Connecticut Capital Management Group, LLC
Eric A. Tashlein, CPF/Principal & Founder
Brian Conatser, MBA
Brian Parke, CFP
Welcome to Connecticut Capital Management Group. Learn more about CCMG, and firm members Eric A. Tashlein, Brian Conatser, and Brian Parke.
CCMG is a Financial Services firm. Their mission is to empower clients with the knowledge and resources they need to make advantageous decisions to protect and accumulate wealth. The firm services high net worth clients and their families with investable assets of $750.000+ For corporate clients, CCMG consults on and installs qualified retirement plans such as 401K and profit sharing plans.
CCMG advisors provide personalized advice while working diligently on behalf of the client to achieve their goals. Based in Milford, Connecticut, the firm has clients nationwide but concentrates on the Greater New Haven, Hartford and Fairfield County areas, as well as Florida. Connecticut Capital has a satellite office in West Palm Beach to better serve New Englanders who winter in Florida or retire to the area.
The advisors at CCMG are fiduciaries, meaning that they act as your agent, always placing your interests first, above their own interests. That differs significantly from the model at large brokerage firms, whose advisors are merely required to recommend investments that are suitable for the client. That leaves room for a broker to suggest financial solutions that are in the brokerage firm's best interest as well.
CCMG advisors are affiliated with Cambridge Investment Research, Inc., an independent broker-dealer, and Cambridge Investment Research Advisors, Inc., a Registered Investment Advisor. These organizations allow them to offer non-proprietary solutions from a wide variety of companies. By aligning themselves with Cambridge, they are able to provide unbiased investment advice.
Eric A. 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
Brian Conatser, MBA: Financial Advisor
Brian Conatser, MBA, Financial Advisor, joined CCMG in June of 2016. Prior, Brian was a Financial Advisor with Morgan Stanley Wealth Management. Before entering the Wealth Management Industry, he 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. He is a Registered Representative, an Investment Advisor Representative, and a licensed insurance agent, and 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 at (203) 877-1520
Brian Parke, CFP®: Financial Advisor
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 at (203) 877-1520