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Alexander S
Series 66
Bala Cynwyd, PA
Capital Analysts
Alexander Snyman is a Series 66-licensed financial advisor with 14 years of industry experience. He currently works at Capital Analysts and Lincoln Investment, and previously held roles at Barilotti Wealth Strategies and Eagle Strategies. Snyman is also appointed as an insurance agent, brokering fixed insurance with outside carriers. Capital Analysts serves a diverse client base including individual investors, retirement plans, trusts, and corporate clients, offering discretionary and non-discretionary portfolio management through various programs and access to third-party managers. The firm’s investment decisions are guided by an in-house research team using proprietary screening methods, and it maintains a close affiliation with Lincoln Investment.
Robert M
ChFC®, Series 63, Series 65
Bala Cynwyd, PA
Capital Analysts
Robert Miller is a financial advisor at Capital Analysts with 42 years of industry experience. He holds the ChFC® designation and Series 63 and 65 licenses. Miller has been with Capital Analysts since 2001 and has also worked at Lincoln Investment since 2012. Outside of his advisory role, he serves on charitable and community boards including the Jewish Federation of Greater Philadelphia, Congregation Beth Or’s Endowment Committee, and Boys Town Jerusalem, and he is president and owner of an insurance sales firm specializing in life, disability, and long-term care insurance. Capital Analysts serves a diverse client base including individual and high-net-worth investors, retirement plans, trusts, foundations, charitable organizations, and corporate clients. The firm’s investment decisions are led by an in-house team using proprietary portfolio models and screening processes, offering discretionary and non-discretionary management alongside third-party manager access and ERISA retirement plan advisory services.
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