Our Team

WILLIAM BEYNON

PRESIDENT & CEO

As Chief Executive Officer and Co-founder of Capital Wealth Advisors and Vice Chairman & Partner of Fundamental Global, our affiliated investment manager, Bill is dedicated to building client relationships marked by communication, commitment and a keen ability to clarify complex decisions.

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JOE MOGLIA

CHAIRMAN

Joe is a Partner at Capital Wealth Advisors and Chairman, Co-founder & Partner of Fundamental Global Investors, LLC, our affiliated investment manager. Joe is also the current Chairman of TD Ameritrade, and Head Football Coach for Coastal Carolina University.

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KYLE CERMINARA

CO-CHIEF INVESTMENT OFFICER

Kyle is Co-Chief Investment Officer at Capital Wealth Advisors and CEO, Co-founder & Partner of Fundamental Global Investors, LLC, our affiliated investment manager. Kyle is also on the board of Directors of blueharbor bank, a publicly traded community bank in Mooresville, NC.; CEO of Ballantyne Strong (NYSE: BTN), a provider of digital technology services, products, and solutions; Director of Relm Wireless Corporation (NYSE: RWC), a technology company that designs, manufactures, and markets wireless communication products; and Director of Iteris, Inc. (NYSE: ITI), a provider of intelligent information solutions for traffic management.

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LEWIS JOHNSON

CO- CHIEF INVESTMENT OFFICER

Lewis is Co-Chief Investment Officer at Capital Wealth Advisors and President, Co-founder & Partner of Fundamental Global Investors, LLC, our affiliated investment manager. Lewis is also Director of Ballantyne Strong (NYSE: BTN), a provider of digital technology services, products, & solutions, and Director of Relm Wireless Corporation (NYSE: RWC), a technology company that designs, manufactures, and markets wireless communication products.

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BLAINE FERGUSON

PARTNER

As a Co-founder & Partner of Capital Wealth Advisors and a Partner of Fundamental Global, CWA’s affiliated investment manager, Blaine evaluates and guides the firm’s overall strategic vision, direction and oversight.   His responsibilities include leading a world-class wealth advisory team and providing customized investment management, risk management, financial planning and retirement planning solutions for some of the nation’s largest families.

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Kevin Erndl

MANAGING DIRECTOR – FAMILY OFFICE & ADVISOR SERVICES

With over 13 years of wealth and investment management experience, Kevin provides strategic direction and oversight for our Advisor Services Group and Family Office.  His responsibilities include developing and executing long term plans for CWA’s investor services to ensure continuity between clients, investment professionals, and portfolio managers.

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Susan Joy Bruno

MANAGING DIRECTOR, PERSONAL FINANCIAL PLANNING  |  CPA/PFS, CFP®

Susan is a private wealth specialist creating customized solutions for high-net-worth individuals and families. Susan’s extensive expertise in estate, insurance and tax planning is the basis for the comprehensive, multi-generational plans that she develops for her individual clientele and family offices. Susan and her team work hand-in-hand with their clients to oversee the implementation and ongoing management of those programs, helping to ensure that all aspects of the planning process are working in concert.

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Matt Hickey

PARTNER

As Partner of Capital Wealth Advisors, Matt works directly with clients to develop and implement strategic investment policy, and provide practical perspective on all aspects of an institutional investment program. This includes developing asset allocation policy and structure, and monitoring investment results.

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Philip Brody

PARTNER & PRESIDENT – CAROLINAS

As Partner & President of Capital Wealth Advisors – Carolinas, Phil focuses on the formulation, delivery and implementation of the firm’s investment philosophy. He is dedicated to developing and executing strategies that are consistent with the financial well being of each client.  His expertise in understanding and implementing appropriate financial platforms for individual client needs has proven to be an asset for the firm. He remains committed to the hands- on approach of providing financial services to his clients.

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Shad White

VICE PRESIDENT  |  PRIVATE WEALTH MANAGEMENT

Shad White is Vice President of Private Wealth Management in the Naples, Florida office.  He works with high-net-worth clients to help them achieve their retirement and investment goals.

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Wesley Alim

VICE PRESIDENT  |  PRIVATE WEALTH MANAGEMENT – CAROLINAS  |  CFP®

Wes is Vice President of Private Wealth Management in our Charlotte, North Carolina office.  He provides financial planning advice and customized investment management solutions to High Net Worth clients.

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Colleen M. Murphy

VICE PRESIDENT  |  PRIVATE WEALTH MANAGEMENT

As Vice President of Private Wealth Management at Capital Wealth Advisors, Colleen works with individuals and families to develop strategies and goals to protect their accumulated wealth, enhance assets for future generations and enjoy their wealth today without worry.

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Jim Green

SENIOR VICE PRESIDENT

As Senior Vice President of Capital Wealth Advisors, Jim manages individual client investment portfolios for high net worth individuals, foundations and trusts.

