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Capitol Securities Welcomes Jim Wallace as its New Chief Operating Officer ( COO )
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BOSTON, May 7, 2021 /PRNewswire/ Capitol Securities Management, Inc. is pleased to announce the appointment of Jim Wallace to the position of Chief Operating Officer. Jim will be based in the firm s new corporate office located in Boston, Massachusetts.
In this role, Jim will lead all aspects of firm s daily operations supporting Capitol Securities Management s network of financial advisors.
Jim brings over 30 years of experience in the financial services profession, starting his career at Fidelity Investments, supporting institutional and retail client with trading, operations and service. Jim was then at Investors Capital for over 16 years where he served as the firm s Chief Operating Officer responsible for leading all aspects of firm s daily operations supporting a network of 500+ independent financial representatives. He managed daily
Capitol Securities Welcomes Joseph Mauriello to our Glastonbury, CT, Office
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RESTON, Va., May 5, 2021 /PRNewswire/ Capitol Securities Management, Inc. is pleased to welcome Joseph Mauriello to our Glastonbury, Connecticut Office. Joe joins Capitol from Liberty Bank where he was a Vice President of Investment Services. Joe holds FINRA Series 6, 7, 63 and 65 licenses and he received a Bachelor of Science degree from the University of Connecticut.
Joe specializes in holistic investment advice and comprehensive retirement income planning. He will continue to be supported by Capitol Securities using Raymond James client and advisor-based platform.