Our Leadership

Meet Our Leadership

Headshot of Ken Graves at Capital Research Advisors

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.

Headshot of Steve Welch, Capital Research Advisors

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.

Headshot of Michael Trafford from Capital Research Advisors

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

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.

At Capital Research Advisors, you’re more than a client.

We follow the Golden Rule—we treat you how we’d want to be treated ourselves.

  • All fees are fully disclosed to you.

  • We operate in a fiduciary, fee-focused relationship.

  • We succeed when you do.