Team Members

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Terry Chiu, CFA, CFP®
Terry Chiu, CFA, CFP®Portfolio Manager and VP of Investment Research
Terry has more than 20 years of experience as a portfolio manager and research analyst…Read More
Jim McCarthy
Jim McCarthyPortfolio Manager and VP of Investment Research
Jim has been in the investment management industry for over 20 years working with high net worth individuals and family groups…Read More
George Sutcliffe
George SutcliffeVice President of Operations
George is a driven and client focused leader with experience in real estate, private investing, telecommunications, and high-technology industries. George has lead…Read More
Chris Ressa
Chris RessaFinancial Advisor and Retirement Specialist
Chris Ressa is a Financial Advisor and Retirement Specialist with Capital Planning Advisors, focusing on individuals, families and business owners…Read More
Shari Segon
Shari SegonClient Service Specialist
Shari Segon is a Client Service Specialist at Capital Planning Advisors. She has a passion for learning… Read More