capital gain advisor

CapitalAdvisorSearch.com, which is an online and mobile platform for connecting registered financial advisors with individual investors

  • Stage Concept Only
  • Industry Financial Services
  • Location New York City, NY, USA
  • Currency USD
  • Website capitalgainadvisor.com

Company Summary

CAS will be an independent resource for individual investors to review a wide variety of RFAs that have been vetted by the Company and thus empower these individuals to invest with confidence and peace of mind. CAS will provide a platform for the RFAs to reach potential clients.

Team

  • Juan Ramirez
    CEO

    Juan has deep knowledge of the financial markets learned from equity trading (technical and fundamental analysis). He has successfully started several businesses, including a video marketing company and a business development company

  • Brian Dowdall
    CFO

    Brian earned his CPA at Ernst and Young, before transitioning into investment banking at Salomon Brothers and Wit Capital. Building on his entrepreneurial experience at Wit Capital, Brian went on to leadership positions at two VC/PE backed growth companies.

  • Juan Ramirez

Starting a startup?

Join the world's largest startup network for guidance, tools, and fundraising opportunities.

Get Started for Free