CCR - Key Persons
Job Titles:
- Chief Operating Officer
- Partner
Amanda Hopkins is CCR's Chief Operating Officer, handling the marketing communications, information technology, and day-to-day business operations for the firm.
Job Titles:
- Financial Planner
- Financial Planner With
Amanda N. Hancock is a Financial Planner with CCR, and is responsible for gathering and analyzing information to develop and monitor financial plans for clients. She works to set clients up on the CCR website and app, and to aggregate all accounts on those systems to create a comprehensive view of all of a clients' assets.
Amanda Hancock is a Financial Planner who analyzes information to develop and monitor CCR clients' financial plans. She is responsible for aggregating client accounts to form a comprehensive analysis.
joined CCR as a Financial Consultant in 2016, bringing more than a decade of experience working with high net-worth clients, and with institutional clients focusing on defined contribution plans, endowments, and foundations. At CCR, Andrew works with our internal corporate retirement, financial planning and investment management teams to ensure that our family, individual and corporate clients' business and personal goals are coordinated as a unified strategic and comprehensive plan.
Andrew enjoys working with many of CCR's younger clients, who may be just starting a business, or need initial guidance on saving for retirement, a home, or college for their young children. Of assisting these clients with a strategic planning initiative, Andrew says, "I like helping clients understand the investment world, and how it impacts their portfolio." He particularly likes the challenge of helping clients who have never worked with a financial planner before, working with them to get their financial household and estate plans in order, and ensuring that they have the correct risk mitigation tools in place.
Andrew earned his Bachelor of Arts degree in History and Business Economics from Providence College, and his MBA from Northeastern University. Andrew is a CERTIFIED FINANCIAL PLANNER™ professional, holds the Series 7, 63, and 65 securities registrations, and is an active member on CCR's Portfolio Review and Corporate Services Committees. When he isn't working with clients at CCR, Andrew enjoys travelling with his wife, hiking with his dog, playing golf, skiing and live music.
Andrew Bonetti joined CCR as a Financial Consultant in 2016, bringing more than a decade of experience working with high net-worth clients, and with institutional clients focusing on defined contribution plans, endowments, and foundations. At CCR, Andrew works with our internal corporate retirement, financial planning and investment management teams to ensure that our family, individual and corporate clients' business and personal goals are coordinated as a unified strategic and comprehensive plan.
Andrew Bonetti is a Financial Consultant who works with CCR's clients in personally implementing and coordinating all aspects of their business and personal financial plans.
Andrew Girouard is an Investment Assistant for CCR who holds his SIE, Series 7, and 66, in addition to passing CFA level 1. He serves on the portfolio review committee.
Job Titles:
- Financial Consultant
- Financial Consultant With
- Member of the Board of Directors for the Albany Guardian Society
Before joining CCR Wealth Management, Brad served as President and Partner of Empire Asset Management Group. He oversaw the day-to-day operations of the firm and was responsible for developing investment strategies that aligned with clients' unique needs and objectives. Brad's reputation as a trusted advisor is well-established in the financial community, and he has earned numerous accolades and awards for his work.
At CCR, Brad brings his extensive experience and expertise to bear in creating customized investment strategies for clients. He recognizes that every client has unique goals and requirements, and he takes the time to understand their specific situation before creating a plan. Brad takes a holistic approach to financial planning, looking at all aspects of a client's financial situation to create a comprehensive plan that addresses their immediate needs and long-term goals.
In addition to his work with CCR Wealth Management, Brad is also a member of the board of directors for the Albany Guardian Society. This organization is dedicated to improving the lives of seniors in the Capital Region of New York, their families, and their caregivers, through education, research, and collaboration.
When he's not working with clients or serving on the board of directors for the Albany Guardian Society, Brad enjoys spending time with his family and friends. He is an avid hiker and loves exploring the beautiful natural landscapes in the United States and abroad. He is also a passionate snorkeler and enjoys exploring the colorful reefs and marine life in the Caribbean and other tropical destinations.
Brad Konopaske is a Financial Consultant with CCR. Brad is widely regarded as a skilled and knowledgeable advisor who helps clients achieve their financial goals while adapting to their changing lifestyle needs.
