Name: Daniel Munroe
Title: Partner
Company: Capital Management Group
Location: 573 Hopmeadow St., Simsbury, Conn. 06089
Birthplace and year: Hartford, Conn., 1967
Family: Wife, Patricia; children: Katie and James
College: U. Mass. Amherst, BA; Business Administration; JD, Washington & Lee University School of Law
First job outside of finance: Assistant DA in Richmond, Va.
First job in finance or allied field: General counsel at Berkshire Life Insurance Co.
What do you do now and what are you planning for the future? Provide financial planning solutions for high net worth and individuals and business owners.
Hobbies: Exercise, coach Little League baseball, time with family
Favorite book: The Bible
Favorite movie: "Field of Dreams"
Person you admire most (outside of family): Abe Lincoln
Key to success: Persistence
If you had to choose another vocation what would it be? High school teacher and football coach
Cambridge, MA The nonprofit Preservation of Affordable Housing (POAH) has secured $23.5 million in financing from Rockland Trust and Citizens Bank to transform a 150-year-old, underutilized church complex into housing. The project will ultimately create 46 affordable family-sized apartments.
Preserving wealth across multiple generations requires strategic planning, foresight, and the right investment vehicles. Delaware Statutory Trusts (DSTs) offer a powerful solution for families looking to build and protect their financial legacy and to efficiently plan for their estate.
The Connecticut hospitality market has demonstrated uneven recovery patterns between 2019 and 2025, with boutique and historic properties achieving $125 RevPAR in 2025, up 8.7% from the 2019 level. Coastal resort properties achieved a $105 RevPAR in 2025, representing 10.5% growth since 2019. Casino corridor properties maintained modest growth with RevPAR improving 4.5% to $92 in 2025.