Our Team Members
Our experienced team brings together diverse expertise in financial planning, investment management, and personalized service. Unlike many firms, we work collaboratively on all client relationships – you’ll have access to our entire team’s knowledge, not just one advisor.
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Brian Parke, CFP®
Principal & Senior Wealth Manager
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Eddy Agyeman, CFP®, AFC®, CRPC™
Financial Planner
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Jill Lanese, FPQP™
Client Support Specialist & Associate Wealth Manager
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Jordan Marino, CFA®, CAIA®
Wealth Manager & Director of Investments
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Karen Ferraro
Office Manager
Our Team Approach
At Connecticut Capital Management Group, financial planning is about relationships. That’s why you’ll work with our whole team, not just one person.
This team-based structure allows us to bring multiple perspectives and areas of expertise to your financial situation. It also ensures that someone familiar with your circumstances is always available when you need assistance.
Our smaller client-to-advisor ratio means we can be responsive when you need us most, especially during important life transitions when financial decisions can’t wait.
Professional Credentials
Our team holds a range of professional designations, reflecting our ongoing commitment to education, ethical conduct, and well-rounded knowledge in financial planning.
CFP® (CERTIFIED FINANCIAL PLANNER™)
Professionals who have completed extensive training and experience requirements and are committed to high ethical standards. CFP® professionals must develop theoretical and practical knowledge in financial planning, tax planning, estate planning, investment management, and risk management.
CFA® (Chartered Financial Analyst)
The CFA designation is a globally recognized credential signifying a high level of expertise in investment management and analysis. It’s seen as the gold standard for investment professionals, requiring mastery of investment principles, portfolio management, and ethics.
CAIA® (Chartered Alternative Investment Analyst)
A professional designation for investment professionals who specialize in alternative investments, such as hedge funds, private equity, and real assets. The designation demonstrates expertise in alternative investment strategies.
FPQP™ (Financial Paraplanner Qualified Professional™)
This designation indicates proficiency in gathering client data, analyzing needs, and building financial plans. FPQP™ professionals have demonstrated knowledge in the financial planning process, financial concepts, and ethical practices.
