Advisors

Advisors

Investor360

 

 

 

Capital Management Partners, LLC, is an independent investment firm owned and managed by John (Jack) F. Bevilacqua, ChFC®, AIF®, and Richard A. Robb, CFP®, AIF®.

The firm’s eight investment professionals—the two partners and six financial consultants—have more than 100 years' combined experience in financial services. There are nine capable support staff to provide quality service and to allow the advisors the ability to focus on both the big picture and to help clients take the steps toward pursuing their objectives.

Scroll down to meet the Capital Management partners and financial consultants.

 

John (Jack) Bevilacqua

ChFC®, AIF®

Jack has worked in the financial services industry since 1974. He is a Chartered Financial Consultant® (ChFC®), an Accredited Investment Fiduciary® (AIF®), a Chartered Life Underwriter® (CLU®), a FINRA Series 24 registered securities principal, and a FINRA Series 7 and 63 registered representative and Investment Adviser Representative registered with Commonwealth Financial Network®. Jack cofounded Capital Management Partners, LLC, in 1996. He earned his BS/BA from Suffolk University.

On a personal note, Jack was on the board of directors for Family & Children's Services of Greater Lynn for 20 years and also served as past president. He is a member of the Lions Club and Camp Lion and is a past president of both. He is a longtime supporter of the Pan-Mass Challenge and has been a seven-time rider in the two-day 192-mile bike ride to raise money for cancer research. Jack is married, has two sons, and lives on the North Shore of Boston.

In 2004, Jack launched his own local cable television show, Money Talk with Jack Bevilacqua. The program provides education and information about issues affecting all aspects of financial planning through his discussions with guest experts. The program continues to tape monthly and is currently viewed regularly in 40 New England communities and available to public access stations nationally. Jack has been published and quoted in several local newspapers. Past shows can be viewed here.

Richard Robb

CFP®, AIF®

Rich has worked in the financial services industry since 1983 and cofounded Capital Management Partners, LLC, in 1996. He is a CERTIFIED FINANCIAL PLANNER™ professional; a FINRA Series 6, 7, and 63 registered representative; and an Investment Adviser Representative registered with Commonwealth Financial Network®. In January 2015, Rich celebrated his 25th year working with Commonwealth.

Rich divides his time between the Peabody, Massachusetts, and Albany, New York, offices. The Albany office was established in 2008.

Rich is a member of the International Association of Financial Planners and of Commonwealth's Retirement Advisor Council. He is also an Accredited Investment Fiduciary® (AIF®) and licensed to sell various insurance products. He earned his BS from Colorado State University.

On a personal note, Rich is married and has three daughters. Northern Lake George, New York, is Rich’s favorite summer getaway destination and Waterville Valley, New Hampshire, is his favorite winter destination. Rich serves on his church’s endowment committee and coordinates much of the activities for a Massachusetts-based cycling group with which he is associated. He is also a member of MeOH Power, Commonwealth Financial Network’s Retirement Advisor Council, the T. Rowe Price Partner Exchange, and the Fidelity Advisor Panel, North Shore Technology Council and the Sabbath Day Point Water Users Association.

 

George M. Bowen

CFP®, AIF®

George, a CERTIFIED FINANCIAL PLANNER™ professional, joined Capital Management Partners, LLC, in 2007 and has been helping clients pursue their financial goals for more than 10 years. Professionals, educators, and business owners rely on him for expert financial strategies.

George has always loved the numbers side of the business and knew from an early age that he wanted to help people plan for their financial future. His practice focuses on comprehensive financial planning as an Investment Adviser Representative of Commonwealth Financial Network®. As clients go through the process of working with George, they will undergo an examination of their assets, goals, and needs. A financial strategy is then discussed and finalized through subsequent meetings. After implementation of the strategy, George meets with the client regularly to monitor and change, as needed, the plan that has been put into place.

