Meet Our Team

Kent Elwell

Managing Director, Institutional Sales

With a reputation built on integrity and client-driven success, Kent relies on his nearly 40 years in the financial industry to continue to build meaningful connections.

“Kent is a master at establishing lasting relationships,” said Kevin Simpson, founder of Capital Wealth Planning. “Those relationships are the foundation of the partnerships we have with our clients. The more we understand their unique needs, the more we can serve them in a way that is in alignment with their today and tomorrow. Kent’s expertise allows us to do that.”

In his role for CWP, Kent’s main focus is to identify growth opportunities in the region he knows best, the Northeast United States. In addition to earning his economics degree from the University of Massachusetts Amherst, Kent has spent decades cultivating friendships and professional connections in the Northeast.

“Good people who want to do good things, that’s what I’ve experienced over and over in that region,” said Kent, whose background includes 23 years with OppenheimerFunds (now Invesco). “And for me, I’m able to bond with those clients because I have history there, and I can relate to their challenges and goals.”

More proof that Kent builds lasting relationships is his wife of 29 years, Betsy, and their three adult children. When he takes time for himself (that isn’t related to Wall Street), Kent enjoys staying active and playing golf.

Phone: 239-316-3898

Ryan Carney

Assistant Director of Compliance & Analytics

Keith Wagner

Director of National Accounts and Institutional Sales