Your Team
Meet the experienced, approachable team that works together to help clients achieve their goals with clarity and confidence.
Joseph E. Alger, CFA®
Investment Research Analyst
Kevin E. Behrendt, CFA®
Director, Senior Trader
Aaron M. Beltrami, CFP®
Partner, Wealth Manager
Alexandra M. Blake
Director, Wealth Manager
Susan Cheswick Brewer
Managing Director, Portfolio Manager
Joseph P. Bruno
Client Service Associate
Judy A. Burke
Client Service Associate
Hilary J. Champagne CFP®, CTFA
Director, Wealth Planner
Donald J. Clarke CFP®
Director, Portfolio Manager
J. Michael Costello, CFA®
Managing Partner, Portfolio Manager
Karin I. Coulter
Director, Portfolio Manager
Jo-Ann DiIorio
Client Service Specialist
Alex M. Dobecki CFP®
Client Advisor
Jimmy M. Doogan, CFA®
Director, Portfolio Manager
Paige M. Earls, CFP®
Director, Wealth Manager
Michael A. Eckton, CFA®
CEO/Managing Partner, Portfolio Manager
Karen Fazioli
Client Service Specialist
Brendan K. Flaherty
Director of Operations
Julia A. Fluegel, FPQP®
Client Advisor
TJ Garesché
Client Service Associate
Paul L. Gaudio, CFP®
Director, Wealth Planner
Jamie K. Geary
Portfolio Accounting and Reporting Specialist
Kayla C. Hammen, CFP®
Director, Wealth Manager
Rachel A. Hassett
Director of Marketing and Communications
Jason D. Hendricks, CFP®, ChFC®, CSRIC®
Partner, Portfolio Manager
Brigette M. Houghton
Portfolio Accounting and Reporting Specialist
Leigh B. Hurd, CFA®
Partner, Portfolio Manager
Robert G. Ix, CFA®
Managing Partner, Portfolio Manager
Madeleine T. Jordan
Office Manager
Adele H. Kaoud
Client Service Associate
Ryan G. Kenny, CFA®, CFP®
Director, Portfolio Manager
Alex S. LaPointe
Director, Client Development
Elizabeth G. Laws
Client Service Associate
Brandon D. Lozier, CFP®
Client Advisor
Peter R. Mako, CFP®
Director, Wealth Planner
Peter T. Malone, CFA®, CFP®
Director, Portfolio Manager
Alex J. Matuschak
Client Advisor
Madison S. McAuliffe CFP®
Client Advisor
Madison N. McNamara, CFP®, TPCP™
Client Advisor
Greg F. McSweeney, CFA®
Partner, Portfolio Manager
Chris Mead, CFA®
Equity Research Associate
Jack C. Menard
Client Service Associate
Jake M. Milne
Client Service Associate
John W. Morris
Managing Partner, Wealth Manager
Luke B. Neumann, CFP®
Director, Wealth Manager
Alyson L. Nickse, CFP®, CDFA®, AEP®
Partner, Wealth Manager
Bobby P. Palladino, CFA®
Director, Portfolio Manager
Tim S. Paradis, CFP®
Partner, Wealth Manager
Ruchi S. Patel
Director, Portfolio Accounting and Reporting
Luke M. Plecinoga
Client Service Associate
Samuel L. Qian
Client Service Associate
David M. Rebetti
CFO
Aidan C. Reed, CFP®
Client Advisor
Logan P. Ribeiro, CFP®, CPWA®
Client Advisor
Bryce E. Richer
Client Service Associate
Eli J. Rostler
Client Service Associate
Leah R. Sciabarrasi, CFP®
President/Managing Partner, Wealth Manager
Katherine M. Sheehan, J.D., AEP®
Managing Director, Wealth Strategist
Jennifer M. Shone, IACCP®
Compliance Manager
Billy F. Spencer, CFP®, TPCP™, CFT™, FBS®
Director, Wealth Manager
Ryan W. Stanick CFP®
Client Advisor
Alex D. Sternberg, CFA®
Portfolio Manager
Will E. Surucu
Investment Associate
Roy D. Treible
Partner, COO/CCO
David P. Tuttle, CFA®
Partner, Portfolio Manager
Hillary R. Urbancic-Davis, CPWA®
Director, Wealth Planner
Lissette Villacis
Client Service Associate
News, Perspectives & Events
