Capital Cities Team
William Mauger, Chairman
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. Mauger has been with Capital Cities, L.L.C. since the firm's inception.
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Joe Bill Wiley, President
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. In 1996, he served as National Finance Director of the Richard G. Lugar for President Campaign. Additionally, Mr. Wiley is a founding member and past Chairman of the Board of the Indiana Chapter of ALS, Inc. ("Lou Gehrig's Disease"). Mr. Wiley was appointed in 2012 by former Governor Mitch Daniels to serve as Commissioner to the White River State Park Commission. He was reappointed in 2016 by Governor Mike Pence to serve as Treasurer. Most recently, in 2019, Mr. Wiley was appointed as Chairman of the Commission by Governor Eric Holcomb. Mr. Wiley is responsible for marketing Capital Cities' services and for coordinating the primary servicing and educational training to Capital Cities' clients. He is a member of Capital Cities' Investment Committee and of the Investments & Wealth Institute. B.A., Criminology, Indiana University.
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Amanda Black, CAIA, Chief Executive Officer
Ms. Black is the Chief Executive Officer and a Partner at Capital Cities, L.L.C. of Indianapolis, Indiana. Her primary responsibility is to oversee the formulation of customized investments strategies for the firm's clients, matching each client's unique objectives with forward-looking portfolio construction. Ms. Black takes pride in the collaborative and educational aspects of the consulting role, always striving to help clients navigate the opportunities and risks they face in their fiduciary roles. As a member of Capital Cities' Investment Committee, Ms. Black contributes to all areas of the Capital Cities' client-centered experience, from strategic planning to investment manager due diligence to ongoing monitoring. Ms. Black's investment career began at 40|86 Advisors, where she was a Senior Portfolio Analyst. Additionally, she honed her skills communicating the complexities of investing to a wide audience in her role as the Education and Marketing Communication Manager at the Indiana Public Retirement System (INPRS). Ms. Black serves on the Hanover College Board of Trustees, as well as on the Zionsville Education Foundation Board. She was selected as a member of the 2015-2016 Richard Lugar Excellence in Public Service Leadership Series and is a member of the 2016 American Enterprise Institute (AEI) Leadership Network Cohort. She holds the Chartered Alternative Investment Analyst (CAIA) designation and has a B.A. in Communications from Hanover College and an M.B.A. from Anderson University.
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Tiffany Spudich, Chief Client Officer
Ms. Spudich is the Chief Client Officer and a Partner at Capital Cities, L.L.C. of Indianapolis, Indiana. Her primary responsibilities involve overseeing and supporting the firm's client relationships by providing proactive and responsive service. Ms. Spudich plans, develops and manages client projects by providing custom solutions for each client's unique initiatives. While Ms. Spudich serves all of the firm's clients, her expertise is in participant-directed plans including 529 and defined contribution plans. As a member of Capital Cities' Investment Committee, she actively conducts investment manager research, along with ongoing due diligence of clients' investment managers. Ms. Spudich authors insightful white papers for the firm's clients and prospects. She also assists with the development and execution of Capital Cities' marketing initiatives. Ms. Spudich is a member of the Executive Women in Finance of Indiana, Women Investors Network, and Women in Pensions Network. Ms. Spudich is a long-standing veteran of the firm, having joined Capital Cities in 2002. B.S., Business, Indiana University; M.B.A., University of Indianapolis.
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Gene Krinn, CFA, Senior Advisor
Mr. Krinn was Managing Director for 11 years of MB Investments LLC (MBI) a Chicago based SFO serving three generations. While at MB Investments, Mr. Krinn established a professional infrastructure with a multi-generational perspective. The traditional role of investing, tax and estate planning and risk management was expanded to include the multi-generational perspective which included the family's own Private Trust Company. Mr. Krinn managed a multi-billion dollar portfolio of a wide range of investments from private equity, hedge funds, separate accounts, and cash management. As Managing Director, he developed the philosophy, strategies and process for the managed portfolios. He also provided leadership, direction and oversight of risk management services (e.g. insurance, art inventory), tax, accounting, business relationships, operational cash flow management, document management, portfolio reporting, philanthropy systems, and served as an educational resource to the family. MBI (the office) was recognized by Family Office Exchange in its 2008 study of Best Practices. Mr. Krinn has a 30+ year financial services background which includes investment portfolio construction, risk management strategies, compliance and fiduciary planning for corporate retirement plans, endowments, foundations and wealthy families. He serves as an advisory resource to other family office executives and families through his firm Fairway Advisors LLC. Mr. Krinn has been with Capital Cities, L.L.C. since the firm's inception.
