The Capitol Wealth Management Group

Marvin McIntyre is the founding partner of one of the most successful financial services practices in the industry. The collaborative team of 20 experienced investment, planning, and diverse client service professionals combine their talents and skill sets to address the sophisticated needs of highly affluent families and individuals. From tax and estate planning, retirement planning, loan analysis, private equity, and charitable planning, the team provides access to the very best ideas and opportunities. Continuity and client-centricity have been hallmarks of the team since its formation, and the majority of the members have worked side by side for decades.

In 1991, Marvin pioneered the team approach to wealth management. That innovation revolutionized the financial advisory business and made Marvin a regular fixture in radio, television, and national print media. Thanks to the trust and loyalty of his clients, he was soon named one of the top five advisors in the nation by Research Magazine and became a member of Barron’s Advisor Hall of Fame. He is currently ranked as the #1 advisor in Washington, D.C by both Barron’s and Forbes and, in April 2020, the group was ranked the #10 Private Wealth Management Team in the United States.

Marvin began his financial services career after graduating from The Citadel and serving in Vietnam. The small brokerage he joined grew into the nationally regarded Legg Mason, which became part of Morgan Stanley through a series of mergers. While the firm changed around him over his 50 plus year career, Marvin never changed firms.

A grateful father of four, he is blessed with seven grandchildren who all live within 15 minutes of Marvin and his wife, Jo Anne. Through their charitable foundation, the McIntyre family supports numerous charities, with a special emphasis on Alzheimer’s research.

Disclosures:
Forbes Best-In-State Wealth Advisors
Source: Forbes.com (Awarded April 2024). Data compiled by SHOOK Research LLC based on time period from 6/30/22 - 6/30/23.

Barron's Top 1,200 Financial Advisors: State-by-State
Source: Barron's.com (Awarded Mar 2025). Data compiled by Barron's based on time period from Sept 2023 - Sept 2024.

2020 Barron's Top 100 Private Wealth Management Teams
Source: Barrons.com (Awarded April 2020). Data compiled by Barron's based on 12-month period concluding in Dec of the year prior to the issuance of the award.

Barron's Hall Of Fame 2023 List
Source: The Barron’s “Hall of Fame” list, published throughout 2023. Based on Barron’s rankings received over the prior 10 years.

A.J. Fechter is the Managing Partner of The Capitol Wealth Management Group and has led the practice since 2016. A.J. is an advisor on some of our most significant and complex family relationships, offering dedicated guidance on liquidity event planning, next generation education, philanthropy, and succession. With over thirty years of experience serving families and their unique needs, he is enthusiastic about crafting solutions that not only help to preserve and grow their assets, but also enrich and uplift their distinctive values.

As a leader, A.J. focuses on developing strategic initiatives to elevate client outcomes, fostering innovation within the practice, and nurturing an inclusive culture of excellence. AJ takes great pride in cultivating an environment of continuous learning that empowers the team to provide world class support to our clients as they navigate the rapidly evolving landscapes of finance and technology.

A.J. is a Magna Cum Laude graduate of the University of Maryland, a Chartered Financial Analyst (CFA), and holds the Family Wealth Director designation at Morgan Stanley. In addition to his media appearances, he has guest lectured at American University in Washington, DC on capital market economics, The Smith School of Business at the University of Maryland on the topic of Women and Wealth, and other educational institutions.

A.J.’s charitable activities include acting for several years as Board Chair for Minds, Incorporated, a school-based charity devoted to the most underserved Wards in Washington, DC. He has also served on the Investment Committee for the Hospital for Sick Children Foundation in Washington, DC, been a VIP fundraiser for Easter Seals’ Wounded Warrior Program and co-founded the downtown DC Cystic Fibrosis Great Strides Walk and served as its co-chair.