Brian Kennedy is a Financial Planner with CCR. In this role he gathers, organizes, and analyzes client data to develop financial plans. His prior experience includes 15 years at Commonwealth Financial Network in account supervision and investment consulting roles, as well as nearly 2 years as a Client Service Specialist during a previous tenure with CCR Wealth Management.
Brian is a CERTIFIED FINANCIAL PLANNER ™ professional and holds the Series 7, 66, 24, 31, and 53 Securities Registrations. He earned his Bachelor of Arts degrees in both Economics and Political Science from the University of Connecticut, as well as a Certificate in Financial Planning from Bryant University. Currently, he is pursuing the Chartered Financial Consultant® designation through the American College for Financial Planning.
Brian resides in Walpole with his wife, Emily, and two sons, Callum and Camden. He enjoys going to classic rock concerts, follows the NFL, and is a season ticket holder for the UConn Huskies men's basketball team.
Brian Kennedy is a Financial Planner with CCR. In this role, he gathers, organizes, and analyzes client data to develop financial plans. He holds Series 7, 66, 24, 31, and 53 Securities Registrations.
Brian Thomas is a Financial Consultant with CCR. Brian maintains his Series 7, 66, and 24 securities registrations, as well as his Life, Accident, and Health insurance licenses in the state of MA, along with several other states where clients conduct business.
Job Titles:
- Executive Assistant
- Operations Manager
Christa is CCR's Operations Manager and Executive Assistant to our Chief Operating Officer, Amanda Hopkins. While everyday differs, she focuses on maintaining the office space, internal project management, and ensures that the entire firm and its multiple offices are running smoothly. Acting as the go-to person for just about anything, she handles important tasks such as taking care of client appreciation, office and supply management, and making sure each employee has everything they need to be the most efficient and productive.
Christa is our Operations Manager and Executive Assistant to our Chief Operating Officer. Christa focuses on internal project management and ensures that the entire firm and its multiple offices are running smoothly.
Job Titles:
- Client Services Specialist
Crystal Giannoulis is a Client Services Specialist who works closely with CCR's corporate account custodians, trustees, and participants to ensure all account transactions are completed seamlessly.
Danielle Drew is a Financial Planner with CCR and is responsible for gathering and analyzing information to develop and monitor comprehensive financial plans for clients.
Job Titles:
- Advisor
- Financial Consultant
- Managing Partner
- Member of the Cetera Advisors
- Wealth Management 's Managing Partner
David joined CCR Wealth Management in 2000 and is the firm's Managing Partner and a Financial Consultant. He works with his colleagues to promote a client-focused and cooperative environment. Under his leadership, CCR Wealth has grown from a two-person start-up to a full-service wealth advisory team with more than $2 billion in assets under management.
In addition to managing CCR, David is a member of the Cetera Advisors Advisory Council and oversees the firm's Corporate Service Committee. He is passionate about using his skills in financial services to help charitable organizations and is a member of CCR's Charity & Community Responsibility Committee. David's commitment to supporting various local non-profits can be seen on the walls of CCR's headquarters, where artwork created by Artists for Humanity are on display.
As CCR Wealth Management's Managing Partner, David Borden has led CCR's growth from a two-person firm to a full-service wealth advisory team with over 25 team members.
Job Titles:
- Financial Consultant
- Financial Consultant With
is a Financial Consultant with CCR. He enjoys creating strategies with clients to help them achieve their financial goals while bringing a young perspective to the financial services industry. Davis grew up in Florida and moved to New York to embark on a career in financial services with CCR. He earned his degree in Finance and a minor in Business Management from the University of South Florida. Davis holds a Series 7, 63, and 65 securities registrations as well as Life, Accident and Health insurance licenses. He looks forward to using this knowledge to help simplify and organize client's financial situations.
Beyond CCR, Davis enjoys the outdoors through running, mountain biking and playing frisbee with his Australian Shepard. Davis's personal goals include becoming part of the local community to build lasting and nurturing relationships around him.
Davis Moeckel is a Financial Consultant who holds a Series 7, 63, and 65 securities registrations as well as Life, Accident and Health insurance licenses.
She graduated CCSU in 2020 with a Marketing B.S. and also holds an A.S. in Business Administration and A.S. in Communications. Devi is a dilligent marketing professional: Hootsuite Platform certified, Hootsuite Social Marketing certified, SEMRush SEO Toolkit certified, and Hubspot Inbound Marketing certified.
