Sturbridge man named vice president, program manager
STURBRIDGE — The Capstone Planning Group, a full-service Financial Services and Investment Planning team located at Cornerstone Bank, has recently promoted Chris Mallon to Vice President, Program Manager.
“Chris has been a great asset to our team for a year and a half and has been integral to Capstone’s year-over-year growth,” said The Capstone Planning Group’s SVP of Investment Services Jason Main. “We are pleased with Chris’ success and look forward to the work he will do in the future.”
In this new role, Mr. Mallon is responsible for client engagement and overall business development. He is both an LPL Investment Advisor Representative and securities broker and holds his Financial Industry Regulatory Authority (FINRA) Series 7 & 65 licenses with LPL Financial. Prior to joining The Capstone Planning Group, he had spent a decade partnering with financial advisors across the Midwest and Northeast on behalf of some of the industry’s largest investment managers, including Putnam Investments & Nuveen Investments.
“I am excited to continue to help grow The Capstone Planning Group,” said Mallon. “I have enjoyed helping to foster growth within this company over the past 18 months and believe we can accomplish even bigger goals in 2021.”
Mr. Mallon is a resident of Sturbridge, and the proud father of three daughters. When not helping clients, he enjoys fly-fishing and golfing.