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Our Team

Investment Management

Financial Planning

Jay is a CFP® and enthusiastic hiker.

Jay Barrett, CFP^®, AIF^®

Financial Advisor

K is actively involved in Veteran services and is a proud Blue Star Mother.

Karen A. Belliveau

Senior Client Service Manager

Joe is a CFA Charterholder and enjoys playing men’s league basketball.

Joe Benoit, CFA

Portfolio Manager

Bridgett is always searching for the best ice cream spots.

Bridgett M. Bisceglia

Client Service Manager

Brian is a Wealth Manager and enjoys woodworking.

Brian G. Carlson

Financial Advisor

Adam is a Financial Advisor and family man.

Adam Clark

Financial Advisor

Jerry is a CFP® and competitive ballroom dancer.

Gerald S. Connolly, CFP^®

Vice President

Janelle is a CFP® and has a twin sister.

Janelle L. Coulman, CFP^®

Financial Advisor

Outside of work he enjoys spending time attending his kids’ activities and sporting events.

Michael Davide

Chief Compliance Officer, Controller

Justin is a CFP®, father of three daughters, and talented musician.

Justin C. Davis, CFP^®

Financial Advisor

Chris is a CFA Charterholder and enjoys golfing.

Christopher S. Deeley, CFA

Financial Advisor

Maureen is a CFA Charterholder and fitness enthusiast.

Maureen Fields, CFA

Senior Research Associate

Kris speaks 5 languages and loves to crochet while listening to audio books.

Kris Finn

Client Service Manager

Nicole enjoys reading, crafts, the beach and, most recently, gardening.

Nicole M. Foran

Client Service Manager

Neal is a Financial Advisor, fly-fisherman, and avid guitar player.

Neal French

Financial Advisor

Mike is a CIMA® and committed community volunteer.

J. Michael Grenon, CIMA^®

Principal, Vice President

Load More People

Load More People

Our process: Part art. Part science. All about you.

01.
Share Info
02.
Develop Plan
03.
Build Portfolio
04.
Actively Manage
05.
Review & Revise

Latest News & Insights

01.25.21 | Investment Management

Quarterly Market Summary – Fourth Quarter 2020

01.24.21 | Investment Management

2021 Outlook Theme #1: Diverging then Converging Headlines

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