David B. Gray is a Managing Director with Morgan Stanley Private Wealth Management and a partner in the Capitol Wealth Management Group (CWMG) at Morgan Stanley. CWMG has been recognized as one of the top advisor teams in America by Barron’s and Forbes. In April 2022, the team was ranked by Barron's as the #15 team in the Top 100 Private Wealth Management teams in America.

David’s primary responsibilities include managing client relationships for high-net-worth families and institutions. He works with multi-generational clients and has experience executing complex family limited partnerships and other generational planning strategies. He has experience helping clients structure business liquidity events and working with executive compensation plans. David is an Alternative Investment Director and has been instrumental in planning and executing four specialized private equity partnerships in conjunction with The Carlyle Group. He completed the rigorous training to be recognized as a Family Wealth Director at Morgan Stanley in 2010. In 2019, David was selected to serve on the Private Wealth Management Advisory Council, representing the interests of PWM Advisors to senior management.

David received a BS in Business Administration from Washington and Lee University and completed his MBA in Finance from the Owen Graduate School of Management at Vanderbilt University. He has been with the firm, or predecessor firms, for over 30 years and is a member of Morgan Stanley’s prestigious Chairman’s Council. Prior to joining CWMG in 2000, David was a VP in the Investment Banking Group of Legg Mason where he executed a variety of transactions for financial institutions.

David is a native of Alexandria, Virginia. He served on the Alumni Board of the Owen School and is active in local charitable and civic boards. He is currently serving on the Foundation Board for the INOVA Alexandria Hospital.

Disclosures:
2022 ​Barron's Top 100 Private Wealth Management Teams
Source: Barron's.com (Awarded Apr 2022) Data compiled by Barron's based on time period from Dec 2020 - Dec 2021.

2022 Forbes America’s Top Wealth Management Teams
Source: Forbes.com (Awarded Nov 2022) Data compiled by SHOOK Research LLC based on time period from 3/31/21-3/31/22.

Donald G. Metzger, originally joined Legg Mason in 1985 where he managed their Retirement Plan Division for seven years before moving to the Capitol Wealth Management Group in 1992. He advises high net worth families and corporations on a wide range of financial issues and has been instrumental in developing employee benefit platforms for corporate clients and managing the resulting selection, implementation, and monitoring of investment managers. Donald also has been an advisor to corporations with respect to initial public offerings, mergers and acquisitions, and other financing-related issues.

A graduate of Randolph Macon College with a Bachelor of Arts in Economics, Donald is active in community affairs, including as a member of the Board of Directors of The Chesapeake Region Safety Council and The Reginald F. Lewis Museum of Maryland African American History and Culture.

Steve is a Morgan Stanley Managing Director, a Private Wealth Advisor, and is on the Forbes Magazine's 2023 List of America's Best-in-State Wealth Advisors in Washington, D.C.

Steve works with company Founders, CEOs, and C-Suite Executives, their families, and their personal and family foundations; and holds a U.S Patent for a “System and Method for Providing Financial Services to High Net Worth Individuals”.

Steve is a Morgan Stanley Alternative Investments Director with a focus on selecting private non-correlating investment strategies and managing a portfolio’s alternative investments.

Steve holds the Certified Investment Management Analyst^® (CIMA^®) certificate from The Wharton School at The University of Pennsylvania and is also a Certified Financial Planner™ (CFP^®).

Steve graduated Magna Cum Laude from the Washington College of Law at American University and was the Managing Editor of the Law Review. He has been honored with a lifetime achievement award for legal ethics and professionalism from the Texas Center for Legal Ethics and Professionalism and is a member of the Virginia, Maryland, and District of Columbia Bars, numerous federal trial court and appellate court bars, and the Bar of The Supreme Court of the United States, although he does not provide legal advice. Steve has taught and coached private wealth advisors and financial advisors. He has taught at the Washington College of Law. He has taught legal ethics and professionalism continuing legal education courses to judges and to lawyers around the country, and he has spoken as an expert on those subjects at state bar meetings around the country.

