Team
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Our Team Becomes Your Team

We’ve spent our careers in hands-on roles serving institutions, individuals and families, affording us unparalleled expertise. Our commitments to self-improvement and innovation ensure our knowledge remains at the forefront of our industry.

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Working for you

Principals

Will Woodall

Will Woodall

Managing Principal

Will is Managing Principal of CAP STRAT and leads all aspects of the business enterprise, overseeing the investment strategy and process, technology, operations, business development, and client service.

Learn more about Will

Barbara Best

Barbara Best

Principal

Barbara is a Principal of CAP STRAT with a primary focus of managing client relationships, business development, and co-leading the CAP STRAT Women’s Forum.

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Nancy Rizzuto

Principal

Nancy is a Principal of CAP STRAT and is responsible for business development, relationship management, and co-leads the CAP STRAT Women’s Forum.

Learn more about Nancy

Alison Bettonville

Alison Bettonville, CFA

Director of Institutional Advisory Services

Alison manages CAP STRAT’s Institutional Advisory Business, and is a member of the firm’s Investment Committee.

Learn more about Alison

Mike Rarey

Mike Rarey, CFA

Director of Investment Research

Mike oversees CAP STRAT's investment research processes and leads the development of CAP STRAT's economic and financial market outlook and capital market assumptions.

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Michael Warford

Michael Warford, CFA

Senior Research Analyst

Mike supports the firm’s investment research capabilities by performing in-depth analysis on fixed income investment managers, focusing on manager style, strategy, and execution.

Learn more about Michael

Neil Davies

Neil Davies, CPWA®

Senior Private Wealth Advisor

Neil is a Certified Private Wealth Advisor® in the firm’s private wealth practice. Learn more about Neil.

Learn more about Neil

Associates

Colin Rogers

Colin Rogers, CPFA®

Retirement Consultant

Colin is a Retirement Consultant providing both qualified and non-qualified plan consulting services for our institutional clients. Learn more about Colin.

Stephanie Guldan

Stephanie Guldan

Data Operations Associate

Stephanie is responsible for monthly account reconciliations and generating reports for institutional clients. Learn more about Stephanie.

Robert Siciliano

Robert Siciliano, CFA

Retirement Consultant

Robert is a Retirement Consultant for our institutional clients, specializing in pension advisory services. Learn more about Robert.

David Wahl

David performs in-depth analysis on investment managers including their manager style, strategy, and execution. Learn more about David.

Michael Babicz

Michael Babicz, CFP®

Private Wealth Associate

Mike advises individuals and families on various topics related to retirement and wealth accumulation and preservation. Learn more about Mike.

Laura Brett

Laura Brett

Senior Analyst

Laura performs in-depth analysis on investment managers including their manager style, strategy, and execution. Learn more about Laura.

Christi Bonaccorsi

Christi Bonaccorsi

Office Manager

Christi is responsible for the day-to-day oversight of the firm, including its Human Resources function. Learn more about Christi.

Emily Drury

Emily Drury

Retirement Consultant

Emily performs in-depth analysis on investment managers, including their manager style, strategy, and execution. Learn more about Emily.

Lora Hayes

Lora Hayes

Client Service Specialist

Lora works with our clients on problem resolution, resource management, and account servicing solutions. Learn more about Lora.

Jillian Kenny

Jillian Kenny

Operations Staff Accountant

Jill is our lead trader who generates and processes all Private Wealth client trades and some trades for Institutional clients. Learn more about Jill.

Alex Lynch

Alex performs in-depth analysis on investment managers including their manager style, strategy, and execution. Learn more about Alex.

Molly Powers

Molly Powers, CFP®

Private Wealth Associate

Molly advises individuals and families on various topics related to retirement and wealth accumulation and preservation. Learn more about Molly.

Christina Quiroz

Christina Quiroz

Data Operations Specialist

Christina maintains CAP STRAT’s proprietary databases, including investment performance, investment and administrative fees, and plan statistics. Learn more about Christina.

Heather Rarey

Heather Rarey

Director of Data Operations

Heather oversees CAP STRAT's operations team, which is responsible for financial information, daily file and transaction processing and reconciliation. Learn more about Heather.

Amy Sullivan

Amy Sullivan

Retirement Consultant

Amy manages institutional client relationships and is focused on participant research and special projects. Learn more about Amy.

Carrie Walters

Carrie Walters Shapiro, CFP®

Private Wealth Associate

Carrie advises individuals and families on various topics related to retirement and wealth accumulation and preservation. Learn more about Carrie.

Spencer Yurkowitz

Spencer Yurkowitz

Senior Analyst

Spencer performs in-depth analysis on investment managers including their manager style, strategy, and execution. Learn more about Spencer.

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Summer Interns

Each summer, we invite a talented group of interns to join us in serving our clients. Thank you to all our past and present summer interns. We appreciate all your hard work and wish you success!