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Dave Clayman

Co-Founder, CEO, and CCO
AIF®, CPFA®, CMT®, C(k)P®, CPWA®

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Francesca Federico

Co-Founder and President
C(k)P® AIF®, CPFA®, CDFA®

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Manny Frangiadakis

Co-Founder and Principal
AIF®, CPFA®

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Chris Cahill

Principal, Family Office Services
J.D., CFP®, CAP®

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Neil Tremblay

Managing Director
AIF®

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Steve Bruno

CFA® Charterholder, Chief Investment Officer

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Deborah Cartisser

Senior Wealth Advisor

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Becky Cloutier

Senior Relationship Manager

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Terri Defina

Controller

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Taylor Duffy

Strategic Advisor

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Joel Fearon

Wealth Advisor

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Tracey Hartford

Wealth Advisor

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