Devi is well on her way to starting a successful career in marketing with a focus on social media and content creation. She has a creative mind and enjoys thinking from the bigger picture, which allows her to bring new ideas and perspectives to the table.
She lives in New Britain, Connecticut with her partner and parrot, Nana. In her free time, Devi enjoys reading books and poetry, painting, drawing, writing, cycling/walking, or playing video games and board games with friends. She has a deep love for animals and, as such, is an active volunteer at the CT Humane Society, volunteering every week on their busiest day.
Devi Singh is a Marketing Generalist responsible for the digital presence of CCR. She handles the day-to-day management of campaigns to ensure brand consistency and creates relevant and timely content for distribution, including videos and client whitepapers.
Job Titles:
- Associate for CCR Wealth Management
- Investment Associate
is an Investment Associate for CCR Wealth Management, LLC. He earned a Bachelor of Business Administration degree in Finance from the Isenberg School of Management at the University of Massachusetts Amherst. Eric's prior work experience includes functions as a Financial Analyst and FP&A Analyst at Waters Corporation, as well as experience as an advisor at New York Life.
Joining CCR Wealth Management, LLC in 2021, Eric brings his analytical finance and investment experience to the CCR Wealth Management Portfolio Review Committee. As an investment associate, he works on portfolio modelling and monitoring, as well as client communications. Eric holds his SIE, Series 7 and 66 securities registrations and is a member of the firm's Portfolio Review Committee.
In his free time, Eric can be found golfing, reading, or enjoying a movie. Eric is a lifelong classic rock fan and enjoys talking about his favorite bands.
Eric Fernandes is an Investment Associate for CCR Wealth Management, LLC. He earned a Bachelor of Business Administration degree in Finance from the Isenberg School of Management at the University of Massachusetts Amherst. Eric's prior work experience includes functions as a Financial Analyst and FP&A Analyst at Waters Corporation, as well as experience as an advisor at New York Life.
Eric Fernandes is an Investment Associate with CCR. He brings his analytical finance and investment experience to the CCR Portfolio Review Committee.
Jared Evangelous is a Retirement Consultant who works closely with corporate account custodians, trustees, and participants ensuring they receive exceptional advice, education, and service.
Job Titles:
- Client Service Specialist
- Client Service Specialist With CCR Wealth Who Works Closely With Brian Thomas
Jessica Loughnane is a Client Service Specialist with CCR Wealth who works closely with Brian Thomas on day-to-day client services for both individual and corporate clients.
Job Titles:
- Client Service Specialist
- Client Services Specialist
is a Client Services Specialist who joined CCR in 2018. She brought with her more than a decade of experience supporting financial advisors and their clients. Jessy worked closely with multiple financial consultants, helping them grow their practice by maintaining client relationships.
At CCR, Jessy is responsible for day-to-day client services for individual and corporate investment accounts. As a liaison between advisors, clients, product vendors and our broker dealer, Jessy works closely with our account custodians to seamlessly establish new accounts, coordinate account transfers, and initiate transactions.
Jessy earned a bachelor's degree in Business and Finance studies from the University of Massachusetts at Amherst. She is a notary public and holds the Series 7 and 63 securities registrations. Jessy is the team leader of the firm's Client Services Committee, and an active member in the Innovation and Charity & Community Responsibility Committees. In her spare time, she enjoys spending time with her husband and daughter, reading, going to the movies, traveling and fine dining.
Jessy Torres is a Client Services Specialist who joined CCR in 2018. She brought with her more than a decade of experience supporting financial advisors and their clients. Jessy worked closely with multiple financial consultants, helping them grow their practice by maintaining client relationships.
Jessy Torres is a Client Services Specialist who draws on more than a decade of financial advisory support to oversee day-to-day client services for individual and corporate accounts.
