Our Team

Thomas Fay, CFA

Principal, Head of Private Client Group

Principal, Managing Director of Investment Advisory Services, Portfolio Manager

Principal, Managing Director of Client Advisory Services

Principal, Managing Director of Client Experience, Managing Director of New Hampshire, Private Client Advisor

Principal, Managing Director of Financial Planning

Principal, Regional President, Upstate New York, Investment Advisor

Principal, Regional Director for Southeastern Massachusetts, Client Advisor

Principal, Regional Director, Midwest Region, and Investment Advisor

Principal, Regional Director of Wealth Strategies

Principal, Private Client Advisor

Principal, Private Client Advisor

Principal, Private Client Advisor