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.
Claire Keefe, Director of Investments and Financial Planning
Claire joined Capital Analysts of New England in 2025 with over 17 years of experience dedicated to partnering with Advisors on portfolio construction, investment due diligence, wholistic financial planning, and innovative Wealth Management solutions. Most recently, Claire served as the Head of Portfolio Solutions at Fiduciary Trust Company, where she led the portfolio analyst and trading division responsible for clients’ customized investment accounts. Previously, Claire held senior investment and strategy roles at Morgan Stanley Smith Barney, Hightower Advisors, AllianceBernstein (AB), and in the Wealth Management division of E*Trade for Morgan Stanley. Claire holds a bachelor’s degree in Economics from Middlebury College and is a Chartered Financial Analyst level II candidate. Outside of work, Claire is passionate about childhood cancer fundraising and advocacy. She and her husband spend their spare time coordinating their children’s many activities around the town of Needham, MA.
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!
Alexandra Mendoza, Director of Operations
Alex joined CANE in August of 2021 as the Operations Specialist, bringing a strong background in banking, customer service, and management. Today, she serves as Director of Operations, where she leads a wide range of initiatives across firm operations, human resources, and advisor support. Her work spans everything from office management and hiring to process development, internal communication, and firmwide planning. Known for her hands-on approach and commitment to efficiency, Alex enjoys working with advisors and internal teams to streamline processes, enhance collaboration, and keep things running smoothly behind the scenes. She values being a go-to resource for the team, and takes pride in contributing to a supportive, solutions-oriented work environment. Alex earned her Bachelor of Science in Finance from the College of Management at UMASS Boston in May 2024 and holds the FINRA Series 7 registration through Lincoln Investment. Outside the office, she enjoys traveling, spending time with family, and chasing after her puppy, Hank!
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.
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.
Gabrielle Cole, Operations Coordinator
Gabby joined Capital Analysts of New England, Inc in 2024 as the Operations Specialist. Prior to joining Capital Analysts, she worked in Boston in Information Security. She has a background in cybersecurity, compliance, customer support, and IT. Here at Capital Analysts, Gabby assists the day-to-day operations tasks, IT maintenance, and advisor support. Gabby has a B.S. degree in Cybersecurity, Criminal Justice, and a core concentration in Psychology. In her free time, she loves to travel, be outdoors and spend time hiking and skiing in New Hampshire.
