Each summer, we invite talented interns to join us in serving our clients. Thank you to all our past and present summer interns. We appreciate all your hard work and wish you continued success!
Our Team Becomes Your Team
We’ve spent our careers in hands-on roles serving institutions and individuals, gaining experience from many types of client situations.
Our commitment to continual process and self-improvement, critical thinking, and innovation helps us apply our experiences, knowledge and skills to support every client.
Working for you
Principals
Will Woodall
In Memoriam 1966 - 2024
Will was a founder and Managing Principal of CAP STRAT leading all aspects of the business enterprise, overseeing the investment strategy and process, technology, operations, business development, and client service.
Barbara Best
Principal
Barbara is a Principal, and in addition to her role as Chief Compliance Officer, Barbara cultivates awareness and business opportunities for the firm and co-leads the CAP STRAT Women’s Forum.
Nancy Rizzuto
Principal
Nancy is a Principal of CAP STRAT and is responsible for business development, relationship management, and co-leads the CAP STRAT Women’s Forum.
Alison Bettonville, CFA
Principal, Director of Institutional Advisory Services
Alison manages CAP STRAT’s Institutional Advisory Business, and is a member of the firm’s Investment Committee.
Mike Rarey, CFA
Principal, Chief Investment Officer
Mike oversees the firm's investment research and portfolio management and co-heads the CAP STRAT Investment Committee.
Michael Warford, CFA
Principal, Director of Finance and Administration
Michael oversees the financial initiatives of the Firm and leads day-to-day administrative functions. Michael is also Co-Head of the CAP STRAT Investment Committee with Mike Rarey.
Neil Davies, CPWA®
Principal, Director of Private Wealth
Neil is a Certified Private Wealth Advisor® in the firm’s private wealth practice. Learn more about Neil.
Associates
Colin Rogers, CPFA®
Retirement Consultant
Colin is a Retirement Consultant providing both qualified and non-qualified plan consulting services for our institutional clients. Learn more about Colin.
Stephanie Guldan
Data Operations Associate
Stephanie is responsible for monthly account reconciliations and generating reports for institutional clients. Learn more about Stephanie.
Robert Siciliano, CFA
Retirement Consultant
Robert is a Retirement Consultant for our institutional clients, specializing in pension advisory services. Learn more about Robert.
Michael Babicz, CFP®
Private Wealth Associate
Mike advises individuals and families on various topics related to retirement and wealth accumulation and preservation. Learn more about Mike.
Laura Brett
Senior Analyst
Laura performs in-depth analysis on investment managers including their manager style, strategy, and execution. Learn more about Laura.
Christi Bonaccorsi
Office Manager
Christi is responsible for the day-to-day oversight of the firm, including its Human Resources function. Learn more about Christi.
Emily Drury
Retirement Consultant
Emily performs in-depth analysis on investment managers, including their manager style, strategy, and execution. Learn more about Emily.
Lora Hayes
Client Service Specialist
Lora works with our clients on problem resolution, resource management, and account servicing solutions. Learn more about Lora.
Jillian Kenny
Operations Staff Accountant
Jill is our lead trader who generates and processes all Private Wealth client trades and some trades for Institutional clients. Learn more about Jill.
Alex Lynch
Analyst
Alex performs in-depth analysis on investment managers including their manager style, strategy, and execution. Learn more about Alex.
Molly Powers, CFP®
Private Wealth Associate
Molly advises individuals and families on various topics related to retirement and wealth accumulation and preservation. Learn more about Molly.
Christina Quiroz
Data Operations Specialist
Christina maintains CAP STRAT’s proprietary databases, including investment performance, investment and administrative fees, and plan statistics. Learn more about Christina.
Heather Rarey
Director of Data Operations
Heather oversees CAP STRAT's operations team, which is responsible for financial information, daily file and transaction processing and reconciliation. Learn more about Heather.
Amy Sullivan
Retirement Consultant
Amy manages institutional client relationships and is focused on participant research and special projects. Learn more about Amy.
Carrie Walters Shapiro, CFP®
Private Wealth Associate
Carrie advises individuals and families on various topics related to retirement and wealth accumulation and preservation. Learn more about Carrie.
Spencer Yurkowitz
Senior Analyst
Spencer performs in-depth analysis on investment managers including their manager style, strategy, and execution. Learn more about Spencer.
