Our advisory team is a group of experienced advisors who maintain very close client relationships and provide a steady hand in all sorts of market environments.
Dennis Delphenich, MBA, 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.
Kyle Higgason, MBA
Master of Business Administration degree awarded 2007
University of Kentucky
Bachelor of Arts - Political Science
Kyle has been helping clients prepare for retirment since 1991. He has a depth of knowledge gained not only from the academic world, but also from his experience working for firms that include TIAA-CREF, PNC Investments and Fifth Third Securities.
Kyle is also an abritrator with FINRA, the Financial Industry Regulatory Authority.
Kyle provides his clients with informed and level-headed perspectives on their financial matters and while handling their investments.
Kyle enjoys spending time with his wife and their three children. When he is not coaching youth sports like football, baseball or basketball, he can be found doing public address announcing for high school athletics.
Capital Portfolio Advisors, Inc.
67 Rhoads Center Drive
Centerville, OH 45458
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