Skill. Dedication. Experience.

Evan D. Butler

Data Analyst

Daniel P. Carr

Regional Director, West

Stephen J. Cavagnaro

Director of Private Clients

Pan Chau

Information Technology Manager

Leighton F. Culici

Portfolio Analyst

Zachary M. Dandurand

Investment Operations Associate

Jeffrey L. Deaner

Regional Director, Metro West

Diane M. DeBono Schafer

Chief Operating Officer and Chief Compliance Officer

Michelle Demerle

Compliance Officer

Jennifer K. DeSisto, CFA®, CAIA®

Chief Investment Officer

Daniel A. Doucette, CIMA®

Regional Director, Northeast

Cara Forcellati


Alison M. Goodrich, CFP®

Private Client Advisor

Kyle F. Gorman

Chief Financial Officer

Georgy A. Grigoriyants

Director of Research

Erika B. Hart

Marketing Manager

William J. Hickey

Portfolio Manager

Dymphna A. Hurley

Sales Administration Manager

Jack R. Kulpa, CIMA®

Regional Director, Metro East

Kristen A. McGovern

Manager of Trading and Operations

Alicia P. Doherty

Investment Operations Associate

Nicole M. Napolitano

Office Manager

Tigran Navasardian, CFA®


Thomas M. O’Brien

Client Intelligence Associate

Christopher H. O’Neill, CIMA®

Regional Director, East

James P. O’Shea

Investment Operations Associate

Jenna C. O’Connell

Investment Operations Associate

Robyn M. Peterson

Head Trader

Trevor Proulx

Investment Operations Associate

Cameron R. Rahbar, MST, CFP®

Wealth Strategist

Nancy D. Ramey

Client Administrator

William P. Rice

Chief Executive Officer

William P. Rice, Sr.

Executive Chairman

Jeremy D. Roux

RFP Specialist

Colin P. Schleifer

Director of National Accounts

Kevin A. Schroeder

Business Systems Administrator

Robert Scuzzarella


Michael K. Serchen, CFP®, CIMC®

Regional Director, Metro Central

Andrew P. St. Martin, CFA®

Portfolio Manager

Andrew J. Stukalin

Portfolio Manager

Heidi E. Taber

Trader, Trading Compliance

Tina Tam

Accounts Administration

Marc Van Keuren

Regional Consultant

Church Waesche, CFA®, CPA


David J. Watson


George N. Whitmore

Head of Business Development and Client Relations

Robert P. Zielinski

Market Research and Performance Analyst