Our Team

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14 team members found

Office Location
Job Function

Monica McCarthy, CFA, CDFAยฎ, CPWAยฎ

Managing Director, Private Client Group

Donny Nelson, IACCPยฎ

Principal, Director of Operations, Private Client Group

Thomas Burleigh, CFPยฎ, CTFA

Principal, Private Client Advisor

Michael Desclos, CFPยฎ

Principal, Private Client Advisor

Tara Fitzgerald

Business Analyst, Private Client Group

Mike E. Gulaโ€ฏ

Principal, Relationship Manager, Foundational Accounts Group

Timothy Hamilton, CFPยฎ, CPWAยฎ

Principal, Private Client Advisor

Daosith Lemay, CFPยฎ

Principal, Private Client Advisor

Chrissy Sullivan, CTFA, CFPยฎ, CDFAยฎ

Principal, Private Client Advisor

Michael J. Hanlon, CFA

Principal, Investment Advisor

Drew Litzerman, CFA, CMTยฎ, CPWAยฎ

Principal, Investment Advisor

Laurie Barrett

Principal, Director of Marketing, Private Client Group