CAP STRAT
Stephanie Guldan's work experience begins in 2008 at Seton Academy, where they worked as a Math Teacher until 2010. Stephanie then moved on to Beecher High School as a Math Teacher from 2010 to 2012. From 2012 until the present, Stephanie has been employed at Eyelation as the Director of Operations. In 2022, they joined CAP STRAT as a Data Operations Associate.
Stephanie Guldan began their education journey in 2004 when they enrolled at Marquette University. Stephanie spent four years there, graduating in 2008 with a Bachelor of Science (B.S.) degree in Mathematics and Secondary Education. Stephanie then went on to pursue a higher level of education and enrolled at Saint Xavier University in 2010. After two years of study, they completed their Master of Arts (M.A.) degree in Teaching and Leadership in 2012.
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CAP STRAT
CAP STRAT is an employee-owned, SEC Registered Investment Advisor specializing in independent institutional investment and retirement advisory services, private wealth and asset management solutions. We are a fully independent firm. Neither our firm nor any of our associates have any affiliation to any broker/dealer, investment manager, bank, recordkeeper, insurance company etc. The value of absolute independence is evident in the conflict free research, advice and investment recommendations that we provide our clients. In addition, as a Registered Investment Advisor only, we are prohibited from receiving any compensation from investment managers. All of our revenue is generated from the flat, annual retainers we charge and that are paid to us by our clients. Our institutional pools of assets include defined benefit plans, defined contribution (401(k), 403(b)), 457 and non-qualified plans) operating accounts, endowments and foundations. A highly specialized and growing firm, we have built a powerful, independent research team so clients can rely on our independent perspective and assurance that recommendations are made solely in their best interest. Capital Strategies serves as a 3(21) or 3(38) fiduciary advisor for all the clients we serve. Our mission is to help our clients fulfill their fiduciary duties and successfully manage their investment programs. Our firm is comprised of highly skilled, multi-disciplinary professionals with significant experience in investment strategy, research, retirement strategy, plan design, compliance, employee engagement, communication and education and provider management. Capital Strategies was founded in 2003 by Will Woodall, Nancy Rizzuto, and Barbara Best.