John P. Maher - Chief Investment Officer
Job Titles:
- Chief Investment Officer
- Partner
- Chief Investment Officer for CCR Wealth Management
works with both individual clients and CCR Wealth Management Advisors to communicate and execute investment strategies that focus on seeking optimum risk-adjusted returns. John holds the CFA (Chartered Financial Analyst) charter. "My study of behavioral finance within the CFA program was a favorite topic, and I have witnessed first hand many of the biases that have stood in the way of better outcomes for investors." John notes that the "CFA curriculum is a deep and rigorous study of all aspects of investments and portfolio management, requiring several years of study and passing rigorous exams. Training in fundamental research techniques and economics have complimented my existing experience with investors by honing a skepticism of market "narratives."
John graduated from Union College with a Bachelor of Arts in English. Originally from Williamstown in Western Massachusetts, he spent 12 years at Morgan Stanley in downtown Boston, where his focus was on the investment aspect of wealth management. John has extensive experience investing in individual stocks, bonds, mutual funds, unit trusts, REITs and is experienced in hedging strategies using options, including concentrated positions and portfolio protection.
John joined CCR Wealth in 2005, and says that "two of the biggest benefits of the move to CCR were the culture of a smaller, close-knit firm, and the lack of top-down pressure often experienced in large, publicly traded firms."
As Chief Investment Officer at CCR, much of his time is spent analyzing and managing CCR Wealth Management's model portfolios in the context of an ever-changing investment landscape. Communication regarding investment strategies, interpretation of data and portfolio analysis with clients and advisors alike is a large part of John's daily schedule. John heads CCR's Portfolio Review Committee, which reviews all client portfolios considering their target allocations, and is an instrumental member of the Investment Review Committee.
John Maher is the Chief Investment Officer for CCR Wealth Management, and is responsible for analyzing and managing CCR's model portfolios in the context of an ever-changing investment landscape.
joined CCR as a Financial Consultant in 2023. Prior to that, he was a Financial Advisor at Commerce Bank and Northwestern Mutual where he focused on providing guidance to clients looking to manage their finances. At CCR, Johnny works with our internal financial planning and investment management teams to ensure that our families and individual clients' goals are coordinated as a unified, strategic, and comprehensive plan.
Johnny earned his Bachelor of Arts degree in Sports Management with Minors in Business Management and Economics from Central Methodist University and is the Vice President of the Mid-Missouri Estate Planning Council. Johnny holds the Series 6, 7, 63, and 65 securities registrations, and is an active member of CCR's Advisory Committee.
When he isn't working with clients at CCR, Johnny enjoys traveling with his wife Katherine, hiking with their dogs, playing golf, and listening to live music.
Johnny Woodruff joined CCR as a Financial Consultant in 2023. Prior to that, he was a Financial Advisor at Commerce Bank and Northwestern Mutual where he focused on providing guidance to clients looking to manage their finances. At CCR, Johnny works with our internal financial planning and investment management teams to ensure that our families and individual clients' goals are coordinated as a unified, strategic, and comprehensive plan.
Jonathan Lilja is a Financial Planner who uses his prior experience with taxation issues and estate planning to assist clients with complex financial planning issues.
Job Titles:
- Partner and Financial Planner
- Partner, Financial Planner
is a Partner and Financial Planner with CCR. Having joined CCR in 2003, Jonathan is often the first point of contact for prospective clients. He brings extensive experience in wealth management for high net-worth individuals which he utilizes in gathering information, assessing client needs, and coordinating each client's financial objectives with their existing and future assets. Responsible for syncing client portfolios with appropriate risk, required rate of returns and time horizons, Jonathan also aligns clients' assets with estate planning considerations and concerns.
A CERTIFIED FINANCIAL PLANNER™ and Investment Advisor Representative with the Series 7, 63 and 65 securities registrations, Jonathan earned a Bachelor of Science degree in Economics and Business Administration from Saint Michael's College and earned his designation as a Certified Financial Planner after graduating from Boston University's School for Financial Planners. He is a member of the Financial Planning Association, the Massachusetts Chapter of the FPA, and the Certified Financial Planners Board of Standards. Jonathan is also a member of the firm's Investment Committee and oversees the Client Services and Financial Planning Committees.
In his spare time, he enjoys spending time with his wife and two children, working on his lawn, and listening to Bruce Springsteen.
Job Titles:
- Financial Consultant
- CERTIFIED FINANCIAL PLANNER
Justin is a CERTIFIED FINANCIAL PLANNER™ and Financial Consultant who guides CCR clients with all aspects of their financial life. His focus is helping clients make smarter planning and investment choices that align with both their financial and personal values.
