Our Team

With over 35 years combined financial experience
 Eric Tashlein, CFP®

Eric Tashlein, CFP®

Principal, Founder

Eric is a Certified Financial Planner™ professional and founding principal of Connecticut Capital Management Group. He enjoys helping high-achieving individuals manage, organize, and simplify their financial affairs. Eric was an early adopter of the client based fiduciary model which allows him to find financial solutions that are right for his clients unique circumstances.  His passion in finance is to achieve positive financial outcomes for clients through high level financial planning and portfolio design.

Eric is the author of the book “Smart Moves for Managing Your Money” and is the financial columnist for the New Haven Register, a daily newspaper in Connecticut. He also is a contributing author of “Giving”, a book on financial planning. He has been quoted in Money Magazine, Financial Advisor, and USA Today. In addition, he discussed “How To Find a Financial Planner” in a guest appearance on News Channel 12’s On the Money TV series.

Eric and his family are lifelong area residents. Eric is active in many different charities and organizations. He is a recent past President of Milford Rotary. Eric is a Past President of the Financial Planning Association of CT New Haven Chapter. In addition, he sits on the Board of Corporators for Milford Hospital and The Milford Bank. He is a member of the Milford and Orange Chambers of Commerce and has been a long time member of the New Haven Manufacturers Association. He was recently named a 2015 Five Star Wealth Manager* as stated in the December 2015 issue of Connecticut Magazine.  Eric has won this award for three years.

Contact Eric (203) 877-1520

 

*Five Star Disclosure ~to receive the Five Star Wealth Manager award, individuals must satisfy a series of eligibility and evaluation criteria associated with wealth managers who provide services to clients.  Recipients are identified through research conducted by industry peer and firms.  Third party rankings and recognitions from rating services or publications are not indicative of past or future investment performance.  For more information, go to www.fivestarprofessional.com 
 Brian Parke, CFP®

Brian Parke, CFP®

Partner, Member

Brian joined Connecticut Capital Management Group in 2007. He is a Certified Financial Planner™ professional who enjoys tackling complex financial issues and helping people make the most of their financial potential.

Brian writes financial plans for corporate executives, young professionals, business owners, retirees, widows and high-net-worth individuals who need expert help in organizing their financial life. He is known for paying attention to detail, clearly explaining financial concepts, and bringing together various disciplines from estate planning to tax planning into a cohesive plan.

Brian is a Registered Representative, an Investment Advisor Representative and a licensed insurance agent. He is a graduate of Quinnipiac University with a Bachelor of Science degree in economics.

Contact Brian (203) 877-1520

 Brian Conatser

Brian Conatser

Financial Advisor, MBA

Brian joined Connecticut Capital Management Group in June of 2016. Prior to joining CCMG, Brian was a Financial Advisor with Morgan Stanley Wealth Management. Before entering the Wealth Management Industry, Brian served as an officer in the United States Navy in several positions of significant responsibility.

Brian is passionate about helping high achieving families, businesses, and philanthropic entities create strategies to simplify and enhance their financial lives through personal wealth management. Additionally, he oversees management of qualified plans for small and medium sized businesses such as 401k, 403B, and Profit Sharing plans.

Brian is a Registered Representative, an Investment Advisor Representative, and a licensed insurance agent. He is a graduate of the College of the Holy Cross with a Bachelor’s degree in Economics. Additionally, Brian holds an MBA from Fordham University’s Gabelli School of Business.

Contact Brian (203) 877-1520

Karen Ferraro

Karen Ferraro

Office Manager

As the Director of Client Relations and Office Manager, Karen is responsible for ensuring a high level of customer service, managing special projects and maintaining accounts receivable and payables.

Karen is a licensed Health and Life Insurance Representative with more than 15 years of professional experience in financial services.

Karen has been involved in volunteer efforts with her local Girl Scouts troop and PTA. She and her husband have two children.

Contact Karen at (203) 877-1520

Jill Lanese

Jill Lanese

Business Analyst, MBA

Jill supports our team with financial reporting, organizing financial data and ensuring office efficiency. She assists with implementing financial plans and manages all marketing efforts including client events and online services.

Jill earned a Bachelor of Arts degree in Accounting from Central Connecticut State University and an MBA from the University of New Haven. Prior to joining the team in 2010 she worked at Sikorsky Aircraft as a financial analyst for 10 years.

In addition to raising a family with four children, Jill is a PTA member who served on the PTA board for four years as treasurer. She previously volunteered as a member of the Junior Woman’s Club of Milford, including four years a treasurer, where she participated in many fundraisers and events. She organized the city of Milford’s spelling bee for 10 years and led “story hour” at the city library.

Contact Jill at (203) 877-1520

Book a Meeting

w

Tell a Friend