Team Profiles

Todd E. Crawford

Chief Executive Officer

 

Todd E. Crawford is the Chief Executive Officer, Chief Investment Officer and Chief Compliance Officer, born November 22, 1958. He attended The Ohio State University from 1978 to 1982 and majored in Economics. He holds FINRA Series 7 Full Registration/General Securities Representative, Series 24 General Securities Principal Registration, Series 63 Uniform Securities Agent State Registration, Series 65 Uniform Investment Advisor Registration, Series 99 Operations Professional Registration, Series 79 Investment Banking Representative Registration and the State of Ohio Department of Insurance Life, Health, Accident and Annuity licenses.

Todd's Investment Advisory career spans over 30 years helping clients achieve their investment goals. His in depth experience managing assets makes him uniquely qualified to manage aggregated customized investment portfolios. In 2002, Todd co-founded Capital City Asset Management Group, LLC, formerly American Wealth Preservation Group, in order to offer truly independent investment and consulting services to businesses and high net worth individuals. Previously, Todd was an Investment Consultant for McDonald Investments Inc., formerly a KeyCorp Company, acquired by U.B.S. There he was the investment specialist for a group of financial professionals that consulted high net worth individuals and businesses on appropriate solutions for their investment, banking and insurance needs.

Todd began his financial career in 1988 with Jefferson Pilot Financial Services, Inc. as a financial planner. The following year he joined Banc Stock Financial Services, Inc., a wholly owned subsidiary of The Banc Stock Group (now Diamond Hill Investment Group, Inc.) as a registered representative. There he managed primarily fee based equity investment portfolio accounts for companies and high net worth individuals. He also worked in the investment banking division placing first and secondary offerings for Banks and Thrifts in the United States.

Contact Todd directly at 614-485-3108, or tecrawford@capitalcitypartners.com

 

 

James M. Roland
Chief Operating Officer, Managing Principal

Mr. Roland (Merv) has over 30 years experience in the securities industry, including trading, operations, compliance, insurance and investment banking. He joined Capital City Securities in 2009 after close to a decade with GunnAllen Financial. 

Merv has re-designed the entire operations platform from the ground up to maximize efficiency, security, and ease of use. Data securitiy is paramount to business. Supervising approximately 20 financial representatives and minding the day to day operations of the firm are his hobbies. 

An alumnus of The Ohio State University, Mr. Roland holds FINRA Series 7, Series 63 and Series 24 licenses. 

Contact Mr. Roland directly at 614-485-3106, or jroland@capitalcitypartners.com

 

Timothy S. Shear

Senior Managing Director
 

Timothy S. Shear has more than two decades of experience as an investment advisor and investment banker, serving individuals and Taft-Hartley institutional investors.  His varied experience across multiple industry sectors has had historic emphasis in the commercial banking, transportation and energy sectors.

Tim previously served in various capacities, over more than a decade, as senior staff and consultant with various elected officials within the government of the State of Ohio, prior to entering the securities industry in 1991. His tenure as the legislative aide with the ranking member of the Ohio Senate's Financial Institutions Committee anticipated his continuing work with certain institutional clientele across the defined benefit and other qualified plan spectrum, as well as within the banking and financial services sector.

Mr. Shear is a graduate of the Ohio State University with a Bachelor of Arts in social sciences, as well as further graduate studies in economics and anthropology. Tim holds FINRA Series 7, Series 79, and a Series 63 Licenses..

Contact Tim directly at 614-485-3110, or tshear@capitalcitypartners.com

 

David T. Gilg, MBA
Senior Investment Advisor
 

Mr. Gilg joined Capital City Partners, Inc. in 2015, with almost 20 years experience in the financial services industry.  He has 14 years as a top producer with a large asset management company, with expertise in investment management, financial and retirement planning.  5 years with independent advisor firms, specializing in comprehensive financial planning and analysis.  

 

Mr. Gilg possesses a strong educational background in Finance and Economics; he values the ability to use and share this with his clients.  He has over 15 years experience as an Adjunct Professor at Columbus State Community College and ITT-Technical Institute, teaching Business Management, Economics, Finance and Professional Strategies.  

 

Mr. Gilg received his undergraduate degrees in Financial Management and Economics from The Ohio State University.  His MBA is from Trident University International with concentration in Finance, and is applying for his PH.D program this year.

 

Mr. Gilg is a Registered Investment Advisor, and holds a State of Ohio Department Insurance Life, Health and Annuity license. Mr. Gilg is a decorated Veteran of the Department of Defense, and Maritime Division of the United States Armed Forces.

 

Contact David directly at 614-485-3116, or dgilg@capitalcitypartners.com

 

Chuck S Minoui, MBA
Executive Vice President

 

Chuck has over 25 years of industry experience in addition to a Bachelors degree in Accounting and Finance and an MBA with a concentration in Finance.

Chuck grew up in the Middle East and came to the US as an immigrant. He went to the University of Utah to obtain his Bachelor's degrees , and moved to Chicago to continue his studies about business and financial markets at the famed Graduate School of Business at the University of Chicago , widely recognized as one of the top 5 business schools in the world. Chuck values being able to combine his strong academic background in researching and analyzing the capital markets with 2 ½ decades of practical knowledge in the field to offer his clients practical, real solutions refined by the test of time.

Chuck started his careers in the Investment management at Smith Barney in 1994 where he helped approximately 150 households achieve their financial goals. In 2009 he moved his practice to Ameriprise financial where he continued servicing his clients and gained some new ones. In 2019 he moved his practice Capital City Partners which is part of RBC correspondence services.

Chuck has 2 beautiful girls that are the pride of his life and growing up fast. Chuck holds FINRA Series 7, Series 3, and a Series 63 Licenses.

Contact Chuck directly at 614-485-3105, or cminoui@capitalcitypartners.com