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Please contact us if you have any questions.
Maddie Odell is an Investment Analyst for Capital Research + Consulting LLC as well as for our sister firm, Arroyo Investment Group. She is a CERTIFIED FINANCIAL PLANNER®. Her responsibilities include monitoring, analysis, and assisting with the oversight of the firm’s proprietary investment models. Maddie holds Series 6 and 63 FINRA licenses as well as a Bachelor of Business Administration with an emphasis in Finance degree from the University of Southern California.
Pamela Schmidt is an Analyst for Capital Research + Consulting LLC as well as for our sister firm, Arroyo Investment Group. Her responsibilities include analysis for client reporting as well as the oversight and maintenance of our customer relationships. Pamela has over 10 years of experience in finance, investment and banking.
Steven Arnold was co-founder and principal of Capital Research + Consulting LLC. He is dearly missed by our entire team.
Lisa Taddeo is the Operations Manager for Arroyo Investment Group. She oversees all client servicing, trading and billing for our firm. Lisa joined Arroyo Investment Group in 2009, bringing twenty-one years of experience in the financial investment industry. Lisa started her career with Roger Engemann & Associates and has worked at NWQ Investment Management Company, Hotchkis and Wiley Capital Management, and Western Asset Management Company prior to joining our team. Lisa holds a Bachelor of Science degree in Business Administration from California State Polytechnic University, Pomona.
J. Felicity Goldstone oversees all aspects of compliance for both Capital Research + Consulting and its sister firm, Arroyo Investment Group. She holds a Bachelor of Science Degree in Finance, Real Estate and Law from California State Polytechnic University and holds a Series 27 License from FINRA as a Financial Operations Principal.
Stephanie Hagan oversees our customer relationship management team and all client communications in the Pasadena office. She works closely with our client services and operations team in the ongoing oversight of all client accounts and trading. Stephanie holds a Bachelor of Fine Arts degree from California State University Northridge.
Dan Watson is Director of Client Relations for Capital Research + Consulting LLC. Mr. Watson is responsible for expanding CRC’s commitment to assisting local governments in the management and administration of their retirement plans. Mr. Watson joined the CRC management team after a career of more than 41 years in municipal law enforcement. Mr. Watson began his career with the Los Angeles Police Department in 1973. Mr. Watson retired in 2002 at the rank of Commander to become the Police Chief in South Pasadena. After serving that community for 8 1/2 years, he served as the Police Chief in Mammoth Lakes for another 4 1/2 years. Mr. Watson holds both Bachelor of Science and Master of Science degrees from the University of Southern California. Mr. Watson is married and has two children and four grandchildren.
Mike Haney is an investment advisor representative for Capital Research + Consulting LLC. Mr. Haney joined Capital Research + Consulting LLC in after thirty years of service for the City of Glendale. Mr. Haney started with the Glendale Police Department as a Police Officer in 1975 transferring to the Glendale Fire Department in 1980. Mr. Haney held the rank of Fire Battalion Chief upon his retirement in December of 2005. Mr. Haney holds a Bachelor of Science degree from the University of Southern California; School of Business, Finance and Real Estate. Mr. Haney was an All-American Golfer for U.S.C. in 1973. He was Co-Captain for the Trojans in 1973. In 2006 Mr. Haney was inducted into the Glendale College Hall of Fame for his outstanding athletic achievement.
Mr. Gissiner has nearly 30 years of diversified retirement plan consulting experience and has substantial experience in the benchmarking of plan costs. He is a graduate of Muskingum College and has an MBA from the University of Akron.
Gabi Stapleton, CFP® manages activities and client accounts for Capital Research + Consulting LLC. She also oversees data and analytical activities associated with our sister firm, Arroyo Investment Group. Gabi is a CERTIFIED FINANCIAL PLANNER™ professional. She is also an Investment Advisor Representative with Capital Research + Consulting LLC and currently holds a Series 65 FINRA registered license. Gabi holds a Bachelor of Business Administration from Loyola Marymount University.
Fionna Lu is an Accredited Investment Fiduciary® (AIF®). She is an Investment Analyst for Capital Research + Consulting LLC, as well as our sister firm Arroyo Investment Group LLC. Her responsibilities include assisting with all aspects of detailed client investment reporting and publishing. In addition, she is our client relations coordinator. Fionna holds Series 6 and 63 FINRA licenses as well as a Bachelor of Business Administration degree from California State University Fullerton.
John Odell, CFP® is a Principal of Capital Research + Consulting LLC. Mr. Odell is a CERTIFIED FINANCIAL PLANNER™. He also maintains various FINRA www.finra.org registered licenses including Series 7, 24, 27, 63 and 65 through Capital Research Brokerage Services, LLC, (“CRBS”) of which he is a principal. CRBS is a licensed broker/dealer with The Financial Industry Regulatory Authority. Mr. Odell is also a principal of Arroyo Investment Group. Arroyo Investment Group is strictly a fee-only investment management firm. Mr. Odell holds a Bachelor of Business Administration degree from the University of Notre Dame. Mr. Odell has been in the investment business since 1988.