BOSTON, Aug. 13, 2022 /PRNewswire/ — Capitol Securities Management, Inc. is pleased to welcome Claire Soja to our firm. Claire began her investment career in 1972 as a Registered Representative at Kidder, Peabody & Co. Claire had a thirty-one-year career at Brown Brothers Harriman & Co. (1974-2005) where she served as Vice President and Senior … Read more
BOSTON, Aug. 8, 2022 /PRNewswire/ — Capitol Securities Management, Inc. is pleased to welcome Paul J. Grod to Pivotal Wealth Management and our firm. Paul began his career in the financial services industry in 2007. From 2009 until 2022 he has been with KeyBank as an investment licensed banker. During his time with KeyBank, he … Read more
BOSTON, Aug. 4, 2022 /PRNewswire/ — Capitol Securities Management, Inc. is pleased to welcome John J. Scarpino to our firm. John began his career as a Financial Advisor at Prudential Bache Securities in 1988. He has worked his entire career in the financial services industry in multiple roles including advisor and recruiter. John is currently … Read more
BOSTON, Aug. 1, 2022 /PRNewswire/ — Capitol Securities Management, Inc. is pleased to welcome David T. Sheridan to our Southern NJ Complex. David has 30+ years of experience in the financial service industry, serving as Vice President-Investments for both A.G Edwards & Sons and Boenning & Scattergood. David specializes in Asset management and Customer support … Read more
BOSTON, Feb. 19, 2022 /PRNewswire/ — Capitol Securities Management, Inc. is pleased to welcome Jason T. Ferree to our firm from Wells Fargo Advisors. With 23 years of experience in financial services, Jason is dedicated to helping individuals meet their financial needs by developing investment plans around their long-term goals and risk tolerance. His extensive … Read more
BOSTON, May 7, 2021 /PRNewswire/ — Capitol Securities Management, Inc. is pleased to announce the appointment of Jim Wallace to the position of Chief Operating Officer. Jim will be based in the firm’s new corporate office located in Boston, Massachusetts. In this role, Jim will lead all aspects of firm’s daily operations supporting Capitol Securities … Read more
RESTON, Va., May 5, 2021 /PRNewswire/ — Capitol Securities Management, Inc. is pleased to welcome Joseph Mauriello to our Glastonbury, Connecticut Office. Joe joins Capitol from Liberty Bank where he was a Vice President of Investment Services. Joe holds FINRA Series 6, 7, 63 and 65 licenses and he received a Bachelor of Science degree from … Read more
Reston, VA, May 3, 2021. Capitol Securities Management, Inc. is pleased to welcome Joseph Fumo to the company. Joseph J. Fumo V graduated with a B.A. in Business Administration and a concentration in Finance from the Erivan K. Haub School of Business of Saint Joseph’s University in 2012. With a focus on learning, Joseph became … Read more
RESTON, Va., April 12, 2021 /PRNewswire/ — Capitol Securities Management, Inc. is pleased to welcome Edwin Clary (“E.B.”) Bartlett to our Wilmington, North Carolina Regional Office. E.B. joins Capitol from Merrill Lynch where he was a Senior Financial Advisor. E.B. has a master’s and bachelor’s degree from East Carolina University. He holds FINRA Series 7, … Read more
RESTON, Va., July 3, 2020 /PRNewswire/ — Capitol Securities Management, Inc. is pleased to welcome Patrick D’Agostino to our Southern NJ Complex. Pat has 22 years of experience in the financial service industry, most recently with Boenning & Scattergood, a Wells Fargo correspondent. Pat specializes in holistic investment advice and retirement planning which he feels … Read more
