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 Wheat First Butcher Singer (Subsequently Wells Fargo) where he helped institutions and high-net worth individuals plan and achieve their financial goals through option centered strategies.
Following his time at Wheat First Butcher Singer, Kevin spent several years at Sterling Financial before establishing Capital Wealth Planning. Over the years, Kevin 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.