and enjoys golf, running and tennis.
| Organization |
Position |
Status |
| Capital Investment Companies, Inc |
Investment Advisor |
Current |
| The University of North Carolina at Chapel Hill |
BA In Business Administration |
Former |
| Organization |
Position |
Status |
| Capital Investment Companies, Inc |
Trading Assistant for the Capital Investment Companies Brokerage Divisions |
Current |
| The University of North Carolina at Chapel Hill |
|
Former |
Cindy Kasner oversees the administrative operations of Southern Capitol Ventures. Prior to joining Southern Capitol Ventures, Cindy served as office manager for the Raleigh office of Marion Bass Securities Corporation. In that capacity, Cindy worked closely with Ben Brooks and other members of the Marion Bass investment banking team on numerous capital placement transactions. Cindy attended both Western Oklahoma College and Oklahoma State University.
| Organization |
Position |
Status |
| Southern Capitol Ventures |
Director of Operations |
Current |
| Capital Investment Companies, Inc |
Sales Assistant |
Current |
| Capital Investment Group |
Administrative and Sales Assistant |
Current |
| Southern Capitol Ventures |
Administrative |
Former |
| Marion Bass, Inc |
|
Former |
| Oklahoma State University |
Graduate |
Former |
George Smith is an investment advisor and broker with the Capital Investment Companies. He has been with the firm since 1999 and has been in private industry since 1986. George specializes in portfolio management, asset allocation, and mutual funds. He attended UNC - Chapel Hill , is married with two children and enjoys tennis, fly fishing, and attending his son's athletic events.
Jacqueline Nutter is the Administrative Assistant for Capital Investment Companies and has been with the firm since March 2004. She is married with two children and in her spare time enjoys reading and collecting unusual key chains.
Keri Eddins is an Investment Broker and Administrative Assistant for Capital Investment Brokerage. She has been with the firm since 1998. Keri graduated from NC State with a BA in Political Science. She enjoys ACC basketball, running and the beach.
Kurt Dressler is an investment advisor and broker with the Capital Investment Companies. He has been with the firm since 1996 and in the financial services industry since 1992. Kurt specializes in portfolio management with Capital Investment Counsel. Kurt graduated from Eastern Illinois University with a BS in Business Finance. Kurt is married with three children and enjoys hunting, fishing and motorcycling.
Laura Clark is an insurance and annuity assistant for Capital Insurance Affiliates and has been with the firm since May 2004. She graduated from Meredith College with a BA in Psychology. Laura enjoys being with her family and friends, shopping, and reading.
| Organization |
Position |
Status |
| Capital Investment Companies, Inc |
Insurance and Annuity Assistant for Capital Insurance Affiliates |
Current |
| Meredith College |
BA In Psychology |
Former |
| Organization |
Position |
Status |
| University of North Carolina, Chapel Hill |
Ba |
Former |
| The University of North Carolina at Chapel Hill |
BA In History |
Former |
Melissa Lawrence is an administrative assistant for the Capital Investment Companies and has been with the firm since 2001. She attended Peace College and enjoys the beach and water sports.
| Organization |
Position |
Status |
| Capital Investment Companies, Inc |
Broker |
Current |
| University of North Carolina, Chapel Hill |
Bs In Business Administration. |
Former |
| The University of North Carolina at Chapel Hill |
BS In Business Administration |
Former |
| Organization |
Position |
Status |
| Capital Investment Companies, Inc |
Administrative Assistant for Con Mcdonald |
Current |
| Physicians Financial Services, Inc. |
|
Current |
| NC State |
BA In Business Management |
Former |
Steven Wilson is the General Counsel for Capital Investment Companies. He has been with the firm since 2003 and has been a financial analyst, as well as provided legal, financial, and strategic planning counsel to both individual and business clients since 1997. Steven graduated from Duke University with a B.A. degree and received his law degree from Wake Forest University School of Law. He is a Chartered Financial Analyst (CFA) candidate. Steven enjoys tennis, backpacking, reading and traveling.
Virginia Vick is a Trading Assistant for the Capital Investment Companies Brokerage Divisions and has been with the firm since 2002. She graduated from Peace College with a BS in Communications and Mass Media. Vee Vee enjoys traveling, singing and the beach.