Capstone Financial Group has named Steve Lee as a senior vice president. In his new role, Lee is responsible for the recruitment, coaching and development of Capstone’s financial advisors. Capstone is an investment and merchant banking group.
IRVINE, Calif., Oct. 23, 2013 /PRNewswire/ — Capstone Financial Group, Inc. (OTCBB: CAPP) (“Capstone”), an investment and merchant banking group, has announced Steve Lee as a Senior Vice President. Lee is responsible for the recruitment, coaching and development of Capstone’s financial advisors. His focus is on establishing a team of five experienced financial advisors who are projected to transfer over $100 million in client assets to Capstone Financial Group.
“Steve is a seasoned and prolific recruiter who will be a great ambassador for Capstone Financial Group,” said Darin Pastor, Chairman and Chief Executive Officer of Capstone.
“I look forward to joining one of Southern California’s premier financial firms and helping attract top talent as the firm continues to expand,” said Lee.
Prior to joining Capstone Financial Group, Lee was Vice President and Regional Manager at BancWest Investment Services where he led a sales team that included 15 of the top-producing financial advisors of the company and over $1 billion in client assets. He was responsible for the management and supervision of all aspects of the investment business from San Diego to Sacramento, Calif. During that period, Lee was instrumental in driving his region toward a truly diversified and sustainable business model.
Before joining BancWest Investment Services, Lee was a top-ranked Investment Manager and Financial Advisor with JPMorgan Chase & Co. in Southern California. He has also been a Manager, Financial Services at Prudential Financial and a Regional Wholesaler for Principal Funds (formerly WM Funds). He began his career as a Financial Advisor at Ameriprise Financial.
“Steve has demonstrated a great passion for leadership and management,” said George Schneider, President and Chief Investment Officer of Capstone. “His addition to Capstone Financial Group will add long-term value to our firm.”
About Capstone Financial Group, Inc.
Capstone Financial Group, Inc. (CAPP) is an exclusive investment and merchant banking group headquartered in Irvine, Calif. Founded in 2013 by Chairman and Chief Executive Officer Darin Pastor, the company includes wholly-owned subsidiaries Capstone Investment Banking, Capstone Merchant Banking, and Capstone Affluent Strategies. The firm’s executive management team consists of leaders who have more than 100 collective years of experience in wealth management and investment banking, with a surgical understanding of clean technology and industrial growth, capital raising services concerning municipal government interests, and private placements and public offerings of corporate debt and corporate equity. For more information, visit www.capstonefinancialgroupinc.com.