Job Titles:
- Client Service Specialist
- Client Services Specialist With
- Member of the Firm
Kate Kallin is a Client Services Specialist with CCR. Kate has been with CCR since 2011, and she is responsible for day-to-day client services for both individual and corporate accounts. Kate provides group health and life insurance quotes and advisor support. As a liaison between the advisors, clients, product vendors and our broker dealer; Kate works closely with our account custodians to seamlessly establish new accounts, coordinate account transfers, and initiate transactions. "I like anticipating our clients' needs - from scheduling meetings to helping pay their children's or grandchildren's tuition," Kate says of her close relationships with clients. She prides herself on her responsiveness and dedication: "I once had a client send me a test fax - and the sole reason for the fax was that he knew I would call him back within a minute to see if he needed anything. We both laughed because of course I called him immediately!"
Kate is an active member of the firm's Client Services, Charity & Community Responsibility, and Compliance Committees. She also supports several important charities, including The Jimmy Fund, the Leukemia & Lymphoma Society, and breast cancer research. In her spare time she enjoys going to Red Sox games and the theater, traveling, reading, concerts, movies, and trying new restaurants with her husband, friends and family.
Kate Kallin is a Client Services Specialist with CCR, and is responsible for day-to-day client service for both individual and corporate accounts.
Job Titles:
- Client Service Specialist
- Client Services Specialist With CCR Wealth
Kristin Branchaud is a Client Services Specialist with CCR Wealth. With more than a decade of banking and finance experience, Kristin works with CCR Wealth clients to ensure they are receiving the best possible service, and assists with opening new accounts, working with clients to complete necessary paperwork and coordinating meetings with their personal financial advisors.
Kristin Branchaud is a Client Services Specialist with CCR Wealth. She focuses on personalized client service for CCR Wealth clients.
is a compassionate and experienced Financial Consultant based in CCR's upstate New York office. With almost three decades of experience in the financial industry, Laura is committed to simplifying complex financial strategies for her clients, and she believes that there are no silly questions when it comes to your financial future. She takes a thorough, personalized approach to her work, and is particularly passionate about helping women achieve their financial goals at any stage of life.
Laura holds a Bachelor of Science degree in Business Management from the State University of New York at Binghamton, and has been a CERTIFIED FINANCIAL PLANNER™ since 2000. She also holds securities registrations Series 6, 7, and 63, as well as Life, Accident and Health insurance licenses. Laura is a notary public and an active member of the Financial Planning Association.
Outside of work, Laura and her husband enjoy exploring the Adirondacks and attending art and craft festivals in the Northeast. Laura also enjoys baking, gardening, reading, and relaxing with a cup of tea.
Laura Brunetti is a Financial Consultant with three decades of experience in the financial industry. She takes a thorough, personalized approach to her work, and is particularly passionate about helping women achieve their financial goals at any stage of life.
Job Titles:
- Client Service Specialist
- Client Services Associate
Lauren worked with both investment and insurance operations teams in the Albany, New York area for more than 15 years, bringing extensive knowledge and experience in the wealth management and disability, life, accident and health insurance sectors.
She has held the NYS Life, Accident and Health insurance license since February 2009 and is a Financial Paraplanner Qualified Professional holding the FPQP® designation since November 2022.
She obtained a Bachelor of Science in Business Administration from Sage College in Albany, New York.
In her free time, Lauren enjoys cooking at home, trying new restaurants, and exploring Caribbean Islands. On a nice day, if she's not on a nature walk with her dog, Mason, she can be found spending time in her flower and vegetable gardens.
Lauren Roberts joined CCR as a Client Services Associate in 2023. She handles the processing of new business, preparation of client presentations, and daily maintenance for client investment accounts.
Job Titles:
- Branch Manager
- OSJ Branch Manager
is the OSJ Branch Manager at CCR. Lisa joined CCR in 2002, and has more than 20 years of experience in the securities industry. She specializes in handling account issues for clients with complex needs including complicated estate account settlement issues, coordinating multiple accounts, and the high functionality involved with accounts for consolidation. Lisa also reviews and evaluates compliance issues at CCR, and develops, initiates, maintains and revises policies and procedures for the Compliance Program and its related activities.
