June 22, 2017

Jim Gissy

Jim Gissy is the CEO of Capital Management Services, Inc., an independent Registered Investment Advisor in Manchester, Missouri, which Mr. Gissy founded in 1986.

Jim began his career over thirty years ago with Drexel Burnham Lambert, and after that, Shearson Lehman Brothers, when those international firms were in their prime; there, Jim honed his love for and passion for the financial services industry.

Jim has made a name for himself in the St. Louis and surrounding regions as a highly-regarded financial educator of individual investors. Shunning ‘cookie-cutter’ approaches to money management, Jim thrills to the challenge of being on the leading edge of innovation in creating wealth strategies for his clients, and always with an eye towards reducing his clients’ tax burden.

Some of the more high-profile financial planning workshops Jim has completed over the years, include the special IRA planning course by Ed Slott, CPA, who’s been dubbed “America’s IRA Expert” by the Wall Street Journal, USA Today, and the NY Times; and The Learning Institute for Financial Executives in Dayton, Ohio.

Jim, a lifelong resident of St. Louis, is a graduate of St. John Vianney High School and St. Louis University.  Along with spending time with his wife Karen, their five children and four grandchildren, Jim is an avid golfer, is active in St. Joseph Catholic Church in Manchester, Missouri, and has charitable interests elsewhere in the community.

Capital Management Services, Inc.