Our Team

R. Thomas Manning, Jr., CFA

Principal, Chief Executive Officer and President

Principal, Chief Operating Officer

Principal, General Counsel

Principal, Chief Acquisitions & Integrations Officer

Principal, Chief Technology Officer and Chief Information Security Officer

Principal, Chief People Officer

Principal, Chief Compliance Officer

Principal, Head of Private Client Group, Regional President, Rhode Island

Principal, Managing Director of Atrato Consulting

Principal, Managing Director of Investment Management, Portfolio Manager

Principal, Managing Director of Fixed Income, Portfolio Manager

Principal, Managing Director of Family Office Solutions