Prior to joining CCR, Lisa served as the head of Operations for Vestax Securities, a former Broker-Dealer. She earned a Bachelor of Science degree in Business Administration from Framingham State University, and holds the Series 7, 63, 24, 4, 51 and 65 securities regulations. She is a notary public and a member of the National Society of Compliance Professionals. Lisa is an active member of the firm's Client Services Committee.
When she isn't at CCR, Lisa enjoys spending time with her children and husband, traveling, skiing and snowboarding, and watching movies.
Lisa Alden-Comeau is the OSJ Branch Manager at CCR. She specializes in compliance issues and in handling account issues for clients with complex needs.
Job Titles:
- Client Service Specialist
- Client Services Specialist With
- Client Services Specialist With CCR Wealth
is a Client Services Specialist with CCR Wealth. Lyndsy has extensive experience as a client service manager and financial analyst, and has spent almost a decade as the first point of contact for high net-worth individual clients. Her responsibilities with CCR Wealth include day-to-day client services for individual investment accounts, and she works with our back office team to establish new accounts, coordinate account transfers, and initiate transactions.
Prior to joining CCR Wealth, Lyndsy worked with wealth management clients as a client service manager and a senior financial analyst at Massachusetts-based wealth management and banking companies. In those positions, she managed inquiries for more than 400 clients, supervised and trained new financial analysts as a team leader, and prepared client account summaries to communicate with clients on a weekly basis.
A 2011 graduate of Nichols College, Lyndsy holds a Bachelors of Science degree in Business Administration. When she isn't working with the CCR Wealth team and our clients, she enjoys trying new restaurants, travelling and relaxing at the beach with her dog.
Lyndsy Skiest is a Client Services Specialist with CCR, and is responsible for day-to-day client service for our individual accounts.
Job Titles:
- Client Service Specialist
- Wealth Management As a Client Service Specialist
joined CCR Wealth Management as a Client Service Specialist in 2022. Madison is responsible for onboarding new private clients, coordinating meetings with financial advisors, and handling day-to-day client requests. She also has become an integral part of assisting with internal firm transitions and onboarding new acquisitions. Madison takes pride in building strong relationships with clients to ensure their long-term trust in our team and provide the best service experience possible.
Prior to joining CCR, Madison worked with a CT based wealth management firm where she was the forefront of the majority of the firms private, corporate, and institutional clients which led her to develop her passion for the industry and necessary skills maintain successful client relationships.
Madison holds a Bachelor of Science degree in Business Administration from Southern Connecticut State University. She plans on pursuing securities industry regulatory certifications in the upcoming years.
Madison St. John joined CCR as a Client Service Specialist in 2022. She is responsible for onboarding new private clients, coordinating meetings with financial advisors, and handling day-to-day client requests.
Job Titles:
- Financial Consultant
- Investment Advisor
- Partner
- Representative
- Financial Consultant With CCR Wealth Management
- Member of the Firm 's Investment and Compliance Committees
Mark is a Partner and Financial Consultant with CCR Wealth Management. He joined CCR in 2003 and was instrumental in developing the client service model currently in use at the firm. With extensive experience in wealth management and a focus on family business and succession planning, Mark is an advisor to both high net-worth families and CCR's largest institutional clients.
Having earned a Bachelor of Science degree from Cornell University, Mark is an Investment Advisor Representative and holds the Series 7, 63 and 65 securities registrations, and life and health insurance licenses. Mark earned the Accredited Investment Fiduciary Professional designation from the Center for Fiduciary Studies. The AIF designation certifies that he has specialized knowledge of fiduciary standards of care and their application to the investment management process. Mark has been accepted into the Forbes Finance Council. He was vetted and selected by a review committee based on the depth and diversity of his experience as well as his personal and professional achievements and honors.
Mark Palmerino is a Partner and Financial Consultant, and is a trusted advisor to both high-net-worth families and the firm's largest institutional clients.
Job Titles:
- Financial Consultant
- Partner
A CERTIFIED FINANCIAL PLANNER™ professional and Investment Advisor Representative, Michael has comprehensive financial planning experience, and works with CCR clients to create customized financial plans.
