Dennis Delphenich, president and founder
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.
As a 30 year veteran of the financial planning and investment management business, Dennis blends deep acedemic background with real world practical experience.
Graduate school provided a deep background in securities analysis,
portfolio design, modern portfolio theory, and global economics.
His extensive experience in working with clients to bring financial dreams
into reality, has provided invaluable 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.
Master of Business Administration degree awarded in 2007.
University of Kentucky
Bachelor of Arts - Political Science degree awarded in 1991.
Since 1991, Kyle has been a financial advisor working in discount, full-service and bank brokerage firms. Kyle combines his deep acedemic background with his rich and varied real world experiences in guiding his clients toward their financial freedom.
Kyle is an integral part of the firm not only with personally advising his clients but also in the investment research and portfolio design activities.
Kyle also offers his experience and expertise as an abitrator for FINRA, a financial industry regulator. As a FINRA arbitrator, Kyle
assists with the resolving of securities-related disputes.
Kyle believes that the most important things in life can't be seen,
which is why he cherishes his relationships with family, friends and
Capital Portfolio Advisors, Inc.
67 Rhoads Center Drive
Centerville, OH 45458
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