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Martha Clancy

Martha Clancy

Investment Operations Specialist

Martha comes to Capital Wealth Management with over 20 years in the financial services and asset management business.

She works closely with one of our partners, Peter Alofsin and handles all of the operational duties. Martha specializes in working directly with the firm’s clients helping them handle all investment and insurance related service requests.

Education/Training:

  • Westfield State College
  • BS Business Management
  • BA Political Science

Licensing:

  • Notary Public

Personal Information:

Martha resides in East Greenwich, RI and is an avid golfer and swimmer. She also enjoys spending time with her family.