He is a graduate of the Boston University Financial Planner Program and is on the board of the Merrimack Valley Estate Planning Council. He holds a BS in accounting from St. Michael’s College in Colchester, Vermont, and has worked at Merrill Lynch and Smith Barney, as well as owned his own business in New York City.

As a registered representative of Commonwealth Financial Network, member FINRA/SIPC, George does not offer any proprietary products. Rather, his holistic approach to wealth management allows him to choose the most appropriate recommendation for each of his clients. He also holds state life, accident, and health insurance licenses.

George lives north of Boston with his wife, Janet, and their two beautiful daughters. They enjoy skiing in the winter and spending time at the beach in the summer. George is also an accomplished saltwater surf caster who is excited to teach his girls how to fish.

John J. Gregorio

CFP®, AIF®, CFS®

John is a trusted financial consultant with Capital Management Partners, LLC, and a founding partner with Teacher Retirement Solutions, LLC. As a CERTIFIED FINANCIAL PLANNER™ practitioner, John works with educators, individuals, families, and professionals to help maximize their wealth potential throughout their lifetime and for future generations. He carefully listens and understands each client's current financial situation, goals, needs, time frame, and risk tolerance. Then, he focuses on designing and implementing tailored financial wealth programs and meaningful solutions in a wide range of financial matters, from risk management, investments, and tax strategies to qualified and nonqualified retirement and benefit plans for businesses. John also concentrates on retirement income planning and generational wealth planning for people nearing or in retirement. Having held positions at other prominent financial planning, investment, insurance, and banking institutions, John has the broad-based experience necessary to work with all aspects of his clients' financial needs.

John graduated with a bachelor's in accounting from Boston College, and has earned the prestigious CFP® certification. The CFP® certification remains the most highly respected and nationally recognized certification in the financial planning field. As a registered representative and Investment Adviser Representative of Commonwealth Financial Network®, member FINRA/SIPC, John holds the FINRA General Securities Registered Representative (Series 7) and Combined Investment Advisor-Uniform State Law (Series 66) registrations. He also holds state life, accident, and health insurance licenses.

Particularly appreciated by his clients is John's talent for conveying complex financial terms and situations into usable information that is easily understood. Honesty, integrity, and compassion are words often used to describe John in his work with clients. John takes pride in working with families and successful businesses throughout New England.

John; his wife, Tara; and their children, Jack and Ella, live in the Merrimack Valley. They take pleasure in frequent visits to extended family in the area and also enjoy spending time at the beach.

 

 

Investing in the stock market involves gains and losses and may not be suitable for all investors. The investment's socially responsible focus may limit the investment options available to the investment and may result in returns lower than those from investments not subject to such investment considerations.

James Davos

CFP®, AIF®

Jim joined Capital Management Partners, LLC, in August 2010 after spending the previous decade as a financial advisor with New England Financial. He holds a BS in finance from Bentley University, where he played on the men's ice hocky team. Jim is a FINRA Series 6, 7, 63, and 65 registered representative and an Investment Adviser Representative with Commonwealth Financial Network®. He also holds life, accident, and health insurance licenses and is currently working toward the CERTIFIED FINANCIAL PLANNER™ (CFP®) certification.

Upon engagement, Jim guides his clients through a thorough discovery process to identify key objectives, priorities, and resources. He then works with them to create tax-efficient, intelligently allocated investment and insurance portfolios to protect against various risks, while positioning them to generate significant long-term capital appreciation. The end result is their ability to attain desired lifestyles and live with financial independence.

Jim spends significant time at both the Massachusetts and New York offices of Capital Management Partners, LLC. He; his wife, Jessica; and their family enjoy sailing in the waters off Cape Cod during the summer and skiing through the winter.

Larry Albert

CFP®, MBA, AIF®

Larry joined Capital Management Partners, LLC, in November 2011 after spending more than 20 years as a human resources and employee benefits executive within both the private and nonprofit sectors, with a focus on retirement plans and compensation. He is a CERTIFIED FINANCIAL PLANNER™ professional and earned an MBA in finance from Boston University. Larry is a FINRA Series 6, 7, 63, and 65 registered representative and an Investment Adviser Representative with Commonwealth Financial Network®. He also holds life, accident, and health insurance licenses and is an Accredited Investment Fiduciary®.

