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capital gain advisor

CapitalAdvisorSearch.com, which is an online and mobile platform for connecting registered financial advisors with individual investors

Details

Founded: 2017

Overview

CAS will be an independent resource for individual investors to review a wide variety of RFAs that have been vetted by the Company and thus empower these individuals to invest with confidence and peace of mind. CAS will provide a platform for the RFAs to reach potential clients.

Management

CEO

Juan Ramirez

Juan has deep knowledge of the financial markets learned from equity trading (technical and fundamental analysis). He has successfully started several businesses, including a video marketing company and a business development company

CFO

Brian Dowdall

Brian earned his CPA at Ernst and Young, before transitioning into investment banking at Salomon Brothers and Wit Capital. Building on his entrepreneurial experience at Wit Capital, Brian went on to leadership positions at two VC/PE backed growth companies.

Jobs

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