Brian P. Carolan, CFA®
Chief Investment Officer
Brian has over 20 years investment experience. Prior to launching CMH Wealth Management, Brian supervised a team that was responsible for over $1.5 billion in assets at US Trust, Bank of America Private Wealth Management. Prior to US Trust, Brian was a portfolio manager at Fidelity Investments and was also a portfolio strategist responsible for asset allocation decisions for total assets of over $3 billion. Brian earned his B.S.B.A. from Villanova University where he was a scholarship member of the Reserve Officer Training Corps (ROTC) and he earned his M.B.A. from Babson College. Brian was awarded the Chartered Financial Analyst designation in 1999 and he is graduate of Cannon Financial Institute’s Trust program. Brian served in the US Navy from 1987 to 1991 and was honored with the Navy Achievement Medal and Navy Commendation Medal. Brian is a member of both the Chartered Financial Analyst Institute and the Boston Security Analyst Society.
Karen R. McCloskey, CFP®, CPWA®
Chief Financial Officer, Wealth Advisor
Karen lends over two decades of experience to CMH Wealth Management. Prior to launching CMH Wealth Management, she served as Senior Vice President at US Trust, Bank of America Private Wealth Management. In her role at US Trust, Karen was responsible for facilitating all aspects of financial planning and lending for individuals, families and business entities. Earlier in her career, Karen worked as a financial advisor with Advest, Inc. and was a Director at Fidelity Investments in the Institutional Tax-Exempt Retirement Plans division. In addition to the Certified Financial Planner designation, Karen holds her life insurance license. Karen is a graduate of Boston University and earned her CFP designation in 1992 from the College for Financial Planning and her CPWA designation in 2010 from IMCA. Karen previously served as the Board Chair for SeaCare Health Services, a non-profit organization that provides health care access and care coordination to uninsured people in Rockingham County. Karen is a 2013 graduate of the Leadership NH.
Kristen L. Hanley
Chief Compliance Officer
Kristen has 20 plus years experience in the investment business. Prior to launching CMH Wealth Management, Kristen served as Vice President and portfolio manager at US Trust, Bank of America Private Wealth Management. Prior to joining US Trust, Kristen held the position of portfolio manager with First NH Investment Services. Kristen earned both her B.A. and M.B.A. degrees from the University of New Hampshire. Kristen serves as a current board member of Families First Health and Support Center of the Greater Seacoast. Kristen is a member of the Boston Security Analyst Society and holds her Series 65 license.
In addition to managing your investments, our team will help you navigate through a myriad of personal and financial decisions.
We work closely with your advisors to deliver comprehensive planning around issues such as:
- Distribution analysis
- Cash flow planning
- Insurance coverage
- Estate Planning Review
- The proper use of leverage
Karen McCloskey, CFP®, CPWA®
© Copyright 2010 “CMH Wealth Management, LLC”
Copyright 2011: CMH Wealth Management LLC. Investment Management Services. All Rights Reserved
155 Lafayette Road
3rd Floor, Suite 7
North Hampton, NH 03862
Director of Operations
Debbie joined CMH Wealth Management in April of 2015 after working at Fidelity Investments for 13 years, most recently in Benefits Consulting. She has over 16 years experience in financial services, including project management, client relationship management and product management. In addition, Debbie received her BS in Business Adminsitration from the University of Delaware and her MBA in Finance from Boston College. Debbie is extremely client focused and is proficient in a variety of data systems.
Nikki joined CMH Wealth Management in October of 2009 after working with the principals at US Trust, Bank of America Private Wealth Management as a trust administrator and operations specialist for over 6 years. Nikki brings a wealth of technical experience and a commitment to client service. Prior to joining US Trust, she worked in loan administration for Fleet Bank. Nikki started her career working at Abenaqui Country Club in accounting and member services.
John P. Fredette, CFA®
Senior Portfolio Manager
John joined CMH Wealth Management in 2017, bringing both institutional and high net worth investment experience to the team as a Senior Portfolio Manager. Prior to joining CMH Wealth Management, John worked as the Senior Portfolio Manager at Piscataqua Savings Bank Trusts & Investments, responsible for managing over $275 million in assets. Before joining Piscataqua Savings Bank in 2013, John worked at Fidelity Investments. While employed at Fidelity Investments for over 7 years, his last 3 years were spent in the asset allocation department as both an assistant portfolio manager and analyst. His small team at Fidelity managed over $15 billion in asset allocation investments for large institutions. In addition to the Chartered Financial Analyst designation, John earned an MS in Finance from Southern NH University, a BS in Accounting and a minor in Economics from Plymouth State University.
Chiara comes with a strong background in client services and administrative support, with much of her career in fundraising and public service. Most recently, Chiara was the Manager of Resource Development at United Way of York County (UWYC), where her focus was fostering relationships with area businesses and managing the annual workplace campaign. Prior to her time at UWYC, she was a constituent services representative in the U.S. Senate, where she oversaw cases pertaining to matters of contention with federal agencies. Chiara grew up across the state border, where she also attended St. Joseph’s College of Maine. She and her husband have since made New Hampshire their home.