Our Team

Michael H. Simms

Managing Director & Business Development

Advisor

O:  (561) 472-0815

MSimms@CapitalMarketsIQ.com

 

 

 

 

Penelope Y. Turnbow

Chief Legal & Compliance Officer

O:  (310) 882-6380 x103

PT@CapitalMarketsIQ.com

 

 

Kenneth N. Wiseman, II

President & CEO

Advisor

O:  (310) 882-6380 x 104

KW@CapitalMarketsIQ.com

 

 

 

Marabeth Seaton

Paralegal

O:  (310) 882-6380 x108

MS@CapitalMarketsIQ.com

 

 

 

Anita Carlino

Controller

O:  (318) 542-9049

AC@CapitalMarketsIQ.com

 

 

 

 

Stephen M. Alinikoff

Advisor

O: (570) 829-3733

M: (570) 650-3222

SAlinikoff@FirstSecurityInvest.com

 

 

 

 

T. Matthew Chase

Advisor

O:  (615) 624-2520

MC@CapitalMarketsIQ.com

 

 

 

 

 

Michael G. Dickerson

Skyhawk Quantitative Model Developer & Portfolio Manager       

 O:  (919) 270-7341

MD@CapitalMarketsIQ.com

 

 

 

Adam S. Jorgensen

Advisor

O:  (561) 472-0815

AJ@CapitalMarketsIQ.com

 

 

 

 

 

 

Alan E. Kuzma

Advisor

O:  (402) 438-4200

AK@CapitalMarketsIQ.com

 

 

William J.P. Lawton

Advisor

O:  (310) 622-3000

William.Lawton@

SeagateGlobalWM.com

 

 

 

 

 

 

 

Daniel E. Millman

Advisor

O:  (516) 225-9273

DM@CapitalMarketsIQ.com

 

 

 

 

 

 

 

 

Lawrence F. Pereira

Advisor

O:  (310) 722-7975

LPereira@KingHarborWealth.com

 

 

 

 

 

 

 

 

Jason D. Sayles

Advisor

O:  (727) 458-4820

JS@CapitalMarketsIQ.com

 

 

 

 

 

Robert A. Schreiber

Advisor & Portfolio Manager

O:  (310) 882-6380 

M:  (901)827-5482 

RS@CapitalMarketsIQ.com

 

 

 

 

Sam Talbert

Advisor

O:  (870) 917-5438

ST@CapitalMarketsIQ.com

 

 

 

 

Gil B. Velez

Advisor

O:  (888) 257-9062

M:  (786) 468-0677

Gil@CapitalMarketsIQ.com

 

 

 

 

 

 

 

Contact

Michael H. Simms - Managing Director

Email:  MSimms@CapitalMarketsIQ.com

Phone:  (561) 472-0815

 

 

 

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