Richard E. Minshall

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Finance

Consumer Services

Profile

Prior to founding Capital Advisors in 1978, Mr. Minshall was previously a Senior Vice President & Head of Trust Department at Fourth National Bank of Tulsa from 1972 to 1978.
Prior to that he was a Branch Manager for Schneider Bernet & Hickman Inc. from 1969 to 1972.
Prior to that he was a registered representative for A. G.
Edwards & Sons Inc. from 1966 to 1969.
Before that he was in private practice as an attorney.
Mr. Minshall received his BA from the University of Oklahoma.
He also received his Bachelor of Law degree from the University of Virginia.

Former positions of Richard E. Minshall

Companies	Position	End
Capital Advisors, Inc. (Oklahoma) Capital Advisors, Inc. (Oklahoma) Investment ManagersFinance Capital Advisors’ Investment and Research Committee (The Committee) is responsible for the development and daily management of portfolio strategies. The Committee is responsible for the research and selection of each security within each strategy. The firm develops an asset allocation plan or model portfolio to align the client’s investment objectives with the most efficient and effective investment vehicles to attain those objectives. Capital Advisors uses a combination of individual stock strategies, tactical ETF strategies and fixed income strategies.	Chairman	31/10/2007
A.G. Edwards, Inc. A.G. Edwards, Inc. Investment Banks/BrokersFinance Provides security brokerage services	Corporate Officer/Principal	30/12/1969

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Linked companies

Private companies	4
A.G. Edwards, Inc. A.G. Edwards, Inc. Investment Banks/BrokersFinance Provides security brokerage services	Finance
Capital Advisors, Inc. (Oklahoma) Capital Advisors, Inc. (Oklahoma) Investment ManagersFinance Capital Advisors’ Investment and Research Committee (The Committee) is responsible for the development and daily management of portfolio strategies. The Committee is responsible for the research and selection of each security within each strategy. The firm develops an asset allocation plan or model portfolio to align the client’s investment objectives with the most efficient and effective investment vehicles to attain those objectives. Capital Advisors uses a combination of individual stock strategies, tactical ETF strategies and fixed income strategies.	Finance
University of Virginia University of Virginia Other Consumer ServicesConsumer Services Functions as a College/University	Consumer Services
University of Oklahoma University of Oklahoma Other Consumer ServicesConsumer Services Functions as a College/University	Consumer Services