CAPITOL PRIVATE WEALTH GROUP - Key Persons
Job Titles:
- Co - Founder of "the Swedish Jazz Duo
Alison Cain is a Partner and Private Wealth Advisor with Capitol Private Wealth Group. She has had a career in the financial services industry for over 30 years and has been a financial advisor for over 22. Alison serves clients who require holistic personal financial planning and wealth management along with assisting small business with their financial needs.
Alison is a wonderful combination of a "numbers" person with excellent people skills and creativity. She can translate complex financial information and systems flow into easily understandable terms, is an excellent listener and seeks to understand her clients' needs and desires.
Alison is a native of the Washington DC metropolitan area and has a passion for animals, travel, hiking, learning and experiencing new adventures.
Job Titles:
- Partner
- Certified Financial Planner™ Professional
Anders Lundegård was born and bred in Växjö, Sweden. This mid-sized town, surrounded by deep pine forests in the middle south of Sweden, is otherwise mostly noted for producing world-class tennis champions, such as Jonas Björkman and Mats Wilander. Educated at the Royal Academy of Music in Stockholm and at Northwestern University as a Fulbright Scholar, Anders maintains his career as a saxophonist alongside with being a Financial Advisor.
Giancarlo DAlimonte is the founder and private wealth advisor of Capitol Private Wealth Group. With 24 years of professional experience in the US, he has built a reputation for his passionate, innovative and personable approach to wealth management and holistic financial planning.
Job Titles:
- Partner
- Chartered Retirement Planning Counselor
Lisa Marie Barbieri is a Partner and Private Wealth Advisor at Capitol Private Wealth Group since it was founded in 2016.
Lisa Marie began her career in 1979, as a staff accountant with Gennaro A. Barbieri, a CPA firm in Connecticut. She transitioned to the telecommunications industry in 1983 as an accountant for Data Switch International. After relocating to Virginia in 1999, she began her career in financial services as a Registered Representative with Aetna Investments in Fairfax, Virginia until it became ING Financial in 2001. She has been a financial advisor for over 24 years. Lisa also worked as a Senior Loan Officer for Guarantee National Bank of Tallahassee, in Chantilly, Virginia from2001 to 2002. Lisa accepted a loan officer position with Everbank Commercial Lending from 2005 to 2012 which allowed her to serve the mortgage needs of her financial planning practice.
Lisa Marie founded ‘DivasAfterDark', a professional women's networking group, in 2005. She resides in Fairfax, Virginia with a flock of parrots, her dog Gigi, and is the proud mother of three amazing adults, Anthony, Candace and Christian.
Job Titles:
- Certified Financial Planner Professional
- Private Wealth Advisor
Nick grew up in Northern Virginia where he earned a Bachelor of Science in Finance from Old Dominion University. Committed to personal development and lifelong learning, Nick went on to earn multiple licenses, becoming a CFP®, and CIMA® professional. Nick's career path has given him experience with a variety of different clients from everyday W2 employees to business owners, professional athletes, and entertainers, making him a well-rounded advisor. Nick has over 7 years of financial planning experience.
In his personal time, Nick likes to spend time with friends and family, trying new recipes, restaurants, and exercising. He also enjoys giving back through education, mentorship, and coaching.
Job Titles:
- Financial Planning Analyst
Shawn Hadian is a Financial Planning Analyst at Capitol Private Wealth Group. He was born and raised in Northern Virginia and received his Bachelor of Science in Finance from George Mason University. Through his years studying finance, along with his professional experience working in the financial industry, he is able to prepare well-rounded financial plans as well as provide the highest level of customer service to clients. He has over 9 years experience as a financial advisor.