Meet The Team
The team behind Capital Management Services, Inc. is made up of qualified financial professionals who are passionate about helping individuals and families achieve their ideal retirements.
Jim Gissy CEO and Investment Advisor Representative
Jim Gissy is the CEO of Capital Management Services, Inc., an independent Registered Investment Advisor he founded in 1986 in Manchester, Missouri.
Jim began his career over 30 years ago with Drexel Burnham Lambert, and after that, Shearson Lehman Brothers, when those international firms were in their prime. There, Jim honed his love for and passion for the financial services industry.
Jim has made a name for himself in the St. Louis and surrounding regions as a financial educator of individual investors. Shunning ‘cookie-cutter’ approaches to money management, Jim thrills to the challenge of being on the leading edge of innovation in creating wealth strategies for his clients … and all with an eye toward reducing his clients’ tax burden wherever possible.
Among the many high-level industry workshops Jim has attended over the years are the special IRA planning courses by Ed Slott, nationally renowned CPA who’s been dubbed “America’s IRA Expert” by The Wall Street Journal, USA Today, and the New York Times; and the Learning Institute for Financial Executives in Dayton, Ohio.
Jim, a lifelong resident of the St. Louis area, is a graduate of St. John Vianney High School and St. Louis University. Along with spending time with his wife, Karen, their five children and four grandchildren, Jim is an avid golfer, is active in St. Joseph Catholic Church in Manchester, Missouri, and has many charitable interests elsewhere in the community.
Ready to Take The Next Step?
For more information about any of the products and services listed here, schedule a meeting today or register to attend a seminar.