Myles Berry

Investments & Trading Associate

Lori Cronin

Client Service Associate

Maddie Ellingson

Client Service Associate

Julie Goldzman

Office Manager

Beverly Hanson

Director of Operations, Partner

Thea McDonald-Abbott

Client Service Associate

Kelly Noonan

COO, CFO, Managing Partner

Claire Pollock

Client Service Support Associate

Griffin Sheehy

Portfolio Manager

Nancy Spallino

Client Service Associate, Partner

Michelle Zuniga

Marketing Coordinator