Skip to main content

Capital Analysts of New England, Inc.

  • Home
  • Wealth Management Services 
    • Asset Management
    • Business Succession
    • Estate Planning
    • Financial Modeling
    • Income Planning
    • Insurance Services
    • Retirement Planning
  • About Us 
    • Our Principles
    • Our Team
    • Our Process
    • Important Disclosures
    • Contact
  • Our Advisors 
    • Partners:
    • Christopher R. Connolly
    • Suzanne Conran
    • Steven H. Dubin
    • Christopher M. Duffy
    • Erik C. Hacker
    • Brian J. Hill
    • Thomas E. Hoffman
    • Merrie Leighton
    • Thomas J. McCarthy
    • Kevin A. Morse
    • Gerard T. Robinson
    • Associate Advisors:
    • Raymond Downs
    • James Shannon
    • Todd A. Bragg
  • Prospective Advisors

    You are here

  1. Home
  2. Our Advisors

Our Advisors

Photo of team member

Thomas E. Hoffman AIF®, CFS®

Partner

781-917-3780
781-325-1379
thoffman@kafadvisors.com

A veteran of over thirty-five years in the financial services industry, Tom has been with Capital Analysts since June 1985 and joined KAF Financial Advisors, LLC in August 2000.

In his role, Tom helps both businesses and individuals design, administer, and monitor their retirement plans. Tom amd his team service clients across the country, including professional organizations, nonprofits, and the construction and manufacturing industries. In addition to providing retirement plan services to businesses, Tom also works with business owners and individuals with their estate and investment planning goals.

As part of his commitment to the industry, Tom is an Accredited Investment Fiduciary (AIF®) and a Certified Fund Specialist® (CFS®). Tom has been annually selected since 2015 by The Financial Times as a member of that publication's 401 Top Retirement Advisors in the United States and is a member of the Retirement Advisory Council (RAC), a retirement industry forum for best practices.

Prior to his financial services career, Tom had a nine-year career with the National Football League (NFL), serving as Director of Public Relations and Business Manager for the New England Patriots (1976-1985). He served on seven NFL Super Bowl staffs and as Director of Public Relations for the 1985 NFL Pro Bowl in Hawaii.

Active in the community, Tom is a founding board member and Treasurer of the South Shore (MA) Special Needs Athletic Partnership, and Finance Committee Chair and former Treasurer of the Chappaquiddick Beach Club on Martha’s Vineyard. In addition, Tom serves as a member of Hingham's 4th of July Parade Committee. Tom has coached youth football since 2002 and volunteers his time as an auctioneer for many fundraisers in Boston and the surrounding areas.

Tom holds a B.S. in Economics from St. Lawrence University and a MBA in Accounting from the University of Massachusetts-Amherst, where he also served as a varsity graduate assistant football coach. Tom and his wife Debbie reside in Hingham, MA and are the parents of Lindsey, twins Allison and Gregory, and daughter Colby.

KAF Financial Advisors, LLC is independent and not affiliated with Lincoln Investment and Capital Analysts.

 

The Financial Times 401 Top Retirement Plan Advisors is an independent listing produced annually by the Financial Times. The FT 401 is based on data gathered from advisors, regulatory disclosures, and the FT's research. The listing reflects each advisor's status in seven primary areas: DC plan assets under management (AUM), DC AUM growth rate, specialization in DC plans, years of experience, advanced industry credentials, compliance record and DC plan participation rate. Awards are not indicative of future performance. Working with an award winner is no guarantee of future financial success. Individuals should conduct their own evaluation. Advisors do not pay a fee to The Financial Times in exchange for inclusion in the FT 401.

 

Photo of team member

Raymond Downs

Associate Advisor

617 786-1600
617 479-8512
rdowns@capitalanalystsne.com

Fifty-nine years of marketing experience in sales and field management with Mutual of New York and John Hancock. General agent for both companies and a Mutual of New York regional Vice President of agencies responsible for new agency management and brokerage. Presently has the responsibility for developing brokerage business for Capital Analysts of New England, Inc.

1957 graduate of the University of Texas in Austin, Texas with a BA Degree.

