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Our Team

Investment Management

Financial Planning

Bridgett is always searching for the best ice cream spots.

Bridgett M. Abbascia

Client Service Manager

Jay is a CFP® and enthusiastic hiker.

Jay Barrett, CFP^®, AIF^®

Financial Advisor

In her spare time, Christine enjoys home decorating and interior design.

Christine Barry

Client Service Manager

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

Adam is an avid sports fan and enjoys visiting local restaurants and wineries with his wife.

Adam R. Cahoone

Client Service Manager

Brian is a Wealth Manager and enjoys woodworking.

Brian G. Carlson, CFP^®

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

Gwen enjoys boating and fishing with friends and family.

Gwen Fitzgerald

Performance Analyst

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

05.22.23 | Investment Management

Is it time for the Markets to price in “Higher for Longer” again?

04.21.23 | Investment Management

2023 Outlook Theme #1: Markets Changed Course as Economic Winds Shifted

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