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Kevin Simpson
Kevin Simpson is Founder and Chief Investment Officer of Capi- tal Wealth Planning (CWP). Based in Naples, Florida, CWP is an SEC-registered fee-only investment advisory firm. The ...vizualizați mai multeKevin Simpson is Founder and Chief Investment Officer of Capi- tal Wealth Planning (CWP). Based in Naples, Florida, CWP is an SEC-registered fee-only investment advisory firm. The company has approximately $5 billion of assets under management, and has been building and managing equity income-oriented portfolios since 2005.Originally from Philadelphia, Kevin has been investing in options since beginning his career at W.H. Newbold’s Sons & Co. in 1992. He worked for seven years at Wheat First Butcher Singer (later Wells Fargo) where he helped institutions and high-net-worth individuals plan and achieve their financial goals through option-centered strategies. He also worked at Sterling Financial for several years before opening CWP.Kevin practices the strategies outlined in this book, applying institutional investment management to diversified equity and option portfolios. His methodologies are designed to enhance risk-adjusted returns and offer portfolio protection while delivering monthly cash flow. CWP leads the implementation of covered call strategies with their Enhanced Dividend Income Portfolio, ESG Enhanced Dividend Income Portfolio, ETF Covered Call Portfolio, and Covered Call Overlay Service, and was recognized by Financial Advisor Magazine in 2018, 2019 and 2021 as one of the top 50 fastest-growing SEC-registered investment advisors in the country. To learn more, visit www.capitalwealthplanning.com.A frequent contributor on Yahoo Finance, Fox Business, and CNBC, Kevin also hosts a podcast where he interviews the financial industry’s top investment professionals to provide expert insight and analysis for a deeper understanding of today’s markets. He graduated from George Washington University, where he majored in finance. Kevin lives in Naples, Florida, with his wife JoAnna. They have one son, Jack, and Dallas the dog.vizualizați mai puține
Cărți de Kevin Simpson
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