RENÉE GALLAGHER, CIMA®
Vice President, Business Development
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.
Institutional Marketing Representative
Kevin is responsible for business and relationship development along with providing client service for institutional clients. He has been with Capstone for over three years, focusing on growing the retail business through the financial advisor channel. Prior to joining Capstone, Kevin worked with Fidelity Investments covering various territories as an internal wholesaler for the Fidelity Advisor Funds. Kevin has over 14 years experience in the financial services sector, working with AIG VALIC, HD Vest, and Van Kampen Funds.
Investment Advisor Representative
Danielle serves as part of the client development team, assisting our Capstone Financial Solutions, Jenswold, and Capstone Asset Management’s clients with what is needed for their investment accounts. She also assists with building new client relationships, portfolio analysis and financial planning. She began her career at First Investors Corporation in 2006 as Financial Services Representative, developing comprehensive financial plans for her clients. After gaining valuable experience there, she joined Washington Mutual Investments in 2007, which became Chase Investments and moved within the JP Morgan family to the Private Wealth Management division where she served as an Account Officer for the High Net Worth clients.