CAPITAL FORMATION GROUP, INC. of WELLESLEY, MA is an SEC-registered investment adviser (CRD 110958). Regulatory assets under management: $2.0M.
| Name | Role | Location |
|---|---|---|
| TROY THOMAS | SHAREHOLDER | FARMINGTON, UT |
| HUGHES JEFFERSON EARL | DIRECTOR | — |
| WILLIAMS JOHN DAVID | FOUNDER & CHIEF EXECUTIVE OFFICER; PRESIDENT | — |
| TOOMEY MICHAEL JOSEPH | RETIRED SHAREHOLDER; TREASURER | — |
| LUCICH ANDREW THOMAS | CHIEF COMPLIANCE OFFICER; CHIEF OPERATING OFFICER | — |
| GATEWOOD LEE CONNEL | DIRECTOR | — |
| SULLIVAN KAREN AMY | CHIEF COMPLIANCE OFFICER | — |
| MERRILL DANA NOYES | CHIEF INVESTMENT OFFICER | — |
| TROY THOMAS FRANCIS | COB; SHAREHOLDER | — |
| MORAD JASON SAEED | CHIEF INVESTMENT OFFICER; CIO | — |
| BRODERICK JOHN WILLIAM | SALES MANAGER | — |
| WARREN-POWERS CHERYL FRANCES | CHIEF COMPLIANCE OFFICER | — |
| QUIROGA MARCEL VICTORIA | CHIEF RELATIONSHIP OFFICER; SALES MANAGER | — |
| CARHART STEVEN | HEAD OF INVESTMENTS | — |
| MORAD JASON S | CIO | — |
| WARREN-POWERS CHERYL F | CHIEF COMPLIANCE OFFICER | — |
| BREEN JOANNE DELIA | CHIEF COMPLIANCE OFFICER | — |
| LEE JOHN D | CHIEF COMPLIANCE OFFICER | — |
| DORAN WILLIAM MICHAEL | VICE CHAIRMAN | — |