Mr. CJ Brott is the firm's founder and President. He is active in the firm's day-to-day activities. His primary responsibilities include active management of client portfolios, market research and presentation of Capital Ideas investment services to prospective clients.

CJ earned a B.A. in economics from the University of Texas at Austin in 1970. He joined Weber, Hall, Cobb & Caudle, a New York Stock Exchange member firm, in that year and became an owner in 1975. In 1984 while still with Weber Hall he founded Capital Ideas as a separate Registered Investment Advisory firm.

Mr. Brott has been active in the city of Dallas serving on several boards in both a civic and business capacity. He is a recognized expert in his field. CJ is a sought after public speaker and has been interviewed by various national and local financial publications. Since 1980 he has been lecturing regularly on financial topics at Southern Methodist University.

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Ms. Karen Burns joined Capital Ideas in 1995. She is responsible for investment operations, client support services, and performance measurement. Ms. Burns is also involved with the active management of client portfolios.

Karen earned a B.S. in Economics and Finance from the University of Texas at Dallas in 1992. She joined Southwest Securities Credit Department in 1993 and was an Assistant Supervisor for 2 years before leaving to join the Capital Ideas team in June of 1995. She is pursuing the professional designation of Chartered Financial Analyst and will soon complete the program.

Ms. Burns is active in the Dallas County Medical Society Alliance serving on the Board as Treasurer and Finance Chairman. She also volunteers for numerous committees at church and her children's school.

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