Larry’s practice spans the entire spectrum of wealth management and retirement plan consulting, although his area of specialty is helping pre-retirees/retirees with planning their retirement goals and assisting them transition from the accumulation stage of their retirement investing to the retirement income distribution stage i.e. developing a strategic distribution strategy which takes into account tax ramifications, proper asset allocation, inflation, social security maximization and ongoing and long-term health care planning.

Larry is an advisor with the Pro Bono Financial Coaching Program, a collaborative effort of the Dana-Farber Cancer Institute and the Financial Planning Association of Massachusetts.

Larry and his wife Linda live in Beverly with their golden retriever Ozzie.

Thomas E. (Tom) Dexter

CFP®

Tom is a CERTIFIED FINANCIAL PLANNER™, a FINRA Series 7 and 66 registered representative, and an Investment Adviser Representative registered with Commonwealth Financial Network®. Tom earned his BS from Lehigh University in Bethlehem, Pennsylvania.

Tom's professional focus is on long-term financial planning for individuals, including management of risk and liability concerns. Tom's practice also includes developing and maintaining retirement plans for small businesses.

Tom served on the board of directors of the Salem Chamber of Commerce and is a member of the Rotary Club of Gloucester, Massachusetts. A longtime racing sailor, Tom is active in the Rhodes 19 class and is a member of the Sandy Bay Yacht Club in Rockport, Massachusetts.

Tom and his wife, Anita, are the parents of four sons and live with several pets in Gloucester.

Frank Sweeney

CIMA®, MSF®

Frank has worked in the financial services industry since 1995. He joined Capital Management Partners, LLC, in February 2016. Previously, he worked at Fidelity Investments and Eaton Vance in senior institutional sales and relationship management and as a CPA and auditor at PricewaterhouseCoopers.

Frank is a Certified Investment Management Analyst® (CIMA®) designee specializing in investment management consulting and wealth advising. He is a graduate of Boston College, where he attained a bachelor's degree in accounting and a Master of Science in Finance degree (MSF). Frank is a FINRA series 7, 63, and 65 licensed registered representative and an Investment Adviser Representative registered with Commonwealth Financial Network®. Additionally, Frank is currently pursing his CERTIFIED FINANCIAL PLANNER™ (CFP®) certification.

On a personal note, Frank is married and has three children. He is a longtime resident of Marblehead, Massachusetts, and enjoys golfing and water sports locally. Historically, Frank has led numerous cancer funding-raising ski events and has enjoyed running many local youth sports organizations.

Daniel R. Santanello

AAMS®

Dan has worked in the financial services industry since 1983 and joined Capital Management Partners in May of 2017. He is an Accredited Asset Management Specialist, a designation that he earned from the College of Financial Planning in Denver, Colorado in 2003.

Dan has over 33 years of experience in the investment industry. His clientele includes high net worth individuals, families, businesses, labor unions, and charitable foundations. Daniel works closely with them to identify their goals and develop customized solutions for their particular situations. Based on his many years in the business, Daniel has developed a network of professional partners such as trust and estate attorneys, insurance experts, and tax accountants that can be utilized when the need for their expertise develops.

On a personal note, Dan graduated from Brown University in 1981. In his senior year, he was the captain of the varsity hockey team. He has also been a selectman in the Town of Swampscott for over 18 years, and has coached many baseball and hockey teams over the past 20 years. Dan resides in the town of Swampscott with his wife Sandi and his three children; Kristin, Daniel, and Steven. He has raised over $330,000 for the Mass General Hospital Pediatric Oncology Clinic by running over 12 Boston Marathons. In fact, in 2012, he was the recipient of Mass General Hospital’s “100 Award,” given to 100 individuals whose diligence and discoveries, philanthropy and passion have helped advance the fight against cancer.