Learn about our firm and our leadership.
The Capital Management Group is an independent, privately held Registered Investment Advisory & Private Wealth Management firm that specializes in executive financial planning, investment management, retirement planning, tax & estate planning, trust services. For businesses & institutions, our specialties include corporate advisory services regarding capital structure, capital raising, mergers, acquisitions, debt financing, and risk management.
"Our mission is to serve our clients as a catalyst for positive change by helping them navigate and capitalize on the transformational forces affecting the world today. We intend to be the best at what we do, not the biggest. The growth of our organization depends on our ability to maintain excellence in everything we do. To that end, we recruit only the highest caliber people to join our firm and accept nothing less than our best on each and every engagement.
Our team is an intimate but growing team of financing, accounting, banking, insurance, valuation, transactional, and legal professionals. As a multidisciplinary team, we enjoy working together to approach problems from different perspectives and create original and effective strategies. We continually seek ways to improve our knowledge, processes, and results; we reward our employees’ individual effort and initiative.
Our clients are high-net worth individuals & families, small-to-medium sizes businesses & institutions, parties with concentrated stock options, and individuals who expect to come into substantial wealth in the near future.
Our advisors combine an extensive network of relationships with deep industry knowledge and seasoned planning & transaction expertise to deliver a superior, senior level of service for clients who value experience, judgement, candor, and insight."
- Vamsi S. Atreya
"Our mission is to serve our clients as a catalyst for positive change by helping them navigate and capitalize on the transformational forces affecting the world today. We intend to be the best at what we do, not the biggest. The growth of our organization depends on our ability to maintain excellence in everything we do. To that end, we recruit only the highest caliber people to join our firm and accept nothing less than our best on each and every engagement.
Our team is an intimate but growing team of financing, accounting, banking, insurance, valuation, transactional, and legal professionals. As a multidisciplinary team, we enjoy working together to approach problems from different perspectives and create original and effective strategies. We continually seek ways to improve our knowledge, processes, and results; we reward our employees’ individual effort and initiative.
Our clients are high-net worth individuals & families, small-to-medium sizes businesses & institutions, parties with concentrated stock options, and individuals who expect to come into substantial wealth in the near future.
Our advisors combine an extensive network of relationships with deep industry knowledge and seasoned planning & transaction expertise to deliver a superior, senior level of service for clients who value experience, judgement, candor, and insight."
- Vamsi S. Atreya
MEET OUR TEAM
VAMSI S. ATREYA
Chief Executive Officer
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JESSICA LAGASSE
Executive Assistant to the CEO |
JAKE VINCENT, CLCS
Advisory Board Director
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ANISH BHATIA
Advisory Board Director
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MICHAEL BONCELET
Advisory Board DirectorESG Research & Development |
TYLER ABAD
Advisory Board DirectorAlternative Assets |
MICHAEL WOJCIECHOWSKI
Advisory Board DirectorCapital Markets |
SCOTT MELBY JR.
Advisory Board DirectorReal Estate Acquisitions & Development |
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Are you prepared for retirement?
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