He is currently the President of his Naval Academy Class, the Chair of the Naval Academy’s Council of all USNA 70+ Class Presidents, a Trustee on the Board of the Naval Academy Alumni Association, a Director on the Board of the Navy-Marine Corps Olympic Regional Training Center in Annapolis, a past Trustee of Landon School, and a past President of the Landon School Fathers Club.

A graduate of the United States Naval Academy at Annapolis, Steve left active duty as a Marine Corps Major following twelve years of active duty service in the U.S. Marine Corps, first as a Marine Aviator and then as a Marine Judge Advocate. Steve is in the Naval Academy Athletic Hall of Fame.

Steve and his wife, Sally, live in Chevy Chase, DC, where they raised their three – now grown – sons (Barrett, Joe, and Will). Will and Joe are also Naval Academy graduates who each served on active duty as Marine Corps Officers. Barrett was an undergraduate Math Major at MIT and has his MBA from Stanford. All three are entrepreneurs running their young companies. Sally is a saint.

Awards and Recognition: Forbes Best-In-State Wealth Advisors
• Forbes 2023 Best-In-State Wealth Advisors (#31)
• Forbes 2022 Best-In-State Wealth Advisors (#28)
• Forbes 2021 Best-In-State Wealth Advisors (#17)
• Forbes 2020 Best-In-State Wealth Advisors (#17)
• Forbes 2019 Best-In-State Wealth Advisors (#22)
• Forbes 2018 Best-In-State Wealth Advisors (#26)

Disclosures:
2018-2023 Forbes Best-In- State Wealth Advisors
Source: Forbes.com (Awarded 2018-2023). Data compiled by SHOOK Research LLC based 12-month time period concluding in June of year prior to the issuance of the award.

Joseph M. McLister (Joey) joined the Capitol Wealth Management Group in 2018 and has earned the CERTIFIED FINANCIAL PLANNER™ designation. He has also obtained the title of Family Wealth Director and Global Sports and Entertainment Associate Director. These exclusive designations are granted only to Morgan Stanley advisors who have successfully completed a rigorous accreditation program focused on skills required for comprehensive wealth management solutions across a range of disciplines important to the unique circumstances of wealthy individuals. He focuses on financial planning and wealth management for high net worth families. He is committed to providing clients with the advice, service, and extensive resources required to protect their lifestyle and achieve their long term goals.

Joey received his B.S. in Finance from the University of Delaware in 2007. From 2007 to 2014, Joey competed against the most elite golfers in the world on the PGA Tour and Web.com Tour. As an accomplished professional athlete, Joey learned the valuable skills of persistence, dedication to success, and hard work. In 2015, Joey joined Morgan Stanley to pursue his business passion of finance and wealth management. Joey has earned rankings by Forbes as one of the "Next Gen Best-in-State Wealth Advisors" starting in 2022 through 2024. He has also been recognized by Forbes as one of "America's Top Next-Gen Wealth Advisors" in 2024.

Joey is active with community affairs, including serving on multiple Board of Directors and is involved with many local charities. He and his wife have 3 children and live in Northern Virginia.

Disclosures:
2022 and 2023 Forbes Top Next-Gen Wealth Advisors Best-in-State. Source: Forbes.com (Awarded 2022 and 2023). Data compiled by SHOOK Research LLC based on 12-month period concluding in March of the year the award was issued.
Forbes America’s Top Next-Gen Wealth Advisors & Top Next-Gen Wealth Advisors Best-in-State
Source: Forbes.com (Awarded Aug 2024) Data compiled by SHOOK Research LLC for the period 3/31/23 - 3/31/24.

Prior to his current role, Mr. Koonin retired after 36 years as a Partner in Charge of Personal Financial Services in the Washington, D.C. office of PricewaterhouseCoopers. In that regard, he provided the Firm’s high-net-worth clients with estate and income tax planning advice. Previously he was a partner in charge of that firm’s Washington D.C. tax practice where he provided tax services to public companies, closely held businesses and their executives, as well as owners. Mr. Koonin’s knowledge and experience in his previous role as a tax attorney has added value to our clients.

