Your Team

Commitment

Cannataro Family Capital Partners (CFCP) is passionate about helping people and businesses realize their true financial potential and making every desire a reality. Our team members excel at what they do and are dedicated to delivering solutions that meet and exceed our clients’ expectations. They are committed to serving the client with the highest level of attention and care.. 

Integrity

The fulfillment of our mission can only be achieved through client loyalty. Since our founding, CFCP’s standards of professional conduct and integrity have not only led to positive goal achievement for clients, it is how we measure our success. We are always accountable to our clients and strive to develop and nurture long-lasting relationships. Our multi-generational client base demonstrates the faith, trust and confidence our clients have in us and this guides us in our daily actions.

Results

At CFCP, the competence and conduct of our team members translates into the utmost professionalism and is the backbone of our practice. The 150+ years of collective financial industry experience our people possess greatly enhances our collaborative effort. By going beyond individual accomplishments and promoting spirited teamwork, we are able to achieve our common goal of helping clients succeed.

CFCP’s wealth management process embodies a disciplined approach of identifying a client’s short and long-term needs and goals along with all economic and operational constraints — liquidity, time horizon, taxes, legal and regulatory environment and unique circumstances. We are deliberate in setting appropriate objectives for each client’s particular profile.

 

Partners

Lou Cannataro , ChFC®, REBC®, CLU®, CASL®, AEP®

Founder and Partner

Office 646-366-6571


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Aaron M. Bell , CLU®, ChFC®, CLTC®, M.A., CIMA®

Wealth Management Advisor

Office 646-366-6617


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Affiliate Partners

Robert Reni , CFP®, ChFC®

Wealth Management Advisor

Office 646-366-6586


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Craig L Meadows , CLU®, ChFC®, CLF®, CLTC®

Financial Advisor

Office 203-945-5866


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Bradley S. Bedell

Wealth Management Advisor

Office 646-366-6565


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Associates

Sabena Khan Dookhie

Director of Client Services

Office 212-819-1800


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Robert J. Stumpf , CLTC®

Director of Wealth Management

Office 212-819-1800 ext. 6671


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Louis James Cannataro , CFP®, ChFC®, CLU®, CDFA®, WMCP®

Private Wealth Advisor

Office 212-819-1800


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Colette Cannataro

Director of Marketing

Office 212-819-1800


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Zachary Curtis , CFP®, ChFC®

Associate Wealth Management Advisor

Office 646-366-6571


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Frank Cannataro

Client Service Coordinator

Office 212-819-1800


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John Cannataro

Project Manager

Office 212-819-1800


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Timothy Gerlich

Insurance Specialist

Mobile 845-521-4276


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