Capital Cities Investments

Joe Wiley is a financial advisor at Capital Cities Investments with 30 years of industry experience. He holds Series 63 and Series 65 designations and has worked at Capital Cities and Limestone Capital Advisers in various capacities since 1995. Outside of his advisory role, he serves as Chairman of the White River State Park Development Commission in Indianapolis. Capital Cities Investments serves individual and high-net-worth clients, trusts, estates, charitable organizations, and employee benefit plans, providing discretionary portfolio management, financial planning, and pension consulting. The firm employs a combination of active and passive investment strategies, utilizing mutual funds, ETFs, and third-party platforms for portfolio implementation and monitoring.

Benjamin Beverly is a financial advisor with Capital Cities Investments in Richmond, VA, holding Series 63 and Series 65 licenses and possessing 17 years of industry experience. He has worked at Capital Cities Investments since 2011 and is also affiliated with Silver Oak Securities, Inc. Outside of his advisory role, he serves as a volunteer board member for a homeowners association and works as a life and long-term care insurance agent. Capital Cities Investments serves individual and high-net-worth clients, as well as trusts, estates, charitable organizations, and employee benefit plans. The firm employs a combination of active and passive asset-allocation strategies using mutual funds and ETFs, with portfolio monitoring and rebalancing typically conducted quarterly.

Thomas Pusser is a financial advisor with Capital Cities Investments in Richmond, VA, holding Series 63 and Series 65 licenses and bringing 22 years of industry experience. He has worked at Capital Cities Investments since 2005 and Silver Oak Securities since 2023. Outside of advisory work, he is involved in selling life and long-term care insurance as part of clients’ financial plans. Capital Cities Investments serves individual and high-net-worth clients, trusts, estates, charitable organizations, and employee benefit plans, offering discretionary portfolio management, modular financial planning, pension consulting, and access to automated investment programs. The firm’s investment approach combines asset-allocation modeling with active and passive manager implementation, supported by third-party platforms for model implementation, rebalancing, and tax-loss harvesting.

Jacob Haigh is a financial advisor with Capital Cities Investments in Middlebury, VT, holding Series 63 and Series 66 licenses and having 17 years of industry experience. He has worked at Community Investment Counselors, Capital Cities Investments, and Triad Advisors, Inc. since 2008-2009. Outside of his advisory work, he manages a rental property in Salisbury, VT. Capital Cities Investments serves individual and high-net-worth clients, trusts, estates, charitable organizations, and employee benefit plans with discretionary portfolio management, modular financial planning, and pension consulting. The firm’s investment approach combines asset-allocation modeling with active and passive manager implementation, utilizing mutual funds and ETFs, and employs third-party platforms for model implementation and automated rebalancing.

Jeffrey Cheesman is a financial advisor with Capital Cities Investments in Indianapolis, IN, holding Series 63 and Series 65 licenses and bringing 14 years of industry experience. He has been with Capital Cities Investments since 2012 and is also involved with Westwood Capital Partners and its related wine business. Additionally, he serves as a director member of the advisory board for the Northeast region of Old National Bank. Capital Cities Investments serves individual and high-net-worth clients, trusts, estates, charitable organizations, and employee benefit plans with discretionary portfolio management, modular financial planning, and pension consulting. The firm emphasizes asset-allocation modeling combined with active and passive manager implementation, employing mutual funds, ETFs, and third-party platforms for portfolio management and rebalancing.

William Mauger is a financial advisor at Capital Cities Investments with over 30 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at Capital Cities and related entities since 1995, including roles at Limestone Capital Preservation Fund and Limestone Capital Advisers from 2011 to 2017. Capital Cities Investments serves individual and high-net-worth clients, as well as trusts, estates, charitable organizations, and employee benefit plans, offering discretionary portfolio management, modular financial planning, and pension consulting. The firm employs a mix of active and passive management with an asset-allocation focus, utilizing platforms such as Schwab Institutional Intelligent Portfolios and Callan’s UMA for portfolio implementation and monitoring.

Tiffany Spudich is a financial advisor with Capital Cities Investments, holding a Series 65 designation and 21 years of industry experience. She has worked at Capital Cities, LLC and Capital Cities Investments, Inc. since 2004. Capital Cities Investments serves individual and high-net-worth clients, as well as trusts, estates, charitable organizations, and employee benefit plans, providing discretionary portfolio management, modular financial planning, and pension consulting. The firm’s investment approach combines asset-allocation modeling with active and passive manager implementation, utilizing mutual funds, ETFs, and third-party platforms for portfolio management and rebalancing.

