Capital Management Partners, LLC, is an independent investment firm owned and managed by John (Jack) F. Bevilacqua, ChFC, AIF, and Richard A. Robb, CFP®, AIF, PRP.
The firm's six investment professionals—the two partners and four financial consultants—have over 100 years combined experience in financial services. There are nine capable support staff to provide quality service and to allow the advisors the ability to focus on both the big picture and to help clients take the steps toward pursuing their objectives.
Scroll down to meet the Capital Management partners and financial consultants.
John Bevilacqua
jack@capitalmanpartners.com
John 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 63 and 7 registered representative and investment adviser representative registered with Commonwealth Financial Network®. John co-founded Capital Management Partners, LLC, in l996. John has his BS/BA degree from Suffolk University.
On a personal note, John has been a past president, and is presently on the endowment committee and the board of directors, for Family and Children's Services of Greater Lynn. He is also a past president of the Lynn Lions and Camp Lion. He is an active participant in several community fundraising projects and a member of the Essex County Estate Planning and Business Council and member of Peabody Chamber of Commerce. John is married and has two sons.
In 2004, John created his own television show, which deals with financial topics of interest to the local community. This show is produced at the local cable access station in Peabody, Massachusetts, and is currently available to residents of Peabody and Lynnfield. John has been published in several of the local newspapers.
Richard Robb, CFP®
richard@capitalmanpartners.com
Rich has worked in the financial services industry since 1983. Rich co-founded Capital Management Partners, LLC, in 1996. He is a CERTIFIED FINANCIAL PLANNER™ professional and a FINRA Series 6, 7, and 63 registered representative and investment adviser representative registered with Commonwealth Financial Network. He is also an Accredited Investment Fiduciary® (AIF®) and is licensed to sell various insurance products. Rich earned his BS degree from Colorado State University.
On a personal note, Rich serves on three nonprofit boards; his church's endowment committee, the board of Essex County Business and Estate Planning Council, and Board of Trustees of the North Shore YMCA and the board of the Albany River Rats AHL Hockey Team. He is a member of the International Association of Financial Planners, a member of the North Shore Chamber of Commerce, and a girls' soccer and youth ski coach. He is also on the Commonwealth Retirement Advisory Council. Rich is married and has three daughters.
Rich has been quoted in several trade journals for his expertise in his field.
Ronald L. Pritts
ron@capitalmanpartners.com
Ron joined Capital Management Partners, LLC, as a financial planner in 2002. Ron holds a BS degree in Business Administration, with a concentration in Economics, from Penn State University. He holds FINRA Series 6, 7, 63, 65, and 66 securities registrations as a registered representative and investment adviser representative of Commonwealth Financial Network, and holds life, health, and accident insurance licenses.
Ron brings a wealth of knowledge and expertise to Capital Management Partners from his past experiences. From 1970 to 1980, Ron served as a senior representative with Massachusetts Blue Cross/Blue Shield. He worked for the Phoenix Companies with individuals and businesses on their retirement, investment, and insurance needs from 1980 to 1995.
Francis P. (Mike) Garvan, CFP®
mikeg@capitalmanpartners.com
Mike Garvan joined Capital Management Partners, LLC, in January 2007. Previously, Mike was a senior financial planner with Baystate Financial Services and served as a tax and financial consultant with TaxMan tax preparation services. Mike is also a Registered Representative and Investment Adviser Representative of Commonwealth Financial Network, Member FINRA/SIPC, a Registered Investment Adviser.
Mike's practice focuses on helping individuals, families, and businesses develop practical strategies for accumulating, preserving, and distributing their assets. He has extensive experience helping educators and other professionals plan for successful retirements.
Prior to entering the financial services industry, Mike spent 20 years as a small business owner in New Hampshire. He has incorporated that experience into his practice and assists small businesses with business planning and succession strategies. Mike uses the extensive resources available at Capital Management Partners and Commonwealth Financial Network to help provide his clients with solutions for many of today's financial challenges.
Mike is a graduate of Yale University and he earned the Diploma in Financial Planning from Boston University. Mike is a CERTIFIED FINANCIAL PLANNER™ professional and an active member of the Financial Planning Association. He holds the FINRA Series 7, 24, and 63 securities registrations as well as Life, Accident and Health Insurance licenses.
Mike has a history of community service and has served as a Selectman and as the Co-Chairman of the Planning Board. He is currently a member of the Rye, NH, Conservation Commission. He is also a former U.S. Army officer. Mike makes his home in New Hampshire where he has a family farm that was selected as a New Hampshire Farm of Distinction in 1998.
George M. Bowen, CFP®
George@capitalmanpartners.com
George M. Bowen, a CERTIFIED FINANCIAL PLANNERTM professional, joined Capital Management Partners, LLC in 2007 and has been helping clients pursue their financial goals for over 10 years. Professionals, educators, and business owners rely on him for expert financial strategies.
George has always loved the numbers side of the business, and knew from an early age that he wanted to help people plan for their financial future. His practice focuses on comprehensive financial planning as an Investment Advisor Representative of Commonwealth. As clients go through the process of working with George, they will undergo an examination of their assets, goals, and needs. A financial strategy is then discussed and finalized through subsequent meetings. After implementation of the strategy, George meets with the client regularly to monitor and change, as needed, the plan that has been put into place.
He is a graduate of the Boston University Financial Planner Program and is on the board of the Merrimack Valley Estate Planning Council. He holds a B.S. degree in Accounting from St. Michael's College in Colchester, VT and has worked at Merrill Lynch and Smith Barney, as well as owning his own business in New York City.
As a Registered Representative of Commonwealth Financial Network, member FINRA/SIPC, George does not offer any proprietary products. Rather, his holistic approach to wealth management allows him to choose the most appropriate recommendation for each of his clients. He also holds state Life, Accident and Health Insurance Licenses.
George lives north of Boston with his wife Janet and their two beautiful daughters. They enjoy skiing in the winter and spending time at the beach in the summer. George is also an accomplished saltwater surfcaster who is excited to teach the girls how to fish.
John J. Gregorio, CFP®
johng@capitalmanpartners.com
John J. Gregorio is a trusted Financial Consultant with Capital Management Partners, LLC, and a founding Partner with Teacher Retirement Solutions, LLC. As a CERTIFIED FINANCIAL PLANNER™ practitioner, 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 earned a bachelors degree in Accounting from Boston College, completed the financial planning program at Merrimack 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, John holds the FINRA General Securities Registered Representative (Series 7) and Combined Investment Advisor-Uniform State Law (Series 66) registrations through Commonwealth. 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 was elected president of the LeTip Chapter of Merrimack Valley Professionals, a professional business association, which includes members in many types of professions. He, 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.
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