1 min readLauren Sheridan joined Capital Advisors Group in 2017. As Executive Assistant, Lauren provides administrative support to Capital Advisors Group’s President and Chief Operating Officer and is responsible for overseeing the day-to-day office management responsibilities of the firm. Lauren received her A.S. in General Studies from Tunxis Community College.
1 min readGlen Fuzy performs daily account reconciliation and produces month-end accounting reports, including the creation of custom reports based on individual client needs. His role at Capital Advisors Group also includes maintenance of Capital Advisors Group’s internal accounting system. Glen joined Capital Advisors Group in 2000 and holds the FINRA Series 65 license. Glen earned a…
1 min readBrian Buntzen performs daily account reconciliation and produces month-end accounting reports, including the creation of custom reports based on individual client needs. In addition, Brian manages performance reporting and Capital Advisors Group’s internal accounting system. Brian joined Capital Advisors Group in 1999 and holds the FINRA Series 65 license. Brian earned a B.A. in Mathematics…
1 min readMarc St. André manages and monitors investment portfolios based on clients’ risk tolerances, liquidity needs, and return objectives. He also consults with clients on investment strategy, portfolio activity, investment guideline modification, and performance. Marc joined Capital Advisors Group in 2001 and serves on the Company’s Investment Committee. Marc earned a B.A. in economics from Middlebury…
1 min readKate Ryan manages and monitors investment portfolios based on clients’ risk tolerances, liquidity needs, and return objectives. She consults with clients on investment strategy, portfolio activity, investment guideline modification, and performance. Kate joined Capital Advisors Group in 2001 and serves on the firm’s Investment Committee. Kate earned a B.A. in economics (magna cum laude) from…
1 min readSiobhan Monaghan manages and monitors investment portfolios based on clients’ risk tolerances, liquidity needs, and return objectives. She also consults with clients on investment strategy, portfolio activity, investment guideline modification, and performance. She joined Capital Advisors Group in 1997 and serves on the firm’s Credit and Investment committees. Siobhan holds a business degree from Wilfrid…
1 min readKari Toney joined Capital Advisors Group in 2001. As Director of Compliance, she is responsible for development, maintenance and administration of Capital Advisors Group’s compliance policies and procedures. Kari is also responsible for monitoring regulatory and legal developments with respect to investment advisors. Prior to Capital Advisors Group, Kari worked at the Boston Stock Exchange,…
1 min readViolet joined Capital Advisors Group in 1997. As Director of Operations, Violet supervises the Accounting and Operations Department and oversees the department’s daily functions. She also performs daily account reconciliation and produces month-end accounting reports, including the creation of custom reports based on individual client needs. Violet earned a B.A. in political science from Montclair…
1 min readStefan Spazek supervises business development in the New England and Central regions. He also oversees the company’s debt consulting business. Since 2010, Stefan has also overseen the debt consulting business in the East Coast and Midwest territories. He joined Capital Advisors Group in 2006 as Director of Marketing, overseeing the company’s brand strategy, product positioning,…
1 min readRay Facinelli manages Capital Advisors Group’s business development efforts with a focus on corporations, colleges and universities, non-profits, and municipalities. Ray joined Capital Advisors Group in 2011 as a Senior Vice President and has over 20 years of investment and financial services experience specializing in business development, relationship management, and marketing. Previously, Ray held the…