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.
Portfolio Managers

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

Financial Advisors

• Christine M. Andrzejewski, FPQP™
• Joshua Bedell, CFP®, CIMA®
• Brian J. Benson, CFP® , CPA
• Laura Delmolino, CFP®
• Mary Kate Frodema,  CFP®
• Bryan A. Greenleaf, AIF®
• William T. Johnson
• Paul J. Marchese ChFC
• Patricia M. Matty, AIF®
• Siobhan G. Matty, AIF® , AAMS®
• Jane Milanczuk
• [DJ] Dennis Morin, Jr. CFP®
• Judeth Rainville
• Gary M. Schiff
• Kelly Selkirk, AIF®
• Tatyana Shut, AIF®
• William F. Walthouse, CLTC®

Client Services

• Michelle Marlow Borawski, FPQP®
• Marianne S. Fresia, CTFA
• Mary Kay Hannon
• Stephanie Moore
• Jane Moss
• Kathy Stewart

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®
• Carlo A. Centeno