Mr. Koonin maintains his certifications as a Certified Public Accountant and as an attorney. He served as chairman of the Federal Tax Committee of the Greater Washington Society of CPAs.

Mr. Koonin earned his BS from Marquette University and his JD from Georgetown University.

Over the past 25 years Paul Capodanno has worked at three major investment firms specializing in solutions that focus on income and asset protection. In his role at The Capitol Wealth Management Group at Morgan Stanley he will continue to advise on these investment concepts and how they relate to the team’s main goals of preserving their client’s lifestyle while assisting them in achieving their long-term goals.

Clients of The Capitol Wealth Management Group have a deep pool of resources at their disposal including, access to Cash Management & Lending, Estate & Wealth Transfer Strategies, Insurance Planning, as well as exposure to Alternatives & Private Equity investments. This access allows for the team to build a diversified investment plan tailored to their client’s specific needs.

Paul lives in Howard County MD with his wife and three teenage sons. He is very active in the local community focusing his efforts on supporting local youth initiatives. He sits on the Board of Directors of Soccer Association of Columbia as well as coaching two club teams. He also is on the Board at Casey Cares whose programs assist critically ill children and their families during their time of greatest need. Beyond that he is an avid golfer and skier.

Colleen Shemer is a Wealth Planning Specialist, she joined the Capitol Wealth Management Group in 1996 and has over 30 years of industry experience. Throughout her professional journey, Colleen has focused on working with high net worth clients, crafting bespoke financial plans and investment portfolios that align with their unique needs and aspirations. Her unwavering commitment to personalized service and attention to details has helped earn the trust and loyalty of her clients. Notably, Colleen has a profound passion for fostering financial education among high net worth families, particularly focusing on empowering the next generation. By providing tailored guidance and insights, she helps ensure that her clients’ legacies are preserved and passed down with confidence.

Ms. Shemer received her B.A. from Duquesne University. Colleen holds FINRA Licenses - Series 7, 66. NMLS# 2447230. Beyond her professional endeavors, she is active in the Juvenile Diabetes Research Foundation and the Leukemia & Lymphoma Society, and is an avid bicycle rider.

Drawing on a wealth of experience spanning over two decades as a seasoned professional investor, Mike Gottschalk leads the investment solutions and portfolio strategies for clients of the Capitol Wealth Management Group. Leading a dedicated team of strategy analysts Mike meticulously oversees the group's exclusive investment screening and selection processes, portfolio development, investment policy establishment, and comprehensive risk management. His collaborative approach involves frequent consultations with industry experts and portfolio managers, facilitating in-depth discussions and analyses of economic trends and investment ventures.

Of paramount significance, Mike possesses a notable ability to distill intricate complexities and vast information into accessible, relatable strategies tailored to the diverse needs of our clients.

Mike's journey in financial services embarked at AIG subsequent to earning his B.A. from James Madison University. His affiliation with the Capitol Wealth Management Group commenced in 2005, marking a pivotal juncture in his career. In 2011, Mike achieved his M.B.A. from the esteemed McDonough School of Business at Georgetown University.

Beyond his professional endeavors, Mike finds fervor as an avid Washington Capitals enthusiast and indulges his passion for ice hockey during leisure. Notably, he exemplifies his compassion as a supporter and foster caregiver at Lucky Dog Animal Rescue, a noble initiative facilitating the rehoming of lost dogs and cats. Mike's zest for exploration comes alive as he travels alongside his wife, Juli, who competes globally with gymnastics team. Her team has represented Team USA across Western Europe, Bulgaria, Azerbaijan, China, Columbia, and many more exciting locations.

