All Client services are provided by a dedicated team of experienced professionals.
W. Richard Smith, III, CFP®, CIMA®, AIFA®
President
804-648-3500 | dsmith@thecapgroup.com
Mr. Smith founded the firm in 1983 and serves as its President and the Managing Principal for the firm’s membership in Focus Financial Partners, LLC. As Director of the firm's Research Team, he oversees the investment advisory services provided by the Private Client Practice and the Institutional Consulting Practice. Recognized nationally as a leader in the investment advisory industry, Mr. Smith is a frequent lecturer at industry meetings and has provided continuing education programs for the Virginia Law Foundation, the Financial Planning Association, the Center for Fiduciary Studies and the Virginia Society of Certified Public Accountants. Mr. Smith holds an MBA from the Terry School at the University of Georgia and a BBA from Lenoir- Rhyne College. He is a CERTIFIED FINANCIAL PLANNER™ professional, a Certified Investment Management Analyst® and an Accredited Investment Fiduciary Analyst®.
Clay T. Eubank, Jr., CIMA®, CPWAsm
Managing Director
804-565-9282 | ceubank@thecapgroup.com
Mr. Eubank joined the firm in 1991 with specific responsibilities for leading investment product research and performance measurement, as well as for providing client advisory services for both the Private Client Practice and the Institutional Consulting Practice. Prior to joining the firm, Mr. Eubank served for nine years as a senior officer and principal trader for Wheat First Securities and has over 30 years of experience in securities and investment advisory services. A graduate of the University of Richmond School of Business, Mr. Eubank has earned the Certified Investment Management Analyst® and Certified Private Wealth Advisor® professional designations from the Investment Management Consultants Association.
James D. Rorrer, AIF®
Managing Director
804-565-9273 | jimrorrer@thecapgroup.com
Mr. Rorrer joined the firm in 1994 to lead the Institutional Consulting Practice. With more than 35 years of investment experience, he provides consulting services for the firm’s fiduciary clients and directs the integration of the firm's investment consulting services with the consulting resources provided by Callan Associates, Inc. A graduate of the Marshall University Lewis College of Business, where he currently serves on the Advisory Board, Mr. Rorrer has previously held senior positions with prominent investment banking and investment management firms. He also holds the Accredited Investment Fiduciary® professional designation.
Mark G. Smith, CPA, CFP®, CLU®, ChFC®
Managing Director
804-565-9283 | msmith@thecapgroup.com
Mr. Smith joined the firm in 1996 and has served as the Director of Financial Planning for the Private Client Practice since 2004 where he works with high net worth individuals and families in providing wealth management services. Prior to joining the firm, Mr. Smith served as an advanced planning consultant for GE Capital and has over 20 years of experience in providing financial planning services. He received a BS in Accounting, magna cum laude, from Virginia Commonwealth University, and he is a Certified Public Accountant, a CERTIFIED FINANCIAL PLANNER™ professional, a Chartered Life Underwriter® and a Chartered Financial Consultant®.
J. Timothy Jester, CAIA®, AIF®
Managing Director
804-565-9288 | tjester@thecapgroup.com
Mr. Jester joined the firm in 2005 as a Senior Consultant and presently serves as the Director of Research for the Institutional Consulting Practice where he is responsible for providing the firm's professionals with technical support in the areas of asset allocation and portfolio strategy design, investment manager due diligence and alternative investments. Mr. Jester came to the firm with over 23 years of experience in institutional investment services, including 5 years as a principal of a Commodity Trading Advisor. He received a BS in Chemistry from Shorter College and a MS in Industrial Management from Georgia Tech. He has also earned the Accredited Investment Fiduciary® and Chartered Alternative Investment Analyst® professional designations.
Matthew J. Buckley, CFP®, CTFA
Managing Director
804-565-9286 | mbuckley@thecapgroup.com
Mr. Buckley joined the firm in 2010 as a Managing Director in the firm’s Private Client Practice with primary responsibility for working with high net worth individuals and families in providing wealth management services. Prior to joining the firm, Mr. Buckley was a senior advisor for thirteen years with the Private Wealth Management Group of SunTrust Bank where he specialized in the development and implementation of integrated, holistic wealth management solutions for high net worth individuals and families. Mr. Buckley holds a BA in Economics from the University of Virginia and an MBA from The College of William & Mary. He is a CERTIFIED FINANCIAL PLANNER™ professional and holds the Certified Trust and Financial Advisor professional designation.
