Capital Analysts of New England

Description

Address: 35 Braintree Hill Office Park #400, Braintree, MA 02184 Hours: Closed ⋅ Opens 8:30AM Mon SundayClosedMonday8:30AM–5PMTuesday8:30AM–5PMWednesday8:30AM–5PMThursday8:30AM–5PMFriday8:30AM–5PMSaturdayClosedSuggest an edit Unable to add this file. Please check that it is a valid photo. Phone: (617) 786-1600: : Website: : Category: Place name: : : : Website: http://www.capitalanalystsne.com/ Category: Financial Planner Suggest an editUnable to add this file. Please check that it is a valid photo. Unable to add this file. Please check that it is a valid photo. Questions & answers Ask a questionBe the first to ask a question Add a photoThanks for sharing!Your photo will be posted publicly on Google.Contribute MoreDoneUpload public photos of Capital Analysts of New England, Inc Posting publicly on the Web Write a review Reviews Be the first to review

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Capital Analysts of New England Employees

Employee
Years
Job
Industry
William Lee Goldman William Lee Goldman Fairhaven, Massachusetts Details
William Lee Goldman's Capital Analysts of New England Experience 1994 - 2012
Job Advanced Sales and Case Design for Estate, Life Insurance and Income Planning
Industry Financial Services
Experience
Restoration Hardwood Flooring, LLC   2014 - Present
Capital Analysts of New England   1994 - 2012

Skills
Life Insurance Product..., Estate Planning, Income Planning, Presentation Design, Computer Network..., Financial Calculations, Sales Process..., Strategic Consulting, Business Succession..., Financial Consulting, Split Dollar, Corporate Owned Life..., Non-Qualified Deferred..., Employee Benefits, Monte Carlo modeling, Compensation Consulting, Insurance Planning, Charitable Gift Planning, Planned Giving, Irrevocable Trusts, Asset Protection, Long Term Care Insurance, Series 63, Series 6, Insurance, Financial Goals, Retirement Planning, Financial Planners, Succession Planning, Financial Advisory, Financial Planning

Education
Trinity College-Hartford   1986 — 1990
Bachelor's degree, American Studies

Harley School

Lindsay Whalen Lindsay Whalen Scituate, Massachusetts Details
Lindsay Whalen's Capital Analysts of New England Experience March 2015 - Present
Job General Office Administration
Industry Financial Services
Experience
Capital Analysts of New England   March 2015 - Present
The Jetty Bar & Restaurant   July 2014 - August 2015
Amherst Pelham Regional Public Schools   October 2014 - December 2014
Boys and Girls Club of Greater Holyoke   2014 - 2014
TK O'Malley's Sports Cafe   August 2010 - December 2013

Skills
Spanish, Communication, Microsoft Office, Social Media, Microsoft Excel, Leadership, PowerPoint

Education
University of Massachusetts, Amherst   2011 — 2014
Bachelor of Arts (BA), Spanish Language and Literature

Scituate High School   2007 — 2011
High School Diploma

Brian Glazer Brian Glazer Greater Boston Area Details
Brian Glazer's Capital Analysts of New England Experience December 2009 - January 2012
Job Investment ConsultantCommonwealth Financial Network
Industry Investment Management
Experience
Commonwealth Financial Network  January 2012 - Present
Capital Analysts of New England   December 2009 - January 2012
Fidelity  July 1998 - July 2008
Standish, Ayer, & Wood, Inc.   May 1993 - July 1998

Skills
Asset Management, Portfolio Management, Financial Planning, Research, Series 7, Mutual Funds, Equities, Investment Advisory, Trading, Wealth Management, Securities, Bloomberg, Series 66, Series 24, Strategic Financial..., Financial Services, Financial Advisory, Asset Managment, Asset Allocation, Investments

Education
Boston University   2008 — 2008
CFP Education Certificate, Financial Planning

Suffolk University - Sawyer Business School   1994 — 1997
MBA, Business

University of Vermont   1988 — 1992
B.S. Business Administration, Marketing/Management

St. John's Prep High School   1984 — 1988

Richelle Maguire Richelle Maguire Greater Boston Area Details
Richelle Maguire's Capital Analysts of New England Experience September 1995 - November 1998
Job Tax Partner at Marcum LLP
Industry Accounting
Experience
Marcum LLP  April 2010 - Present
UHY Advisors NE, LLC   July 2006 - April 2010
Brown & Brown, LLP   November 1998 - June 2006
Capital Analysts of New England   September 1995 - November 1998

Skills
High Net Worth..., Income Tax, Financial Advisory, Corporate Tax, Tax, Tax Preparation, Trusts, Accounting, Tax Accounting, Tax Research, Insurance, Financial Planners, Estate Law, Wealth, Estate Planning, Tax Advisory, Financial Statements, Tax Law, Finance, Financial Planning, Estate Tax Planning, Management

Education
Bentley College - Elkin B. McCallum Graduate School of Business   2006 — 2007
Certificate, Financial Planning

Bentley College - Elkin B. McCallum Graduate School of Business   1996 — 1997
MS, Taxation

Bentley University   1994 — 1996
BS, Accounting

Adam C. White Adam C. White Boston, Massachusetts Details
Adam C. White's Capital Analysts of New England Experience January 2004 - October 2009
Job Performance Analyst at Wellington Management
Industry Investment Management
Experience
Wellington Management  November 2013 - Present
Chimera Securities  May 2012 - August 2012
Beaumont Financial Partners LLC   January 2010 - May 2012
Capital Analysts of New England   January 2004 - October 2009
Capital Analysts of New England   May 2002 - January 2004
Center for Business Ethics at Bentley University   January 2000 - May 2002

