Keith Wagner

“Keith brings significant institutional investment management experience to the CWP team, along with a strong foundation and understanding of retail investing and behavioral finance. We’re honored to work beside him to deepen relationships with our clients,” said Kevin Simpson. Throughout Keith’s career of more than 30 years, his strength of cultivating long-term relationships has always […]

Louis Albenga

Louis Albenga, Chief Compliance Officer at Capital Wealth Planning, LLC, brings around 25 years of robust financial service industry experience, specializing in regulatory compliance and banking administration, to the CWP team. He is responsible for the internal compliance and regulatory management of Capital Wealth Planning’s operations and advisors, providing oversight of the firm’s legal, economic […]

Jodi Phillips

Since 2016, Jodi has been spearheading various firmwide initiatives as the Director of Client Services for Capital Wealth Planning. Her ability to effectively manage dynamic projects and responsibilities enables her to juggle multiple priorities at the CWP home office, including the most important – engaging with and helping Capital Wealth Planning clients. Prior to working […]

Josh L. Smith | CFA®

Josh brings 13 years of portfolio management, trading, and derivatives experience to Capital Wealth Planning, LLC.  Josh joined CWP in 2011.  He is the Lead Portfolio Manager, who is responsible for the oversight and management of the firm’s investment strategies.   Prior to joining CWP, Josh spent 6 years with First Financial Capital Advisors, the […]

Kevin Simpson

Kevin Simpson has been the Portfolio Manager of Capital Wealth Planning, LLC since establishing the firm in 2005. Originally from Philadelphia, Pennsylvania, Kevin has been investing in options since he began his career at W.H. Newbold’s Son & Co. in 1992. After his time at W.H. Newbold’s Son & Co, Kevin spent 7 years with […]