Eric Matthew Cannon

Portfolio Manager-Equities at

Capital Advisors, Inc. (Oklahoma)

Finance

Consumer Services

Profile

Mr. Eric M.
Cannon is a Managing Partner at Capital Advisors, Inc. (Oklahoma).
He oversees the Texas Region.
He also handles business development and serves as a wealth advisor to clients.
Mr. Cannon commenced his career as a Fixed Income Analyst in the Investment Banking Division of UMB Bank.
His extensive experience in the equity capital markets includes roles as an Institutional Equity Trader, OTC Market Maker, and Listed Equities & Options Trader at Stifel, Jefferies, and George K.
Baum.
He holds an undergraduate degree in business from the University of South Alabama.
He also earned an MBA with a concentration in Finance from the University of Tulsa.

Eric Matthew Cannon active positions

Companies	Position	Start
Capital Advisors, Inc. (Oklahoma) Capital Advisors, Inc. (Oklahoma) Investment ManagersFinance Capital Advisors’ Investment and Research Committee (The Committee) is responsible for the development and daily management of portfolio strategies. The Committee is responsible for the research and selection of each security within each strategy. The firm develops an asset allocation plan or model portfolio to align the client’s investment objectives with the most efficient and effective investment vehicles to attain those objectives. Capital Advisors uses a combination of individual stock strategies, tactical ETF strategies and fixed income strategies.	Portfolio Manager-Equities	01/01/2012

All active positions of Eric Matthew Cannon

Former positions of Eric Matthew Cannon

Companies	Position	End
Stifel, Nicolaus & Co., Inc. Stifel, Nicolaus & Co., Inc. Investment Banks/BrokersFinance Provides brokerage services	Trading-Equity	31/12/2011
Jefferies LLC Jefferies LLC Investment Banks/BrokersFinance Provides brokerage services	Trading-Equity	31/12/2007
George K. Baum & Co. (Securities) George K. Baum & Co. (Securities) Investment Banks/BrokersFinance Provides brokerage services	Trading-Equity	31/12/1999
UMB Bank, NA UMB Bank, NA Major BanksFinance Provides commercial banking services	Corporate Officer/Principal	31/12/1997

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Linked companies

Private companies	7
Capital Advisors, Inc. (Oklahoma) Capital Advisors, Inc. (Oklahoma) Investment ManagersFinance Capital Advisors’ Investment and Research Committee (The Committee) is responsible for the development and daily management of portfolio strategies. The Committee is responsible for the research and selection of each security within each strategy. The firm develops an asset allocation plan or model portfolio to align the client’s investment objectives with the most efficient and effective investment vehicles to attain those objectives. Capital Advisors uses a combination of individual stock strategies, tactical ETF strategies and fixed income strategies.	Finance
UMB Bank, NA UMB Bank, NA Major BanksFinance Provides commercial banking services	Finance
Jefferies LLC Jefferies LLC Investment Banks/BrokersFinance Provides brokerage services	Finance
Stifel, Nicolaus & Co., Inc. Stifel, Nicolaus & Co., Inc. Investment Banks/BrokersFinance Provides brokerage services	Finance
University of South Alabama University of South Alabama Other Consumer ServicesConsumer Services Functions as a College/University	Consumer Services
The University of Tulsa The University of Tulsa Other Consumer ServicesConsumer Services Functions as a College/University	Consumer Services
George K. Baum & Co. (Securities) George K. Baum & Co. (Securities) Investment Banks/BrokersFinance Provides brokerage services	Finance