Donald Morley is a financial advisor with Capital Cities Investments in Northbrook, IL, holding Series 63 and Series 65 licenses and bringing 39 years of industry experience. His prior roles include positions at Morgan Stanley Private Bank, Morgan Stanley Smith Barney, and Morgan Stanley & Co., Incorporated. Capital Cities Investments serves individual and high-net-worth clients, as well as trusts, estates, charitable organizations, and employee benefit plans, providing discretionary portfolio management, modular financial planning, and pension consulting. The firm’s investment approach combines asset-allocation modeling with active and passive manager implementation, using mutual funds and ETFs alongside third-party platforms for portfolio monitoring and rebalancing.

Bryan Alexander is a financial advisor with Capital Cities Investments in Indianapolis, IN, holding Series 63 and Series 65 credentials and bringing 33 years of industry experience. He has worked at Capital Cities Investments since 1995 and previously was with Triad Advisors, LLC. Outside of his advisory role, he serves on the Portland Elks Lodge board as Exalted Ruler and is a member of the Jay County Council. Capital Cities Investments serves individual and high-net-worth clients, trusts, estates, charitable organizations, and employee benefit plans with discretionary portfolio management, modular financial planning, and pension consulting. The firm’s investment approach combines asset-allocation modeling with active and passive manager implementation, utilizing tools like Schwab Institutional Intelligent Portfolios and Callan’s UMA platform.

Amanda Black is a financial advisor at Capital Cities Investments with 19 years of industry experience. She holds a Series 65 designation and has been with Capital Cities in various capacities since 2006. Amanda serves on the boards of Hanover College and the Zionsville Education Foundation. Capital Cities Investments serves individual and high-net-worth clients, as well as trusts, estates, charitable organizations, and employee benefit plans, offering discretionary portfolio management, modular financial planning, and pension consulting. The firm’s investment process emphasizes asset-allocation modeling with a combination of active and passive managers, using mutual funds and ETFs, along with periodic rebalancing and portfolio monitoring.

Whitney Smith is a financial advisor at Capital Cities Investments with 17 years of industry experience. He holds the Series 66 designation and has been with Capital Cities Investments since 2015. Whitney also maintains an appointment with multiple insurance carriers as an advisor. Capital Cities Investments serves individual and high-net-worth clients, trusts, estates, charitable organizations, and employee benefit plans. The firm offers discretionary portfolio management, modular financial planning, pension consulting, and access to automated investment programs, employing a blend of active and passive strategies with regular portfolio monitoring.

George Mitchell is a Series 65-licensed financial advisor with Capital Cities Investments, where he has worked for six years. His prior experience includes seven years at CDP Electric. He is also a licensed insurance agent with various carriers, dedicating less than one percent of his time to this activity. Capital Cities Investments serves individual and high-net-worth clients, trusts, estates, charitable organizations, and employee benefit plans, providing discretionary portfolio management, modular financial planning, and pension consulting. The firm’s investment approach combines asset-allocation modeling with active and passive manager implementation, utilizing mutual funds, ETFs, and automated platforms for portfolio monitoring and rebalancing.

Robert Fjeld is a financial advisor at Capital Cities Investments with five years of industry experience. He holds a Series 65 designation and has worked at Community Investment Counselors and Capital Cities Investments since 2020. Outside of finance, he has served as a medication delegate and behavior interventionist at Counseling Service of Addison County since 2016. Capital Cities Investments serves individual and high-net-worth clients, trusts, estates, charitable organizations, and employee benefit plans. The firm provides discretionary portfolio management, modular financial planning, and pension consulting, using a mix of active and passive strategies with regular portfolio monitoring.

Stuart Stevens is a Series 65-licensed financial advisor with 12 years of industry experience, currently practicing at Capital Cities Investments. He has been with Capital Cities Investments since 2011 and also holds roles at Community Investment Counselors, Vermont Precision Stone, Inc., and Adecco. Capital Cities Investments serves individual and high-net-worth clients, trusts, estates, charitable organizations, and employee benefit plans, providing discretionary portfolio management, modular financial planning, and pension consulting. The firm employs a blend of active and passive asset-allocation strategies and utilizes third-party platforms for model implementation and automated rebalancing.