Timothy W. Crawford
CEO
Prior to joining Capital City Partners, Timothy Crawford co-founded Capital City Partners Asset Management Group (originally named American Wealth Preservation Group) in order to offer truly independent investment and consulting services to businesses and high net worth individuals.
Prior to co-founding Capital City Partners Asset Management Group, Mr. Crawford was Senior Vice President for McDonald Investments Inc, a KeyCorp Company. He was the team leader for a group of professionals that consulted businesses and high net worth individuals that were reviewing and exploring alternatives to their current investments, banking and insurance needs.
Prior to joining McDonald Investments, Timothy spent 12 years as a registered representative at Banc Stock Financial Services, Inc., a wholly owned subsidiary of The Banc Stock Group. He worked in their investment banking division specializing in placement of first and secondary offerings for Banks and Thrifts. He was also responsible for providing wealth management products and services to high net worth individual clients, their families and businesses.
Tim attended The Ohio State University where he majored in horticulture and minored in finance and economics. He also completed the course work for the Certified Financial Planner designation.
Tim is active in several organizations, including The Financial Planning Association, Indian River County Chamber of Commerce in Vero Beach, Florida and The Presidents Associate Council at Cedarville University.
Tim attends Grace Brethren Church in Worthington and resides in Lewis Center, Ohio with his wife Charla, and step-daughter Ashley.
866.485.0803 (toll free) or 614.565.2204 (cellular)
tcrawford@capitalcitypartners.com
Joseph "Joey" Smith
Managing Director / Investment Banking
Joseph Smith has a diversified background of over twenty years in all aspects of the securities and investment banking industry. His experience include the sourcing of transactions, the management of the due diligence process, the structuring and negotiation of transactions, the organization of the funding components, and the continuing relationship management of portfolio companies and their financial sponsors.
His area of expertise has always been working with small-cap public companies. From 1982 to 1987, Mr. Smith held various positions at Merrill Lynch, where he was responsible for the management of portfolios consisting of public and private companies with assets in excess of $100 million.
From 1987 to 1990, Mr. Smith served as a Vice President of Shearson Lehman Brothers, currently known as Smith Barney. There he continued to build and expand his investment banking distribution platform. From 1990 to 2000, Mr. Smith served as a principal and Managing Director of First Equity Corporation of Florida, one of South Florida's oldest and most respected local brokerage firms. He was directly responsible, or was a senior member of the team that transacted numerous public offerings, private placements, mergers and acquisitions, and financial advisory transactions with value in excess of $200 million collectively.
From 2000-2001, Mr. Smith was a Senior Vice President at William R. Hough & Co, Florida's oldest and leading municipal bond underwriting firm.
From 2001-2003, Mr. Smith was Senior Vice President of Investment Banking for vFinance Investments, Inc., a wholly owned subsidiary of vFinance, Inc. (VFIN:OTC), which specialized in financing small-cap/micro-cap public companies.
In 1981, Joey earned a B.A. in History from Hobart & William Smith Colleges in Geneva, New York. He has resided in South Florida his entire life, has been married for 17 years and has three children. Joey serves on many Boards of Directors within the local philanthropic community.
305.740.5700 or 305.799.2018 (cellular)
jsmith@capitalcitypartners.com
Robert Y. Farrington
Senior Vice President - Institutional
Robert Farrington brings more than fifty years of experience in organized labor and leadership as a union executive. His long career as a journeyman electrician with the International Brotherhood of Electrical Workers led him to presiding offices with the regional building trades council in Central Ohio, then executive secretary-treasurer of the Ohio Building & Construction Trades Council. Additional union leadership included tenure as deputy director of the National Building Trades Organizing Program of the AFL-CIO, Las Vegas, Nevada. Mr. Farrington is a principal partner at Farrington, Shear & Associates, an affiliated consultant.
Bob has served on numerous corporate boards for various civic, governmental, and related organizations, including two terms on the board of directors of the Federal Reserve Bank of Cleveland, as well as past membership and chairmanship of the Ohio Ethics Commission. Born and raised in Columbus, Ohio, Bob attended The Ohio State University.
866.485.0803 (toll free)
bankmeister@ee.net
Todd E. Crawford
CEO, CCO, CIO
Todd Crawford's Investment Advisory career spans over seventeen years helping clients achieve their investment goals. His in depth experience managing assets makes him uniquely qualified to manage aggregated customized investment portfolios.
Prior to joining Capital City Partners, Mr. Crawford co-founded Capital City Asset Management Group (originally named American Wealth Preservation Group) in order to offer truly independent investment and consulting services to businesses and high net worth individuals.
Prior to co-founding Capital City Asset Management Group, Mr. Crawford was an Investment Consultant for McDonald Investments Inc, a KeyCorp Company. He was an investment specialist who was a member of 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 as a registered representative. He managed primarily fee based investment accounts for companies and high net worth individuals, as well as worked with the investment banking division placing first and secondary offerings for Banks and Thrifts.
Todd attended The Ohio State University where he majored in Economics. He holds NASD (National Association of Security Dealers) Series 7 General Securities Representative license, Series 24 General Securities Principal, Series 63 Uniform Securities Agent State Law license, Series 65 Uniform Investment Advisor Law license and The State of Ohio Department of Insurance Life, Health, Accident and Annuity licenses.
