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MARSHALL BOLDEN – CFA

PRESIDENT



In his role as President, Marshall oversees the core services provided by CapSouth to its advisors and advisor teams. These services include technology, human resources, accounting, compliance, investment, marketing, operations and mergers and acquisitions. Marshall helped found CapSouth in 2001 and is a member of its Executive Management Team.


Marshall graduated from Auburn University in 2001 with B.A. degrees in Economics and Finance. In 2005 he earned the right to use the CFA designation. He is a member of the CFA Institute and the CFA Society of Alabama. The CFA designation is globally recognized and is considered by many in the financial industry to be one of the most prestigious designations related to investments. He also holds the Series 66 designation.


Marshall resides in Dothan with his wife (Mikelyn) and daughter. Outside of work, he enjoys spending time with family and friends, reading, and traveling. Marshall serves on the Board of Wiregrass Hope Group and is a member of Wiregrass Church.

Contact Marshall Bolden

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