Kelly A. Beatty

Data Analyst

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Jenna L. Bertelmann

Assistant Vice President

Senior Financial Planning Associate

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Peggy G. Chen

Senior Business Analyst

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Margo J. Collins

Client Relationship Manager

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Daniel Costa, CFP®, EA

Vice President

Tax Manager

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Leslie A. Coughlin

Tax Specialist

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Hailey J. Courtney

Tax Specialist

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Laureen A. Davis

Data Associate

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John F. Francini, CFA

Managing Director

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Jared L. Ginnetty, CFA

Research Analyst

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Sara A. Harlow

Client Relationship Manager

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Christopher Harris, CFP®, EA

Vice President

Tax Manager

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Robert M. Kane, CFP®, CISP

Vice President

Portfolio Manager

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John R. Lawrie, Jr., CFA, CTFA

Managing Director

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Suzanne A. Letts

Client Relationship Manager

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Richard G. Manoogian, MBA, MST

Managing Director

Chief Compliance Officer

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Colin P. Molloy

Portfolio Assistant

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Thomas B. Moore, MBA

Director Emeritus

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Nancy M. Mulligan, CFP®, CTFA

President

Managing Director

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James W. Murphy, J.D., CFP®, AEP®

Vice President

Chief Fiduciary Officer

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Justin E. Oates, MBA, CFP®

Managing Director

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Maureen K. Rego

Client Relationship Manager

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Taylor E. Semple

Receptionist

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Tina M. Sullivan

Vice President

Operations Manager

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Bernadette A. Ward

Client Relationship Manager

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