1979 graduate of Executive Management Curriculum at the Wharton School, Philadelphia, Pennsylvania.
Various training courses of management curriculum from Mutual of New York.

Professional Memberships:

  • National Association of Life Underwriters
  • Boston Association of Life Underwriters
  • Financial Industry Regulatory Authority, Inc. – FINRA
  • Association of Advanced Life Underwriting – AALU
  • Member of LUPAC
Photo of team member

Christopher M. Duffy J.D.

Managing Partner

617 786-1600
617 479-8512
cmduffy@capitalanalystsne.com

Christopher M. Duffy, J.D., our managing partner and staff attorney specializing in estate planning, is a graduate of the University of Vermont and Brooklyn Law School, and is licensed to practice law in the states of Massachusetts, New York, and New Jersey. Chris has worked in both large and small law firms, first as Legal Assistant at Kaye, Scholer, Fierman, Hays, & Handler, a large New York City law firm, then at Segal and Meltzer, a small firm initially as a Law Clerk and later as an Associate. At Segal and Meltzer, he specialized in representing and counseling wealthy business owners, entrepreneurs and their families in the arenas of business organizations, estate planning and commercial litigation. After his experience in New York, Chris decided to settle in Massachusetts and further refine his professional practice to focus on counseling clients in their estate and business planning.

 

Legal services are not offered through, nor supervised by Lincoln Investment or Capital Analysts.

Photo of team member

Suzanne Conran, AIF®, CRES, MBA

Partner

781-608-4158
508-546-0227
sconran@kafadvisors.com

Suzanne has over 25 years of experience as a financial professional. She received her MBA in Finance in 1990 and holds her AIF®, CRES, FINRA Series 6, 63, 65, 7 & 26. She joined Lincoln Investment in 2010 and achieved the Hall of Fame in just 10 years; the shortest time possible! This is a celebration for financial professionals who achieve 10 annual clubs (Nick’s Round Table or President’s Club).

Connecting with her clients, Suzanne says, and being able to improve their future is the best part of the job. She loves that after 25 years, she still finds her job fulfilling every day, thriving off the different and new challenges brought by her clients and finding the best solutions to fit their needs. Although Suzanne has built a client base in the past 25 years, she always strides to make each person feel heard, supported and reassured. 

She adds, “My practice is analogous to a puzzle. Each client I meet is different; some have pieces already in place, some have the pieces in the wrong place, and some have no pieces at all. My job is to work with each individual to figure how the pieces fit for them. Every client and each experience is different. There is no boiler plate that works across the board.”

Suzanne and her husband, Patrick have three children.  Cassidy, 27, works at Vanguard and is currently a candidate for the level 2 CFA®. Richard, 25, works as a software engineer at Wayfair. Liam, 21, is a Biology/Chemistry major at Saint Michael's College. 

When not working, Suzanne's happiest place is with her family, running with her dog, on the mountains skiing or on the beach at Cape Cod. Finding time to enjoy her family and friends is always a priority.



The Hall of Fame recognizes those Lincoln Investment financial advisors who have achieved the firm’s annual qualifying criteria at least 10 times based on overall production, new clients, advisory accounts and assets. Lincoln Investment honors them for their dedication to helping people retire well by inducting them into its Hall of Fame. Awards are not indicative of future performance and working with an award winner is no guarantee of future financial success. Individuals should conduct their own evaluation.





 

Photo of team member

Kevin A. Morse CPA, MSF, MST

Partner

617 786-1600
617 479-8512
kmorse@capitalanalystsne.com

Kevin joined Capital Analysts of New England in 1991.  He holds Series FINRA 7, 24 and 63 Registrations. 

Kevin received his BS in Business Administration from the University of Vermont, a Master of Science Degree in Taxation, and a Master of Science Degree in Finance from Bentley College.  He is a Certified Public Accountant and his experience in the industry includes working as a Controller and CFO for a privately held business.

