Our Team

These are the professionals who manage your assets as well as those who can help answer questions about asset transfers, distribution requirements, requests for a check, among others. Click on a name for additional information about the professional.
The Portfolio Managers

• Michael R. Matty, CFA®, CFP®, ChFC®,ADPA®, AIF®
• Timothy W. Suffish, CFA®
• Christopher Milne
• Matthew R. Farkas, CFA®
• Sylvia Callan, CFA®
• Richard R. Bleser
• Thaddeus S. Welch, CFA®

Financial Advisors & Client Service

• Judeth Rainville
• Joshua Bedell, CFP®, CIMA®
• Michelle Marlow Borawski, FPQP®
• Gary M. Schiff
• William T. Johnson
• Jane Milanczuk
• Paul J. Marchese ChFC
• Patricia M. Matty, AIF®
• Christine M. Andrzejewski, FPQP™
• Siobhan G. Matty, AIF® , AAMS®
• Marianne S. Fresia, CTFA
• Jane Moss
• [DJ] Dennis Morin, Jr. CFP®
• William F. Walthouse, CLTC®
• Tatyana Shut
• Mary Kay Hannon
• Kelly Selkirk, AIF®
• Brian J. Benson, CFP® , CPA®
• Kathy Stewart
• Stephanie Moore

Operations, Finance

• Jason Schuck
• Eric Hojnoski
• John [Trey] Fortier, III, CPA®
• Christopher Mainard
• Alexander A. Purshaga
• Tara Zukowski

Office Management, Compliance, Marketing

• Marion Roberts
• Tiffany Anderson, CSCP®
• Cassandra Hayes
• Earle Hollister
• Carlo A. Centeno