Bill is a co-founding & Managing 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, Bill then coordinates the delivery of services to clients, taking into account each client’s unique circumstances. He is a member of the Investments & Wealth Institute. B.A., Chemistry, Denison University.
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Joe Bill is a co-founding Principal of Capital Cities, L.L.C., of Indianapolis, Indiana. In 1984, Joe Bill was privileged to work for United States Senator Richard G. Lugar and former Indiana Governor Mitchell E. Daniels, Jr. at the National Republican Senatorial Committee in Washington, DC. He continued his political fundraising career until 1991 when he co-founded Capital Cities with Bill Mauger. In 1996, he served as National Finance Director of the Richard G. Lugar for President Campaign. Additionally, Joe Bill is a founding member and past Chairman of the Board of the Indiana Chapter of ALS, Inc. (“Lou Gehrig’s Disease”). He was appointed in 2012 by former Governor Mitch Daniels to serve as Commissioner to the White River State Park Development Commission. He was reappointed by Governor Mike Pence and Governor Eric Holcomb and currently serves as Commission Chairman. Joe Bill is responsible for marketing Capital Cities’ services and serving as a client relationship liaison. He is a member of Capital Cities’ Investment Committee and the Investments & Wealth Institute. B.A., Criminology, Indiana University.
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Amanda is a Principal and Chief Investment Officer at Capital Cities, L.L.C., where she oversees the formulation of customized investments strategies and policies for the firm's clients, focusing on foundations, endowments, public funds, operating funds, defined benefit plans and universities. She relishes the educational aspect of her advisory role, helping clients navigate their fiduciary responsibilities. As a member of Capital Cities' Investment Committee, Amanda guides the team’s client-centered efforts in portfolio construction and investment manager due diligence. Her investment career began in 2000, with roles in operations, fixed income portfolio management and communication, creating the foundation for her consulting career at Capital Cities. Amanda currently serves on the Hanover College Board of Trustees and on the Zionsville Education Foundation Board. She supports and previously served on the boards of the Indiana School for the Blind and Visually Impaired and the Indiana Blind Children’s Foundation. Amanda was a member of the Richard Lugar Excellence in Public Service Leadership Series and the American Enterprise Institute (AEI) Leadership Network. She holds the Chartered Alternative Investment Analyst (CAIA) designation. B.A., Hanover College; M.B.A., Anderson University.
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Tiffany is a Principal and Chief Investment Officer at Capital Cities, L.L.C. Her primary responsibilities involve developing and overseeing investment strategies and policies for the firm’s participant-directed plan clients, including defined contribution and 529 plans. In her role, she provides customized solutions for each client’s unique initiatives. Tiffany also serves as an advocate for Capital Cities’ clients, quarterbacking their relationships with recordkeepers, program managers and investment managers. Likewise, she leads the firm’s recordkeeper and program manager due diligence efforts. As a member of Capital Cities' Investment Committee, she actively conducts investment manager research, along with ongoing reviews of clients’ investment managers. Tiffany authors insightful white papers for the firm’s clients and prospects. She is a member of the Executive Women in Finance of Indiana, Women Investors Network, and Women in Pensions Network. Tiffany 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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Corey is a Principal and Director of Consulting at Capital Cities, L.L.C. His primary responsibilities involve developing and overseeing the consulting practice for clients and prospects. In this role, he meets regularly with clients to review investment portfolios and ensure fiduciary responsibilities are met. Corey has extensive experience tailoring customized solutions for Capital Cities’ clients and is a member of Capital Cities' Investment Committee. Prior to joining Capital Cities, Corey 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, Corey was an Analyst for three years with DiMeo Schneider & Associates, where he reconciled and reported performance on various client portfolios. He serves as a volunteer board member with the Zionsville Education Foundation. Corey 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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Bob is a Principal and Director of Operations at Capital Cities, L.L.C. His primary responsibilities involve managing the operational needs of Capital Cities' clients, including coordinating with outside vendors (custodians, recordkeepers and investment managers) and providing customized reporting. Bob assists clients with any necessary documents to manage their accounts, such as trading, transitions, new accounts and manager contracts. He is a member of Capital Cities' Investment Committee and also assists with the firm’s compliance needs. Prior to joining Capital Cities, Bob 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 Sarbanes-Oxley compliance. B.S., Business Administration, University of Southern Indiana.
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Susan is a Consultant – Plan Operations 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. Susan’s tenure within the broader Capital Cities’ team dates back over 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 to coordinate services between advisors, custodians and the firm’s clients. She is a member of the Women Investors Network and Executive Women in Finance of Indiana. Susan has a B.S. in Business Administration from Indiana University.
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John is a Consultant – Manager Research at Capital Cities, L.L.C. His responsibilities include servicing the firm’s clients and supporting the investment process, while also evaluating investment management strategies across asset classes. John coordinates client service, projects, and deliverables for Capital Cities’ clients. He focuses on investment manager research, including ongoing due diligence and qualitative and quantitative analysis. As a member of Capital Cities’ Investment Committee, John provides investment manager and market insights. He also 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, John began his career at Fifth Third Bank, and he currently serves on the Board at the Southeast Neighborhood School of Excellence (SENSE). John has a B.A. in Mathematics from Hanover College and holds the Chartered Alternative Investment Analyst (CAIA) designation.
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Ryan 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, Ryan coordinates qualitative and quantitative data of investment managers to report to Capital Cities’ Investment Committee, while also assisting with all forms of client deliverables. Additionally, Ryan supports the firm’s operational activities relating to investment managers, including onboarding documentation and implementation. Ryan recently graduated from Indiana University with a B.S. in Finance.
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Bethany is a Marketing and Operations Coordinator at Capital Cities, L.L.C. Her primary responsibilities involve business development, client support, executive and administrative support, and office management. 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. Bethany participates in Investment Committee meetings, assists with ongoing due diligence, and handles clients’ operational needs, including statements, invoices and reports. Prior to joining Capital Cities, Bethany served as Publisher of the Clarksville Star and Butler County Tribune-Journal at Mid-America Publishing. Bethany holds the Certificate in Investment Performance Measurement™ designation and is a member of the CFA Institute, CFA Society of Indianapolis, and Hendricks County Professional Women.
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