WILLIAM JOSEPH CAPITAL MANAGEMENT - Key Persons
Job Titles:
- Senior Partner at Guertin
Attorney Guertin is the senior partner at Guertin and Guertin, LLC, a law firm dedicated to Estate Planning, Elder Law, and Probate Administration in North Haven, Connecticut. He is a member of the National Academy of Elder Law Attorneys and the Connecticut Bar Association's Estate and Probate Section. Attorney Guertin is also a charter member of the CBA's Elder Law Section.
Investment Advice offered through William Joseph Capital Management, LLC (WJCMLLC) , a registered investment advisory firm headquartered in the State of CT and registered with the U.S. Securities and Exchange Commission (SEC). Lower fees for comparable services may be available from other sources. William Joseph Capital Management, LLC does not provide Tax, Legal, Real Estate, or College Planning Advice.This Communication Shall Not Constitute An Offer To Sell Or The Solicitation Of An Offer To Buy Securities or Services. William Joseph Capital Management, LLC is not affiliated with Christopher A. Sica, Esq, Alyson Aleman ,Stephen O. Allaire, George P. Guertin, Marcia L. Hess, Joan Reed Wilson, Michael Berryman, CPA, Brendan F. Daly , David Sweeney ,Jeffrey Noll ,Sabrina Ciarleglio. WJCMLL is not affiliated with the companies they work for or own . Dean Anatra is an Investment Advisor Representative of William Joseph Capital Management, LLC . Dean Anatra, CPA provides accounting services separate from William Joseph Capital Management LLC through Dean Anatra CPA, LLC. Bryan Ricci, CPA CFP is an Investment Advisor Representative of William Joseph Capital Management, LLC. Bryan Ricci CPA, CFP provides accounting services separate from William Joseph Capital Management LLC through Bryan Ricci, CPA and Ricci & Co.
Job Titles:
- Investment Advisor Representative, Private Wealth Advisor
Job Titles:
- Investment Advisor
- Representative
Chris is an experienced investment and tax professional. He began his career in finance as a Registered Representative, while also practicing as a Certified Public Accountant (CPA). His background has allowed him to help his clients protect their assets, maximize their investments, and properly plan for their taxes. Chris is a graduate of the University of Puerto Rico with a degree in Business Administration, magna cum laude.
Chris is energetic and is fluent in English and Spanish. He loves to express his creativity in his free time as he enjoys cooking, photography, and practicing music.
Job Titles:
- Investment Advisor Representative / Private Wealth Advisor
Job Titles:
- Private Wealth Advisor, Investment Advisor Representative
Job Titles:
- Private Wealth Advisor, Investment Advisor Representative
Job Titles:
- Private Wealth Advisor, Investment Advisor Representative
Job Titles:
- Director of Client Experience
Job Titles:
- Investment Advisor
- Representative
Job Titles:
- Investment Advisor
- Representative
Job Titles:
- Investment Advisor
- Representative
Job Titles:
- Managing Director of Admiralty Private Client Group, a Division of William Joseph Capital Management, Private Wealth Advisor, Investment Advisor Representative
Job Titles:
- Analyst, Paraplanner, Client Service Specialist, Investment Advisor Representative
- Registered Investment Advisor from Rhode Island
Talia is a Registered Investment Advisor from Rhode Island, with a strong background in economics and finance. Her journey began at Bryant University, graduating magna cum laude, with an honors program distinction. There she pursued a degree in Economics with a concentration in Finance. This educational foundation laid the groundwork for her career in the financial sector. Having worked in the buyside with Growth Equity Strategies, and Global Fixed Income at Loomis Sayles, Talia got an experience of business evaluations using micro and macro strategies.
Beyond her professional endeavors, Talia has a multifaceted personality. She is dedicated to maintaining a healthy lifestyle, with a particular fondness for Pilates, which keeps both her mind and body in balance. Additionally, she has a love for contemporary English literature, finding solace and inspiration within its pages.