Andrew Kerai is a CFA® charterholder based in Dallas, TX, with nine years of industry experience. He has worked at RiverNorth Capital Management, LLC for seven years and has been with Capital Ideas and Bearing Financial Advisors, LLC since 2022. Outside of his advisory roles, Kerai is a managing partner at Alpha Capital Dallas LLC, a member of the Forbes Finance Council, and an instructor for the CFA program. Capital Ideas serves high-net-worth individuals, families, trusts, and institutional clients with discretionary portfolio management and subadvisory services. The firm uses a combination of fundamental and technical analysis, proprietary trading models, and outside research, including AI, to construct and monitor tailored investment portfolios.

Karen Burns is a financial advisor with Capital Ideas in Dallas, TX, holding a Series 63 designation and 31 years of industry experience. She has worked at Capital Ideas since 1995 and has held roles at Alliance Financial Group, Rhodes Securities, and Bearing Financial Advisors. Burns is also a minority owner of Alpha Capital Dallas LLC. Capital Ideas provides discretionary portfolio management and advisory services to individuals, trusts, estates, retirement plans, and other entities, offering custom portfolios that include stocks, bonds, options, ETFs, and mutual funds. The firm integrates fundamental and technical analysis with proprietary trading models, provides ongoing due diligence on third-party managers, and delivers model portfolios and subadvisory services to other registered investment advisers.

Clifford Brott Jr. is a CFP® with 54 years of experience in the financial industry. He has been with Capital Ideas since 1995 and also worked at Alliance Financial Group, Inc. and Rhodes Securities, Inc. Brott serves as a board member for the Network of Community Ministries, a social services organization in Richardson, Texas. Capital Ideas provides discretionary portfolio management and advisory services to individuals, trusts, estates, and retirement plans, utilizing a combination of fundamental and technical analysis along with proprietary trading models. The firm also offers third-party manager selection, model portfolios, and subadvisory services to other registered investment advisers.