Skill. Dedication. Experience.
Daniel P. Carr
Regional Director West
Stephen J. Cavagnaro
Director of Private Clients
Daniel P. Cronin
Director of Client Development
Leighton F. Culici
Trading Team Lead and Portfolio Analyst
Zachary M. Dandurand
Trader
Diane M. DeBono Schafer
Strategic Advisor
Michelle Demerle
Compliance Officer
Alicia P. Doherty, FPQP®
Wealth Management Associate
Daniel A. Doucette, CIMA®
Regional Director Northeast/ Florida
Patrick A. Fischoeder
Private Client Advisor
Cara Forcellati
Controller
Lucas D. Goettel
Client Data Analyst
Alison M. Goodrich, CFP®, AEP®
Private Client Advisor
Kyle F. Gorman
Chief Financial Officer
Erika B. Hart
Marketing Manager
William J. Hickey
Portfolio Manager
Angela G. Izzo
Operations Team Lead
John E. LeVangie, JD, LLM – Taxation
Wealth Strategist
Shamus D. Maloney
Investment Operations Associate
Marissa N. Mattos
Senior Operations Associate
Kristen A. McGovern
Chief Operating Officer and Chief Compliance Officer
Stephanie K. Moroney
Director of Research and Portfolio Manager
Nicole M. Napolitano
Office Manager
Tigran Navasardian, CFA®
Portfolio Manager
Christopher H. O’Neill, CIMA®
Regional Director Southeast
Jenna C. O’Connell
Investment Operations Associate
Robyn M. Peterson
Trader
William P. Rice
Chief Executive Officer and Chief Investment Officer
William P. Rice, Sr.
Executive Chairman
Jeremy D. Roux
RFP Specialist
Colin P. Schleifer
Director of National Accounts
Kevin A. Schroeder
Business Systems Analyst
Robert Scuzzarella
Trader
Michael K. Serchen, CFP®, CIMC®
Regional Director Central
Andrew P. St. Martin, CFA®
Portfolio Manager
Andrew J. Stukalin
Analyst
Heidi E. Taber
Trader, Trading Compliance
Tina Tam
Accounts Administration
Church Waesche, CFA®
Analyst
David J. Watson
Analyst
George N. Whitmore
Head of Business Development and Client Relations
Robert P. Zielinski
Market Research and Performance Analyst