Who We Are
JOHN CONTE
CERTIFIED FINANCIAL PLANNER
CASSIE MAGRO
HEAD OF CLIENT SERVICE
Gillian Mulhere
MARKETING DIRECTOR
Jim cooney
FINANCIAL PLANNING ANALYST
JOHN CONTE
Principal/Wealth Management Advisor
John began his wealth management practice nearly 20 years ago, just after graduating from Quinnipiac University. Since then, he has helped over 500 emerging high net-worth families and small business owners organize and simplify their financial lives.
He also dedicates time to educating newer financial advisors across the country, on how to build an industry-leading client service model.
John lives in Concord, MA with his wife Emily, and children, Oliver and Caroline. He is an avid skier and runner, although he claims to hate the latter.
Licenses: FINRA Series 7 and 66, and Life & Health Insurance
Registered Representative and Investment Advisor Representative of Hornor, Townsend, & Kent, LLC
Designations: CERTIFIED FINANCIAL PLANNER™
GILLIAN MULHERE
MARKETING DIRECTOR
When not in the office, you can find her spending time outside with her fiancé Dylan, and mini Australian shepherd, Oakley.
gillian@olivercapitalmanagement.com
Office: (646) 647-2180
CASSIE MAGRO
HEAD OF CLIENT SERVICE
Cassie entered the financial services industry immediately after graduating from the University of New Hampshire, with degrees in Finance and Spanish. In 2019 she joined Oliver Capital Management, as Head of Client Service, dramatically improving our business processing and response times.
Cassie enjoys surfing, hiking, and swinging on her hammock. She has visited 17 different countries, including volunteer work at a crocodile rehab center in South Africa.
Licenses Held: Life & Health Insurance
Licenses: FINRA Series 7 and Life & Health Insurance
Registered Representative of Hornor, Townsend, & Kent, LLC
cassie@olivercapitalmanagement.com
Office: (978) 405-3348
Cell: (781) 879-2285
JIM COONEY
FINANCIAL PLANNING ANALYST
Jim is focused on balance sheet evaluation and financial forecasting. With over a decade of experience, he is passionate about educating our clients on the probability of reaching their goals, and avoiding future “landmines”.
Jim lives in Brooklyn, NY, where he spends his free time playing guitar and singing with his band at Brooklyn Bowl.
Licenses: FINRA Series 7 and 66, and Life & Health Insurance
Registered Representative and Investment Advisor Representative of Hornor, Townsend, & Kent, LLC
Jim Cooney is registered with HTK and is not affiliated with Oliver Capital Management.
Designations: CFP®, ChFC®, CLU®, FSCP®
jim@olivercapitalmanagement.com
Office: (978)405-3349
Lorin Xavier Rivers
FINANCIAL PROFESSIONAL
Xavier is a financial professional, dedicated to helping young professionals and small business owners identify and achieve their financial goals.
After receiving both bachelors and masters degrees from Berklee College of Music, in Boston, Xavier moved to Los Angeles, CA. He loves to surf, hike and spend time with dear friends.
Who We Are
JOHN CONTE
CERTIFIED FINANCIAL PLANNER
JOHN CONTE
Principal/Wealth Management Advisor
Check the background of your financial professional on FINRA’s BrokerCheck
John began his wealth management practice nearly 20 years ago, just after graduating from Quinnipiac University. Since then, he has helped over 500 emerging high net-worth families and small business owners organize and simplify their financial lives.
He also dedicates time to educating newer financial advisors across the country, on how to build an industry-leading client service model.
John lives in Concord, MA with his wife Emily, and children, Oliver and Caroline. He is an avid skier and runner, although he claims to hate the latter.
Licenses: FINRA Series 7 and 66, and Life & Health Insurance
Registered Representative and Investment Advisor Representative of Hornor, Townsend, & Kent, LLC
Designations: CERTIFIED FINANCIAL PLANNER™
john@olivercapitalmanagement.com
Office: (978) 405-3347
Cell: (203) 623-0358
CASSIE MAGRO
HEAD OF CLIENT SERVICE
CASSIE MAGRO
HEAD OF CLIENT SERVICE
Cassie entered the financial services industry immediately after graduating from the University of New Hampshire, with degrees in Finance and Spanish. In 2019 she joined Oliver Capital Management, as Head of Client Service, dramatically improving our business processing and response times.
Cassie enjoys surfing, hiking, and swinging on her hammock. She has visited 17 different countries, including volunteer work at a crocodile rehab center in South Africa.
Licenses: FINRA Series 7 and Life & Health Insurance
Registered Representative of Hornor, Townsend, & Kent, LLC
cassie@olivercapitalmanagement.com
Office: (978) 405-3348
Cell: (781) 879-2285
Gillian Mulhere
MARKETING DIRECTOR
GILLIAN MULHERE
MARKETING DIRECTOR
Gillian runs marketing, branding and innovation. She brings 8 years of experience in the digital marketing space.
When not in the office, you can find her spending time outside with her fiancé Dylan, and mini Australian shepherd, Oakley.
Office: (646) 647-2180
Jim cooney
FINANCIAL PLANNING ANALYST
JIM COONEY
FINANCIAL PLANNING ANALYST
Jim is focused on balance sheet evaluation and financial forecasting. With over a decade of experience, he is passionate about educating our clients on the probability of reaching their goals, and avoiding future “landmines”.
Jim lives in Brooklyn, NY, where he spends his free time playing guitar and singing with his band at Brooklyn Bowl.
Licenses: FINRA Series 7 and 66, and Life & Health Insurance
Registered Representative and Investment Advisor Representative of Hornor, Townsend, & Kent, LLC
Jim Cooney is registered with HTK and is not affiliated with Oliver Capital Management.
Designations: CFP®, ChFC®, CLU®, FSCP®
Office: (978)405-3349
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