David A. Borden

Principal

David A. Borden is the Principal of CCR Wealth Management, LLC. He earned a Bachelor of Science degree in finance and marketing from the University of Maryland. Before joining CCR Wealth Management in 2000, Mr. Borden spent six years with a leading Wall Street investment management firm working closely with both individual families and large money management firms. He also spent a year as a financial analyst with Freddie Mac. He is a Registered Investment Advisor and holds NASD Series 7, 63, 65, and life and health insurance licenses.

Mark H. Palmerino

Senior Financial Consultant

Mark H. Palmerino is a Senior Financial Consultant with CCR Wealth Management, LLC. He earned a Bachelor of Science degree in 1985 from Cornell University. Before joining CCR Wealth Management in 2003, Mr. Palmerino worked for Morgan Stanley, specializing in wealth management for high-net-worth individuals and for Smith Barney, where he earned the Retirement Plan Specialist designation. Mr. Palmerino is a Registered Investment Advisor and holds NASD Series 7, 63, 65, and life and health insurance licenses. He is on the Board of Trustees of Harrington Memorial Hospital and is active in numerous nonprofit organizations.

Jonathan M. Albano, CFP

Senior Financial Planner

Jonathan M. Albano, CFP is a Senior Financial Planner with CCR Wealth Management, LLC. He earned Bachelor’s degrees in economics and business administration from Saint Michael’s College and graduated from Boston University’s School for Financial Planners. Before joining CCR Wealth Management in 2003, Mr. Albano spent several years at a boutique financial planning firm specializing in wealth management for high-net-worth individuals. Mr. Albano is a Certified Financial Planner, and holds NASD Series 7 and 63 securities licenses. He is a member of the Financial Planning Association as well as the Massachusetts Chapter of the FPA.

Thomas L. Neilan

Senior Financial Consultant

Thomas L. Neilan is a Senior Financial Consultant with CCR Wealth Management, LLC and has more than 20 years of wealth management and retirement planning experience. He earned a Bachelor of Arts degree from Assumption College and a Master’s of Business Administration from the University of Hartford. Before joining CCR Wealth Management in 2005, Mr. Neilan spent five years with Webster Investments and 11 years with Levine Financial, working with high-net-worth individuals and corporations. He is a Registered Investment Advisor and holds NASD Series 7, 63, 65, and life and health insurance licenses.

Richard T. Moore, Jr.

Financial Consultant

Richard T. Moore, Jr. is a Financial Consultant with CCR Wealth Management, LLC, specializing in Group Retirement solutions. He earned a Bachelor of Science degree in Business Administration from Bryant University. Before joining CCR Wealth Management in 2003, Mr. Moore worked for UBS Paine Webber as a financial advisor. Mr. Moore holds NASD series 7, 63 and life and health insurance licenses.

John P. Maher

Financial Consultant

John P. Maher is a Financial Consultant with CCR Wealth Management, LLC. He earned a Bachelor of Arts degree from Union College. Mr. Maher has more than twelve years of experience in the financial services industry focusing primarily on high-net-worth individuals and families. Prior to joining CCR Wealth Management, he was a Vice President in Morgan Stanley’s Boston office, where he focused on portfolio investment and risk-management strategies. Mr. Maher holds the NASD Series 7, 63 and life and health insurance licenses.

Amanda M. Jansson

Information Technology Specialist

Amanda Jansson is an Information Technology Specialist with CCR Wealth Management, LLC. She earned an Associate of Science degree in Computer Information Systems and a Bachelor of Science degree in Business Management from Becker College. Joining CCR Wealth Management in 2003, her prior experience includes working in administrative and client service capacities in the retail, service, and media industries.

Lisa K. Alden

Compliance Officer, OSJ

Lisa Alden is the Compliance Officer, OSJ with CCR Wealth Management, LLC where she oversees the operations and compliance. She earned a Bachelor of Science degree in Business Administration from Framingham State College. Joining CCR Wealth Management in 2002, Ms. Alden previously worked as the Senior Manager of Business Operations for Vestax Securities Corporation. Ms. Alden is a notary public who holds the NASD Series 7, 63, 24, 4, 51 and 65 securities licenses.

Mary R. Morris

Client Service Associate

Mary R. Morris is a Client Service Associate with CCR Wealth Management, LLC. Joining CCR Wealth Management in 2005, Ms. Morris has more than 15 years of customer service experience having worked as an account manager for Webster Insurance and Levine Financial Services, Inc. first in the Life/Health Department and then in the Investment Department. She holds NASD Series 6, 63 and life and health insurance licenses.