Ayanna Dunn began working at Morgan Stanley in 2014 and joined the Capitol Wealth Management Group in 2018. Her primary responsibilities with the Capitol Wealth Management Group included advising high net worth families, businesses and nonprofits on customized wealth, investment and liability planning solutions. She also advised businesses and nonprofits on corporate retirement plan design, implementation and management. Prior to joining the Capitol Wealth Management Group, Ayanna was a Private Banker for Morgan Stanley Private Bank delivering lending, credit and cash management solutions to high net worth clients.

Before joining Morgan Stanley, Ayanna was a Financial Advisor at Alliance Bernstein Global Wealth Management and before that, an Associate Private Banker at J.P. Morgan Private Bank. Prior to that, she was an Associate in the Investment Banking Division at J.P. Morgan based in New York and then London, where she originated and managed Equity Capital Markets transactions for North American and European issuers. Ayanna was also an Account Director for The Corporate Executive Board where she was responsible for marketing to C-suite finance executives at Fortune 500 companies in the US and Canada. She started her career in strategy consulting as an Associate Consultant at Bain & Company.

Ayanna graduated from Spelman College with honors, receiving a Bachelor of Arts degree in Economics. Outside of the office Ayanna supported art, education, and nonprofit organizations, including The Phillips Collection, the Washington Project for the Arts, the Washington School for Girls and N Street Village. She was also an alumna of the Washington International School and served on the school’s Board of Trustees (2014 – 2020). Ayanna was an enthusiastic fan of all Washington, DC sports and Formula One racing. Ayanna held FINRA Licenses - Series 7, 63, 65. NMLS #822177

Faben joined the Capital Wealth Management Group in 2023 and serves as the team’s Chief of Staff. Faben works with the Private Wealth Advisors to manage business operations and to oversee the delivery of client service.

Faben has 16 years’ experience managing Private Wealth Management teams and providing business solutions for Ultra-High Net Worth and Institutional clients.

Faben currently holds the Finra Series 7, 63, 66, 9 & 10 licenses. Faben is a graduate of the University of California, Berkeley. She lives in Northern Virginia with her family and enjoys exploring the National Parks and watching her boys play soccer and basketball in her spare time.

Eric Armas is a Vice President and joined Capitol Wealth Management Group in 2014. Eric brings over 25 years of financial services industry experience to his role as Wealth Management Associate on the Team to provide white glove service to our ultra-high net worth clients. Eric’s vast investment product knowledge combined with his desire to gain a true understanding of each client's circumstance and goals make him adept at cultivating meaningful relationships and providing invaluable support to our clients as their lives evolve.

Eric holds a Bachelor of Science degree in Advertising with a minor in Marketing from San Jose State University and is Finra 7 and 66 licensed. In his spare time, Eric enjoys spending time with his daughter Sarah and watching his favorite West Coast sports teams play.

Craig Hall joined Capital Wealth Management in 2016. He began his career in the securities industry at Alex Brown in 1995 and has held various high-level service roles at Deutsche Bank Securities (Formerly Alex Brown) before joining the Team. Craig employs his 28 years of experience to provide seamless support to many of the Team’s Ultra high-net worth family clients. Craig is also the pillar that facilitates operations for the Team’s Retirement Plans clients.

Craig resides in his native Maryland with his wife Deanna. Away from work, Craig enjoys gaming, hiking, Formula One Racing, and a huge fan of the Baltimore Ravens & Orioles.

Craig is Finra Series 7, 63 and 66 licensed.

Mingxin Jin joined Morgan Stanley in 2017. She serves as a Portfolio Management Associate Director. She focuses primarily on the development of asset allocation and risk models, sourcing and evaluating investments based on risk and return metrics that are consistent with client’s objectives. She also focuses on providing complex wealth management solutions for ultra-high net worth individuals and families in Asia and United States.

Mingxin received two master’s degrees from Johns Hopkins University, MS in Finance and MS in Real Estate and Infrastructure. She holds the Chartered Financial Analyst (CFA^®) and the Certificate in Investment Performance Measurement (CIPM^®) designation. Mingxin is Series 7 and Series 66 licensed. She is fluent in Mandarin and English.