Kevin works with both business owners and individuals. He specializes in evaluating and designing financial and tax strategies for his clients’ individual needs.  Kevin believes that each client’s situation is unique and spends time educating his clients and tailoring their planning to help them achieve their personal and business goals. His areas of service include:

  • Financial Planning
  • Retirement Planning 
  • Investment Planning & Asset Management  
  • Cash Flow and Tax Planning
  • Estate Planning
  • Business Succession Planning
  • Insurance Analysis and Product Implementation
  • Qualified Retirement Plans and Deferred Compensation for Key Employees.

Kevin is a member of the Massachusetts and New Hampshire CPA societies; Financial Educator’s Network and is former Chair of the Financial Planning Committee for the Rhode Island CPA Society. 

On a personal note, Kevin and his wife, Deb, have triplet daughters.

CPA services are not offered through, or supervised by, The Lincoln Investment Companies.

Photo of team member

Brian J. Hill ChFC®

Partner

617 786-1600
617 479-8512
bhill@capitalanalystsne.com

 

Brian is a partner at Capital Analysts of New England, Inc. He has 35 years of experience, all with Capital Analysts of New England, working with high net worth individuals and retirees. He is supported by an experienced wealth management team. Please click here for our team bios

Within the total financial planning process, Brian specializes in retirement income planning and investment management. His specialization is in retirement portfolio construction and tax efficient withdrawal strategies. He also works in the following areas: estate planning, business succession strategies and life insurance planning.

Brian teaches a class about Retirement and Financial planning strategies at local colleges (Bentley University)and learning centers. Please click here for more information on the Retirement and Financial Planning courses. He has published articles for Morningstar and the New England Real Estate Journal. (Please click here to read Brian's articles)

  • Brian’s education credentials include:
    • Villanova University, Bachelor of Science in Finance
    • The American College:
      • Chartered Financial Consultant(R)
      • Retirement Income Certified Professional(R)

Brian is on the advisor council of broker dealer Lincoln Investment and FMT Solutions. FMT Solutions offers financial education programs. Brian and his wife Connie reside in Hingham, MA with their four children. His personal interests include playing vintage baseball and coaching little league.

 
Photo of team member

Christopher R. Connolly CRPS®, AIF®

Partner

617 786-1600
617 479-8512
cconnolly@capitalanalystsne.com

My LinkedIn Page

 

Click here to read Newsletters

Our Outlook on ESG

Key Numbers 2019 & 2020

 

Investment Adviser Representative Christopher R. Connolly, CRPS®, AIF® has been involved in the design administration and investment selection/management of qualified and non-qualified retirement plans for more than 20 years.  Chris is a graduate of Bentley College in Waltham, Massachusetts where he earned his Bachelor of Science in Finance.  Chris is a Chartered Retirement Plans Specialist(CRPS®) and an Accredited Investment Fiduciary (AIF®).  He is also registered with the Financial Industry Regulatory Authority and holds a general securities registration (Series 7) and an Investment Adviser Representative securities registration (Series 65).  

Chris has a strong commitment to the private pension industry. He adheres to guidelines set forth by the Profit Sharing/401(k) Council of America (PSCA) and the Center for Fiduciary Studies (CFS).  The CFS is an association advocating increased retirement security through profit sharing, 401(k) and related defined contribution programs. 

Through his role as an Advisor to corporate retirement plans, Chris naturally works with individual participants.  He provides financial advice that helps individuals manage risk, plan for the future and retire comfortably.  While a retirement plan is a key component to any financial plan, it is just one part of an individual’s full financial outlook. Therefore utilizing his team at Capital Analysts of New England, Chris may provide financial planning services that are all encompassing and customized to an individual’s needs and objectives. 
 
Professional History - 1999 to Present

Investment Adviser Representative, Lincoln Investment, Capital Analysts, FT. Washington, PA   

Licensed Insurance Broker, Massachusetts Division of Insurance, Boston, MA


Professional Affiliations

Profit Sharing/401(k) Council of America

Member, Center for Fiduciary Studies

Member, Association of Independent Investment Professionals

Member, Financial Services Institute

 
Education

Bentley College School of Finance, B.S., Finance

College of Financial Planning, Chartered Retirement Plans Specialist

Center for Fiduciary Studies, Accredited Investment Fiduciary

Personal Awards & Affiliations

Named to Financial Times 401 Top Retirement Plan Advisors 2017*

Named to Boston Magazine’s Five Star Wealth Manager List 2019*

Named to Rhode Island Monthly’s Five Star Wealth Manager List 2017*

 

