Our Team

Investment Management

Financial Planning

Bridgett is always searching for the best ice cream spots.

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Bridgett M. Abbascia

Client Service Manager

Jay is a CFP® and enthusiastic hiker.

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Jay Barrett, CFP^®, AIF^®

Financial Advisor

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

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Karen A. Belliveau

Senior Client Service Manager

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

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Joe Benoit, CFA

Portfolio Manager

Brian is a Wealth Manager and enjoys woodworking.

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Brian G. Carlson

Financial Advisor

After graduating from an all-female college, Aimee lived in Southwest Florida for 8 years before returning home to Massachusetts in 2016.

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Aimee L. Chaves

Client Service Manager

Adam is a Financial Advisor and family man.

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Adam Clark

Financial Advisor

Jerry is a CFP® and competitive ballroom dancer.

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Gerald S. Connolly, CFP^®

Vice President

Janelle is a CFP® and has a twin sister.

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Janelle L. Coulman, CFP^®

Financial Advisor

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

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Michael Davide

Chief Compliance Officer, Controller

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

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Justin C. Davis, CFP^®

Financial Advisor

Chris is a CFA Charterholder and enjoys golfing.

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Christopher S. Deeley, CFA

Financial Advisor

Maureen is a CFA Charterholder and fitness enthusiast.

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Maureen Fields, CFA

Senior Research Associate

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

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Kris Finn

Client Service Manager

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

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Nicole M. Foran

Client Service Manager

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

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Neal French

Financial Advisor

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

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

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Latest News & Insights

11.19.21 | Investment Management

Painted into a Corner – a Potential Lose / Lose Scenario for Fed Policy

11.19.21 | Investment Management

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Our Team

Bridgett M. Abbascia

Jay Barrett, CFP^®, AIF^®

Karen A. Belliveau

Joe Benoit, CFA

Brian G. Carlson

Aimee L. Chaves

Adam Clark

Gerald S. Connolly, CFP^®

Janelle L. Coulman, CFP^®

Michael Davide

Justin C. Davis, CFP^®

Christopher S. Deeley, CFA

Maureen Fields, CFA

Kris Finn

Nicole M. Foran

Neal French

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

Latest News & Insights

Painted into a Corner – a Potential Lose / Lose Scenario for Fed Policy

Wage Inflation may last longer than you think

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Our Team

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

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