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DONALD R. McFADDEN, CPA
Senior Vice President
Portfolio Manager
MBA John F. Kennedy University
1996-Present: Capstone Asset Management Company
1994-1996: Piper Jaffray
1992-1994: Smith Barney Harris Upham & Co., Inc.
1986-1992: Sutter Health |
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Don serves as Senior Vice
President in addition to being a member of the Investment
Committee. He is involved in Credit Research, Social values
screening, and Institutional Sales. Don joined Capstone
Asset Management Company in 1996 as Senior Vice President.
Prior to joining Capstone, he provided investment services
to corporate and nonprofit institutional clients at Piper
Jaffray. Previously, he served as a public finance
investment banker with Smith Barney, providing capital
financing for health care clients. Before entering the
financial services industry, he served as Treasurer of
Sutter Health, a large multi-facility health care system
based in California. In addition to various securities
licenses, Don is also a Certified Public Accountant. |
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JOHN R. WOLF
Senior Vice President -
Investments
Equity Portfolio Manager
MBA Manhattan College
BBA Hofstra University
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1996-Present: |
Capstone Asset Management Company |
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1992-1996: |
New Castle Advisors, Inc. |
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1987-1992: |
Oppenheimer Capital |
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1983-1987: |
The Dreyfus Corporation |
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John serves as
Senior Vice President and Equity Portfolio Manager in addition
to being a member of the Investment Committee. He began his
career in 1983 with The Dreyfus Corporation and in 1987 joined
Oppenheimer Capital, as an accounting manager supervising both
equity and fixed income mutual funds. In 1992, John joined New
Castle Advisers which managed fixed income portfolios and mutual
funds. In 1996, New Castle was acquired by Capstone at which
time John joined Capstone as a portfolio manager. |
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PAUL C. TOWNSEN
Vice President - Investments
BBA Incarnate Word University
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1993-Present: |
Capstone Asset Management Company |
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Paul serves as Vice President of
Investments and is a member the investment team. He is senior
equity trader, options trader and municipal bond trader. His
responsibilities also include portfolio management, portfolio
analytics and fixed income trading. He began his career with
Capstone in 1993. Paul is an NASD registered representative. |
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RENÉE ESTRIDGE
Institutional
Services
BS – University of Texas at Austin
2001-Present: Capstone Asset Management Co. |
Renee Estridge serves in marketing and client service for
Capstone’s institutional product team. Prior to serving on the
institutional team, Renee was a regional marketing
representative for retail managed accounts. She began her career
at Capstone in 2001.
Renee and her husband are competitive ballroom dancers and enjoy
competing across the country. She is an avid reader and
volunteers her time in adult literacy programs. She lives in
Houston with her husband and two dogs. |
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