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Capita Financial Network Employee Directory

Financial ServicesUtah, United States51-200 Employees

Capita Financial Network operates as a registered investment adviser in the financial services sector, offering financial planning and wealth management services. Headquartered in Draper, Utah, the firm is a midsize advisory practice serving clients seeking guidance on their financial planning and investment decisions. In November 2022, Proteus, LLC announced Capita Financial Network LLC as its preferred alternative investment platform. In 2018, Capita expanded its team by hiring Bart Wagstaff, who had previously worked as a financial advisor at Fidelity Investments.

Find Capita Financial Network employees' phone numbers or email addresses

Capita Financial Network Global Highlights

Location
Employees

North America
68

Minus sign iconPlus sign icon
  • United States Of America
    68

Capita Financial Network's Leadership

  • Stylized image of a person
    C. M.
    Chief Operating Officer
    Phone icon
    Mobile Phone
  • Stylized image of a person
    S. W.
    Chief Compliance Officer
    Phone icon
    Mobile Phone
  • Stylized image of a person
    Z. C.
    President
    Phone icon
    Mobile Phone
  • Stylized image of a person
    Z. C.
    President
    Phone icon
    Mobile Phone
  • Stylized image of a person
    T. S.
    Head Of Wealth Management
    Phone icon
    Mobile Phone
  • Stylized image of a person
    M. L.
    Founder
    Phone icon
    Mobile Phone
  • Stylized image of a person
    T. W.
    Partner/Wealth Advisor
    Phone icon
    Mobile Phone
  • Stylized image of a person
    B. W.
    Partner & Wealth Advisor
    Phone icon
    Mobile Phone

Capita Financial Network Employee Metrics

100%
50%
0%
2026
2025
  • Banking
  • Business
  • Legal
  • Accounting
  • Finance
  • Other
  • Human Resources

Contact profiles from Capita Financial Network

Name
Title
Contact Info
Location
Last Update
  • Stylized image of a person
    S. W.
    Chief Compliance Officer
    Phone icon
    Mobile Phone
    United StatesUtah
    Mar 24, 2026
  • Stylized image of a person
    T. S.
    Head Of Wealth Management
    Phone icon
    Mobile Phone
    United StatesUtah
    Mar 25, 2026
  • Stylized image of a person
    T. W.
    Director Of Investment Operations
    Phone icon
    Mobile Phone
    United StatesUtah
    Apr 15, 2026
  • Stylized image of a person
    M. J.
    Human Resources Director
    Phone icon
    Mobile Phone
    United StatesUtah
    Apr 02, 2026
  • Stylized image of a person
    R. M.
    Director Of Operations
    Phone icon
    Mobile Phone
    United StatesUtah
    Oct 22, 2024
  • Stylized image of a person
    C. S.
    Relationship Manager
    Phone icon
    Mobile Phone
    United StatesUtah
    Oct 19, 2025
  • Stylized image of a person
    T. H.
    Relationship Manager
    Phone icon
    Mobile Phone
    United StatesUtah
    May 29, 2026
  • Stylized image of a person
    D. L.
    Relationship Manager
    Phone icon
    Mobile Phone
    Oct 25, 2025
  • Stylized image of a person
    S. H.
    Human Resources Manager
    Phone icon
    Mobile Phone
    United StatesUtah
    Jun 23, 2026
  • Stylized image of a person
    A. A.
    Wealth Advisor
    Phone icon
    Mobile Phone
    United StatesUtah
    Sep 22, 2025

Frequently Asked Questions

What is Capita Financial Network known for?

Minus sign iconPlus sign iconCapita Financial Network was founded in 2008 operates in the Financial Services industry. The company's main headquarters is located in 14658 South Bangerter Parkway Suite 300 Draper, Utah United States. Explore Capita Financial Network's company overview page for more information.

What is Capita Financial Network's most common email format?

Minus sign iconPlus sign iconCapita Financial Network employees' email format typically follows the pattern of . Trying to find reliable and up-to-date employee contact data? Find more Capita Financial Network email formats with LeadIQ.

How many employees does Capita Financial Network have currently?

Minus sign iconPlus sign iconCapita Financial Network has approximately 63 employees as of June 2026. These team members are located across 1 continents, including North America.

Who are Capita Financial Network's key employees and leadership?

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As of June 2026, Capita Financial Network's key employees include:

  • Chief Operating Officer: C. M.
  • Chief Compliance Officer: S. W.
  • President: Z. C.
  • President: Z. C.
  • Head Of Wealth Management: T. S.

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