Skills
Trading, Tactical Asset..., Investment Coordinating, Business Relationship..., Portfolio Management, Economic Research, Operations Management, Systems Analysis, Investment Products, Client Relationship..., Client Retention, Sales Operations, Direct Sales, Trading Systems, Business Ethics, Profit & Loss Management, Risk Assessment, Operational Risk, Risk Management, Brokerage, Institutional Investors, Block Trading, International Trading, Trade Analysis, Equity Valuation, Alternative Investments, Bond Trading, Equity Trading, Commodities, Quantitative Modeling, Quantitative Analysis, Bloomberg, Microsoft Office, Series 7, Series 65, Technical Analysis, Portfolio Optimization, Investments

Education
Boston University   2011 — 2012
M.S.

Bentley University   2000 — 2001
Bachelors of Science

Gina Ferrini Gina Ferrini Greater Boston Area Details
Gina Ferrini's Capital Analysts of New England Experience 2005 - 2011
Job Sr. Regulatory Compliance Analyst Signator Investors, Inc.
Industry Financial Services
Experience
Signator Investors, Inc.   December 2012 - Present
Capital Analysts of New England   2005 - 2011
Capital Analysts of New England   2001 - 2005
Capital Analysts of New England   1995 - 2001
Capital Analysts of New England   August 1992 - 1995

Skills
Investments, Series 7, Investment Advisory, Mutual Funds, Fixed Annuities, Financial Advisory, Asset Allocation, Insurance, Equities, Series 24, Financial Services, Employee Benefits, FINRA

Education
Bridgewater State College   1986 — 1987
Bachelor of Science, Management

University of Massachusetts Dartmouth   1983 — 1985
BA, Marketing

John Gardner, CFA John Gardner, CFA Greater Boston Area Details
John Gardner, CFA's Capital Analysts of New England Experience 1996 - 2001
Job Financial Advisor at Citizens Bank
Industry Investment Management
Experience
Citizens Bank  January 2013 - Present
Edward Jones  June 2011 - January 2013
Integrated Financial Partners  July 2010 - June 2011
FundQuest  January 2002 - June 2010
Capital Analysts of New England   1996 - 2001
New England Banking Institute   1985 - 1997
Boston Security Analyst Society   1991 - 1996
Amica Mutual Insurance Co.  1993 - 1995

Skills
Asset Allocation, Fixed Income

Education
Suffolk University - Sawyer Business School   1980 — 1983
MBA, Finance

Gary Sullivan Gary Sullivan Greater Boston Area Details
Gary Sullivan's Capital Analysts of New England Experience 1991 - 1993
Job Wealth Advisor helping small business & real estate owners manage their finances to help enhance personal wealth
Industry Financial Services
Experience
Landmark Wealth Advisors   December 1991 - Present
Capital Analysts of New England   1991 - 1993
AEW Capital Management  March 1988 - June 1991
The Boston Financial Group   March 1987 - March 1988
BDO Seidman, LLP  January 1984 - December 1986
Davis, Clark and Company   January 1982 - December 1983

Skills
Tax Reduction, Investment Management, Estate Planning, Business Succession..., Business Planning, Insurance and Risk..., Tax Management, Tax Planning, Real Estate Investment, Portfolio Management, Asset Allocation, Small Business Owners, Real Estate Owners, Estate Tax Planning, Stocks, Bonds, Mutual Funds, Alternative Investments

Education
The University of Texas at Austin   1985 — 1987
MBA, Investment Management

Bentley University   1978 — 1982
BS, Finance/Accounting

Watertown High School   1974 — 1978

Margo (Sweeney) Nielsen Margo (Sweeney) Nielsen Greater Boston Area Details
Margo (Sweeney) Nielsen's Capital Analysts of New England Experience January 2000 - Present
Job Equity Coordinator at Capital Analysts of New England
Industry Financial Services
Experience
Capital Analysts of New England   January 2000 - Present

Education
Bentley University   1996 — 2000

Tom Hoffman Tom Hoffman Greater Boston Area Details
Tom Hoffman's Capital Analysts of New England Experience 1985 - Present
Job AIF at KAF Financial
Industry Financial Services
Experience
KAF Financial   August 2000 - Present
Capital Analysts of New England   1985 - Present
New England Patriots  1976 - 1985

Education
University of Massachusetts, Amherst
MBA, Accounting

St. Lawrence University
B.S., Economics

April Cabral April Cabral Greater Boston Area Details
April Cabral's Capital Analysts of New England Experience November 2003 - Present
Job Capital Analysts of New England
Industry Financial Services
Experience
Capital Analysts of New England   November 2003 - Present

Skills
Account Management, Customer Service, Project Management, Marketing, Event Planning, PowerPoint, Management, Leadership, Social Media, Mathematics, Team Leadership, CRM, Budgets, Employee Relations, Strategic Planning, Public Speaking

Education
University of Massachusetts Dartmouth   1999 — 2003
Bachelor of Science (B.S.), Human Resource Management

Ray Downs Ray Downs Greater Boston Area Details
Ray Downs's Capital Analysts of New England Experience
Job Brokerage Manager at Capital Analysts of New England
Industry Insurance
Experience
Capital Analysts of New England  

Skills
Microsoft Office, Negotiation, Microsoft Excel, Health Insurance, Property & Casualty..., Commercial Insurance

Education
The University of Texas at Austin   1953 — 1957
Bachelor of Science (B.S.), Business Administration and Management, General