BOSTON, Aug. 13,
2022 /PRNewswire/ -- Capitol Securities Management,
Inc. is pleased to welcome Claire
Soja to our firm. Claire began her investment career in 1972
as a Registered Representative at Kidder, Peabody & Co. Claire
had a thirty-one-year career at Brown Brothers Harriman & Co.
(1974-2005) where she served as Vice President and Senior Portfolio
Manager. During those years she also acted in the capacity of
trader, compliance officer, and marketer of the firms'
institutional research and custody products.
Capitol Securities Welcomes Claire E. Soja
to our firm
Claire then served for nine years as Managing Director of the
Private Client Group at Detwiler Fenton Investment Management LLC
in Boston and was named to the
Board of Directors in 2010. From 2014 until it was sold Claire was
with Winslow, Evans, and Crocker.
Ms. Soja's investment advisory service is highly personalized,
and each portfolio is specifically tailored to the clients'
individual investment objectives. She is very proactive in
monitoring daily movements in the equity markets and individual
holdings in particular. Portfolios are structured using asset
allocation and diversification among the top performing economic
sectors in an effort to produce above average returns.
Claire holds the Series 63,65,66,5,9,10 and 15 exams.
Claire is located at 1 Hollis St, Suite 350, Wellesley, MA
02482. Her contact information is
csoja@capitolsecurities.com. Office: (617) 898-0196
Cell: (617) 710-2333
Claire will be working with Cathy
King, cking@capitolsecurities.com.
About Capitol Securities Management, Inc.
Capitol
Securities Management, Inc. is a Mid-Atlantic based, regional
brokerage and investment advisory firm with locations from New
England to Florida and has been
serving the needs of its clients and advisors since 1985. Capitol
Securities has a clearing relationship for its clients' accounts,
products, services, and technology with Raymond James. It is a member of FINRA and SIPC.
For more information on Capitol Securities and its holistic, client
centered, platform and services. www.capitolsecurities.com or call
Brad Kimball, National Business
Development Director at (857) 343-2316.
bkimball@capitolsecurities.com
View original content to download
multimedia:https://www.prnewswire.com/news-releases/capitol-securities-welcomes-claire-e-soja-to-our-firm-301605379.html
SOURCE Capitol Securities Management, Inc.