Welcome to United Capital Westport

Experience wealth management, reimagined.

Get clarity and control over your financial life — and focus on living the life you really want. See how we help you do it.

About Our Office

Life is complex, particularly in the world of finance. Constant tax law changes and governmental regulation, coupled with fluctuation in both domestic and international markets, are causing many to become increasingly wary of taking on more risk than needed. Given these uncertainties, making sound financial decisions has become more and more difficult. Our office makes it a priority to help you meetin financial priorities, achieve realistic targets and feel secure.

Most multi-planner practices tend to be “generalists,” being proficient at a number of pieces of the financial puzzle, yet being an expert at none……that is not how we operate. Our office employs a team approach, having built a team of seasoned financial and investment professionals, each with complementary areas of specialties.

Our team includes:
• Retirement Planning Specialist
• Insurance Specialist
• Business Planning Specialist
• Client Service Professionals

This allows our clients and prospects to enjoy “one-stop shopping” while resting assured their needs are being serviced in the following key areas: Investment Management, Retirement Planning, Business Planning, Estate Planning consulting, Tax Law, Risk Management and Insurance.

We actively involve our clients in the planning process by having them work closely with our in-house portfolio managers and planning specialists. This personal attention, combined with cutting edge technology, really helps bring our client’s financial and retirement plans to life.

Why United Capital?

Financial Life Management

We’re not the typical wealth management firm. We looked around the industry and thought that there was a better way. So we created it. We developed a process that’s focused on helping you live your ideal life. One that continually adapts to the changing world and your changing circumstances. We call it Financial Life Management. And it’s totally unlike anything you’ve experienced before.

A Unique Approach

We’ll take the time to get to know you and understand the life you want to live. With collaborative, engaging digital tools, we’ll work with you to create a clear framework for living your ideal life. The result is a plan that’s dynamic and personalized — not one-and-done or one-size-fits-all.

Real Results

We help you align your decision-making with your ideal life, so you can achieve balance — and a healthy relationship with your money. That means we go beyond investments and investment results to help you live the life you want today. After all, isn’t that what a wealth manager is for?

United Capital: Imagine

John Adams Vaccaro
Managing Director
Herbert C. Rosenthal
Wealth Manager
Jennifer R. Huisking
Wealth Manager
Alexander N. Blanco
Wealth Manager
Ashley Schexnaildre
Director of Operations
Olivia Vaccaro
Relationship Manager
Nina B. Arrigo
Client Service Manager
Grisel Williams
Administrative Manager
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John Adams Vaccaro, CFP®, CLU

Managing Director

john.vaccaro@unitedcp.com

John Adams Vaccaro is the Managing Director of Westport Resources Management, Inc., now a Division of United Capital, which he founded in 1986. As Managing Director, he sets strategic direction for the office and oversees all advisory and planning activities.

In 2014, the U.S. financial newspaper Barron’s named John one of the Top 100 Financial Advisors in America. Additionally, for seven years running, Barron’s has named him one of the Top 100 Independent Financial Advisors (2009-2016) and one of the Top 1,200 Financial Advisors (2010-2016) in America*. He was recently profiled in the magazine’s June 18 edition.

John became a CERTIFIED FINANCIAL PLANNER (CFP®) professional in 1991 and is a past member (1998) of the Board of Directors of the Connecticut Chapter of the Financial Planning Association. He received the Chartered Life Underwriter (CLU) designation in 2001.

John has been a member of the Securities Industry and Financial Markets Association (SIFMA) since 1994 and was elected to its Board in 2014. From 2003 to 2006, he was Chairman of the Association’s Small Firms Committee, which represents 300 small national brokerage firms, and, now currently serves as Chairman for the second time. John is also a notable speaker on key topics at industry conferences.

Prior to founding Westport Resources, John was affiliated with two investment firms. From 1983 to 1986, he helped found and acted as Securities Principal and part Owner of Sperber Adams, a discount brokerage firm. From 1980 to 1983, he held the position of Capital Partner Representative with investment banking firm Colin Hochstin. As part of his responsibilities there, he held executive positions with Cunningham Drug Stores, Golden Gate Airlines and Mansfield Stock Chart Service.

John is an avid supporter of the arts and gives generously to his community. Westport Arts Center and Sunrise Rotary Club of Westport have honored him for the time, talent and resources he contributes. Additionally, he and Westport Resources host the annual Charity Golf Classic to support the All Stars Project of Bridgeport, Connecticut, an inner city after school program for high school aged students. John currently serves on the Board of Jewish Senior Services.

John holds a BA degree in English from Lafayette College. He loves his wife, Cindy, and their two daughters, as well as reading, hiking, sailing and golf. 

*The ranking reflects the volume of assets overseen by the advisers and their teams, revenues generated for the firms and the quality of the advisors' practices. The scoring system assigns a top score of 100 and rates the rest by comparing them with the top-ranked adviser. Ranking is not indicative of investment performance.

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Herbert C. Rosenthal

Wealth Manager

herb.rosenthal@unitedcp.com

Herbert C. Rosenthal has been affiliated with Westport Resources Management, Inc., now a Division of United Capital, since 1987. His risk management activities include life insurance, disability income and employer benefit programs, group insurance, retirement plans and executive compensation programs. He also serves Westport Resources’ client needs in the area of personal financial planning. He is a Chartered Life Underwriter and a Chartered Financial Consultant. He holds an insurance producer’s license for life, annuities, accident and health, and property and casualty.Herbert is a past President of the Western Connecticut Estate and Tax Planning Council.

