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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Ted Innella

Sr. Client Service Specialist

Boston – West

Austin Minor

Regional Vice President

Boston – West, Fairport, Nashua, Old Lyme, Peabody, West Hartford, Westport, Woodbridge, Hingham, Lake Placid

Bob Kinnie

Regional Vice President

West Hartford, Woodbridge, Westport, Old Lyme

Edward Dunphy

Regional Vice President

Fairport, Hockessin, Melville, New York, Radnor, West Hartford

Jackie Steczkowski

Regional Sales Associate

Westport

Timothy Schmidt

Regional Vice President

Woodbridge, Nashua, Peabody, Boston – West

Jacob Cedor

Financial Planner

Woodbridge

Jonathan Smith, CIMA®

Financial Planner II

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

Qing Yang, CFA®, CMT®

Senior Investment Strategist

Boston – West

Lily Zhang

Tax Associate

Boston – West

Naphtalie Germain

Sr. Tax Associate

Woodbridge

Jimmy Zhao, CFA®

Chief Corporate Development Officer

Boston – West

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