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Eric Cannon

Managing Partner at Capital Advisors Inc/ok

Frisco, TX , United States

About

Eric Cannon is a Managing Partner at Capital Advisors, Inc., where he oversees the firm's Texas region from the Frisco, TX office. In his current role, he is responsible for business development and serves as a senior wealth advisor, supporting clients with tailored portfolio management, financial planning, and overall wealth strategies.

With nearly three decades of experience in the financial industry, Eric's expertise spans both institutional capital markets and retail investment advisory services, including fixed income analysis, equity trading, and market making. His background includes previous positions as an institutional equity trader and listed equities and options trader at firms such as Stifel Nicolaus, Jefferies & Company, and George K. Baum.

Eric holds a bachelor’s degree in business from the University of South Alabama, where he played NCAA Division I soccer, and an MBA in Finance from the University of Tulsa. He specializes in multi-asset class portfolio management, with a focus on high-net-worth individuals and business clients, leveraging his strengths in both equities and fixed income to deliver broad-based investment solutions tailored to complex client needs.

Career History

OrganizationRoleDate RangeDetails
Capital AdvisorsManaging PartnerMar 2012 to Present
Stifel Financial Corp.Vice President - Institutional Equity SalesMar 2009 to Feb 2012
Jefferies & CompanyOTC Equity Trader and Institutional Equity SalesNov 2000 to Mar 2009
George K. Baum & CompanyListed Equity and Options TraderAug 1999 to Oct 2000
UMB BankFinancial Analyst - Fixed Income, Investment Banking DivisionJan 1998 to Aug 1999

Education

The University of Tulsa: Collins College of Business

Master of Business Administration (MBA), Finance, General

1996 1997

University of South Alabama Mitchell College of Business

Bachelor of Science (BS), Marketing

1994 1996

Others at Capital Advisors Inc/ok (24)

NameRoleLocation
Ari May
Ari May
PartnerNew York, NY , United States
C
Christopher Jones
PrincipalUnited States
E
Eduardo Barco
Founding Partner and OwnerMiami, FL , United States
Geoffrey Abbott
Geoffrey Abbott
PresidentNew York, NY , United States
J
Joseph Maly
Managing PartnerSan Francisco, CA , United States
Lori Smith
Lori Smith
Chief Financial Officer and Managing DirectorTulsa, OK , United States
Ryan Jason Roques
Ryan Jason Roques
PresidentPerris, CA , United States
T
Thomas Liversage
Senior Vice PresidentTulsa, OK , United States
A
Andy Brown
PresidentTulsa, OK , United States
A
Aron Slone
Managing PartnerUnited States
Showing 1-10 of 24 team members

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