Michael Callahan is a Retirement Consultant with extensive experience in pension and retirement advising for both personal and corporate clients.
Job Titles:
- Advisor
- Financial Consultant
- Financial Consultant With
is a highly experienced Financial Consultant with CCR, bringing more than 22 years of expertise in the financial services industry. His primary focus is providing comprehensive financial oversight and guidance to his clients. Patrick particularly enjoys working closely with individuals and families, as he recognizes the profound impact that financial decisions can have on their lives. He takes the time to understand each client's unique goals, needs, and aspirations before crafting personalized financial plans.
Before joining CCR, Patrick gained valuable experience working with renowned financial services firms such as Liberty Mutual, Morgan Stanley, and Charles Schwab. This diverse background has equipped him with a well-rounded perspective on the industry. Patrick holds Series 6, 7, 63, and 65 securities registrations, demonstrating his commitment to staying informed and up to date with the latest industry practices. He earned his Bachelor of Arts degree in Economics and Management from State University College at Cortland, further enhancing his understanding of financial principles.
Beyond his professional endeavors, Patrick finds joy in various activities outside of the office. He has a passion for home remodeling, utilizing his creativity and skills to transform living spaces. Spending time outdoors is also a cherished pastime for Patrick, as he appreciates nature's beauty and the tranquility it offers. Above all, he treasures quality time with his new grandsons and family, cherishing the bonds they share.
Patrick is actively involved in his community, supporting organizations such as the Central New York Make-A-Wish Foundation and the Wounded Warrior Project. His commitment to giving back reflects his caring nature and desire to make a positive impact beyond the realm of finance.
With his wealth of experience, genuine care for clients, and dedication to community involvement, Patrick Madison is a trusted advisor who strives to empower individuals and families to achieve financial well-being and fulfillment.
Patrick Madison is a highly experienced Financial Consultant with CCR, bringing more than 22 years of expertise in the financial services industry. His primary focus is providing comprehensive financial oversight and guidance to his clients. Patrick particularly enjoys working closely with individuals and families, as he recognizes the profound impact that financial decisions can have on their lives. He takes the time to understand each client's unique goals, needs, and aspirations before crafting personalized financial plans.
Job Titles:
- Financial Consultant
- Financial Consultant With
Paul Paska is a Financial Consultant with CCR. He is a financial services industry veteran with nearly 40 years of experience who strives to simplify the complexities of financial organization, investing, and insurance strategies for his clients.
Job Titles:
- Investment Advisor
- Representative
- Partner, Retirement Consultant
Richard is an Investment Advisor Representative and holds the Series 7, 63 and 65 securities registrations, and life and health insurance licenses. He earned the Accredited Investment Fiduciary® professional designation from the Center for Fiduciary Studies in association with the University of Pittsburgh. The AIF designation certifies that he has specialized knowledge of fiduciary standards of care and their application to the investment management process. Richard earned a Bachelor of Science degree in Business Administration from Bryant University. Prior to joining CCR Wealth, Richard's experience included working for two major Wall Street Firms as a Financial Advisor to affluent individuals and small business owners.
Richard Moore is a Retirement Consultant who analyzes retirement options for corporate clients and assists with the selection of the best possible plans for each business owner.
is an Insurance Administrator focusing on the needs of CCR's Insurance Team. In addition to in-house support, she serves as one of our client liaisons to help deliver a positive experience. Robin is also an integral part of the onboarding process and book of business transfers when new advisors join CCR.
Before joining CCR, Robin wore many hats in her career. She was the CFO/owner/partner in a startup software development company who wrote proprietary software for Fortune 1000 companies as well as writing their own proprietary printing software. In its zenith the company had grown to over 50 employees and had offices in 3 states. She graduated from Ohio Wesleyan University and earned her MBA from the University of Connecticut while working full-time. Following the closing of her company she started her own bookkeeping business and supported numerous small businesses with their accounting and bookkeeping needs. In addition, she also started her own canning business and made her own jams, salsas, and pickles for sale to local shops in her hometown.
Robin and her husband have two adult daughters, two sons-in-law and recently became grandparents. In her free time Robin enjoys cooking, hiking, skiing, traveling, needlepointing, and quilting.
