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We believe the support staff at Capital Analysts of New England is another area that sets us apart from other firms. The majority of our staff, especially in the key areas of compliance, underwriting, and office management have been with us for many years and are extremely experienced. Their dedication, talent and commitment to our advisors and their clients are one of our greatest assets.
Anne Hern, Director of Finance and Compliance
Anne is a graduate of Suffolk University with a Bachelor of Science in accounting. She joined Capital Analysts of New England, Inc. in 1998 as the agency accountant. Anne currently manages the finance department as well as oversees compliance.
Lawrence A. Whalen II, Director of Advisor Relations and Insurance Operations
Larry has been in the insurance industry since 1988 and joined Capital Analysts of New England, Inc. in January 1996. He holds a Bachelor’s Degree in Business Administration from the University of Rhode Island. Larry has experience and knowledge in many areas of operations within the organization. His main focus is helping Advisors with providing life, long-term care and other insurance solutions for their Clients.
Ryan Carlin, Director of Financial Planning and Investments
Ryan joined Capital Analysts of New England, Inc. in 2016 as the Director of Financial Planning and Investments. Ryan holds a Bachelor’s degree in Finance from Penn State University, is a Chartered Retirement Planning Counselor℠, and holds his Series 66 & 7 FINRA registrations. In his role, Ryan provides fund and allocation recommendations to our independent advisors, monitors and vets existing and future mutual fund and investment partners, stays up to date on the latest developments within the financial advisory industry, performs as-needed research on varied financial planning topics, and helps craft financial plans on behalf of the advisors he works with.
Alexa Muscillo, Director of Investment Operations and Technology
Alexa has been with Capital Analysts of New England, Inc. since 2007 when she started out in office administration. She now oversees the investment operations while providing knowledge and communication to the advisors on investment operation procedures. Additionally, she provides support with the office technology. She attended Bridgewater State University and recently received her Bachelor of Science in accounting in May 2016.
Sherryann Clarke, Reception & Office Administration
Sherryann joined Capital Analysts of New England, Inc. in May 2017. She is known for her excellent client service and uplifting personality. She is the office receptionist and is primarily responsible for customer service and maintaining the daily office operations.