Summer joins the Capstone team with over 10 years of executive support and client relationship management experience. She is responsible for overseeing the operational needs of the company, including administrative functions, monitoring industry trends, and providing business intelligence to Capstone’s leadership team. She also manages all event planning, prepares the brokerage team for annual conferences, and coordinates Capstone’s philanthropic contributions through Capstone Cares (Capstone’s nonprofit division).
Prior to joining Capstone, Summer forged a career in the finance industry. Working for a private wealth management firm, she supported some of the top financial advisors in the country. In addition to her background in finance, Summer spent several years managing volunteer efforts with multiple nonprofit organizations, both internationally and domestically. In her free time, she plays guitar, helps run a CrossFit gym in West Charlotte, and volunteers in her community.