Christopher R. Connolly CRPS®, AIF®
Phone: 617-786-1600
Fax: 617-479-8512
Email: cconnolly@capitalanalystsne.com
My LinkedIn Page
Click here to read Newsletters
Our Outlook on ESG
Key Numbers 2019 & 2020
Investment Adviser Representative Christopher R. Connolly, CRPS®, AIF® has been involved in the design administration and investment selection/management of qualified and non-qualified retirement plans for more than 20 years. Chris is a graduate of Bentley College in Waltham, Massachusetts where he earned his Bachelor of Science in Finance. Chris is a Chartered Retirement Plans Specialist(CRPS®) and an Accredited Investment Fiduciary® (AIF®). He is also registered with the Financial Industry Regulatory Authority and holds a general securities registration (Series 7) and an Investment Adviser Representative securities registration (Series 65).
Chris has a strong commitment to the private pension industry. He adheres to guidelines set forth by the Profit Sharing/401(k) Council of America (PSCA) and the Center for Fiduciary Studies (CFS). The CFS is an association advocating increased retirement security through profit sharing, 401(k) and related defined contribution programs.
Through his role as an Advisor to corporate retirement plans, Chris naturally works with individual participants. He provides financial advice that helps individuals manage risk, plan for the future and retire comfortably. While a retirement plan is a key component to any financial plan, it is just one part of an individual’s full financial outlook. Therefore utilizing his team at Capital Analysts of New England, Chris may provide financial planning services that are all encompassing and customized to an individual’s needs and objectives.
Professional History - 1999 to Present
- Investment Adviser Representative, Lincoln Investment, Capital Analysts, FT. Washington, PA
- Licensed Insurance Broker, Massachusetts Division of Insurance, Boston, MA
Professional Affiliations
- Profit Sharing/401(k) Council of America
- Member, Center for Fiduciary Studies
- Member, Association of Independent Investment Professionals
- Member, Financial Services Institute
Education
- Bentley College School of Finance, B.S., Finance
- College of Financial Planning, Chartered Retirement Plans Specialist
- Center for Fiduciary Studies, Accredited Investment Fiduciary