Robert M. Freeman, Jr., CFP®
Senior Consultant
804-273-6228 | rfreeman@thecapgroup.com
Mr. Freeman joined the firm’s Private Client Practice in 2003 following 5 years of providing consulting services to personal financial planners. With over thirteen years of financial planning experience, he specializes in providing wealth management and investment advisory services for high net worth individuals and families. Mr. Freeman is a CERTIFIED FINANCIAL PLANNER™ professional and holds a BA in Finance from St. Andrews Presbyterian College and an MA in Finance from the University of Florida.
Robert R. Patterson, AIF®
Senior Consultant
804-565-9279 | bpatterson@thecapgroup.com
Mr. Patterson joined the firm in 2007 from ASC Advisory, Inc. where he was a principal for over 15 years. Prior to the co-founding of ASC, Mr. Patterson managed the business development responsibilities for the Washington DC headquarters of a large privately held bank and trust company and worked with the Union Bank of Switzerland in Zurich, Switzerland. Bob has provided seminars on a variety of investment topics and was a "civilian" member of a US Department of Commerce Team that traveled to Moscow in 2002 to advise the Russian Ministry of Pensions on issues related to investment manager search and portfolio performance measurement. With over two decades of experience in investment management consulting for personal trusts, pensions and charitable organizations, he works primarily with the firm's retirement plan, endowment and foundation clients. Mr. Patterson holds a BA from Virginia Military Institute and an MBA from the International Management Development Institute in Lausanne, Switzerland. He is also an Accredited Investment Fiduciary®.
Bill R. Beach, AIF®
Senior Consultant
757-624-9818 | bbeach@thecapgroup.com
Mr. Beach joined the firm in 2007 from ASC Advisory, Inc. where he was a principal for over 15 years. With over 30 years of experience in investment consulting and personal financial planning and risk management, Mr. Beach provides investment consulting and wealth management services for both institutional and individual investors. He received a BA in Business Administration from Old Dominion University and holds the Chartered Life Underwriter® and Accredited Investment Fiduciary® professional designations.
Nicholas P. Zizzo, CRPS®, AIF®
Managing Director
804-565-9275 | nzizzo@thecapgroup.com
Mr. Zizzo joined the firm in 2004 and has over 10 years of experience in investment advisory services. His responsibilities include oversight of the Institutional Consulting Practice and the firm’s implemented consulting solutions. Mr. Zizzo holds a Bachelor of Science degree from Virginia Tech, majoring in both Economics and Management Science & Information Technology, and an MBA from the University of Richmond. He is also a Chartered Retirement Plan Specialist® and an Accredited Investment Fiduciary®.
Lisa C. Longest, AIF®
Senior Analyst
804-565-9284 | llongest@thecapgroup.com
Ms. Longest joined the firm in 2000 from SunTrust Bank’s investment management group to provide investment research and analytical support services for the firms consulting professionals. As Senior Analyst for the Institutional Consulting Practice, she assists the consulting staff with research in performance measurement and evaluation, asset allocation analysis, portfolio construction and manager due diligence. Ms. Longest has over 18 years of investment experience and holds a BS in Business Administration from Virginia Tech and a MS in Finance from Virginia Commonwealth University. She is also an Accredited Investment Fiduciary®.
Tommy R. French, AIF®
Director of Business Operations
804-565-9277 | tfrench@thecapgroup.com
Mr. French joined the firm in 2003 to manage the firm’s business operations. His management responsibilities include accounting, employee benefits, information technology and regulatory compliance administration, as well as the oversight of the firm’s fiduciary practices tracking systems. Mr. French holds a BS from Texas Tech University and an MA in Religious Education from Southwestern Baptist Theological Seminary. He is an Accredited Investment Fiduciary® and has over 24 years of experience in project management for private businesses and non-profit organizations.
Peter W. Tomasch, CFP®
Financial Planning Analyst
804-565-9278 | ptomasch@thecapgroup.com
Mr. Tomasch joined the firm in 2006 and works with the firm’s Private Client Practice in the analysis of investment programs and the development of financial planning strategies. A graduate of Virginia Commonwealth University with a BS in Finance, Mr. Tomasch is a CERTIFIED FINANCIAL PLANNER™ professional. In addition to his financial planning work at the firm, he is a Board Member of the Central Virginia Chapter of the Financial Planning Association, serving as the Director of Student Affairs.