 

*The Financial Times 401 Top Retirement Plan Advisors is an independent listing produced annually by the Financial Times (September 2017). The FT 401 is based on data gathered from advisors, regulatory disclosures, and the FT’s research. The listing reflects each advisor’s status in seven primary areas: DC plan assets under management (AUM), DC AUM growth rate, specialization in DC plans, years of experience, advanced industry credentials, compliance record and DC plan participation rate. This honor is not indicative of the advisor’s future performance. Neither the advisors nor their parent firms pay a fee to the Financial Times in exchange for inclusion in the FT 401. 

*The Five Star Wealth Manager award, administered by Crescendo Business Services, LLC (dba Five Star Professional), is based on 10 objective criteria. Eligibility criteria – required: 1. Credentialed as a registered investment adviser or a registered investment adviser representative; 2. Active as a credentialed professional in the financial services industry for a minimum of 5 years; 3. Favorable regulatory and complaint history review (As defined by Five Star Professional, the wealth manager has not: A. Been subject to a regulatory action that resulted in a license being suspended or revoked, or payment of a fine; B. Had more than a total of three customer complaints filed against them [settled or pending] with any regulatory authority or Five Star Professional’s consumer complaint process. Unfavorable feedback may have been discovered through a check of complaints registered with a regulatory authority or complaints registered through Five Star Professional’s consumer complaint process; feedback may not be representative of any one client’s experience; C. Individually contributed to a financial settlement of a customer complaint filed with a regulatory authority; D. Filed for personal bankruptcy; E. Been convicted of a felony); 4. Fulfilled their firm review based on internal standards; 5. Accepting new clients. Evaluation criteria – considered: 6. One-year client retention rate; 7. Five-year client retention rate; 8. Non-institutional discretionary and/or non-discretionary client assets administered; 9. Number of client households served; 10. Education and professional designations. Wealth managers do not pay a fee to be considered or placed on the final list of Five Star Wealth Managers. Award does not evaluate quality of services provided to clients. Once awarded, wealth managers may purchase additional profile ad space or promotional products. The Five Star award is not indicative of the wealth manager’s future performance. Wealth managers may or may not use discretion in their practice and therefore may not manage their client’s assets. The inclusion of a wealth manager on the Five Star Wealth Manager list should not be construed as an endorsement of the wealth manager by Five Star Professional or this publication. Working with a Five Star Wealth Manager or any wealth manager is no guarantee as to future investment success, nor is there any guarantee that the selected wealth managers will be awarded this accomplishment by Five Star Professional in the future. For more information on the Five Star award and the research/selection methodology, go to fivestarprofessional.com. 3,619 Boston wealth managers were considered for the award; 566 (16 percent of candidates) were named 2019 Five Star Wealth Managers. 

*The Five Star Wealth Manager award, administered by Crescendo Business Services, LLC (dba Five Star Professional), is based on 10 objective criteria. Eligibility criteria – required: 1. Credentialed as a registered investment adviser or a registered investment adviser representative; 2. Active as a credentialed professional in the financial services industry for a minimum of 5 years; 3. Favorable regulatory and complaint history review (As defined by Five Star Professional, the wealth manager has not: A. Been subject to a regulatory action that resulted in a license being suspended or revoked, or payment of a fine; B. Had more than a total of three customer complaints filed against them [settled or pending] with any regulatory authority or Five Star Professional’s consumer complaint process. Unfavorable feedback may have been discovered through a check of complaints registered with a regulatory authority or complaints registered through Five Star Professional’s consumer complaint process; feedback may not be representative of any one client’s experience; C. Individually contributed to a financial settlement of a customer complaint filed with a regulatory authority; D. Filed for personal bankruptcy; E. Been convicted of a felony); 4. Fulfilled their firm review based on internal standards; 5. Accepting new clients. Evaluation criteria – considered: 6. One-year client retention rate; 7. Five-year client retention rate; 8. Non-institutional discretionary and/or non-discretionary client assets administered; 9. Number of client households served; 10. Education and professional designations. Wealth managers do not pay a fee to be considered or placed on the final list of Five Star Wealth Managers. Award does not evaluate quality of services provided to clients. Once awarded, wealth managers may purchase additional profile ad space or promotional products. The Five Star award is not indicative of the wealth manager’s future performance. Wealth managers may or may not use discretion in their practice and therefore may not manage their client’s assets. The inclusion of a wealth manager on the Five Star Wealth Manager list should not be construed as an endorsement of the wealth manager by Five Star Professional or this publication. Working with a Five Star Wealth Manager or any wealth manager is no guarantee as to future investment success, nor is there any guarantee that the selected wealth managers will be awarded this accomplishment by Five Star Professional in the future. For more information on the Five Star award and the research/selection methodology, go to fivestarprofessional.com. 476 Rhode Island wealth managers were considered for the award; 188 (40 percent of candidates) were named 2017 Five Star Wealth Managers.

