Our Leadership
Meet Our Leadership
Ken Graves
Chief Investment Officer
Ken’s career in financial services began in 1987 with a small independent firm in Texas. That small firm soon merged into a much larger firm, and through that merger Ken became a Sr. Vice President in 1992.
Steve Welch
Attorney
In 2002, Steve fully transitioned into a wealth transfer practice ultimately becoming a member at Sanders Welch, LLC, a respected boutique estate planning firm in Atlanta.
Michael Trafford
Masters in Financial Planning
Michael Trafford’s focus has long been in financial planning. He attended Georgia State University on full scholarship where he earned his Finance degree, and later, a Masters in Personal Financial Planning.
Jessica Steiner
Chief Administrative Officer
Jessica graduated with her Bachelor’s degree from Georgia State University in May 2023, majoring in speech communications and minoring in anthropology.
Jim Rogers
“Acknowledge the complexity of the world and resist the impression that you easily understand it.”
Why Choose Capital Research?
At Capital Research Advisors we use different combinations of models in each client portfolio in order to create a tailored fit. As goals evolve so does our approach to each model. We are constantly refining out models and we always use a multi-model strategy— it’s just how we manage money.
We follow the Golden Rule—we treat you how we’d want to be treated ourselves.