Support. Team.

Our team of financial professionals works with you to develop an integrated plan and portfolio for the long-term.

Leia Caponegro

Client Service Specialist

Leia’s primary role is providing superior service to Ohanesian / Lecours clients.  Her wide range of responsibilities include assisting advisors with client meeting preparation and helping clients navigate complex forms required by our custodians.

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Each client’s needs are unique and her experience helps her deliver exemplary customer service. Leia also helps develop our Client Relationship Management workflows, coordinate client seminars and act as a liaison with outside fund companies. Prior to joining Ohanesian / Lecours she worked at Elliott Wealth Management Services, LLC, Prudential Financial and as a public school teacher. Leia is a graduate of Rowan University in New Jersey.

Sandy Hart

Senior Vice President & Partner

Sandy is an original partner of O/L and was integral to the set-up of the firm in 1989. She has been involved in all facets of the business, including broker support, licensing, commissions, payroll, benefits, operations, IT, and management.

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As part of the management team, Sandy is responsible for the operational, administrative, and staffing functions of the firm, including developing and implementing company policy in these areas. Prior to joining O/L, she worked at PaineWebber. She attended the Morse School of Business in Hartford, Connecticut, where she received a secretarial certificate and studied English at Central Connecticut State University.

Erika J. LeBaron

Operations & Commissions Manager

Erika has been working in the securities industry since 1988.  She is responsible for the commission/fee processes and has oversight for client operations.  She is also responsible for the firm’s bookkeeping functions.

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Prior to joining Ohanesian / Lecours in 1991, Erika worked at PaineWebber, now known as UBS.

Nikki Peton

Receptionist & Operations Support

Nikki efficiently bounces between front desk responsibilities and operational support. Her background includes positions in customer service, Administrative Assistant and paralegal/legal assistant work in estate planning and real estate.

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Nikki holds an associate degree in Business Administration from Tunxis Community College. She has maintained a Connecticut real estate license since 2003 and is an active real estate agent in Hartford County.

Donna S. Rizzio

Client Service Specialist

Donna is Ohanesian / Lecours’ client and custodian operations liaison.  She works directly with clients and advisors to process requests, solve problems and manage the flow of paperwork.

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She received a BA in communications from Central Connecticut State University and an Associate’s degree from Endicott College.

Paul Rizzio

Operations Support

Paul provides ongoing operational support to all staff and assists with the implementation of our many software platforms. He also facilitates and monitors the flow of new account documentation and is our in house liaison regarding form requirements and day to day operations.

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Paul is currently a student at the University of Hartford and will be completing his Bachelor’s degree in December 2019.

Associated Branch Offices

Seeley Capital Management
Steven Howard
Christopher Seeley
Michael Stein

Richard Caruso – Bristol, CT
Brian Corridan – Chicopee, MA
Jay Hyland – Farmington, CT
Kevin Losty – Hudson, MA