1 min readBrooke Soly is a Director at Capital Advisors Group, where she supports the firm’s business development and relationship management initiatives in the Northeast. She joined the firm in 2025, bringing more than seven years of experience in commercial banking and venture debt, with expertise in financing early and growth-stage life sciences companies. Prior to joining…
1 min readTim Park supports our senior traders with the daily operations of Trading and provides market information to the portfolio managers. Tim joined Capital Advisors Group in June of 2024. He earned his BA from Dartmouth College with a double major in math and philosophy.
1 min readSean Beukas joined Capital Advisors Group in 2024. As an operations manager, Sean assists in daily account reconciliation and reporting on the Operations team. He graduated from Rutgers Business School in New Brunswick in 2024 with a B.S. in Business Analytics and Information Technology (BAIT) and a minor in Political Science.
1 min readKeren Luo joined Capital Advisors Group in 2024. As an Analyst, she conducts money market and credit research to support and maintain Capital Advisors Group’s FundIQ and CounterPartyIQ products. Additionally, Keren assists in monitoring approved list credits, and writes reports on a variety of topics. Keren earned a B.A. in Economics and Quantitative Social Science…
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1 min readEric has over 25 years of fixed income portfolio management and trading experience with both asset management and broker-dealer firms. Prior to joining CAG, Eric was a senior portfolio manager for SVB Asset Management for approximately 10 years where he and his team were responsible for the overall strategy, security selection, and risk management of…
1 min readAlex Goldman joined Capital Advisors Group in 2021. As an Analyst, he conducts money market and credit research to support and maintain Capital Advisors Group’s FundIQ® and CounterpartyIQ® products. Additionally, Alex is responsible for monitoring credits on the approved list and writes reports on a variety of topics including economic conditions and regulatory changes. Alex…
1 min readWith over 20 years of experience in the software industry, I have successfully led strategic consulting service engagements across different industries with a wide variety of technology stacks. I have a knack for being able to understand both the business and technical side of the equation and arrive at a solution that best fits the…
1 min readPate Campbell joined Capital Advisors Group in 2020. As an Analyst, he is responsible for conducting money market, credit and ESG research to support and maintain Capital Advisors Group’s FundIQ® and CounterpartyIQ® products. Additionally, Pate assists in monitoring approved list credits, and writes reports on a variety of topics from current credit market conditions to…
1 min readMarc Eiskowitz leads Capital Advisors Group’s West Coast business development efforts with a focus on emerging growth and venture backed companies. Marc joined Capital Advisors Group in 2018 as Vice President and has over 14 years of experience in the financial services industry. Previously, Marc worked at J.P. Morgan Investment Management as a Client Advisor…