Management Team

 

MR. WAYNE SMETHURST

DIRECTOR

Wayne manages Capital Funding Limited and oversees our private client advisory practice. As a Director, he helps to set the strategic direction of the firm. Wayne is involved with new business development activities and ongoing client relationship management. Wayne is a member of Capital Funding Limited Investment Committee, which establishes the framework for the firm's investment philosophy and oversees the internal processes used to ultimately make investment recommendations to clients. Wayne received a degree in Communications from the Heidelberg University.

ANDREW MARK BROWN

DIRECTOR

Andrew Mark Brown, as a Managing Director, he helps to set the strategic direction of the firm. Andrew is a member of Capital Funding Limited Investment Committee, which is comprised of senior members of the organization and whose primary task is to ensure continuity and consistency in the investment recommendations to our clients. Andrew works with a broad array of client relationships and brings value to our clients through his strategic advisory, portfolio modeling and evaluation, and ongoing education. He brings a background in finance and real estate, and earned his finance degree from the University of Munich.

MURPHY CHLOE

SECRETARY
Chloe is Capital Funding Limited secretary. Chloe is responsible for the efficient administration of Capital Funding Limited, particularly with regard to ensuring compliance with statutory and regulatory requirements and for ensuring that decisions of the board of directors are implemented. Chloe is a graduate of the University of Edinburgh.

MR. RONAL JOSEPH TAYLOR-WALKER

MANAGING DIRECTOR

RONAL began his career in the financial services industry in 1992. Prior to joining the firm, RONAL also has significant experience trading fixed income securities and managing client relationships. He is a member of Consulting Group's Investment Committee, which establishes the framework for the firm's investment philosophy and oversees the internal processes used to ultimately make investment recommendations to clients. He holds a degree in Business Administration with an emphasis in Finance from the University of Oxford. RONAL is a holder of the Chartered Financial Analyst designation

Nelson Made

CHIEF INVESTMENT CONSULTANT
Nelson works primarily with the firm's institutional clients. His work involves assisting clients with developing investment policy, asset allocation and portfolio construction, and leading manager search and due diligence efforts. Nelson is the firm's Compliance Officer and is a member of the Investment Committee, which establishes the framework for the firm's investment philosophy and oversees the internal processes used to ultimately make investment recommendations to clients. Nelson received his Law Degree from University of Aberdeen, his Bachelor's Degree from the University of Missouri. He is a member of the UK Bar Association, the National Association of Public Pension Attorneys

Manvelyan Areg

SENIOR INVESTMENT CONSULTANT

Manvelyan is a Senior Consultant who has worked with a number of P&C, life and workers’ compensation insurance entities since joining portfolio construction, manager search in 2002.  He has over 20 years of experience in the public accounting, investment management and financial services industry.  He participates in Capital Funding Limited Investment Committee, which establishes the framework for the firm’s investment philosophy and oversees the internal processes used to ultimately make investment recommendations to clients.  Prior to joining Capital Funding Limited, Manvelyan was responsible for overseeing the investment advisory services practice of Ernst & Young’s Midwest area where he consulted to institutional and high-net-worth clients and served on their national investment committee.  Manvelyan received a BA in Accounting from the University of Edinburgh and is a Certified Investment Management Analyst designee.

Calistus Owen

SENIOR INVESTMENT CONSULTANT

Calistus is a Senior Consultant in our private client advisory practice where he is responsible for a wide array of client initiatives. He is also a member of Capital Funding Limited Investment Committee, which is tasked with ensuring continuity and consistency in the investment recommendations to our clients.  Prior to joining Capital Funding Limited, Calistus was with a US$3 billion high-net-worth family in Atlanta, GA, for 10 years, the last six of which he served as the investment manager. His responsibilities included coordinating investment strategy with the family's estate plan, overseeing all third-party investment managers and private equity and direct investments, and planning and executing family meetings and educational programs. Calistus was previously a Senior Accountant/Financial Analyst with ING Group and prior to that he was an Audit Staff/Senior Accountant with Price, Waterhouse in Washington, DC. He obtained his MS in Finance from the University of Colorado and his BSBA in Accounting from University of London.

Benjamin Oliver

INVESTMENT CONSULTANT
Benjamin is a Consultant who works closely with both institutional and private investor clients on investment policy development, asset allocation and portfolio construction, manager search and due diligence, performance evaluation and education. He participates in portfolio construction, manager search Investment Committee, which establishes the framework for the firm’s investment philosophy and oversees the internal processes used to ultimately make investment recommendations to clients. Benjamin has over 15 years of experience in the financial services arena, equity market research, including his long tenure as Managing Director of Equity Research for Barclays UK. Benjamin holds a BA in Finance and Marketing from Durham University.

NELSON MADE

INVESTMENT CONSULTANT
Nelson is a Consultant with significant experience working with both institutional entities and private clients. he collaborates with our clients to develop investment policy, design and construct portfolios, conduct investment manager searches and due diligence, and provide evaluation of investment performance. Nelson is the current Chair of Capital Funding Limited Investment Committee, which establishes the framework for the firm's investment philosophy and oversees the internal processes used to ultimately make investment recommendations to clients.  Prior to joining Capital Funding Limited, Nelson was an investment analyst at Investment Group. There he was responsible for due diligence and ongoing monitoring of actively managed equity and fixed income investment alternatives for high-net-worth and institutional clients. Nelson holds a Bachelor of Science in Finance from the University of Wales, and an MBA from Washington University in St. Louis.

