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Matthew Capone Location
Providence, RI, US
Matthew Capone Work
CFPA @ (January 2022 - Present)
Managing Partner @ Mosaic Wealthcare Group LLC (September 2014 - December 2021)
Financial Services Professional @ New York Life (March 2009 - August 2014)
Vice President - Investments @ JESUP & LAMONT, INC., (January 2005 - December 2008)
Executive Compensation and Voluntary Benefits Coordinator @ EBS FORAN INSURANCE AND ADVISORY SERVICES (January 2004 - December 2005)
Financial Consultant – Regional Benefits Specialist, Advanced Markets Group @ CITIZENS INVESTMENT SERVICES CORP (January 2003 - December 2004)
Vice President – Investments @ SMITH BARNEY (January 1996 - December 2003)
Vice President – Investments @ PRUDENTIAL SECURITIES (January 1983 - December 1996)
Matthew Capone Education
Harvard University
BA (Economics)
1974-1978
Moses Brown School 1968-1974
The American College of Financial Services
LUTCF
Matthew Capone Summary
Matthew Capone, based in Providence, RI, US, is currently a CFPA at Commonwealth Financial Group. Matthew Capone brings experience from previous roles at Mosaic Wealthcare Group LLC, New York Life, JESUP & LAMONT, INC., and EBS FORAN INSURANCE AND ADVISORY SERVICES. Matthew Capone holds a 1974 - 1978 BA in Economics @ Harvard University. Matthew Capone has 3 emails on RocketReach.
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