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.
Schedule by appointment only.
Chief Operating Officer
Investment Advisor Representative and National Social Security Advisor
Joseph started his career at Capital Management Services (CMS Advisors) in the back-office learning how to trade the various strategies that CMS utilizes for the firm. After a few years of becoming accustomed to market cycles and trading strategies he started his own office in Westlake Village, California in 2014. He started teaching educational courses on Social Security, Medicare, Retirement Planning, Market Strategies, Tax Planning, Legacy Planning and Advanced Financial Strategies for the Elite.
In 2018 Joseph became the Chief Operating Officer for Capital Management Services and has expanded the firm to include new advisors and various offices across the United States. In 2020 Joseph helped form and organize CMS Institutional, LLC which is an SEC registered Third Party Money management company focused on unique tactical financial strategies. These strategies are utilized with the Capital Management Services clients across the country as well as utilized by thousands of financial professionals in the financial services industry.
The St. Louis native is insurance-licensed in Missouri, Illinois, and California. He passed his Series 65 securities exam to become an Investment Advisor Representative and holds a bachelor’s degree from Southwest Missouri State University in business management and marketing. He spends his time between Chicago, St. Louis and Los Angeles visiting with various CMS offices as well as meeting with other financial professionals mentoring them on business development.
Although Joseph’s roles and responsibilities have increased over the years, he does work with and still enjoys working with individual client and families. His passion is helping someone understand that they can achieve their financial goals, if they put a solid plan in place, implement that plan and follow it for success. Joseph see’s new clients by appointment only, simply send him a quick email introduction and either Joseph or his Executive Assistant Cricket will return your email to schedule an appointment with you.
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.