Bobby Edgerton is a HODL Portfolio Manager
March 8, 2021
Bobby Edgerton, Chief Investment Officer, Capital Investment Companies
Bobby Edgerton is a Co-Founder of the Capital Investment Companies and has served as an executive officer of the companies since 1984. He is also the firm’s Chief Investment Officer and has been in the financial services industry since 1979.
After winning the North Carolina State High School Golf Championship, Mr. Edgerton accepted both a basketball and golf scholarship from Wake Forest University and graduated with a B.A. in business and finance.
After graduation, he attained a rank of First Lieutenant in the U.S. Army Signal Corps, where he commanded a thousand-man training company at Fort Gordon, Georgia, during the Vietnam War. During his amateur golf career, Mr. Edgerton played in four United States Amateur Championships.
Defending Against Loss by Buying Industry Leaders When They’re Down
Bobby Edgerton is a Co-Founder of the Capital Investment Companies and has served as an executive officer of the companies since 1984. He is also the firm’s Chief Investment Officer and has been in the financial services industry since 1979. After winning the North Carolina State High School Golf Championship, Mr. Edgerton accepted both a basketball and golf scholarship from Wake Forest University and graduated with a B.A. in business and finance. After graduation, he attained a rank of First Lieutenant in the U.S. Army Signal Corps, where he commanded a thousand-man training company at Fort Gordon, Georgia, during the Vietnam War. During his amateur golf career, Mr. Edgerton played in four United States Amateur Championships. Profile
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Capital Investment Companies, one of the largest independent financial services and brokerage firms in the Southeastern United States, has expanded their footprint further across the state of North Carolina with the addition of Sheree Crumbley Lancaster and Jameshia Goss with Star of the Pines Wealth Management and Matthew D. Vaughan.
Star of the Pines Wealth Management is comprised of independent advisors Sheree C. Lancaster and Jameshia Goss. Star of the Pines is a boutique wealth management firm located in Southern Pines, NC. Dedicated to serving their clients complete financial needs, Lancaster and Goss are uniquely positioned within the financial services industry to offer a wide range of solutions covering every facet of wealth management. With over 23 years of combined planning and investment experience, Star of the Pines offers a relaxed, yet professional atmosphere for their clients with open comm
[December 30, 2020]
Capital Investment Companies Named One of Best Places to Work in Money Management by Pensions & Investments
Capital Investment Companies, of Raleigh, NC, was named in the 2020 Best Places to Work in Money Management awards announced by
Pensions & Investments today.
Presented by Pensions & Investments, the global news source of money management, the ninth-annual survey and recognition program is dedicated to identifying and recognizing the best employers in the money management industry.
Headquartered in Raleigh, N.C. for 36 years, Capital Investment Companies (www.cico.us) is one of the largest independent financial services firms in the Southeastern United States. With their affiliates and strategic partners, the firm offers a wide variety of financial services to individuals, institutions and the CPA and banking community including: traditional investment brokerage, money management, trust services, mortgage services, estate planning, insurance services