New England Capital Financial Advisors LLC

Darren Tapley is a financial advisor with New England Capital Financial Advisors LLC, holding Series 63 and Series 65 licenses and bringing 22 years of industry experience. He previously worked at Purshe Kaplan Sterling for ten years and has been with New England Capital Financial Advisors since 2002. Tapley serves on the board of directors for Beat the Street Community Center, a nonprofit organization in Meriden, CT. New England Capital Financial Advisors is a multi-advisor SEC-registered firm with eleven advisors managing approximately $600 million for individuals, trusts, charitable organizations, and retirement plans. The firm develops individualized investment policies and employs a range of strategies including asset allocation, fundamental and technical analysis, and third-party managers, with portfolio supervision that includes ongoing monitoring and adjustments as needed.

Christopher Beale is a CFP® professional with 42 years of industry experience, currently serving at New England Capital Financial Advisors LLC where he has worked since 2003. Prior to this, he spent ten years at Purshe Kaplan Sterling Investments. He holds board positions with National Advisors Trust Company and Members First CT Federal Credit Union, and chairs the distribution committee for the Cuno Foundation, a charitable organization. New England Capital Financial Advisors is a multi-advisor SEC-registered firm with eleven advisors managing approximately $600 million for individuals, trusts, charitable organizations, and retirement plans. The firm offers discretionary portfolio management and financial planning, using a client-specific investment policy approach that incorporates asset allocation, fundamental and technical analysis, and a variety of investment vehicles.

Liam Wallace is a financial advisor at New England Capital Financial Advisors LLC with four years of industry experience. He holds a Series 65 designation and previously worked at Yale University School of Medicine, Fairwater Investments LLC, Gorton’s Inc., and Garvey, Steele, & Bancroft, LLP. New England Capital Financial Advisors is a multi-advisor firm managing approximately $600 million for individuals, trusts, charitable organizations, and retirement plans. The firm offers discretionary portfolio management and financial planning, building individualized investment policies through client interviews and employing a range of investment strategies that include asset allocation, fundamental and technical analysis, and third-party managers.

Ann Marie Ocone is a CFP® with 15 years of industry experience, currently serving at New England Capital Financial Advisors LLC. She previously worked at Purshe Kaplan Sterling Investments for ten years. Ocone is a board member of the Napier Foundation, a nonprofit organization. New England Capital Financial Advisors is a multi-advisor SEC-registered firm with eleven advisors managing approximately $600 million for individuals, trusts, charitable organizations, and retirement plans. The firm offers discretionary portfolio management and financial planning, using a client-focused approach with asset allocation, fundamental and technical analysis, and third-party managers.

Matthew Carreras is a financial advisor with New England Capital Financial Advisors LLC, holding Series 63 and Series 65 licenses and two years of industry experience. Prior to his current role, he worked in real estate with Keller Williams Realty and Re/Max, and he is the managing member of Wellspring Group LLC, a real estate consulting and property management company in West Hartford, Connecticut. New England Capital Financial Advisors is a multi-advisor SEC-registered firm with eleven advisors managing approximately $600 million for individuals, trusts, charitable organizations, and retirement plans. The firm offers discretionary portfolio management and financial planning, utilizing client-specific investment policies implemented through various strategies and manager selections.

Christopher Lee is a CFP® with 30 years of industry experience, currently serving at New England Capital Financial Advisors LLC since 2003. Prior to this, he worked at Purshe Kaplan Sterling Investments for ten years. He is involved in community and professional organizations, including serving as president of the Financial Planning Association Connecticut Chapter and as a board member of Jump Start, a coalition for personal financial literacy. New England Capital Financial Advisors is a multi-advisor firm managing approximately $600 million for individuals, trusts, charitable organizations, and retirement plans. The firm offers discretionary portfolio management and financial planning, employing a client-centered approach that includes asset allocation, fundamental and technical analysis, and the use of third-party managers.