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Jonathan Mast, CIMA®

Director, Advisor Consulting

joined Lincoln Investment as an advisor consultant in 2014.

Jonathan graduated from Colorado State University with a B.A. in Political Science and a minor in law. He currently holds is FINRA Series 7, 6, 66 and 63 securities registrations. In 2015, he obtained his Certified Investment Management Analyst® designation from the University of Pennsylvania, Wharton School of Business.

The CANE Team

Christopher R. Connolly CRPS®, AIF®
Partner
Stacey Woodford
Director of Operations
Emily Yeo
Marketing Coordinator
Alexandra Mendoza
Operations Specialist
Christopher Duffy J.D.
Managing Partner
Paul Longobardi
Senior Director of Investments
Anne Hern
Executive Director of Operations
Lawrence A. Whalen II
Director of Insurance Operations
Joe DiCriscio
Financial Planning Consultant
Ben Comer, CFP®
Insurance Product Leader
Frank Rosala, CFP®
Financial Planning Coordinator
Steve Mayhew, CFA, CPA, CFP®
Senior Vice President and Chief Investment Officer
Shashi Mehrotra, CFA
Senior Vice President and Chief Investment Strategist
Brian Moran
Vice President of Trading Fixed Income Portfolio Manager

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