Founder & Chief Investment Officer
Capital Wealth Planning
Kevin Simpson has been the CIO of Capital Wealth Planning, LLC since establishing the firm in 2005. He has been investing in options since he began his career at W.H. Newbold's Son & Co. in 1992. After his time at W.H. Newbold's Son & Co, Mr. Simpson spent seven years with Wheat First Butcher Singer (Subsequently Wells Fargo) where he helped institutions and high-net-worth individuals plan and achieve their financial goals through option-centered strategies. Following his time at Wheat First Butcher Singer, he spent several years at Sterling Financial before establishing Capital Wealth Planning. Over the years, Mr. Simpson has developed a strategy that aligns CWP as an institutional management firm offering separately managed ETF and equity portfolios that are complemented with a yield enhancing covered call strategy.
Retirement and Income Discussion* (For Financial Advisors Only)
February 6, 2020, 11:00 am - 12:00 pm EST
Creating Growth and Income Using Tactical Strategies
February 8, 2020, 9:00 am - 9:45 am EST