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Chris Parker

Chris Parker

Principal, Chief Acquisitions & Integrations Officer
Albert Parent

Albert Parent

Principal, Chief Technology Officer and Chief Information Security Officer
Steven Violin

Steven Violin, CFA

Principal, Managing Director of Investment Management, Portfolio Manager
Ellen Hazen

Ellen Hazen, CFA

Principal, Chief Market Strategist

Andrew Wetzel, CFA

Principal, Managing Director of Sustainable Investing, Portfolio Manager
Laurie Faille, CFP®, CDFA®

Laurie A. Faille, CFP®, CDFA®

Principal, Private Client Advisor
Brandt Heitzman, CFP®

Brandt Heitzman, CFP®

Principal, Private Client Advisor
Corey Pomerleau, CFP®

Corey Pomerleau, CFP®

Principal, Private Client Advisor

Jennifer L. Rosenbaum

Principal, Private Client Advisor

Todd W. Solomon, CFA

Principal, Institutional Portfolio Manager

Julia Vanzler, CFP®, CPWA®

Principal, Private Client Advisor
William O’Brien

William O’Brien

Principal, Investment Advisor
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