LATHAM, N.Y. – Three CAP COM Financial Services consultants were recently recognized among the top advisors nationwide by Linsco/Private Ledger (LPL), an independent broker dealer. Jim Faranda was recognized for top Optimum Market Portfolio production, ranking first among representatives at 390 financial institutions nationwide. Financial Advisor Steve Massey ranked third and Chief Investment Officer John Shartrand ranked fifth in the same category. Shartrand and Faranda also secured top rankings during the fourth quarter for Mutual Fund production at LPL. Shartrand ranked second for Mutual Fund production and Faranda ranked third. Through LPL, CAP COM Financial Services consultants manage more than $188 million in assets for credit union members and other investors. CAP COM is the CUSO for $402 million Capital Communications Federal Credit Union.The Optimum Market Portfolio is an investment management program offered by LPL that promotes asset allocation and diversification in a multi manager platform.
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