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.
Chief Operating Officer
Investment Advisor Representative and National Social Security Advisor
Joseph’s father founded Capital Management Services (CMS) in 1986, and nearly 30 years later, he joined the firm as an Investment Advisor Representative. In 2014, Joe’s first year on board with the company, he opened CMS’ first West Coast branch and began building a practice specializing in retirement planning for high net worth individuals.
Joe’s role expanded when he became chief operating officer in 2018. He experienced so much success helping clients of CMS that he now assists other financial advisors in growing practices of their own by partnering with CMS’s third-party management solutions. Joe works with a veteran team of regional managers who are eager to add value, time and personal freedom to clients’ lives.
The St. Louis native is insurance-licensed in California and Missouri and passed his Series 65 securities exam to become an Investment Adviser Representative. He holds a bachelor’s degree from Southeast Missouri State University in business management and marketing.
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.