 

 

Photo of team member

Merrie Leighton

Partner

617 786-1600
617 479-8512
mleighton@capitalanalystsne.com

 

Merrie has spent over 30 years with Capital Analysts of New England, pursuing her passion for helping people meet the challenge of managing their wealth. Merrie enjoys establishing long-term relationships with her clients; being a key advisor, coordinator and catalyst. Whether she is providing investment advisory services or complete financial plans, her goal is to help people be confident about their financial futures. This is accomplished by keeping things simple when they are complicated, knowing what questions to ask and how to provide recommendations that are responsive to her client’s objectives.

Merrie’s areas of knowledge include:

  • Comprehensive wealth management and investment advisement
  • Pre-retirement strategies and retirement income analysis
  • Estate and insurance planning
  • Business succession planning for privately-held corporations

Merrie is a graduate of Boston University where she received a BA in Finance and Economics (1980). She holds a General Securities FINRA Registration (Series 7) and an Investment Advisory FINRA Registration (Series 66).

On a personal note, Merrie currently resides in Kingston, MA. She greatly enjoys outdoor activities such as hiking, biking, skiing and gardening. She is also an avid reader and especially loves painting, music and theater. 

 

Photo of team member

Steven H. Dubin MST

Partner

617 786-1600
617 479-8512
sdubin@capitalanalystsne.com

Graduate Bucknell University 1970 – BA
Graduate Bentley College 1980 – M.S. Taxation
Associated with Capital Analysts since 1975
Co- founded Williams & Dubin 1978, Principal 1978 – Present   

Past President of Norfolk & Plymouth Estate & Business Planning Council (member National Association of Estate Planning Councils). Past President and long-time Chair of the Education Committee.

Former Tax Committee member Small Business Association of New England ("SBANE"). Successfully represented SBANE, National Chamber of Commerce, et. al. before Congress 1986-7 in repealing and revising Internal Revenue Code Section 2036(c) (aka "Private Business Confiscation Act").

Developed SELECT*EXEC and PRO*STAR non-qualified deferred compensation systems for retaining and rewarding key executives and athletes/entertainers, respectively.

National practice analyzing and developing private Plan alternative to multi-employer collectively bargained Pension Plans.

Photo of team member

James Shannon

Associate Advisor

781-917-3776
781-325-1379
jshannon@kafadvisors.com

 

Jim joined KAF Financial Advisors in September 2014. He previously worked at UBS Financial Services, where he also worked as a financial advisor to private wealth management clients.

Jim is a graduate of the McDonough School of Business at Georgetown University with a Bachelor of Science degree in Finance including studies abroad at the University of New South Wales in Sydney, Australia. He has since gone on to complete his CFP® certification to become a CERTIFIED FINANCIAL PLANNER™ professional. More recently, Jim earned the Accredited Investment Fiduciary® designation from the Center for Fiduciary Studies®, the standards-setting body for fi360. He is a registered representative and investment adviser representative.

He and his wife Katie have one daughter and live in Hanover, MA. He is an avid fan of his beloved Georgetown Hoyas and proudly supports all Boston teams.

