Seasoned, Knowledgeable Guidance
We serve as your trusted financial guide, responsible for the planning, implementation, and management of your financial universe. Our team stands ready to provide skilled guidance in the pursuit of your goals.
Meet Our Advisors
John (Jack) Bevilacqua
ChFC®, AIF®
Richard Robb
CFP®, AIF®, CPFA®
John J. Gregorio
CFP®, AIF®, CSRIC®, CFS®
Frank Sweeney
CFP®, CIMA®, MSF, CPFA®
Daniel R. Santanello
AAMS®, CPFA®
Elizabeth A. McLaughlin
CFP®
Jake Bevilacqua
CRNA, AIF®
Support Staff for Capital Management Partners
Beth Faia
Database Manager
50 Salem Street
Suite 200
Lynnfield, MA 01940
Marianne Murphy
FPQPTM
Director of Client Services
50 Salem Street
Suite 200
Lynnfield, MA 01940
Diana Ribreau
Retirement Plan Relationship Manager
50 Salem Street
Suite 200
Lynnfield, MA 01940
Debbie Gatoff
Director of Client Services
421 New Kramer Road
Albany, NY 12205
Maria Sale
Director of Operations
50 Salem Street
Suite 200
Lynnfield, MA 01940
Cheryl Buccelli
Administrative Assistant
50 Salem Street
Suite 200
Lynnfield, MA 01940
John (Jack) Bevilacqua
ChFC®, AIF®
Jack has worked in the financial services industry since 1974. He is a Chartered Financial Consultant® (ChFC®), an Accredited Investment Fiduciary® (AIF®), a Chartered Life Underwriter® (CLU®), a FINRA Series 24 registered securities principal, and a FINRA Series 7 and 63 registered representative and Investment Adviser Representative registered with Commonwealth Financial Network®. Jack cofounded Capital Management Partners, LLC, in 1996. He earned his BS/BA from Suffolk University.
On a personal note, Jack was on the board of directors for Family & Children's Services of Greater Lynn for 20 years and also served as past president. He is a member of the Lions Club and Camp Lion and is a past president of both. He is a longtime supporter of the Pan-Mass Challenge and has been a seven-time rider in the two-day 192-mile bike ride to raise money for cancer research. Jack is married, has two sons, and lives on the North Shore of Boston.
In 2004, Jack launched his own local cable television show, Money Talk with Jack Bevilacqua. The program provides education and information about issues affecting all aspects of financial planning through his discussions with guest experts. The program continues to tape monthly and is currently viewed regularly in 40 New England communities and available to public access stations nationally. Jack has been published and quoted in several local newspapers. Past shows can be viewed here.
Richard Robb
CFP®, AIF®, CPFA®
Rich has worked in the financial services industry since 1983 and cofounded Capital Management Partners, LLC, in 1996. He is a CERTIFIED FINANCIAL PLANNER™ professional; a FINRA Series 6, 7, and 63 registered representative; a Certified Plan Fiduciary Advisor and an Investment Adviser Representative registered with Commonwealth Financial Network®. In January 2020, Rich celebrated his 30th year working with Commonwealth.
Rich divides his time between the Lynnfield, Massachusetts, and Albany, New York, offices. The Albany office was established in 2008.
Rich is a member of the International Association of Financial Planners and of Commonwealth's Retirement Advisor Council. He is also an Accredited Investment Fiduciary® (AIF®) and licensed to sell various insurance products. He earned his BS from Colorado State University.
On a personal note, Rich is married and has three daughters. Northern Lake George, New York, is Rich’s favorite summer getaway destination and Waterville Valley, New Hampshire, is his favorite winter destination. Rich serves on his church’s endowment committee and coordinates much of the activities for a Massachusetts-based cycling group with which he is associated. He is also a member of The Commonwealth Financial Network’s Retirement Advisor Council, The T. Rowe Price Partner Exchange, The Fidelity Investments Advisor Panel, The North Shore Technology Council and is the President of Sabbath Day Point Water Users Association.
John J. Gregorio
CFP®, AIF®, CSRIC®, CFS®
John is a trusted financial consultant with Capital Management Partners, LLC, and a founding partner with Teacher Retirement Solutions, LLC. As a CERTIFIED FINANCIAL PLANNERTM professional, John works with educators, individuals, families, and professionals to help maximize their wealth potential throughout their lifetime and for future generations. He carefully listens and understands each client's current financial situation, goals, needs, time frame, and risk tolerance. Then, he focuses on designing and implementing tailored financial wealth programs and meaningful solutions in a wide range of financial matters, from risk management, investments, and tax strategies to qualified and nonqualified retirement and benefit plans for businesses. John also concentrates on retirement income planning and generational wealth planning for people nearing or in retirement. Having held positions at other prominent financial planning, investment, insurance, and banking institutions, John has the broad-based experience necessary to work with all aspects of his clients' financial needs.
John graduated with a bachelor's in accounting from Boston College and has earned the prestigious CFP® certification. The CFP® certification remains the most highly respected and nationally recognized certification in the financial planning field. As a registered representative and Investment Adviser Representative of Commonwealth Financial Network®, member FINRA/SIPC, John holds the FINRA General Securities Registered Representative (Series 7) and Combined Investment Advisor-Uniform State Law (Series 66) registrations. He also holds state life, accident, and health insurance licenses.