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Lee Larson

SENIOR VICE PRESIDENT

As Senior Vice President of Capital Wealth Advisors,  Lee manages individual investment portfolios and provides investment advisory services to clients of the firm.  Lee has developed a particular niche in designing and maintaining retirement income portfolios.

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Grant Frederick

INVESTMENT ADVISORY REPRESENTATIVE

As Investment Advisory Representative of Capital Wealth Advisors, Grant specializes in financial and estate planning with an emphasis on retirement income for individuals and families.

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Martyn Price

SENIOR VICE PRESIDENT

As Senior Vice President of Capital Wealth Advisors, Martyn adds to our team 30 years of industry experience in the areas of investment management and business development. In addition to time spent in the United States, Martyn has valuable overseas experience having worked in England and Bermuda.

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Richard Knepfler

CHIEF FINANCIAL OFFICER

Richard is Chief Financial Officer of Capital Wealth Advisors and at Fundamental Global, our affiliated investment manager.

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Jeff Sutton

CHIEF COMPLIANCE OFFICER

Jeff is Chief Compliance Officer of Capital Wealth Advisors and Chief Operating Officer at Fundamental Global, our affiliated investment manager.

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Todd Sampson

DIRECTOR OF INVESTMENT ADVISORY SERVICES & COMPLIANCE

Todd is Director of Investment Advisory Services & Compliance at Capital Wealth Advisors and Director at Fundamental Global, our affiliated investment manager.

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Charles Rainbolt

DIRECTOR OF RISK MANAGEMENT

Charles is Director of Risk Management at Capital Wealth Advisors and Research Analyst at Fundamental Global, our affiliated investment manager.

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Vivien Preece

DIRECTOR OF OPERATIONS & CLIENT SERVICES

Vivien is Director of Operations & Client Services at Capital Wealth Advisors and Director at Fundamental Global, our affiliated investment manager.

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Samantha Nalbach

DIRECTOR OF MARKETING

Samantha is Director of Marketing of Capital Wealth Advisors and Director at Fundamental Global, our affiliated investment manager.

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Karen Gill

FAMILY OFFICE SERVICES DIRECTOR

Karen is Director of Family Office Services of Capital Wealth Advisors.

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Susie Mulry

OFFICE MANAGER

Susie is Office Manager of Capital Wealth Advisors and Manager at Fundamental Global, our affiliated investment manager.

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Ashley Brenlla

EXECUTIVE ASSISTANT TO LEWIS M. JOHNSON

Ashley is Executive Assistant of Capital Wealth Advisors and at Fundamental Global, our affiliated investment manager.

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Lisa Waite

OPERATIONS ASSISTANT

Lisa is Operations Assistant of Capital Wealth Advisors and Associate at Fundamental Global, our affiliated investment manager.

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Brenda Lawrence

FAMILY OFFICE SERVICES ADMINISTRATOR

Brenda is Family Office Services Administrator of Capital Wealth Advisors.

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Carla Lamantia

ADMINISTRATIVE & OPERATIONS ASSISTANT

Carla is Administrative & Operations Assistant of Capital Wealth Advisors.

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Devon Preece

UNDERWRITING ADMINISTRATOR

Devon is Underwriting Administrator of Capital Wealth Advisors.

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Alex Bouton

INSURANCE SALES REPRESENTATIVE

Alex is an Insurance Sales Representative of Capital Wealth Advisors.

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Elliott Singer

CONSULTANT

Elliott is a Consultant for Capital Wealth Advisors and Partner of Fundamental Global Investors, LLC, our affiliated investment manager. Elliott is an accomplished multi-faceted financier and business development professional. He has spent more than 40 years in financing, developing, implementing and leading start-up and public companies through significant business and revenue generation growth.

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Zev Abraham

CONSULTANT

Zev is a Consultant for Capital Wealth Advisors and Fundamental Global Investors, LLC, our affiliated investment manager. Zev primarily focuses on public and private company valuation, portfolio construction and risk management. Zev has also acted as President and Lead Investor of an entrepreneurial project in the recreation industry.

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Tyler Wilson

RESEARCH ANALYST

Tyler is a Research Analyst of Capital Wealth Advisors and at Fundamental Global, our affiliated investment manager.

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Ann Lacoste

NEW BUSINESS ACCOUNT MANAGER, LICENSING & CONTRACTING

Ann is New Business Account Manager of Capital Wealth Advisors and an Associate at Fundamental Global, our affiliated investment manager.

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Victoria Freemyer

RECEPTIONIST  |  ADMINISTRATIVE ASSISTANT

Victoria is Receptionist and Administrative Assistant of Capital Wealth Advisors.

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Marilyn Wright

FAMILY OFFICE SERVICES ADMINISTRATOR

Marilyn is Family Office Services Administrator of Capital Wealth Advisors and an Office Manager at Fundamental Global, our affiliated investment manager.

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