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
| Organization | Role | Date Range | Details |
|---|---|---|---|
| Capital Advisors | Managing Partner | Mar 2012 to Present | — |
| Stifel Financial Corp. | Vice President - Institutional Equity Sales | Mar 2009 to Feb 2012 | — |
| Jefferies & Company | OTC Equity Trader and Institutional Equity Sales | Nov 2000 to Mar 2009 | — |
| George K. Baum & Company | Listed Equity and Options Trader | Aug 1999 to Oct 2000 | — |
| UMB Bank | Financial Analyst - Fixed Income, Investment Banking Division | Jan 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 (15)
| Name | Role | Location |
|---|---|---|
| Partner | New York, NY , United States | |
C Christopher Jones | Principal | United States |
E Eduardo Barco | Founding Partner and Owner | Miami, FL , United States |
| President | New York, NY , United States | |
J Joseph Maly | Managing Partner | San Francisco, CA , United States |
A Andy Brown | President | Tulsa, OK , United States |
| Senior IT Analyst | Broken Arrow, OK , United States | |
| President | Sarasota, FL , United States | |
D Daniel Schluter | Vice President Portfolio Analyst | Frisco, TX , United States |
G George Haas | Senior Vice President at Capital Advisors, Inc. | Houston, TX , United States |