Optas Capital
Optas Capital is a forward-thinking wealth management and financial advisory firm dedicated to helping entrepreneurs, executives, and high-net-worth individuals achieve clarity and confidence in their financial lives. The firm blends strategic investment management with deeply personalized financial planning to empower clients to grow, protect, and enjoy their wealth with purpose. Optas Capital is known for its proactive approach to planning, tax strategy, and business integration—offering strategic advice that aligns wealth with life goals. With a focus on transparency, fiduciary duty, and long-term partnership, the firm builds enduring relationships rooted in trust and performance.
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Verified contacts
7
available on Kipplo
LinkedIn employees
8
1 to 10 range
Open roles
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no listings
Distinct roles
6
indexed titles
Tech stack
1
tools in use
Monthly traffic
—
organic / mo
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Decision-makers and verified team members
7 contacts with verified email or phone · masked until revealed.
- BB
Blake Broussard
Client Services Associate · Customer/Client Service
EmailPhone - MC
Milannie Cintron
Executive Assistant · General Business & Management
EmailPhone - MR
Meghan Railey
Founding Advisor · General Business & Management
EmailPhone - JM
Jeff Morneault
Financial Planner · Finance & Accounting
EmailPhone - MS
Megan Shannon
Chief of Staff · General Business & Management
EmailPhone - MS
Megan Shannon
Chief of Staff · General Business & Management
EmailPhone - MB
Michael Berger
Chief Compliance Officer · Legal
EmailPhone
Showing 7 of 7 verified contacts
Top roles at Optas Capital
6 distinct titles indexed · top 6 shown.
- 2chief of staff
- 1chief compliance officer
- 1client services associate
- 1executive assistant
- 1financial planner
- 1founding advisor
Sign up to unlock all 7 contacts at Optas Capital
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