Thomas M. Mingone, ChFC, CLU, AEP
Thomas M. Mingone is the President and Managing Partner of Capital Management Group. He brings over 20 years of experience to his practice in retirement and estate planning strategies, portfolio management and employee benefits. His clients include both businesses and individuals
Capital Management Group oversees over $500 million in clients’ assets through individually managed accounts, mutual funds, annuities and 401(k) plans. The firm also serves individual clients with life, disability and long-term care insurance. It provides benefits consulting services for some of the nation’s leading corporations. Capital Management Group’s client list includes professional athletes, sports commentators and leading business executives.
A believer in continuing professional development, Tom earned both the Chartered Financial Consultant and Chartered Life Underwriter designations from the American College in Bryn Mawr, Pennsylvania. Tom also holds the designation of Accredited Estate Planner
Tom is widely quoted in national and local press and has appeared on CNBC's "The Business Center”. His comments have appeared in the Wall Street Journal, the New York Post, the Newark Star Ledger, The Hudson Valley Business Journal and National Underwriter. He also hosted a local weekly radio show, "Talking Money with Tom Mingone". Tom conducts speaking engagements regularly for both the consumers and financial professionals throughout the country.
The active member of his community, Tom coaches and serves on the board of the North Rockland Soccer Association. He also serves on their Travel and Fundraising Committees. He is a participant in several scholarship funds including the Romolo Mingone Scholarship fund, the Rockland Conservatory of Music Fund and St. Gregory Barbarigo Church scholarship fund. In addition, he volunteers for People to People International and the Make-a-Wish Foundation of the Hudson Valley. He is a member of the Rockland Business Exchange.
Tom earned his Certificate in Retirement Planning from The Wharton School of Business. He graduated Cum Laude from the University of Richmond with a Bachelor of Science Degree in Finance.
A native of Rockland County, he lives in Stony Point, NY with his wife Christine and their two children.
California Insurance License #: 0D07280