Todd is active in several community and school related organizations.
Todd and his wife Susan reside in Dublin, Ohio with their three children Katelyn, Aaron and Jeffrey.
866.485.0803 or 614.361.2761 (cellular)
tecrawford@capitalcitypartners.com
Gary T. Sturtz
President
Prior to joining Capital City Partners, Gary Sturtz was Managing Partner of Capital City Asset Management Group (originally named American Wealth Preservation Group). He was part of a group of professionals that consulted businesses and high net worth individuals that were reviewing and exploring alternatives to their current investments, banking and insurance needs.
Prior to joining Capital City Asset Management Group, Mr. Sturtz was an Associate Vice-President at McDonald Investments Inc, a KeyCorp company. He was part of a group of professionals that consulted businesses and high net worth individuals that reviewed and explored alternatives to their current investments, banking and insurance needs.
Gary spent 10 years as a registered representative at Banc Stock Financial Services, Inc., a wholly owned subsidiary of The Banc Stock Group. There he was responsible for providing wealth management products and services to high net worth individuals, their families and their businesses. In addition, he participated in acquiring capital for various investment banking opportunities.
Gary attended Michigan State University where he received his Bachelor of Arts degree in Business. He had an additional concentration in finance and economics. He was also a member of the Sigma Chi Fraternity while attending Michigan State University.
Gary and his wife Patty have two daughters and reside in Upper Arlington, Ohio.
866.485.0803 (toll free) or 614.309.6347 (cellular)
gsturtz@capitalcitypartners.com
Stephen D. Concilla
Vice President of Operations
Stephen Concilla manages client services at Capital City Asset Management Group. Prior to joining Capital City Asset Management Group in the spring of 2005, Mr. Concilla was the sales assistant for a group of brokers with Stifel Nicolaus & Co Inc.
Steve attended the University of Kentucky and is currently taking classes at Columbus State University with a direct focus in Finance. Before attending the University of Kentucky, Steve was a member of the Junior Broker program at Salomon Smith Barney. Steve is a licensed Notary Public of the State of Ohio.
866.485.0803 (toll free) or 614.946.3797 (cellular)
sconcilla@capitalcitypartners.com
Timothy S. Shear
Senior Vice President - Institutional
Timothy Shear has over fifteen years experience as an investment advisor, licensed securities representative and asset manager serving individuals and Taft-Hartley institutional investors. Mr. Shear has over two decades of various government staff experience with the State of Ohio and has held various management and consulting positions within the local and regional political arena, as well as serving on a variety of not-for-profit boards and civic organizations.
Tim is a graduate of The Ohio State University where he pursued graduate studies in anthropology and economics after receiving his Bachelor of Arts degree.
866.485.0803 (toll free)
tshear@capitalcitypartners.com
Gregory T. Brooks
Senior Financial Consultant, Investment Advisor Representative
Gregory Brooks has been in the financial services industry more than eighteen years. For the past 12 years, Mr. Brooks has carefully studied market trends, technical analysis, and market indicators, while practicing dynamic asset management strategies. The goal of dynamic asset management is to own the market when it is appreciating and move to cash or sell the market when it is depreciating. Greg's career includes managing a local branch for a national discount stock brokerage firm, as well as being an investment advisory representative.
Greg graduated from Wittenberg University with a Bachelor of Arts degree, majoring in business administration. Greg holds NASD (National Association of Securities Dealers) Series 7 license, Series 63 license, and the State of Ohio Department of Insurance Life, Health, and Annuity licenses.
866.485.0803 (toll free) or 614.446.8172 (cellular)
gbrooks@capitalcitypartners.com
Eric D. Stein
Financial Consultant, Investment Advisor Representative
While working with Capital City Asset Management Group, Eric Stein also works for the Department of Energy at the Portsmouth Advanced Centrifuge Plant. He has worked for the Department of Defense as a Projects Controls Engineer for the past 25 years. Mr. Stein joined Capital City Asset Management Group to help people transitioning from the corporate world into retirement. He realizes there is a real need for people to plan for their future and has a passion to help them realize their retirement dreams.
Eric attended the University of South Florida in Tampa, Florida and received two undergraduate degrees, one in Business Management (1978) and one in Finance (1979). He holds a NASD (National Association of Security Dealers) Series 22 Direct Participation Program license.
866.485.0803 (toll free) or 740.835.1493 (cellular)
estein@capitalcitypartners.com
Michael C. Ford
President
Michael Ford has spent 15 years in the insurance business specializing in Life, Long Term Care, and Annuity products. For 12 of those years, Mr. Ford was a nationally recognized sales leader for C.N.A. Insurance. As a Senior Sales Rep, Mike was past chairman of C.N.A.'s Agent Advisory Council working closely with top management on new product development and implementation.
Mike's in depth knowledge of the insurance industry allows him to assist clients who want an unbiased review of their insurance contracts including Life, Disability, Health, Long Term Care, and Annuities. By providing year end statements, Mike can determine the overall status of the policy, breakdown the coverage in detail, and make recommendations based on clients' objectives.
866.485.0803 (toll free) or 216.276.0350 (cellular)
mford@capitalcitypartners.com