 

For more information, please visit KAF Financial Advisors, LLC at www.kaffinancialadvisors.com

 

KAF Financial Advisors, LLC is independent from and not affiliated with Lincoln Investment and Capital Analysts.

Photo of team member

Thomas J. McCarthy ChFC®

Partner

781-917-3776
781-325-1379
tmccarthy@kafadvisors.com

Tom has been a member of Capital Analysts of New England, Inc. since June of 1986.  He is a Registered Representative and holds the FINRA Series 7 and 63 registrations.  He is a founding partner of KAF Financial Advisors, LLC.  As the company’s managing partner, the focus of Tom’s practice is to work with successful individuals and business owners in various aspects of their financial planning, including estate planning, business succession planning, portfolio management, retirement planning, insurance solutions, and employee benefits.

Tom graduated Cum Laude from the University of New Hampshire – Peter T. Paul College of Business and Economics with a Bachelor of Science (B.S.), Business Administration.  He holds the Chartered Financial Consultant®, Wealth Management and Financial Planning designation from The American College.

Tom is very active in his community and has served on various committees and boards throughout his career.  Currently he serves as a Member of the Board of Directors of South Shore Health System.  He is a Foundation Trustee and past Chair of the South Shore Hospital Charitable Foundation.  This is the organization that raises money for the South Shore Hospital in Weymouth, MA.

Tom, his wife Lisa, and their children live in Norwell, MA.

For more information, please visit KAF Financial Advisors, LLC at www.kaffinancialadvisors.com

 

KAF Financial Advisors, LLC is independent from and not affiliated with Lincoln Investment and Capital Analysts.

Photo of team member

Erik C. Hacker CLU® ChFC®

Partner

617 786-1600
617 479-8512
erikhacker@capitalanalystsne.com

Erik joined Capital Analysts of New England in August of 1996, following a year stay as a portfolio accountant at State Street Bank. Prior to joining State Street, he earned a BA in Economics from Bucknell University and graduated with honors in 1995. Erik has received both the CLU® and ChFC® designations.

Erik joined Capital Analysts of New England to learn and specialize in comprehensive financial planning. He has worked with over 500 individuals as well as conducted seminars and worked with small groups and companies. His areas of specialization include investment planning, financial asset management, estate planning and insurance planning. With clients in over 20 states, Erik has made a true commitment to service. After his clients' initial education and implementation process are completed, a portfolio review is done on a quarterly basis for investments and as needed for other areas of planning. 

On a personal note, Erik is originally from Avon, Connecticut. He now lives with his wife Cheryl and three daughters in Natick, Massachusetts.

Photo of team member

Gerard T. Robinson CFP®, AIF®, ChFC®, CFS®

Partner

617 786-1600
617 479-8512
gtrobinson@capitalanalystsne.com

Since 1987, Jerry and his experienced team of professionals (Please click here for team bios) have provided comprehensive wealth management strategies and solutions to many of New England’s privately held business owners, high net worth individuals, corporate executives, and their families. They review and integrate all facets of your planning and “chart” your financial future. Watch a short video on how they can simplify your life with the use of our Wealth Management Tool.

Areas of Experience:

  • Comprehensive Wealth Management & Investment Planning
  • Pre-Retirement Strategies, Retirement Income Planning and Financial Modeling
  • Estate and Business Succession Planning
  • Qualified Retirement Plans
  • Deferred Compensation Planning for Key Employees

A graduate of Western New England University in Springfield, MA, Jerry earned a Bachelor of Science in Business Administration, Management. He is a CERTIFIED FINANCIAL PLANNER ™ professional, Accredited Investment Fiduciary (AIF®), Chartered Financial Consultant® (ChFC®), and a Certified Fund Specialist® (CFS®).

As a CERTIFIED FINANCIAL PLANNER ™ professional, Jerry is held to the highest of standards and obliged to uphold the principles of integrity, objectivity, competence, fairness, confidentiality, professionalism and diligence as outlined in the CFP Board’s Code of Ethics. The Rules of Conduct require CFP® professionals to put clients interest ahead of their own at all times and to provide their financial planning services as a “fiduciary”- acting in the best interest of the client.

