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Mr. Mauger is a co-founding Principal of Capital Cities, L.L.C., of Indianapolis, Indiana. He chairs the Capital Cities' Investment Committee and is responsible for the strategic planning and analysis of a client's current position. Working with other firm principals and professional staff, Mr. Mauger then coordinates the delivery of services to clients taking into account each client's unique circumstances. He is a member of the Investment Management Consultants Association. B.A., Chemistry, Denison University.
Mr. Wiley is a co-founding Principal of Capital Cities, L.L.C., of Indianapolis, Indiana. Before joining Capital Cities in 1991, Mr. Wiley spent eight years in and out of Washington, DC, working for several prominent members of the United States Senate. He maintains these relationships today. In 1996, he served as National Finance Director of the Richard G. Lugar for President Campaign. Additionally, Mr. Wiley is a founding member and recently served as Chairman of the Board of the Indiana Chapter of ALS, Inc. ("Lou Gehrig's Disease"). Mr. Wiley is responsible for marketing Capital Cities' services and for the primary servicing and educational training to Capital Cities' clients. He is a member of the Investment Management Consultants Association. B.A., Criminology, Indiana University.
Ms. Sweet is a Principal of Capital Cities, L.L.C., of Indianapolis, Indiana. She is responsible for the portfolio operations of Capital Cities' clients, including portfolio optimization and implementation, performance analytics and evaluation, and monitoring the compliance of each client's investment policy statement. Ms. Sweet is a member of Capital Cities' Investment Committee. She holds the Chartered Financial Analyst designation and is a member of the CFA Institute, CFA Society of Indianapolis, and The Investment Management Consultants Association. B.S., Financial Planning, Purdue University.
Mr. Krinn is a senior advisor to Capital Cities, L.L.C. He has over thirty-five-years of financial services experience including experience in investment portfolio construction, risk management strategies, compliance and fiduciary planning for corporate retirement plans, endowments, foundations and wealthy families. He provides expert analysis and insights to Capital Cities' principals and select clients. Gene was one of the original founders of Iowa's oldest financial planning firm in 1982. He also served as the chief financial officer of an established financial services company in Iowa and has provided leadership in designing and executing our company's vision, mission, and strategies. He has managed and helped private consulting and service companies through business acquisitions and technological changes. He holds the Chartered Financial Analyst designation and is a member of the CFA Institute as well as the Chicago Analysts Society. B.A., Classical Greek, Concordia College; Mdiv., Counseling, Concordia Seminary.
Ms. Black is an Investment Consultant and Project Manager at Capital Cities, L.L.C. of Indianapolis, Indiana. Her primary responsibilities involve coordinating projects for prospects and clients and analyzing and monitoring investment managers. She is also a member of Capital Cities' Investment Committee. Prior to joining Capital Cities, Ms. Black was the Education and Marketing Communication Manager at the Indiana Public Employees' Retirement Fund ("PERF"). Previously, she served as a senior portfolio analyst and member of the Insurance Portfolio Management Team at 40|86 Advisors in Carmel, Indiana. Ms. Black currently serves on the Hanover College Alumni Association Board of Directors and is a candidate for Level II of the Chartered Financial Analyst designation. B.A., Communication, Hanover College; M.B.A., Anderson University.
Ms. Spudich is a Client Service Consultant and Project Manager at Capital Cities, L.L.C. of Indianapolis, Indiana. Her primary responsibilities involve coordinating projects for prospects and clients and supporting the firm's client relationships. Ms. Spudich also assists with the development and execution of Capital Cities' marketing initiatives. As a member and Secretary of Capital Cities' Investment Committee, she evaluates and monitors investment managers for the firm. Ms. Spudich is a member of the American Marketing Association. B.S., Business, Indiana University; M.B.A., University of Indianapolis.
Mr. Pelkey is an Operations and Compliance Manager at Capital Cities, L.L.C. of Indianapolis, Indiana. His primary responsibilities involve the portfolio operations of Capital Cities' clients, including implementation, data collection and reporting. He is also a member of Capital Cities' Investment Committee. Prior to joining Capital Cities, Mr. Pelkey was a senior investment analyst in operations at 40|86 Advisors in Carmel. While there, he was the co-head of the reporting department which handled the design, production and testing of investment reporting needs. In addition, he was responsible for GIPS Compliance for all composites and was also involved in the firm's compliance to Sarbanes-Oxley. B.S., Business Administration, University of Southern Indiana.
Ms. Jordan is an Administrative Assistant at Capital Cities, L.L.C. of Indianapolis, Indiana. Her primary responsibilities involve supporting the operations of Capital Cities, including data collection, coordination of client and manager meetings and assisting the firm's employees. To schedule a meeting with a member of Capital Cities, please contact Ms. Jordan by using the link below.
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| This website is a publication of Capital Cities, L.L.C. Information presented is believed to be factual and up-to-date, but we do not guarantee its accuracy and it should not be regarded as a complete analysis of the subjects discussed. All expressions of opinion reflect the judgment of the authors as of the date of publication and are subject to change. Information on this website does not involve the rendering of personalized investment advice, but is limited to the dissemination of general information on products and services. A professional adviser should be consulted before implementing any of the options presented. Hyperlinks on this website are provided as a convenience and we disclaim any responsibility for information, services or products found on websites linked hereto. Information on this web site is directed toward U.S. residents only. Capital Cities, L.L.C. is registered as an investment adviser with Indiana Securities Division of the Secretary of State of Indiana. Capital Cities, L.L.C. only transacts business in states where it is properly registered, or is excluded or exempted from registration requirements. | |
William Mauger, Principal - Managing Partner
Joe Bill Wiley, Principal - Director of Marketing and Client Service
Janet Sweet, CFA, Principal - Director of Portfolio Operations
Gene Krinn, CFA, Principal - Senior Advisor
Amanda Black - Investment Consultant and Project Manager
Tiffany Spudich - Client Service Consultant & Project Manager
Robert Pelkey - Operations and Compliance Manager
Andrea Jordan - Administrative Assistant