Michael Armstrong

President

Brendan Hayes

Managing Partner, Financial Advisor

Susan Powers

Managing Partner, Financial Advisor

Chuck Zodda

Managing Partner, Chief Investment Officer

Leonid Berline

Scott Wilson, CRPC^®

Financial Advisor

Paul Lane, CFP^®

Financial Advisor

Mark Schaffer, CFP^®

Financial Advisor

Lisa Vaillancourt

Financial Advisor

Andrew Haff, CFP^®

Financial Advisor

Matt Sczurek, CFP^®

Financial Advisor

John Bridges

Portfolio Trader

Marc Fandetti

Assistant Portfolio Manager

Christine Sun

Client Service Associate

Cash Armstrong

Client Service Associate

Chrissy Mussari

Digital Marketing Specialist

Matthew Stewart

Client Service Associate

Carli Houlihan

Client Service Associate

Lois Ashe

Office Manager / Director of Human Resources

Fred Karp

Operations Associate

Thomas Gross

Operations Associate

Maya Zmoira

Principal Comptroller

Avra Friedfeld

Prospective Client Liaison

Mark Ravanesi

Prospective Client Liaison