Capitol Private Wealth Group LLC

Lisa Barbieri is a financial advisor with Capitol Private Wealth Group LLC in Vienna, VA, holding Series 63 and Series 66 licenses and bringing 25 years of industry experience. Her prior experience includes roles at Ameriprise Financial Services Inc and Ids Life Insurance Company. She is also the owner of Barbieri & Associates, LLC, an entity used for managing business expenses. Capitol Private Wealth Group serves individual and high-net-worth clients by providing discretionary portfolio management, financial planning, and retirement-plan consulting. The firm employs a variety of analytical approaches and ongoing portfolio monitoring, offering comprehensive planning that includes retirement, estate, tax, charitable, and business strategies.

Shawn Hadian is a CFP® professional with seven years of industry experience, currently serving at Capitol Private Wealth Group LLC. He has worked at several firms including Purshe Kaplan Sterling Investments and Dalimonte Morgante & Associates. Outside of his advisory role, he owns and operates Planning and Prep Consultants, providing tax advice and preparation services, and is a proprietor of an insurance services business specializing in life, disability, and long-term care insurance. Capitol Private Wealth Group advises individual and high-net-worth clients with discretionary portfolio management, financial planning, and retirement-plan consulting. The firm employs a variety of analytical investment approaches and offers coordinated tax and investment services through its representatives.

Matthew Oconnor is a financial advisor with Capitol Private Wealth Group LLC in Philadelphia, PA, holding Series 63 and Series 65 credentials and 19 years of industry experience. His prior roles include positions at Purshe Kaplan Sterling Investments, Financial Resources Group, LPL Financial LLC, and Webster Bank. He serves as a board member of Partners in Housing Inc., a nonprofit focused on underserved communities in Dartmouth, MA. Capitol Private Wealth Group advises individual and high-net-worth clients, providing discretionary portfolio management alongside financial planning and retirement-plan consulting. The firm employs a range of analytical approaches and offers tax preparation and advanced trading strategies to coordinate investment and tax services for clients.

Nicholas Ferrari Smith is a CFP® professional with seven years of industry experience. He is currently with Capitol Private Wealth Group LLC and has previously worked at MAI Capital Management LLC and Northwestern Mutual in various capacities. Capitol Private Wealth Group advises individual and high-net-worth clients, offering discretionary portfolio management alongside standalone financial planning and retirement-plan consulting. The firm employs a range of analytical approaches and provides coordinated tax and investment services through Enrolled Agents on staff.

Alison Cain is a financial advisor at Capitol Private Wealth Group LLC with 23 years of industry experience. She holds a Series 66 designation and has worked at her current firm since 2017, following a 12-year tenure at Ameriprise Financial Services, Inc. Outside of advising, she is involved in property management through a personal business entity. Capitol Private Wealth Group serves individual and high-net-worth clients by providing discretionary portfolio management, financial planning, and retirement-plan consulting. The firm employs a combination of analytical approaches and ongoing portfolio monitoring to align investments with client goals and risk tolerance.

Anders Lundegard is a CFP® and ChFC® with 21 years of industry experience. He has been with Capitol Private Wealth Group LLC since 2016, following a 12-year tenure at Ameriprise Financial Services Inc. Outside of advising, Lundegard is a self-employed musician and founder of The Swedish Jazz, performing regularly. Capitol Private Wealth Group serves individual and high-net-worth clients with discretionary portfolio management and financial planning. The firm employs a variety of analytical methods and offers coordinated tax and investment services, including advanced trading strategies and real estate investment involvement.

Giancarlo Dalimonte is a financial advisor at Capitol Private Wealth Group LLC with 25 years of industry experience. He holds Series 65 and Series 66 licenses and has worked at firms including American Express Financial Advisors and Ameriprise Financial Services. He also manages his own business, Dalimonte and Associates. Capitol Private Wealth Group serves individual and high-net-worth clients, providing discretionary portfolio management, financial planning, and retirement-plan consulting. The firm employs a range of analytical methods and ongoing portfolio rebalancing to align with client objectives, and offers integrated tax and investment services through its Enrolled Agent representatives.