Capital Management Group
We are an experienced group of professionals who have helped serve the financial needs of our clients since 1992. We provide education, guidance and ongoing support to the individuals, families and businesses in our communities. Today we do much more than retirement planning. We implement a balanced approach to wealth management by integrating tax-advantaged investing, asset allocation, charitable gifting, legacy and estate planning strategies, and more into clients’ financial plans. We build lasting relationships with our clients to create a course of action that helps meet their needs today and into the future. Securities offered through Hightower Securities, LLC. Member FINRA/SIPC, Hightower Advisors, LLC is a SEC registered investment advisor.
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Verified contacts
41
available on Kipplo
LinkedIn employees
37
11 to 50 range
Open roles
—
no listings
Distinct roles
25
indexed titles
Tech stack
0
tools in use
Monthly traffic
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organic / mo
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Decision-makers and verified team members
41 contacts with verified email or phone · masked until revealed.
- KW
Kate Ward
Director of Client Implementation · Operations
EmailPhone - MA
Marc Anazagasty
Director of Operations · Operations
EmailPhone - PN
Paul Naples
Director of Corporate Benefits · Human Resources
EmailPhone - SH
Sean Hillegass
Senior Client Services Manager · Customer/Client Service
EmailPhone - SR
Steven Rodriguez
Client Relationship Manager · Customer/Client Service
EmailPhone - AC
Alexa Carini
Production Assistant · Operations
EmailPhone - HR
Heather Ross
Executive Assistant · General Business & Management
EmailPhone - JY
Jennifer Young
Sales Asst · Other
EmailPhone - JE
Joseph Edmondson
Certified Financial Plannertm Professional · Finance & Accounting
EmailPhone
Showing 9 of 41 verified contacts
Top roles at Capital Management Group
25 distinct titles indexed · top 10 shown.
- 4executive assistant
- 3partner
- 2capital management group of new york
- 2client relationship manager
- 2customer service manager
- 2financial advisor
- 2financial planning analyst
- 2senior analyst
- 1administrative specialist
- 1certified financial plannertm professional
- +15more titles
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