New Canaan Group Employee Directory

Financial ServicesConnecticut, United States11-50 Employees

New Canaan Group is a financial services firm dedicated to educators, business professionals, individuals & families. We provide financial strategies and seminars that help people feel empowered and confident in their future.

Duly registered representatives offer securities through Equitable Advisors, LLC (NY, NY), member SIPC, a broker-dealer(Equitable Financial Advisors in MI & TN)/Equitable Advisors, LLC, an SEC-registered investment advisor. Duly licensed agents offer annuities and insurance through Equitable Network, LLC; Equitable Network Insurance Agency of California, LLC in CA; Equitable Network Insurance Agency of Utah, LLC in UT; Equitable Network of Puerto Rico, Inc. in PR. EOE M/F/D/V. [Retirement Benefits Group is a specialized division of Equitable Advisors, LLC.] New Canaan Group is not a registered investment advisor and is not owned or operated by Equitable Advisors or Equitable Network.] Equitable Advisors, LLC (NY, NY 212-314-4600), member FINRA, SIPC. Important Information & Disclosures: http://bit.ly/2f98X9d 

AGE- 8018129.1 (Exp.06/2029)

Find New Canaan Group employees' phone numbers or email addresses

New Canaan Group Global Highlights

Location
Employees

North America
17

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  • United States Of America
    17

New Canaan Group's Leadership

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    B. T.
    Partner
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    F. D.
    Partner
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    J. M.
    Managing Partner
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    B. P.
    Partner
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    C. B.
    Financial Advisor
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    J. C. S.
    Certified Financial Planner™ Professional
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    E. K.
    Financial Advisor
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    M. M.
    Financial Advisor
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New Canaan Group Employee Metrics

100%
50%
0%
2026
2025
  • Banking
  • Branding
  • Accounting
  • Administrative
  • Analytics
  • Other

Contact profiles from New Canaan Group

Name
Title
Contact Info
Location
Last Update
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    C. B.
    Implementation Specialist
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    Oct 17, 2024
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    H. C.
    Associate
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    Oct 21, 2024
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    S. W.
    Client Success Specialist
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    United StatesConnecticut
    Dec 15, 2025
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    T. M.
    Financial Advisor
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    United StatesConnecticut
    Oct 22, 2024
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    J. E.
    Communications & Operations Strategist
    Phone icon
    United StatesConnecticut
    Nov 25, 2025

Frequently Asked Questions

What is New Canaan Group known for?

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New Canaan Group was founded in 1990 operates in the Financial Services industry. The company's main headquarters is located in 1266 East Main Street 6th Floor Stamford, Connecticut 06902 United States. Explore New Canaan Group's company overview page for more information.

What is New Canaan Group's most common email format?

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New Canaan Group employees' email format typically follows the pattern of . Trying to find reliable and up-to-date employee contact data? Find more New Canaan Group email formats with LeadIQ.

How many employees does New Canaan Group have currently?

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New Canaan Group has approximately 43 employees as of March 2026. These team members are located across 1 continents, including North America.

Who are New Canaan Group's key employees and leadership?

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As of March 2026, New Canaan Group's key employees include:

  • Partner: B. T.
  • Partner: F. D.
  • Managing Partner: J. M.
  • Partner: B. P.
  • Financial Advisor: C. B.

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