A Registered Investment Advisor Since 1993
A Registered Investment Advisor Since 1993 

Our Team

Dennis Delphenich, president and founder

 

Education

Boston University Graduate School of Management

Master of Business Administration degree awarded in 1989.

 

Wright State University

Bachelor of Music - Classical Guitar Performance, cum laude

Bachelor of Music - Composition, cum laude.

 

Background

After graduate school, Dennis began his financial advising career with one of the largest financial planning firms in Boston, MA, Bay Financial Associates.  

 

Seeing the significant advantages of a registered investment advisory

firm over the traditional commission-based advisors, Dennis founded

Capital Portfolio Advisors, Inc. in 1993 and set it up as a registered

investment advisor.  

 

Graduate school provided a deep background in securities analysis,

portfolio design, modern portfolio theory, and global economics.  The

last 20+ years provided additional perspectives that cannot be taught

in classes and books, for example, how a new retiree psychologically 

handles transitioning into a satisfying retirement.

 

Dennis is a member of the Dayton Classical Guitar Society and the

Lute Society of America.  Dennis's son, Alec, is continuing the

family musical interests as a singer/songwriter in Boston, MA.     

Daniel Libstorff

 

Education

Cincinnati Christian University

Master of Arts in Counseling

 

Background

Dan began his financial planning and investment couseling career with National Planning Corp in 2011 and later founded Sunset Wealth Management, a registered investment advisor. Dan merged his practice at Sunset Wealth Management into Capital Portfolio Advisors, Inc.

 

Dan is also an independent insurance broker for life, disability, health and long-term care.

 

Before his financial counseling career, Dan spent 16 years as a

Licensed Professional Clinical Counselor working in the areas of 

family counseling and psychotherapy.  

 

Dan's unique background gives him a particular talent to listen to

and counsel his clients toward reaching their full financial potential.

 

Dan lives with his wife, son and daughter in Maineville, Ohio.

Jennifer Adamson

 

Education

University of Cincinnati

Master of Art in Community Counseling in 1997

Bachelor of Science in Education degree awarded 1995

 

Background

Jenny began her financial advising career with Transamerica Financial Advisors, Inc.  Jenny is also an independent insurance broker for life, health, disability and long-term care.  

Jenny also has experience in clinical counseling, family counseling as well as in teaching.  Jenny's unique counseling and

teaching skills make her particularly effective in working with her

clients to bring their financial dreams into reality.   

 

Jenny spends her spare time with her husband and 2 sons and is

active in her local community, church and sits on the board of a local charity.

Kraig Swanger

 

Education

Mercyhurst College

Bachelor of Arts in Finance degree awarded in 1991

 

Background

Kraig began his financial planning and investment counseling career in 1992 with Mariner Financial Services.  Kraig further honed his research-driven approach to investment management working with PaneWebber Inc. and eventually Merrill Lynch Pierce Fenner & Smith, Inc.

 

In addition to studying finance in college, Kraig has also studied theology at Christian Life School of Theology.  Kraig lives with his wife and children in Lebanon, Ohio.

 

Contact Us

Capital Portfolio Advisors, Inc.

67 Rhoads Center Drive

Centerville, OH 45458

 

Phone

937 299-9111

 

You can also use our secure contact form.

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