Our Team

Leadership

Shaun O’Brien

Chief Executive Officer

Brian O’Keeffe

Chief Compliance Officer

Daniel Kern

Chief Investment Officer

Gina Coletti

Chief Fiduciary Officer

John Desrochers

Director of Operations

Grant McQuillan

Director of Trust Administration

Mary Ellen Dota

Trust Administration Manager

Jessica Sacco

Business Manager

Investment Professionals

Richard Grasfeder, CFA

Senior Portfolio Manager

Matthew M. Martino

Senior Director of Portfolio Strategy

Christine Tshudy

Senior Portfolio Manager

Kevin Betro

Portfolio Associate

Trust & Estate Professionals

Monet Benjamin

Trust Advisor

Steve Chandler

Trust Advisor

Nicole Fasoli

Trust Administrator

Linda Feldman

Trust Administrator

Julie Zakrewski

Trust Administrator