David A. Russo, CIMA
Chief Investment Officer – Principal

Dave began his career at Merril Lynch while attending college, in 1964.  In 1980 he joined Detroit based Roney & Company as Director of Investment Consultant Services and was also a General Partner of the firm.  He also served as Chief Operating Officer at ICC Capital Management Inc.  A Michigan native, Dave is based in Winter Park, Florida. He holds the following securities licenses: Series #’s 4, 7, 12, 41, 53, 63 and 65.

Beth A. Lang
President / Portfolio Manager– Principal

Before forming CMA, Beth was Vice President of Client Services at ICC Capital Management, Inc.  She has worked in capital markets since 1983, starting her career at Glendale Federal Savings.  In 1986, she joined Liden Cogan & Associates where she was responsible for pension plan trust accounting.  Beth joined ICC in 1988, where she initially held a marketing position for the North Central Region.  Beth is based in our Winter Park, Florida office.

Anita L. Lohman, CFA
Senior Vice President/Senior Portfolio Manager– Principal

Prior to joining CMA, Anita was a Regional Managing Director for SunTrust, Personal Asset Management where she managed the investment staff in the North and Central Florida regions. The group managed approximately $4 billion in assets for high net worth clients, and Anita personally managed approximately $200 million for individual clients. She has worked in the capital markets since 1982, starting her career at Nationwide Insurance Company, joining The Investment Counsel Company in 1985, and joining SunTrust in 2000. Anita received her BA in Economics from Rollins College and earned the Chartered Financial Analyst Designation in 1995. She is a member of the CFA Institute and is a past president of the CFA Society of Orlando. Anita is based in our Orlando, FL headquarters.

Karl C. Ashley, CPPT
Chief Technical Market Strategist
Member-Investment Policy Committee

Lead Portfolio Manager - Large-Cap Core

Karl is responsible for overseeing the technical portion of CMA’s investment process model and managing CMA’s Large Cap Core portfolio. Prior to joining CMA in 2006, he founded Core Group Services, Inc., a Registered Investment Advisor and client portfolio manager. Karl holds a Series 65 license and is a Certified Public Pension Trustee. He has published over twenty papers on market analysis, portfolio management and controlling health care costs for pension plans. Karl received his BS Engineering and MBA degrees from Drexel University and is a member of the Florida Public Pension Trustees Association.   

Erez  Zadak
International Investment Strategist

Prior to joining CMA as international investment officer; Erez was portfolio manager and investment strategist for Dean Reach Investment LTD.  Erez has served in capital markets since 1993.  Erez developed an award-winning global investment model as a result of his thesis on “The Influence of Economic Indicators on Stock Market Behavior”.  Erez received his BA in accounting and finance from the College of Management, Israel and has completed his graduate studies at Derby University, United Kingdom.  He has recently published an Investment primer titled “International Investing for the Israeli Investor”.

Randy D. Russo
Domestic Equity Portfolio Manager – Small Cap
Member-Investment Policy Committee– Principal

Randy is responsible for the management of the Small-Cap Core equity portfolio.  Prior to joining Capital Management Associates, LLC as portfolio manager, Randy was a logistician with CHEP, USA as well as Logistic Insight.  Although he officially joined the firm in 2005, he has served as a computer programming consultant in the CMA three factor model for some time. Randy received his BA in International Business from the University of Central Florida and is currently completing his graduate studies at UCF.

Jeffrey M. Russo
Chief Compliance Officer– Principal

Jeffrey is responsible for overseeing all compliance aspects of company as well as systems and technologic operations. Prior to joining CMA Jeffrey oversaw the customer service call center for several firms including EDS and CHEP, USA as well as the creation of training manuals and online training  procedures for new employees. He is currently completing his graduate studies at University of Central Florida . He is located in our Orlando, FL headquarters and is an integral part of our  management team. 

Julie Benedetti
Chief Financial Officer
Member-Investment Policy Committee

Julie is responsible for overseeing all aspects of company financials as well as preparation of data required for the investment policy meetings. Julie is currently attending the University of Central Florida concluding her studies in economics and finance. She is located in our Orlando, FL headquarters and is an integral part of our team.

Brook Boggs
Vice President Client Administration & Trading– Principal

Prior to joining Capital Management Associates, LLC as portfolio administrator in 2006, Brook was an administrator for a senior financial planner at MetLife.  In 2002 she received her State of Florida Insurance License while employed at the Western and Southern Financial Group in Daytona Beach, Florida.  She began her career in financial services in 1994 while  employed at  the Investment Counsel Company where she held the position of  trader and client administrator.  She earned her bachelors degree from the University of Central Florida in 1998.  Brook is based in the Orlando, Florida headquarters. 

Lindsay R. Teeter
Client Administration and Trading

Lindsay is responsible for trading activities, investment accounting and reporting, as well as monitoring daily investment activities to insure adequate liquidity and cash flow.  Her other duties include the collection of data as well as input /output of the sector - industry group model, industry group rankings, and portfolio holdings rankings.  She assists in the preparation and generation of marketing material, as well as overseeing the equity proxy voting process and reporting procedure.  Prior to joining Capital Management Associates LLC in 2003, she served as client co-coordinator for the law firm of Drage, DeBeaubian, Knight, Simmons, Mantzaris, & Neal.  She attended Valencia College.  Lindsay is based in the Orlando, Florida headquarters.

Candace Forrest
Client Administration and Trading

Candace is responsible for overseeing all aspects of marketing materials as well preparation of data required for client reporting. Candace is currently attending the University of Central Florida concluding her studies in economics and finance. She is located in our Orlando, FL headquarters and is an integral part of our team.

Rachele Smith
Client Administration and Trading

Prior to joining Capital Management Associates, Rachele was a Portfolio Specialist for SunTrust, Personal Asset Management.   She began her career in financial services in 1996 while employed at First Lenders Indemnity Corporation.  In 1997, she joined The Investment Counsel Company first as a Portfolio Administrator then as a Portfolio Analyst specializing in performance calculations and proxy voting.   She then joined SunTrust in 2003 where she assisted several Portfolio Managers and assumed the role of proxy voting  for the Personal Asset Management Investment Committee.  Rachele earned her bachelors degree from Florida State University in 1995.  Rachele is based in the Orlando, Florida headquarters.

Ana Soule
Marketing Support

Prior to joining Capital Management Associates, LLC as portfolio administrator in 2006, Ana was a Senior Custody Specialist overseeing a group of Portfolio Administrators at State Street Corporation in Boston, MA.  From 2000 to 2005 she worked within Mutual Funds and Client Services departments at State Street Corporation.  She handled trading, exceptions, daily reporting, loss prevention, while also maintaining relationships with her Investment Managers, ensuring accuracy and excellent service.  In 1998, she also worked as work flow coordinator for Fleet Bank for 2 years in the non- sufficient funds department while she completed her Degree in Business Management from Aquinas College, in Milton, MA.  Ana is based in the Orlando, Florida headquarters. 

Back to top