Kevin Simpson has been the portfolio manager of Capital Wealth Planning, LLC since establishing the firm in 2005. Over the years, he has developed a strategy that aligns CWP as an institutional management firm offering separately managed ETF and equity portfolios that are complemented with a yield-enhancing covered call strategy. A graduate of The George Washington University majoring in finance, Kevin applies institutional investment management strategies to diversified equity and option portfolios
Read: Capital Wealth Planning Hires Veteran Keith Wagner as Director of National Accounts and Institutional Sales
Capital Wealth Planning, LLC (CWP) founder and chief investment officer Kevin Simpson, is proud to announce Keith Wagner joined the firm as Director of National Accounts and Institutional Sales after serving on the firm’s board for six months.