Meet our Advisory Team

Our unified in-house team across financial planning, investment management, tax, estate, insurance and more—all coordinated by an advisor focused on serving you, not finding new clients.

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Northeast: New England

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Marc Cianci

Relationship Manager

Boston – West

Monica Delsanto

Sr. Client Service Specialist

Woodbridge, Old Lyme, West Hartford, Westport, Nashua, Peabody

Pamela Greene

Sr. Client Service Specialist

West Hartford, Woodbridge, Old Lyme, Westport, Nashua, Peabody

Renee Hickey

Relationship Manager

Portsmouth

Richard Davies, CFP®

Director, Operations

Boston – West

Sue Ross-Wentworth

Relationship Manager

Portsmouth

Jacob Cedor

Financial Planner

Woodbridge

Matt Najemy

Financial Planner

Boston – West

Matthew Kelley, CFP®

Financial Planner

Boston – West

Michael Malloy

Financial Planner

Westport, Old Lyme, Woodbridge

Austin Litvak, CFA, CFP®, CAIA®, CBE®

Director, Investment Research

Boston – West

Joel Sciabarrasi

Product Manager, Investment Platform

Boston – West

Lily Zhang

Tax Associate

Boston – West

Naphtalie Germain

Sr. Tax Associate

Woodbridge

Jackie Steczkowski

Regional Sales Associate

Westport

Jimmy Zhao, CFA®

Chief Corporate Development Officer

Boston – West

Austin Minor

Sr. Director, Partner Success

Fairport, Old Lyme, West Hartford, Westport, Woodbridge, Lake Placid, Nashua

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