Our Team
We believe the support staff at Capital Analysts of New England is another area that sets us apart from other firms. The majority of our staff, especially in the key areas of compliance, underwriting, and office management have been with us for many years and are extremely experienced. Their dedication, talent and commitment to our advisors and their clients are one of our greatest assets.
Stacey Woodford, Director of Operations
Stacey joined Capital Analysts of New England in 2014 as the Director of Operations for Christopher Connolly. Prior to joining us she worked for Putnam Investments for many years. She took some time off to be with her daughter Abbey and has been working with CANE since. She works towards ensuring license, materials, and resources are up to date with compliance along with guaranteeing all client requirements are being met. She manages Retirement Team employees and expenditures for Capital Resources. She also ensures proper Communication and Time Horizon of all projects where Retirement Team and Cane interact along with Retirement Team and Lincoln Investment interact. Stacey earned a bachelor’s degree of Science from UMass Amherst. She resides in Bridgewater, MA with her husband, daughter, and two pups. In her spare time, she enjoys spending time with her family, traveling, and being on the beach.
Emily Yeo, Marketing Coordinator
Emily is the newest member of Capital Analysts of New England. She joined the team in April 2022 as the Marketing Coordinator for Christopher Connolly. There she works towards updating website content and social media along with planning special client events. She currently oversees setting up 401k Fiduciary and Participant meetings while also working towards keeping client and participant information up to date. She graduated from Dean College where she majored in Dance and minored in Business with a focus in Studio Management. This helps with her second career of teaching dance and performing as a New England Patriots Cheerleader. In addition to dancing, Emily enjoys socializing with her friends and family and relaxing on the beach.
Christopher Duffy J.D., Managing Partner
Christopher M. Duffy, J.D., our managing partner and staff attorney specializing in estate planning, is a graduate of the University of Vermont and Brooklyn Law School, and is licensed to practice law in the states of Massachusetts, New York, and New Jersey. Chris has worked in both large and small law firms, first as Legal Assistant at Kaye, Scholer, Fierman, Hays, & Handler, a large New York City law firm, then at Segal and Meltzer, a small firm initially as a Law Clerk and later as an Associate. At Segal and Meltzer, he specialized in representing and counseling wealthy business owners, entrepreneurs and their families in the arenas of business organizations, estate planning and commercial litigation. After his experience in New York, Chris decided to settle in Massachusetts and further refine his professional practice to focus on counseling clients in their estate and business planning.
Paul Longobardi, Senior Director of Investments
Paul joined Capital Analysts of New England in November of 2020 as Senior Director of Investments. Among his 25 years of experience, he has previously worked at TD Private Client Group and US Trust as a portfolio manager and has additional wealth management experience from various roles at Columbia Management and Fidelity Investments. Paul has earned his MBA from Babson and a bachelor’s degree in Finance from Villanova. In addition, Paul has earned the CFP® certification, CAIA designation, and the Series 7 and 66 registrations.
Paul works with our advisors to provide recommendations for portfolio allocations, account rebalancing and other portfolio adjustments and also provides investment research and analysis. In addition, he maintains wholesaler relationships and organizes advisor meetings.
On a personal note, Paul lives with his wife Kristin and three sons in Wrentham, Massachusetts. He and his family are avid soccer and lacrosse fans and love to travel.
Anne Hern, Executive Director of Operations
Anne joined Capital Analysts of New England in 1998 as the Office Accountant. She currently oversees the overall operations and resources of the company and acts as the main point of communication between the Partners and Staff. She is the alternate Compliance Supervisor and is also responsible for Financial Reporting. Anne earned a Bachelor of Science at Suffolk University and also holds her Series 7 and Series 24 FINRA registrations. She is a resident of Hingham, MA and enjoys boating and gardening, but most of all her Grandsons Ryan and Colin!
Lawrence A. Whalen II, Director of Insurance Operations
Larry has been in the insurance industry since 1988 and joined Capital Analysts of New England, Inc. in January 1996. He holds a Bachelor’s Degree is Business Administration from the University of Rhode Island. Larry has experience and knowledge in many areas of operations within the organization. His main focus is helping Advisors with providing life, long-term care and other insurance solutions for their clients. Larry and his wife Kathy have four daughters and live in a coastal community south of Boston. He enjoys time with family, is an avid boater and outdoorsman.
Alexandra Mendoza, Operations Specialist
Alex joined Capital Analysts of New England, Inc. in August of 2021 as our Operations Specialist. She brings a background of banking, customer service, and management. Some of her duties include handling equity-related transactions, supporting advisors with investment, and client service activities, and managing tech vendor relationships. Alex has her associates in Liberal Arts and is currently finishing up her undergrad at the University of Massachusetts Boston where she is pursuing a Finance degree. In her spare time, Alex likes volunteering, bike-riding, and spending time with friends and family.
Kathleen Dray, Receptionist
Kathleen joined Capital Analysts of New England, Inc. in 2020. She is the office receptionist, primarily responsible for customer service and maintaining daily office operations. She is known for her excellent client service, sparkling personality, and providing great candy for Staff and Clients. Previously, she spent over 10 years as a Corporate Event Manager, working with National and International clients, planning meetings, corporate and social events. Prior to that, she was involved in marketing and promotional campaigns for major national brands such as Snapple, Pace Salsa and Cheerios. In her free time, Kathleen enjoys travel, dining out and having fun with her many brothers and sisters.