NATHAN R. BURKE

INVESTMENT CONSULTANT
Nathan is a Consultant who works primarily with our institutional clients.  His responsibilities include collaborating with clients to develop investment policy, design and construct portfolios, conduct investment manager searches and due diligence, and provide evaluation of investment performance. He also participates in Capital Funding Limited Investment Committee, which establishes the framework for the firm’s investment philosophy and oversees the internal processes used to ultimately make investment recommendations to clients. Before joining Capital Funding Limited, Nathan was an Equity Analyst for Lloyds, and prior to that role, he served as a Senior Accountant in public and private accounting. Nathan received his BSBA degree in Finance and Real Estate from the University of Sheffield and an MBA from the University of Leeds.

LEHEL FARKASHAZI

INVESTMENT CONSULTANT
Lehel is a Consultant in our private client advisory practice.  Lehel joined Capital Funding Limited in 2010 and spent more than seven years in our research group evaluating private equity and real estate funds.  Prior to joining Capital Funding Limited, Mike was a Manager in KPMG’s Transaction Services group specializing in financial and operational due diligence for private equity firms.  Mike received a BS in Accounting and an MBA in Finance from the University of Debrecen Hungary.       

ELIZABETH A. CARTER

INVESTMENT CONSULTANT
Beth is a Consultant who works primarily with our institutional clients.  She works on all aspects of the client relationship, including plan design and investment policy development, investment manager review and due diligence, and ongoing portfolio analysis and performance evaluation.  Beth has over 10 years of experience in the financial services arena, where she has worked as an Investment Advisor Analyst for the Investment Management Consulting group. John Owen &Sons,Beth earned her Bachelor of Arts degree in Finance from University of London and her MBA from Webster University. 

KEVIN MOORE

INVESTMENT CONSULTANT
Kevin is a Consultant who works closely with both institutional and private investor clients.  His primary responsibilities include asset allocation analysis, portfolio construction, investment policy development and review, investment manager searches and due diligence, portfolio analysis, implementation and rebalancing, and performance evaluation.  Prior to this role, he was part of the Capital Funding Limited Research Team. Kevin worked as a summer intern at Capital Funding Limited before joining us full-time. He graduated from the University of Cambridge with a Bachelor of Science degree in Finance.  

ALEXANDER M. EDWARDS

INVESTMENT CONSULTANT
Alex is a Consultant who works closely with both private and institutional clients. In this role, he works on all aspects of the client relationship, including investment policy development, portfolio construction, investment manager due diligence, ongoing portfolio analysis, and performance evaluation. Prior to joining Capital Funding Limited 2014, Alex worked for the Berth Corporation, where he developed accounting software for healthcare systems, and the Kansas City Royals, where he conducted market research and revenue analysis for their sponsorship department. Alex graduated from University of Birmingham with a Bachelor’s degree in Finance. 

DANIEL E. WRIGHT

PORTFOLIO ANALYST
Dan joined Capital Funding Limited in 2014 as a Portfolio Analyst in our private client consulting group. His primary responsibilities include asset allocation analysis, investment manager due diligence, portfolio analysis, and general client support. Dan previously worked as a financial analyst for Bank of Scotland Community Development Corporation and Key Real Estate Capital. He graduated from the University of Liverpool with a BS and an MBA in Finance. 

JESSICA M. KUHLMAN

PORTFOLIO ANALYST
Jessica works as a Portfolio Analyst in our private client advisory practice. Her primary responsibilities include portfolio analysis, performance evaluation, investment manager searches and due diligence. Prior to her current role, Jessica was a member of the performance measurement group within Capital Funding Limited. Before joining Capital Funding Limited, Jessica worked as a Project Manager within asset and wealth management. Jessica has a Bachelor of Science degree in Business Administration from Victoria University.

BILL J. MELVIN

PORTFOLIO ANALYST
Billy works as a Portfolio Analyst in our private client advisory practice.  His primary responsibilities include portfolio analysis, performance evaluation, investment manager searches and due diligence.  Prior to his current role, he was an analyst in our performance measurement group.  Prior to joining us full-time, he interned at Capital Funding Limited for two consecutive summers while he attended college.  Billy graduated from the University of London with a Bachelor's degree in Finance and a minor in Economics. 

CYNTHIA A. ATKINSON

PORTFOLIO ANALYST
Cindy is a Portfolio Analyst on our institutional consulting team. She is responsible for portfolio analysis, investment manager review and due diligence, investment policy development, performance evaluation and rebalancing of client portfolios. Prior to her current role, Cindy was a member of the performance measurement group within ACG. Before joining ACG, Cindy worked with the chief financial officer in the External Financial Affairs Department of Imperial College in London, England. There she was an intern Our Firming investment strategies for their endowment fund and for the college. She also brings over four years of experience working with financial advisors at Salomon Smith Barney and Oppenheimer. Cindy is a graduate of the University of Missouri-St. Louis with a Bachelor of Science degree in Accounting.