John R. Wolf

Managing Director - Equity Investments

John joined Capstone in 1996. He currently serves as the Managing Director of Equity Investments. He is primarily responsible for managing quantitative based equity portfolios, often involving social values screening for various institutions and mutual funds.

Mr. Wolf began his financial services career in 1983 with The Dreyfus Corporation and subsequently moved on to Oppenheimer Capital in 1987 as a mutual fund accounting manager. In 1992 he became Vice President of New Castle Advisers, a start-up investment advisor specializing in covered call option portfolio strategies. New Castle was acquired by Capstone in 1996 where he was instrumental in Capstone’s expansion into managing quantitative equity portfolios.

Originally from the New York City area, Mr. Wolf graduated with a B.B.A. in Accounting from Hofstra University and an M.B.A. in Finance from Manhattan College. He currently holds his Series 7, Series 66 and Series 24 securities licenses.

In 2001 Mr. Wolf relocated to Houston, TX where he currently resides.

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