| Name | Title | Contact Details |
|---|---|---|
Donald Duncan |
Principal and Head of Broker Dealer and AML Compliance | Profile |
Daniel Connaughton |
Principal and Head of Asia Compliance | Profile |
Kristin Jumper |
Managing Director and Head of Transaction Legal | Profile |
Adam Shane |
Managing Director and Head of Fund Formation Counsel | Profile |
Lydia Gavalis |
General Counsel | Profile |
Capital Gains Incorporated is a Niles, IL-based company in the Financial Services sector.
Chesme Capital Management is a Dewitt, MI-based company in the Financial Services sector.
Flat Iron Capital is a Toronto, ON-based company in the Financial Services sector.
The firm is led by Greg Castle, an Entrepreneur and corporate marketer turned angel investor with a focus on early-stage, disruptive technology. Greg has made twenty-five investments over a 3 year period counting two exits including the $2B acquisition of Oculus by Facebook.
The performance of the Zacks Rank portfolios shown above for annual and year-to-date periods are the linked monthly total returns (price changes + dividends) of equal weighted hypothetical portfolios,. At the center of everything we do is a strong commitment to independent research and sharing its profitable discoveries with investors. This dedication to giving investors a trading advantage led to the creation of our proven Zacks Rank stock-rating system. Since 1986 it has nearly tripled the S&P 500 with an average gain of +26% per year. These returns cover a period from 1986-2011 and were audited and attested by Baker Tilly, an independent accounting firm. Today, we're characterized by a team of experts who are passionate about your investing success. And everyone is focused on sharing the same reliable investment research they would want for themselves.