Rene Yost
As a software engineer, Rene helps develop and maintain FLP’s proprietary software applications and other technology. Rene received his bachelor’s degree in mathematics with a minor in computer science from the University of Maine (Orono). While there, Rene worked at the Maine IMRE Laboratory researching the utility of virtual reality in classroom settings.
Joseph Costa
Joe is a portfolio analyst lead and works from our Needham, MA office. As a lead, Joe plays a key part in supporting and training new team members. He supports the investment process by executing trades, maintaining portfolio alignment with investment objectives, and ensuring operational accuracy across client accounts. He works closely with portfolio managers […]
Patrick Mills
Pat is an investment transition analyst in our Boston, MA office. He works alongside portfolio managers, investment advisors, and private client advisors to implement portfolio strategy in accordance with each client’s investment objectives. Before joining FLP, Patrick received his BA from Saint Anselm College where he studied accounting and finance.
Sarah Trim
Sarah is an Client Account Administrator in the Boston, MA office. As a designated resource for logistical and administrative needs, she works closely with clients to provide a trusted point of contact and to ensure a consistent, positive experience. Account-related tasks include client onboarding, reporting, coordinating with financial institutions, movement of funds, and other practical […]
Jackie Mysliwy
Jackie is a Client Account Administrator Lead for FLP and works out of the Boston, MA office. She provides direct supervision to her assigned client account administrators, giving support for complex issues and oversight into all internal processes. She also manages a variety of projects, helping to enhance productivity within the CAA group and improve […]
Ann Marie Foran, CFA
Ann Marie, a CFA® Charterholder, is responsible for portfolio construction and implementation of investment policy for individuals, families, endowments, and foundations, with a primary focus on our Sustainable Investing practice. She seeks to align each client’s investment strategy with their financial planning objectives; taking into consideration time horizon; risk tolerance; income requirements; taxes; and other […]
Sean P. Cragan, CFP®
Sean currently serves as an investment advisor of FLP and is a principal of the firm. He is responsible for portfolio construction and implementation of investment policy for individuals, families, as well as endowments and foundations. He seeks to align each client’s investment strategy with their financial planning objectives; taking into consideration time horizon; risk […]
Yvan Bodart, CFA
Yvan, a CFA® Charterholder, is responsible for portfolio construction and implementation of investment policy for individuals, families, as well as endowments and foundations. He seeks to align each client’s investment strategy with their financial planning objectives; taking into consideration time horizon; risk tolerance; income requirements; taxes; and other unique factors, such environmental, social, and governance […]
Katharine Manning, RMA®
Katharine is a private client advisor in our Boston, Massachusetts office. Working closely with our investment advisors, she specializes in Retirement Income Planning and is an RMA® designee. She strives for holistic wealth management by incorporating core elements of retirement planning into her practice: analyzing age/timing scenarios, aligning investments to retirement goals, integrating additional income […]