Broker Check
Claire Soja

Claire Soja

Financial Advisor

Prior to Claire joining Capitol Securities Management, she was Vice President and portfolio manager at Winslow, Evans and Crocker from 2014 until the firm was bought out.  She served for nine years beginning in 2005 at Detwiler Fenton in Boston as a Managing Director of the Private Client Group and was named to the Board of Directors of Detwiler Fenton Investment Management LLC in 2010.  Ms. Soja maintained a thirty-one-year career at Brown Brothers Harriman & Co. where she served as Vice President and Senior Portfolio Manager.  During her tenure at BBH she also acted in the capacity of trader, compliance officer, sales supervisor, and marketer of the firms’ institutional research and custody products.  Ms. Soja began her investment career in 1973 as a Registered Representative at Kidder, Peabody & Co Boston Prudential Office.

Ms. Soja’s investment advisory service is highly personalized, and each portfolio is custom and specifically tailored to the clients’ individual investment objectives.  She is very proactive in monitoring daily movements in the equity markets and individual holdings in particular.  Portfolios are structured using asset allocation and diversification among the top performing economic sectors in an effort to produce above average returns.