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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.
Paul Longobardi, Senior Director of Investments
Paul joined Capital Analysts of New England in November of 2020 as Senior Director of Investments. Among his 25 years of experience, he has previously worked at TD Private Client Group and US Trust as a portfolio manager and has additional wealth management experience from various roles at Columbia Management and Fidelity Investments. Paul has earned his MBA from Babson and a bachelor’s degree in Finance from Villanova. In addition, Paul has earned the CFP® certification, CAIA designation, and the Series 7 and 66 registrations.
Paul works with our advisors to provide recommendations for portfolio allocations, account rebalancing and other portfolio adjustments and also provides investment research and analysis. In addition, he maintains wholesaler relationships and organizes advisor meetings.
On a personal note, Paul lives with his wife Kristin and three sons in Wrentham, Massachusetts. He and his family are avid soccer and lacrosse fans and love to travel.
Anne Hern, Executive Director of Operations
Anne joined Capital Analysts of New England in 1998 as the Office Accountant. She currently oversees the overall operations and resources of the company and acts as the main point of communication between the Partners and Staff. She is the alternate Compliance Supervisor and is also responsible for Financial Reporting. Anne earned a Bachelor of Science at Suffolk University and also holds her Series 7 and Series 24 FINRA registrations. She is a resident of Hingham, MA and enjoys boating and gardening, but most of all her Grandsons Ryan and Colin!
Lawrence A. Whalen II, Director of 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 is 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. Larry and his wife Kathy have four daughters and live in a coastal community south of Boston. He enjoys time with family, is an avid boater and outdoorsman.
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 assisting the advisors on investment operation procedures. Additionally, she provides support with the office technology. She attended Bridgewater State University where she received her Bachelor of Science in accounting. In her free time, she enjoys spending time with her husband and family.
Kathleen Dray, Receptionist
Kathleen joined Capital Analysts of New England, Inc. in 2020. She is the office receptionist, primarily responsible for customer service and maintaining daily office operations. She is known for her excellent client service, sparkling personality and providing great candy for Staff and Clients. Previously, she spent over 10 years as a Corporate Event Manager, working with National and International clients, planning meetings, corporate and social events. Prior to that, she was involved in marketing and promotional campaigns for major national brands such as Snapple, Pace Salsa and Cheerios. In her free time, Kathleen enjoys travel, dining out and having fun with her many brothers and sisters.
Alexandra Mendoza, Operations Specialist
Alex joined Capital Analysts of New England, Inc. in August of 2021 as our Operations Specialist. She brings a background of banking, customer service, and management. Some of her duties include handling equity-related transactions, supporting advisors with investment, and client service activities, and managing tech vendor relationships. Alex has her associates in Liberal Arts and is currently finishing up her undergrad at the University of Massachusetts Boston where she is pursuing a Finance degree. In her spare time, Alex likes volunteering, bike-riding, and spending time with friends and family.