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Robert Pelkey, Senior Director
Mr. Pelkey is the Senior Director at Capital Cities, L.L.C. of Indianapolis, Indiana. His primary responsibilities involve overseeing the operational aspects of Capital Cities' clients by working closely with clients, internal team members and outside vendors (custodians, record keepers, transition managers and investment managers). In this role, Mr. Pelkey provides the firm's clients with customized reporting based on their unique needs. He also assists our clients with any documents required to manage their accounts, such as transitions, new accounts and manager contracts. He is 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.
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Corey Waddell, CFA, Senior Consultant
Mr. Waddell is a Senior Consultant at Capital Cities, L.L.C. His primary responsibilities include supporting the investment process and servicing clients and prospects. He is also a member of the Capital Cities' Investment Committee. Prior to joining Capital Cities, Mr. Waddell was with Mercer Investment Consulting for two years serving as a Senior Technical Products Analyst. During his tenure, he worked closely with investment managers and custodial banks. Prior to working with Mercer, Mr. Waddell was with DiMeo Schneider & Associates for three years serving as an Analyst. During his tenure, he reconciled and reported performance on various client portfolios. Mr. Waddell holds the Chartered Financial Analyst designation and is a member of the CFA Institute and CFA Society of Indianapolis. B.S. Finance/ Management Information Systems, Butler University.
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Susan Somers, Associate Consultant
Ms. Somers is an Associate Consultant at Capital Cities, L.L.C. Her primary responsibilities include servicing clients and prospects and supporting the investment process as a member of the firm’s Investment Committee. Her extensive background in investment operations lends itself to coordination of client service and projects for the firm's participant-directed clients, including retirement and 529 plans. Ms. Somers' tenure within the broader Capital Cities’ team dates back 20 years, as she previously served in the role of Chief Operating Officer for Capital Cities Investments, a separate Registered Investment Advisor firm. In that role, she oversaw the design and implementation of the firm's systems and operations in order to coordinate services between advisors, custodians and the firm's clients. Ms. Somers has a B.A. in Business Administration from Indiana University.
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John Williams, Investment Research Analyst
Mr. Williams is an Investment Research Analyst at Capital Cities, L.L.C. His primary responsibilities include evaluating investment management strategies, as well as broader investment markets and industry trends, for the firm’s clients. In this role, Mr. Williams coordinates qualitative and quantitative data of investment managers to report to the firm’s Investment Committee, while also assisting with all forms of client deliverables. Mr. Williams serves as a liaison to the firm’s separate RIA, Capital Cities Investments, to share resources and align investment strategies. Prior to joining Capital Cities, Mr. Williams began his financial career at Fifth Third Bank. Additionally, he gained valuable knowledge and experience in the institutional investment industry while serving as an analyst intern at Perella Weinberg Partners in Denver. Mr. Williams has a B.A. in Mathematics from Hanover College and is a Level II Candidate in the CAIA program.
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Bethany Herr, Marketing and Operations Coordinator
Ms. Herr is the Marketing and Operations Coordinator at Capital Cities, L.L.C. Her primary responsibilities involve executive and administrative support, office management, new business-related functions and client support. In this capacity, she coordinates client communications and new business proposals. She also ensures the office is a welcoming place for staff to work and for clients to visit. Ms. Herr participates in Investment Committee meetings and handles clients’ operational needs, including statements, invoices and reports. Prior to joining Capital Cities, Ms. Herr served as Publisher of the Clarksville Star and Butler County Tribune-Journal at Mid-America Publishing, a position which provided valuable experience in communications, office management and community relationships.
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