Jerry holds a FINRA General Securities registration (Series 7), as well as a FINRA series 65 registration for investment advisors.

Jerry has published numerous financial planning articles in several publications including the New England Real Estate Journal and the Metrowest Daily News. (Please click here to view Jerry’s articles)

Being active in numerous community and charitable organizations, he has served on the Advisory Board for the 200 Foundation, Inc. a non-profit corporation that provides aid to local Metrowest charities.

For over 25 years, Jerry has served as the Massachusetts Area Coordinator for Project Children. Project Children is an American-Irish Partnership that was started in 1975. This non-profit organization fosters tolerance between the Catholic and Protestant communities through travel abroad programs to the United States each summer for the children and young adults of Northern Ireland.

In 2003, the “Irish Open” Golf Tournament to benefit Project Children was founded and Jerry continues to serve as the Chairman of the tournament.

Jerry’s professional affiliations/ memberships include the Center for Fiduciary Studies , the Financial Services Institute, and the Financial Planning Association.

On a personal note, Jerry and his wife Meg, reside in North Framingham with their three children, Bridget, Maura and Patrick. Jerry is an avid golfer, sports enthusiast, coach, Spanish language student and enjoys performing with his Irish Band, “The Belfast Cowboys”.

Photo of team member

Todd A. Bragg

Associate Advisor

617-786-1600
617-479-8512
tbragg@capitalanalystsne.com

Todd has over 17 years of experience working in the financial planning industry.  In 2004, he began his career at Capital Analysts of New England, Inc. (CANE) upon graduating with honors from Bentley University with a Bachelor of Science degree in Economics and Finance.  He worked on the CANE trade desk gaining valuable experience in portfolio design and asset management while working alongside the firm’s partners.  His most recent role, prior to rejoining Capital Analysts, was as the Executive Vice President at Marshall Wealth Management where his responsibilities focused on the financial planning needs of clients.    

Todd completed his CFP® certification to become a CERTIFIED FINANCIAL PLANNER™ professional in 2015.  CFP® professionals have met extensive training and experience requirements and commit to CFP Board's ethical standards that require them to put their clients' interests first.  In addition to being a CFP®, Todd is FINRA Series 7 & Series 66 registered and has his Life and Accident & Health insurance licenses.

Todd works with individuals and business owners in helping them with planning needs and achieving their financial goals.  His areas of specialization include asset management, retirement planning, lifetime income planning, insurance solutions, estate planning and business succession planning.  

Outside of the office, you can find Todd and his family at the beach in Wellfleet.  He enjoys cooking, wine, travel and practicing his Italian and French with friends and family. 

Todd and his wife, Mary, reside in Norwell, MA with their two young daughters. 

Our Advisors

  • Partners:
  • Christopher R. Connolly
  • Suzanne Conran
  • Steven H. Dubin
  • Christopher M. Duffy
  • Erik C. Hacker
  • Brian J. Hill
  • Thomas E. Hoffman
  • Merrie Leighton
  • Thomas J. McCarthy
  • Kevin A. Morse
  • Gerard T. Robinson
  • Associate Advisors:
  • Raymond Downs
  • James Shannon
  • Todd A. Bragg
  • Sitemap
  • Legal, privacy, copyright and trademark information

Capital Analysts of New England and the firms below are independent and not affiliated.

Advisory services offered through Lincoln Investment or Capital Analysts Registered Investment Advisers. Securities offered through Lincoln Investment, Broker Dealer, Member FINRA/SIPC. www.finra.org, www.sipc.org, www.lincolninvestment.com.

This site has been prepared solely for information purposes is not intended to be a solicitation, offer or sale of securities products or investment advisory services to anyone who resides outside of the United States. Lincoln Investment and Capital Analysts are registered as investment advisers with the U.S. Securities and Exchange Commission and Lincoln Investment is registered as a broker/dealer in all 50 states. Lincoln Investment, Capital Analysts and its Financial Representatives may only transact business in a particular state if first registered and only after complying with registration requirements. Tax and legal services are not offered through, or supervised by Lincoln Investment, or Capital Analysts.

© 2023 Capital Analysts of New England. All rights reserved.

Website Design For Financial Services Professionals