RENÉE  ESTRIDGE, CIMA
Vice President, Business Development
Institutional Services


Renee serves as Vice President of the Institutional Services team. She is primarily responsible for strategy and business development for institutional clients as well as consultant and client relations. She works closely with many types of institutional clients across the United States, from nonprofit entities to corporate Pension Funds. Renee has been engaged with the Institutional Services team since 2006. Prior to that, she was a regional marketing representative for retail managed accounts and also served on the performance reporting team. She began her career at Capstone in 2001. Renee holds her degree from the University of Texas Austin and is also a designated Certified Investment Management Analyst.

Renee is a serious traveler, and not just for her career. She also thoroughly enjoys international traveling to different countries on her own time. She is an avid reader, competitive ballroom dancer and dog lover. She recently moved to Georgetown, TX with her 3 dogs and enjoys being closer to her family.

TIFFANY  NUNN
Institutional Investment Data Analyst


Tiffany Nunn serves as portfolio analyst and provides social values screening services for equity index portfolios. She is responsible for ensuring that all screening research is conducted and verified prior to processing any changes. As part of the process, she monitors all screened portfolios on an ongoing basis, with constituents being removed or added into the portfolio to comply with the clients’ SRI guidelines.  Tiffany began her career at Capstone in 2007 and has been involved with social screening for institutional clients since 2009. Prior to joining Capstone, Tiffany obtained her BA in Psychology and acquired extensive experience working in the non-profit sector, serving on various boards and committees of non-profit organizations.

Tiffany is a native Houstonian and is not only a proud Aunt to her nephew, but also a proud parent to her chocolate lab Charlie. Tiffany enjoys spending time with family and friends; two of her favorite pastimes in Houston are attending musical theater productions and Astros’ games.

JOHN R. WOLF
Senior Vice President - Investments
Equity Portfolio Manager


John serves as Senior Vice President and Equity Portfolio Manager in addition to being a member of the Investment Committee. He is primarily responsible for managing quantitative based equity portfolios often involving social values screening for various institutions and mutual funds. John’s financial services career began in 1983 with The Dreyfus Corporation and subsequently moved on to Oppenheimer Capital in 1987 as an accounting manager supervising both equity and fixed income mutual funds. In 1992, he joined New Castle Advisers, a boutique investment advisor specializing in fixed income portfolio strategies which was acquired by Capstone in 1996.