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About
Christopher Jones is a principal at CAPITAL ADVISORS INC/OK, based in the United States, with extensive experience in investment management and advisory services. His current responsibilities focus on structuring tailored investment solutions for a diverse group of clients, overseeing asset allocation strategies, and providing leadership on portfolio construction at the firm. He is involved in guiding client portfolios across multiple sectors, with particular emphasis on equities, fixed income, alternative investments, and multi-asset strategies relevant to high-net-worth individuals and institutional clients.
With a career spanning several decades, Christopher brings a wealth of expertise from his earlier positions in financial consulting and asset management. His professional background includes experience in creating and managing customized portfolios, optimizing risk-adjusted returns, and mentoring other advisors in best practices. He has played a key role in the advancement of fee-only advisory models and has contributed to the evolution of fiduciary standards in the industry.
Christopher is recognized for his analytical acumen and commitment to client-centric financial planning. He holds a B.S. in Economics from Brigham Young University and has deep knowledge across investment analysis, portfolio efficiency, and technology integration within financial advisory processes. Among his notable achievements are pioneering efficient advisory workflows and promoting sophisticated investment strategies suitable for changing market environments. His professional contributions are reflected in his ability to adapt to fintech innovations and maintain high standards of service and integrity for his clients.
Career History
| Organization | Role | Date Range | Details |
|---|---|---|---|
| AMG Capital Advisors, LLC | Principal | Jan 2010 to Present | — |
| Ash Creek Capital Advisors, LLC | Managing Director | Apr 2005 to Present | — |
Education
Johns Hopkins University
Bachelor's degree, HISTORY
1962 — 1966
The Johns Hopkins University
Others at Capital Advisors Inc/ok (24)
| Name | Role | Location |
|---|---|---|
| Partner | New York, NY , United States | |
E Eduardo Barco | Founding Partner and Owner | Miami, FL , United States |
E Eric Cannon | Managing Partner | Frisco, TX , United States |
| President | New York, NY , United States | |
J Joseph Maly | Managing Partner | San Francisco, CA , United States |
| Chief Financial Officer and Managing Director | Tulsa, OK , United States | |
| President | Perris, CA , United States | |
T Thomas Liversage | Senior Vice President | Tulsa, OK , United States |
A Andy Brown | President | Tulsa, OK , United States |
A Aron Slone | Managing Partner | United States |
Similar Fund Managers
| Name | Role | Fund | Location |
|---|---|---|---|
| Senior Associate | Retirement Investment Advisors, Inc. | Edmond, OK , United States | |
| Principal | Full Sail Capital, LLC | Decatur, GA , United States |