Prime Capital Financial
Strategic planning across investments, taxes, retirement, and beyond, so nothing falls through the cracks.
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When it comes to asset management, everything we do starts with understanding our clients and their objectives. We have three main divisions that allow us to work with individuals, businesses, and plan participants. We strive for the best in every market we serve and believe in bringing simplicity into an industry that can be complex.
Our entrepreneurial, team-oriented approach to wealth management, retirement plan consulting and financial wellness means that you have access to the resources that you need. We believe that every client has unique financial goals which is why we believe in collaboration. Our end goal is the same as yours – to help you achieve your life’s ambition. We look forward to helping you achieve yours.
Hi. We’re Prime Capital Financial.
We’re an independent financial services firm guided by a vision – to help our clients’ dreams become greater than before.
We are proud to provide a wide range of solutions ranging from personalized financial planning to retirement consulting, tax planning, risk management and beyond. We can’t wait to help guide you to the financial freedom you need and deserve. Prime Capital Financial is an award-winning, federally registered investment advisor (RIA) recognized as one of the leading firms in the U.S. Click here to learn more about who we are!
Ed Callahan
Partner & Managing Director
ecallahan@primefinancial.com
Ed Callahan is a CERTIFIED FINANCIAL PLANNER™ professional with over a 15 years of experience helping individuals and families navigate their financial journeys with confidence. Drawing on a deep understanding of financial planning, investment management, tax strategies, insurance, and estate planning, Ed crafts personalized strategies designed to support long-term goals and deliver meaningful outcomes. He believes in a thoughtful, practical approach—helping clients make smart decisions today to build a more fulfilling tomorrow.
Ed earned his Bachelor of Science in Resource Economics from the University of Connecticut and brings both technical and real-world perspective to every client relationship. He’s passionate about translating complex financial concepts into clear, actionable guidance tailored to each client’s unique needs.
Outside of his professional life, Ed is deeply rooted in his community. He finds joy in coaching his daughters’ softball teams and spending time outdoors skiing with his family—moments that reflect his values and his belief in balancing a well-planned life with one that’s well-lived.
Chris comes to Prime Capital Financial with over 15 years’ experience in key roles at both Fortune 500 and startup companies. He graduated from Boston University in 2007 where he captained their division 1 wrestling program and has been in financial services ever since, beginning his career at Merrill Lynch in Boston as a financial advisor.
After the Bank of America/Merrill Lynch merger, he relocated to New York City to join startup ETF shop WisdomTree as a wholesaler. In his tenure there, the company saw rapid success and would undergo an IPO in 2011 (ticker: WETF). Following this event, Chris had a short stint on the NASDAQ’s first ETF group until eventually relocating back to CT to be closer to his large family.
Here in Mystic, CT, he rejoined Merrill Lynch for over 4 years until eventually leaving to pursue other opportunities at local RIA’s- first as an Investment Advisor Representative for Tumolo Financial out of East Lyme, CT and then a Client Service Advisor for Retirement Income Source SFG (Scranton Financial Group) in Westbrook, CT.
Chris is a team player who is passionate about working with clients, financial planning, and following the markets as a whole.
In his spare time, he enjoys spending time with his family at their home in Waterford, CT. He especially enjoys activities with his spouse Alexandra, infant daughter Lily-Martin and dog Gibson. He is an avid guitarist/musician and follows many sports, including coaching high-school wrestling whenever he has a chance. Additionally, Chris likes cars and fashion.
Chris Coppolo
Sr. Registered Client Service Specialist
ccoppolo@primefinancial.com
Prime Capital Financial Hartford
15 North Main Street
Suite 100
West Hartford, CT 06107
860-500-1260
