Experienced Professionals You Can Trust
Our team brings together decades of investment experience, professional certifications, and a deep commitment to helping clients achieve their financial goals. Each team member is dedicated to providing the personalized attention and expertise you deserve.
Chairman and Managing Partner responsible for overseeing the firm's day-to-day activities, portfolio management, and strategic planning. As a member of the Forbes Finance Council, Andrew provides thought leadership regarding market trends and investment strategies. His extensive experience across asset classes helps guide our investment philosophy and client relationships.
Clifford J. Brott
Founder and Chairman Emeritus of Capital Ideas, established in 1984. Clifford built the firm on the principles of independent financial advice and responsibility. His vision of personalized investment strategies and long-term client relationships continues to guide our firm today. He also served as a lecturer at SMU from 1980 to 2015.
President with over 25 years of experience actively managing client portfolios at Capital Ideas. Her deep understanding regarding firm operations, the regulatory environment, and our clients' needs makes her an invaluable leader in our organization.
Owner and Investment Advisor Representative with extensive experience in institutional investment management. Prior to joining Capital Ideas, James served as Vice President at JPMorgan, where he developed expertise in portfolio management and client relationship management.
Senior Portfolio Manager and lead for our Infrastructure Plus investment strategy. John holds an MBA from Cal State Fullerton and is a CFA Charterholder. He was formerly a Partner at ATLAS Infrastructure; previously earned a top-10 ranking by Institutional Investor magazine during his time as an equity analyst covering the energy sector at Credit Suisse.
Experience and credentials that deliver results
Our team combines professional credentials with decades of real-world investment experience. This unique blend of academic rigor and practical wisdom allows us to navigate complex market conditions while staying focused on your long-term objectives.
Every team member is committed to maintaining the highest professional standards and continuing education, ensuring our advice reflects the latest industry best practices and regulatory requirements.
When you work with Capital Ideas, you're not just getting investment advice—you're getting a partnership built on expertise, integrity, and a genuine commitment to your financial success.
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