Tiana Rodriguez

Investment Analyst Tiana joined Capstone in 2021 and started her career as a loan officer for a local mortgage lender. There she was responsible for building relationships and creating financing plans for clients looking to purchase homes or refinance their current homes. She comes to Capstone with a background in...

Zach Jansen, CFA

Senior Investment Analyst Prior to joining Capstone, Zach worked for an investment management firm based in Cincinnati, Ohio that mainly provided advisory services to small to mid-size university endowments, community, and charitable foundations. Zach was a member of the investment research department where he covered the Real Assets sector (Real...

Nick Nesta

Transaction Coordinator Before joining Capstone, Nick began his career in residential real estate. After working in an Orlando-based firm, he started his own firm in 2013 and has closed over $10 million per year since then. Nick has also worked for Sperry Van Ness managing multi-family and commercial transactions in...

Amanda Ernst

Senior Marketing Specialist Amanda Ernst joins the Capstone team with over 10 years of experience in graphic design and marketing. She is responsible for creating and editing firm marketing materials while supporting brokers with transactional needs, client relations, and business development. Additionally, she assists with internal firm projects and maintenance...

Margaret Smith

Events Manager  Margaret Smith is responsible for planning, organizing and executing major events, conferences and firmwide meetings across Capstone’s growing organizational footprint.  In her previous role as Executive Assistant, she was responsible for supporting on‐going transactional needs, client relations, and business development efforts in the Charlotte office.  Additionally, she assists...