WinCap Financial LLC

Michael Collins is a CFA® charterholder with nine years of industry experience. He is currently a financial advisor at WinCap Financial LLC and has held prior roles at CapFinancial Partners, Boston Advisors, and Northern Trust Corporation. Collins also serves as an adjunct professor at Bunker Hill Community College and Endicott College, teaching undergraduate and graduate courses in investments, business, and economics. WinCap Financial provides wealth management, discretionary investment management, and financial planning services to individuals, high-net-worth clients, trusts, and estates. The firm employs both fundamental and technical analysis to create customized, long-term asset allocations while trading tactically based on market conditions or client needs.

Joseph Lepore is a financial advisor at WinCap Financial LLC with seven years of industry experience. He holds a Series 66 designation and has worked at Edward Jones Investments and Calton & Associates, Inc. In addition to his advisory roles, Lepore serves as an adjunct professor at Endicott College's school of business. WinCap Financial provides wealth management, discretionary investment management, and financial planning services to individuals, high-net-worth clients, trusts, and estates. The firm employs both fundamental and technical analysis to create customized, long-term oriented portfolios while allowing tactical adjustments based on market conditions or client needs.

Zachary Ciampa is a CFP® and ChFC® with nine years of experience in financial services. He is currently with WinCap Financial LLC, where he has worked since 2023, following positions at John Hancock and Charles Schwab. WinCap Financial provides wealth management, discretionary investment management, and financial planning services to individuals, high-net-worth clients, trusts, and estates. The firm uses both fundamental and technical analysis to create customized, long-term asset allocations while allowing for tactical trading based on market conditions.

Joseph Duran is a financial advisor at WinCap Financial LLC in Fort Collins, CO, holding a Series 66 designation with 15 years of industry experience. His prior roles include positions at UBS Financial Services, Inc., Questar Capital Corporation, and Cambridge Investment Research, Inc. He is also a licensed insurance agent. WinCap Financial provides wealth management, discretionary investment management, and financial planning services to individuals, high-net-worth clients, trusts, and estates. The firm employs fundamental and technical analysis to create customized, long-term asset allocations, while also trading tactically based on market conditions and client needs.

Frank Mahoney is a financial advisor at WinCap Financial LLC in Boston, MA, holding a Series 65 designation with one year of industry experience. Prior to joining WinCap Financial, he worked at RSM US LLP and McGrath & Associates. He also has experience outside finance, including roles at Endicott College and Worldwide Golf Shops. WinCap Financial provides wealth management, discretionary investment management, and financial planning services to individuals, high-net-worth clients, trusts, and estates. The firm uses both fundamental and technical analysis to create customized, long-term oriented portfolios while trading tactically based on market conditions or client needs.

Lucas Pavlatos is a CFP® professional with nine years of industry experience. He is currently with WinCap Financial LLC and previously worked at various John Hancock entities from 2016 to 2024. WinCap Financial provides wealth management, discretionary investment management, and financial planning services to individuals, high-net-worth clients, trusts, and estates. The firm employs both fundamental and technical analysis to create customized, long-term asset allocations while trading tactically based on market conditions or client needs.