Particularly appreciated by his clients is John's talent for conveying complex financial terms and situations into usable information that is easily understood. Honesty, integrity, and compassion are words often used to describe John in his work with clients. John takes pride in working with families and successful businesses throughout New England.
John; his wife, Tara; and their children, Jack and Ella, live in the Merrimack Valley. They take pleasure in frequent visits to extended family in the area and also enjoy spending time at the beach.
Frank Sweeney
CFP®, CIMA®, MSF, CPFA®
Frank has worked in the financial services industry since 1995. He joined Capital Management Partners, LLC, in February 2016. Previously, he worked at Fidelity Investments and Eaton Vance in institutional sales and relationship management and as a CPA with PricewaterhouseCoopers. Presently, Frank is also an adjunct Finance Professor in the MBA program at Endicott College in Beverly, MA.
Frank is a CERTIFIED FINANCIAL PLANNERTM professional and a Certified Investment Management Analyst® (CIMA®) designee specializing in investment management consulting and wealth planning. He is a graduate of Boston College, where he attained both a bachelor's degree in Accounting and a Masters of Science in Finance (MSF). Frank is a FINRA Series 7, 63, and 65 licensed registered representative and an Investment Adviser Representative registered with Commonwealth Financial Network®.
On a personal note, Frank is married to his wife Janet and has three children. He is a longtime resident of Marblehead, Massachusetts, and enjoys golfing and water sports locally. Historically, Frank has led numerous cancer funding-raising ski events and has enjoyed managing many local youth sports organizations. Frank is presently on the board of directors at the Marblehead Counseling Center and Tedesco Country Club.
Daniel R. Santanello
AAMS®, CPFA®
Dan has worked in the financial services industry since 1983 and joined Capital Management Partners in May 2017. He is an Accredited Asset Management Specialist, a designation that he earned from the College of Financial Planning in Denver, Colorado, in 2003.
Dan has more than 33 years of experience in the investment industry. His clientele includes high-net-worth individuals, families, businesses, labor unions, and charitable foundations. Daniel works closely with them to identify their goals and develop customized solutions for their particular situations. Based on his many years in the business, Daniel has developed a network of professional partners such as trust and estate attorneys, insurance experts, and tax accountants that can be utilized when the need for their expertise develops.
On a personal note, Dan graduated from Brown University in 1981. In his senior year, he was the captain of the varsity hockey team. He has also been a selectman in the Town of Swampscott for more than 18 years and has coached many baseball and hockey teams over the past 20 years. Dan resides in Swampscott with his wife, Sandi, and his three children; Kristin, Daniel, and Steven. He has raised over $330,000 for the Mass General Hospital Pediatric Oncology Clinic by running over 12 Boston Marathons. In fact, in 2012, he was the recipient of Mass General Hospital’s “100 Award,” given to 100 individuals whose diligence and discoveries, philanthropy and passion have helped advance the fight against cancer.
Elizabeth A. McLaughlin
CFP®
Elizabeth is a financial advisor with a passion for helping individuals and families achieve their financial goals. With over five years of experience in the financial industry, Elizabeth brings a wealth of knowledge and proficiency to the table. Specializing in investment management consulting and wealth planning, Elizabeth is dedicated to providing personalized solutions tailored to each client's unique needs and aspirations.
Elizabeth is a CERTIFIED FINANCIAL PLANNER™ professional, a FINRA Series 7, and 66 licensed registered representative and an Investment Adviser Representative registered with Commonwealth Financial Network®. She is committed to fostering long-term relationships built on trust, integrity, and transparency.
Whether you're planning for retirement, saving for your children's education, or seeking to grow your wealth, Elizabeth is here to help guide you every step of the way towards your financial goals
Jake Bevilacqua
CRNA, AIF®
After years in a clinical leadership role, Jake realized that wellness for healthcare providers lies in them having the financial freedom to work on their terms.
He specializes in helping his colleagues to build wealth, and the insurance required to protect that wealth. He holds Series 7 and Series 66 securities registrations, is a licensed independent insurance agent, and is an Accredited Investment Fiduciary®.
Jake continues his clinical practice on a per diem basis as a CRNA and flight nurse. He lives in Florida with his wife and three dogs.
For more information about Jake's practice and his team of medical professionals, please visit theincomologists.com.
Our Extended Team
Through our affiliation with Commonwealth Financial Network®, we have access to teams of advanced planning consultants, investment research specialists, and retirement professionals, to help us better serve your needs. Use these buttons to learn more about our support teams.
Partnering with National Financial Services
For clearing, custody, and other brokerage services, Commonwealth uses National Financial Services LLC (NFS), a division of Fidelity Investments. That is why monthly statements showing assets and activity, as well as year-end tax information, come to you from NFS. We do not hold any client funds. They are held by NFS in your name, and may only be transferred with your approval.
National Financial Services LLC, Member NYSE/SIPC, a Fidelity Investments® company.
