James V. O’Sullivan, CLU®, AIF®, ChFC®
President | Managing Director
Jim is the president and managing director of Toll Gate Capital Advisors LLC. Jim founded his own advisory practice in 1973. Originally from New York, he has lived in Rhode Island since 1968 and has been married to his wife, Karen, since 1972. He has two sons, James III and Ryan, and four grandchildren: James IV, Emilie, Frances, Elizabeth, and Callan. Jim is also president of The Insurance Center, an insurance agency founded in 1973. Jim is a Registered Representative and Registered Investment Adviser Representative with Commonwealth Financial Network®. Jim holds active FINRA Series 7, 63, and 65 securities registrations in addition to his life and annuity insurance licenses. He is a Chartered Life Underwriter®, a Chartered Financial Consultant®, and an Accredited Investment Fiduciary®. With more than 40 years of experience, Jim is uniquely qualified to advise both individual and corporate clients in matters related to the financial planning process.
Mark Boccuzzi
Senior Vice President
Mark began his career in finance as a proprietary day trader for a private firm on Wall Street. After 9/11, he moved to Westchester, New York, to work as an investment adviser for individuals and families with Morgan Stanley. Mark was also a senior vice president of investments and financial consultant for Wells Fargo Advisors and UBS Financial Services. In 2018, he joined Toll Gate Capital Advisors LLC where he is a senior vice president and partner. He is currently a Registered Representative and Investment Adviser Representative with Commonwealth Financial Network. Mark holds active FINRA Series 7, 31, 55, and 66 securities registrations as well as his life and annuity insurance licenses.
Kyle H. Collins, AIF®
Senior Vice President
Kyle began his career in finance and wealth management at Bank of America. He then transitioned into a quality control position at Mercer HR services, one of the world’s largest human resources consulting firms. He acquired his securities licenses through Mercer and Marsh & McLennan Securities Corporation, consulting with institutional 401(k) and stock option plan participants, as well as defined benefit pension participants and health benefits participants. In 2012, he left Mercer and joined Commonwealth Financial Network and Middlesex Financial Group, a division of Middlesex Savings Bank. He served as an officer of the bank as well as an investment and insurance consultant for bank clients. In 2017, he joined Toll Gate Capital Advisors LLC where he is a senior vice president and partner. Kyle is a Registered Representative and Investment Adviser Representative with Commonwealth Financial Network. Kyle is an Accredited Investment Fiduciary® (AIF®) and holds his FINRA Series 7 and 66 securities registrations as well as his health, disability, and life and annuities insurance licenses.
He lives in East Greenwich, Rhode Island, with his wife, Danielle, and their two children. Kyle is an avid reader and sports fanatic. He also enjoys spending time at the beach with his family, playing golf, and working out.