In her spare time, Mingxin finds joy in playing Guzheng, sharing her music through performances with local communities and international NGOs. Besides her music pursuits, Mingxin is an avid foodie who loves to cook and indulge in culinary adventures during her travels. Mingxin is also a volunteer at the Tzu Chi Foundation, passionately contributing her time and efforts to support the foundation’s noble humanitarian endeavors.

Sean Dries is a Portfolio Management Associate for the Capitol Wealth Management Group and is responsible for the development of client specific asset allocation models, portfolio rebalancing and performance reporting. Sean works closely with the Director of Investments and Private Wealth Advisors in managing portfolio strategy and implementation. The thing that excites him most about his role on the team is being able to work closely with individuals to craft specific investment plans to help maintain their lifestyle as well as the ever-changing financial markets.

Sean has been a member of the Capitol Wealth Management Group since 2016. He holds a Bachelor of Arts in Political Science from Monmouth University as well as the Series 7 and 66.

Sean is an avid hiker and has summited Half Dome in Yosemite National Park. He also enjoys traveling with his wife, Claire, and snowboarding with friends around the world.

Justin O’Connell is a Portfolio Associate, has been with Morgan Stanley since 2007, and has been in the Wealth Management business since the early 2000’s. Justin has been working with Private Wealth Advisor Steve Comiskey since 2009.

Justin works with clients, their investment portfolios and facilitates transactions and coordinating all administrative aspects of their financial affairs.

Justin graduated from Elon College, North Carolina, in 1998. He currently holds Financial Industry Regulatory Authority Inc. (FINRA) Series 7 and Series 66. Justin resides in Northern Virginia with his wife and three daughters. Justin enjoys spending his spare time outside – either fishing, hiking, or walking his Berner.

Meghan Quinn joined the Capitol Wealth Management Group in 2020 as a Wealth Advisor Associate and now focuses in Financial Planning. Her primary responsibilities include planning reports and strategy, digital engagement, and general client service for high net worth clients. Prior to joining the team full-time she worked with the group in an intern capacity focusing on performance reporting and technical support. Meghan received her Bachelor of Science in Business Administration in addition to her Bachelor of Arts from the University of Richmond.

Jack McLister serves as a Registered Client Service Associate with the Capital Wealth Management Group. Jack’s roles include providing guidance to clients to help navigate their financial needs, cultivating and enhancing client relationships, processing client requests, assisting the safeguarding of client assets, and partnering with Financial Advisors in developing a strategic plan for clients. Jack greatly enjoys serving others, developing wealth management plans, and the day-to-day interactions that help clients achieve their financial goals.

Jack received his Bachelor of Arts in Economics from the University of Connecticut in 2019, where he was a 2-time captain of the UConn men’s tennis team and member of the US Army ROTC program. Following college, Jack received his commission as a US Army Quartermaster Officer in the rank of Second Lieutenant. Jack held many different logistics and operations management jobs while being stationed in Kentucky, Virginia, and Colorado. He completed his service at the 4th Infantry Division Sustainment Brigade in the rank of Captain. In 2023, Jack joined Morgan Stanley to pursue a career in financial services and wealth management.

Jack lives in Northern Virginia with his wife, Melissa. They enjoy spending their free time traveling and playing sports together, including tennis, pickleball, basketball, skiing, and golf.

Jack Fechter joined Capitol Wealth Management Group in 2024 as a Client Service Associate. Jack grew up in Potomac, Maryland and attended Hampden-Sydney College. While in Virginia, Jack played lacrosse for the tigers and received his Bachelor of Arts in Economics. Jack is currently pursuing a master’s in finance from Durham University in England. In his free time, Jack enjoys playing golf and pickleball. He looks forward to helping the team and clients with their unique lifestyles.