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Mark Z

Series 63, Series 65

Amherst, MA

Capital Analysts

Mark Zacek is a financial advisor at Capital Analysts with 14 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at several firms, including Lincoln Investment and Raymond James Financial. In addition to his advisory role, he conducts life, health, disability, long-term care, and fixed annuity sales as a contractor with Nathan Agencies. Capital Analysts serves a diverse client base, including individual and high-net-worth investors, trusts, foundations, businesses, and charitable organizations. The firm offers portfolio management and retirement-plan advice through a combination of discretionary in-house management and non-discretionary advisor-managed solutions.

Tax-loss harvesting ESG / Sustainable investing Passive / index investing Active portfolio management
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Christian S

Series 63, Series 65

Amherst, MA

Capital Analysts

Christian Sulmasy is a financial advisor at Capital Analysts with 17 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at Lincoln Investment, Love, Jarominski And Raymond LLP, and The Nathan Agencies. Outside of his advisory role, he is the owner, president, and secretary of The Nathan Agencies, an S-Corp involved in insurance and tax-related activities. Capital Analysts serves retail and institutional clients, including high-net-worth investors, trusts, foundations, businesses, and charitable organizations. The firm provides portfolio management, custom and model portfolios, third-party manager access, and retirement-plan advice through a nationwide network of advisors and in-house investment management.

Tax-loss harvesting ESG / Sustainable investing Passive / index investing Active portfolio management
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Michael D

Series 63, Series 65

Amherst, MA

Capital Analysts

Michael Doyle is a financial advisor with Capital Analysts in Amherst, MA, holding Series 63 and Series 65 licenses and possessing nine years of industry experience. He has prior experience with Lincoln Investment and The Nathan Agencies. Outside of his advisory role, Doyle serves on the board of directors for Amherst Cinema and is involved with the Northampton Community Music Center as second vice president and board member, focusing on community outreach and governance. Capital Analysts serves a diverse client base including individuals, high-net-worth investors, trusts, foundations, businesses, and charitable organizations. The firm offers portfolio management, custom and model portfolios, third-party manager access, and retirement plan advice through a nationwide network of independent advisors, utilizing both discretionary and non-discretionary investment management approaches.

Tax-loss harvesting ESG / Sustainable investing Passive / index investing Active portfolio management
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Robert P

CFP®, Series 66

Amherst, MA

Capital Analysts

Robert Pryor Jr. is a CFP®-credentialed financial advisor with nine years of industry experience. He is currently with Capital Analysts and Lincoln Investment, having previously worked at Money Concepts Capital Corp and Total Business Care, LLC. Outside of his advisory role, Pryor owns a tax preparation and planning business. Capital Analysts serves a diverse clientele including individuals, high-net-worth investors, trusts, foundations, businesses, and charitable organizations. The firm offers portfolio management, advisor-managed custom and model portfolios, and retirement-plan advice, utilizing both discretionary and non-discretionary investment management supported by an in-house research team and third-party managers.

Tax-loss harvesting ESG / Sustainable investing Passive / index investing Active portfolio management
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Ronald N

ChFC®, Series 63

Amherst, MA

Capital Analysts

Ronald Nathan is a financial advisor with Capital Analysts in Amherst, MA, holding the ChFC® and Series 63 designations and with 57 years of industry experience. He has worked at Lincoln Investment since 2012 and has been affiliated with Columbus Life Insurance Company and Capital Analysts since 1995. Outside of his advisory roles, he operates The Nathan Agencies/Amherst Financial Services, which sells life, health, long-term care, and disability insurance. Capital Analysts serves a diverse client base including individual and high-net-worth investors, trusts, foundations, businesses, and charitable organizations. The firm offers portfolio management through both discretionary and non-discretionary approaches, leveraging proprietary tools and a nationwide network of independent advisors.

Tax-loss harvesting ESG / Sustainable investing Passive / index investing Active portfolio management
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Glenn A

ChFC®, Series 63

Amherst, MA

Capital Analysts

Glenn Allan is a financial advisor with Capital Analysts, holding the ChFC® and Series 63 designations, and has 33 years of industry experience. He has worked with Lincoln Investment since 2012 and has been associated with Capital Analysts since 1995. Outside of advising, he is an at-large board member of the Amherst Golf Club. Capital Analysts serves a diverse client base including retail and institutional investors, providing portfolio management, custom and model portfolios, and retirement-plan advice. The firm employs a proprietary mutual-fund screening process and supports both discretionary and non-discretionary investment management through a nationwide network of independent advisors and in-house teams.

Tax-loss harvesting ESG / Sustainable investing Passive / index investing Active portfolio management
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