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Leadership
Michelle A. Knight
Joseph E. Powers
Kristin D. Fazio
Financial Planning
Francis J. Sennott
Winfield ("Win") C. Grimm
Blake M. Russell
Investment
Michelle A. Knight
Joseph E. Powers
Daniel L. Almeida
Shruti Bansal, CFA
Jennifer K. Loveless, CFP®
Michael J. Stevens
Terrence C. Tedeschi
James J. Danna
Christopher A. Newton
Business Planning
Sharon J. Phelan, CFP®
Julia M. Salemme
Saori Takahashi
Client Service
Nicole E. LaChapelle
Lana G. Finn
Shannon Groppi
Valerie A. Katz
Sarah A. Kritikos
Michael E. Martin, CFP®
Angela Roof
Beth C. Thorpe
Julie E. Hanscom
Erin M. O'Brien
Hamilton H. Wood, III
Michael F. Richardi
Hermia Ivy Fong Lo
Jillian DeMelo
Rajaa Habib
Vikram G. Sambharya
Finance Operations
Sophia S. Flaxen
Linda M. Darsney
Jack W. Morefield
Sean C. Turner
Socrates Joseph
Grace Lee
Colin C. Tarpey
Fiduciary Services
Brenda Diana
Martin Hall
Jacqueline L. Rahn
Emma Wright
Estate Settlement
Ellen Lohman
Emily C. Gansler
Lesley Stewart
Tax Solutions
Meredith Grabscheid, CPA
Katherine Livingston
Karin McLaughlin
Helen (Eileen) Phillips
Arianna Witham
Shawn Carvalho
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