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

Investment Professionals

Matthew M. Martino

Senior Director of Portfolio Strategy

Andrew McCarthy

Director of Manager Research

Kevin Betro

Portfolio Associate

Jennifer Rodas

Portfolio Associate

Trust & Estate Professionals

Steve Chandler

Trust Advisor

Nicole Fasoli

Trust Administrator

Linda Feldman

Trust Administrator

Sarah Hodge

Trust Advisor

Trust Advisor

Anthony Mosquera

Trust & Estate Administrator

Julie Zakrewski

Trust Administrator