Jeremy Distefano has been CEO, Chief Compliance Officer of Cape Ann Capital since June 2019, is a control person of the firm and directly owns between 50% and 75% of it. Jeremy Distefano holds a BS in Computer and Information Systems from Bentley University.
Cape Ann Capital, Inc. is a Concord, MA firm with $193M under management, 246 clients and 2 advisers across 2 offices, as of its March 2026 filing.
Jeremy DiStefano is Portfolio Manager of Cape Ann Capital. Before joining the firm, he led development of software tools, including a portfolio and risk management data warehouse, a security analytics platform and a client report generation and distribution system. He also served in a client service role at Lightkeeper and held technology positions at Income Research + Management and Financial Architects Partners.
- Cape Ann Capital, Inc.Current– present · 10 yearsSouth Hamilton, MA · Adviser representative · Firm CRD 128942
Professional designations
Listed by Cape Ann Capital
- CFA
Investment adviser representative registrations
Jeremy Distefano is registered as an investment adviser representative in Massachusetts, since March 2016.
- MassachusettsSince 30 March 2016
Examinations
No examinations are on Jeremy Distefano’s record.
- CRD
- 5091113
- Firm
- Cape Ann Capital · CRD 128942
- Role
- CEO, Chief Compliance Officer
- Office
- South Hamilton, MA
- Registration
- Investment adviser registration
- In the industry since
- March 2016
- Disciplinary history
- Not yet shown here · SEC record
- Firm bio
- capeanncapital.com
Where does Jeremy Distefano work?
Jeremy Distefano has been CEO, Chief Compliance Officer of Cape Ann Capital, Inc. since June 2019, and is a control person of the firm.
Is Jeremy Distefano a financial advisor?
Yes. Jeremy Distefano has a current investment-adviser registration in Massachusetts, through Cape Ann Capital since March 2016.
How many years of experience does Jeremy Distefano have?
Jeremy Distefano has 10 years in the financial industry, since March 2016, across 1 adviser firm.
Where is Jeremy Distefano based?
Jeremy Distefano’s registered office is in South Hamilton, MA.
Is Jeremy Distefano registered with FINRA?
No. Jeremy Distefano has no current broker registration.
Is Jeremy Distefano a CFA charterholder?
Cape Ann Capital lists Jeremy Distefano with the CFA credential (“CFA”) on its website. CFA Institute confirms certification status.
How can I verify Jeremy Distefano’s record?
Search CRD 5091113 on the SEC’s adviser search (adviserinfo.sec.gov), which publishes Jeremy Distefano’s full registration record.