Chris Pelley, owner and Managing Director, has been in the financial services industry for over 30 years and has a passion for helping investors make better decisions. He has spent over 11 years working abroad for world-class financial institutions including Shearson Lehman Hutton where he specialized in retirement planning for corporate executives in NYC. In 1994, Chris founded Capital Investment Management (CIMCO) with the goal of offering clients independent investment advice. As of 2014 he joined RBC Wealth Management, but has returned to the independent advisory world in 2016.
Chris’s passion is helping clients utilize their investments so they can spend more time on what’s important to them, their family, their career, and their charity.
Working with Chris has sparked a desire to find the right connections for individuals, companies and organizations that resonate and lead them to expanding their interactions and network. A career of 20 years with Fortune 500 technology companies focused in various accounting roles was followed by a successful consulting practice dedicated to a customer first approach. Bonnie’s passion for customer success and facilitating subscription based revenue companies grow, helps her enable companies to be wildly successful with your product. She has found a joy and purpose working with Cimcoconnects helping professionals meet others that may help their children, charity, career or company.
Blossom has been with CIMCO since its inception and worked with Chris Pelley before he founded the firm. She is most likely the first person you’ll meet when you walk in our door or give us call, and certainly the one you will not forget. Her warm personality and welcoming smile make CIMCO second to none in customer service.