Robin Hirschfield is an Insurance Administrator focusing on the needs of CCR's Insurance Team. In addition to in-house support, she serves as one of our client liaisons to help deliver a positive experience. Robin is also an integral part of the onboarding process and book of business transfers when new advisors join CCR.
Shiqi (Chloe) Gu is an Investment Analyst with CCR. Her finance degrees and international background guide her work on portfolio modeling and monitoring, investment screening and client communications.
Job Titles:
- Financial Consultant
- CWS®, AIF
Steven Tillona is a Financial Consultant with nearly 40 years of investment and business experience. Steven takes pride in helping CCR's clients plan their futures with confidence and security.
Job Titles:
- Client Service Specialist
- Client Services Specialist
- Client Services Specialist With CCR Wealth
is a Client Services Specialist with more than 20 years of client relations experience in all aspects of financial services. Susan takes pride in using her extensive experience to provide impeccable service to CCR Wealth clients. She understands that building strong relationships is an essential foundation for everything that she does, both personally and professionally. Susan has helped to implement new process improvements to streamline task management and workflow. Her combination of organizational, relationship management and retirement plan servicing skills make her an asset to the CCR Wealth team and all of our clients.
Susan lives in Bristol, Connecticut with her husband TJ, and children Thomas and Lily. In her free time, she enjoys golfing, volunteering in her community and getting together with friends and family. In the summers she can be found in Rhode Island at her family summer home.
Susan Dowling is a Client Services Specialist with CCR Wealth, focusing on client relationships.
Susan Durkin is an Insurance Specialist whose focus is on the individual insurance needs of our clients. Her specialty is Medicare and pre-65 health coverage, in addition to long-term care, disability, and life insurance.
Job Titles:
- Senior Employee Benefits Consultant
Tina has been employed in the health care insurance sector since 1989 and has managed a substantial number of businesses and their employees for the purpose of Group Employee Benefit plans. Additionally, she has broad knowledge of Consumer Directed Benefits including COBRA, FSAs, HSAs and HRAs, RFPs/contracting, implementation, strategic planning, benefit design, compliance, and legislative changes.
Tina resides in West Simsbury, CT along with her husband Kurt, their young adult sons Jacob and Nathan, and three rescue dogs! Additionally, Tina served as Secretary on her town's elected seat Planning Commission and volunteered on Youth Sports for football, wrestling and lacrosse.
Tina Hallenbeck is a Senior Employee Benefits Consultant at CCR. She works with prospective clients to determine their insurance needs and maintains the firm's existing clients' Group Health, Dental, Vision, Life, and Short and Long-Term Disability plans.
Job Titles:
- Financial Consultant
- CERTIFIED FINANCIAL PLANNER
- Financial Planning Associate
, a CERTIFIED FINANCIAL PLANNER™, is a Financial Consultant with CCR Wealth Management, LLC. He earned a Bachelor of Science in Business Administration degree with a major in Finance from the University of Rhode Island. Vincenzo's prior experience includes working in Corporate Treasury at IBM, the Investment Engine at Bridgewater Associates, as well as most recently helping manage a fixed income portfolio for The Richman Group Inc.
Joining CCR Wealth Management, LLC in 2021, Vincenzo utilizes his prior experience in fixed income and the hedge fund space to develop sophisticated financial plans for CCR's clients. Vincenzo holds his SIE and Series 7 and 66 securities registrations and is a member of the firm's Financial Planning Committee.
In his free time, Vincenzo enjoys spending time with his wife and children as well as sneaking in a round of golf whenever he can.
Vincenzo Palmerino, a CERTIFIED FINANCIAL PLANNER™, is a Financial Consultant. He leverages his experience in fixed income and the hedge funds to develop financial plans for CCR's clients. He is a member of CCR's Financial Planning Committee.
Job Titles:
- Consultant
- Retirement Consultant
Will Heines is a Retirement Consultant at CCR who analyzes and compares mutual funds making sure participants have access to the highest-rated available funds.
Job Titles:
- Financial Consultant
- Financial Consultant With
Zach Pidgeon is a Financial Consultant with CCR, focusing on helping families within the Athletics field to pursue financial wellness and achieve their desired goals and needs with confidence. Zach holds Series 7, 6, 63, and 65 securities registrations.