Herbert specializes in municipal benefit programs with a unique understanding of issues confronting towns and cities. For five terms, he served as First Selectman, the Chief Executive Officer, of the town of Newtown and its 28,000 residents. Herbert is a two-term past President of the Connecticut Conference of Municipalities, a past Chairman of the Board of Directors of the Connecticut Inter-Local Risk Management Agency, a past Chairman of the Housatonic Valley Council of Elected Officials and a past Co-Chairman of the Housatonic Valley Economic Development Partnership.

Herbert also served as Chairman of the Newtown Board of Education and was Chairman of the Board of Education Connection, serving 33 towns in Northwestern Connecticut, for 10 years.

Herbert is a corporator of the Newtown Savings Bank and a member of the President’s Advisory Council of Masonicare at Newtown (a nursing home and assisted living facility.) He currently serves Newtown as an elected official, a member of the Board of Health for the Newtown Health District and as Treasurer of the Housatonic Valley Resource Recovery Authority.

Herbert has a BA in Government from Fairfield University and holds the designations of Chartered Life Underwriter and Chartered Financial Consultant from American College.

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Jennifer R. Huisking, CFP®

Wealth Manager

jennifer.huisking@unitedcp.com

Jennifer R. Huisking joined Westport Resources Management, Inc., now a Division of United Capital, as a Financial Planning Specialist in January 2016 and is now a Wealth Manager, serving clients through comprehensive financial planning helping guide them to meet their goals. Jennifer’s skill sets in the financial planning discipline focus on helping families and individuals understand their current financial picture to develop and achieve goals aligned with their personal needs and passions.

Prior to joining the team at Westport Resources, Jennifer served as the Director of Client Relations for a local financial advisory firm. She collaborated with a team to provide clients with investment advisory services and wealth management. During her time there, she dedicated much of her energy to educational outreach as a passionate advocate for financial literacy and helping women to navigate their finances with confidence.

Jennifer graduated with Distinction from Iowa State University with a BA in Liberal Arts. She currently holds the Series 65 license as a registered investment adviser representative and is also a CERTIFIED FINANCIAL PLANNER (CFP®) professional. Jennifer resides in Fairfield with her husband, Matthew, and their son.

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Alexander N. Blanco, CFP®

Wealth Manager

alex.blanco@unitedcp.com

Alexander N. Blanco joined Westport Resources Management, Inc., now a Division of United Capital, in March 2014. 

Alex is a CERTIFIED FINANCIAL PLANNER professional and also holds his FINRA series 7 and 66 licenses.

Prior to joining the firm, Alex was a Financial Market Research Analyst with Swaps Monitor Publications, located in New York City’s Financial District. There he provided time and date related data on equity and futures markets at various exchanges and payment systems throughout the world.

Alex received his Bachelor of Business Administration in Finance from Pace University, Lubin School of Business, New York, New York. He is an avid lacrosse player and currently resides in Stamford, Connecticut with his fiancé, Jackie.

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Ashley Schexnaildre

Director of Operations

Ashley Schexnaildre joined Westport Resources Management, Inc., now a Division of United Capital, in April 2013 as Controller. He is now the Director of Operations for the Westport United Capital office.

Prior to this position, Ashley most recently served as Interim Controller for M6 Partners/Capital Lodging, a $50+ million portfolio company in North Dakota. At the same time, he served as Controller for that company’s owner, Commonwealth Advisors, a $200+ million RIA and $30+ million hedge fund in Baton Rouge, Louisiana.

Ashley is a licensed Certified Public Accountant (CPA) and a Level II CFA candidate. He holds a Master of Science in Accounting from the University of Virginia and a Bachelor of Science in Finance from Providence College. He also taught Corporate Finance at Louisiana State University.

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Olivia Vaccaro

Relationship Manager

olivia.vaccaro@unitedcp.com

Olivia Vaccaro joined Westport Resources Management, Inc., a Division of United Capital, as an Intern in June 2015 and remained on the team as a Client Service Associate. She is now a Relationship Manager and currently studying for her Series 65 license examination.

Olivia gained valuable customer service skills working in the cosmetics industry for multiple years prior to and during her time at Lynn University. After studying at Lynn University, she worked as Barn Manager for private horse farms in South Florida and New York, traveling to equestrian events around the United States.

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Nina B. Arrigo

Client Service Manager

nina.arrigo@unitedcp.com

Nina Arrigo is the Client Service Manager for the Westport office, responsible for maintaining our client performance database. She joined Westport Resources Management, Inc., now a Division of United Capital, in 2003. Prior to eight years at home with her children, she worked for 15 years in the Institutional Sales Department at Neuberger & Berman as the Sr. Sales Assistant.

Ms. Arrigo graduated from Dickinson College, Carlisle, Pennsylvania, with a B.A. She resides in Fairfield with her husband and three children.

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Grisel Williams

Administrative Manager

grisel.williams@unitedcp.com

Grisel Williams is the welcoming face of Westport Resources Management, Inc., now a Division of United Capital. With her winning smile and cheery, professional demeanor, Grisel is the team’s absolute go-to personality at the office front desk, ensuring client assistance and recognition, whether it’s on the phone or through the door. Behind the scenes, the Westport team depends on Grisel for willing, competent and efficient execution of administrative follow-through as well as keeping all on even keel.

Graduating from nearby Sacred Heart University, Grisel launched her early career in entrepreneurial pursuits within the international apparel industry, switching into financial services in a managerial role at Primerica and later polishing human resource management skills in a corporate role with People’s Bank.

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55 Greens Farms Road
Westport, CT 6880
203-226-0222

Securities offered through Westport Resources Investment Services, Inc. (“Westport Resources Investment Services”), a registered broker/dealer, member FINRA/SIPC. Advisory services offered through United Capital Financial Advisers, LLC (“United Capital”) a Registered Investment Adviser. Westport Resources Investment Services and United Capital are separate and unrelated companies.

Check the background of this investment professional on FINRA’s BrokerCheck