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Portsmouth, NH
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14
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Amherst, NY (9)
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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. Gulaโฏ
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
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