Eddy Agyeman is a CFP® and holds a Series 66 license with three years of industry experience. He is currently with Connecticut Capital Management Group, LLC, having previously worked at Foundations Investment Advisors, LLC, Fuchs Financial, and Bank of America N.A. He serves as a voting member of the board for Open Door Shelter. Connecticut Capital Management Group provides discretionary portfolio management, financial planning, and pension consulting to individuals, high-net-worth clients, pension and profit-sharing plans, and nonprofit organizations. The firm employs a long-term investment approach using fundamental analysis, modern portfolio theory, and quantitative methods to construct portfolios aligned with client risk tolerances.

Brian Parke is a CFP® professional with 18 years of industry experience, currently serving as an advisor at Connecticut Capital Management Group, LLC. He has worked with the firm in various capacities since 2008 and has prior experience at Cambridge Investment Research. Outside of his advisory role, he serves as a board member for the Rape Crisis Center of Milford and the Devon Rotary Club. Connecticut Capital Management Group provides discretionary portfolio management, financial planning, and pension consulting to individuals, pension plans, and foundations. The firm employs a long-term, risk-aware investment approach that incorporates fundamental, quantitative, and modern portfolio theory analysis across a diverse investable universe.

Jordan Marino is a CFA® charterholder with nine years of industry experience. He currently serves as an advisor at Connecticut Capital Management Group, LLC, having joined the firm in 2022. Prior to this, he held roles at Prudential Annuities Distributors, Inc. and has experience outside finance as well. Marino is a board member of the CFA Society Hartford. Connecticut Capital Management Group provides discretionary portfolio management, financial planning, and pension consulting services to individuals, pension plans, and foundations. The firm employs a long-term, risk-aware investment approach leveraging fundamental, quantitative, and modern portfolio theory analyses, and may include traditional and alternative investments as well as third-party managers.

Jill Lanese is a Series 65 licensed advisor with Connecticut Capital Management Group, LLC, where she has worked since 2010, accumulating 4 years of industry experience. In addition to her advisory role, she teaches fitness classes at the YMCA of Central Connecticut. Connecticut Capital Management Group provides discretionary portfolio management, financial planning, and pension consulting to individuals, high-net-worth clients, pension and profit-sharing plans, and nonprofit organizations, employing a long-term investment approach grounded in fundamental analysis, modern portfolio theory, and quantitative methods.