Our advisors utilize their experience and expertise and that of their colleagues to develop the best solutions for your complex personal and professional financial situations.
Actionable planning strategies to inform and guide your decision-making.
Offices:
Working as one, our talented financial professionals utilize advanced planning techniques and investment strategies to develop and execute a comprehensive plan that addresses what’s important to you.
We have vast experience and expertise in private equity, individualized portfolio management, wealth planning, and much more.
Not from Massachusetts? Our advisors are not bound by geography. They work with clients across the country.
699 Boylston Street
Boston, Massachusetts 02116
We're comprised of:
Samuel Afari-Aikins, CFP®, CKA
Partner
Mark Andersen
Karen Angrisano
Principal
Barbara Attardo, AEP®, CFP®
Samuel Bain, Jr.
Partner & Market Leader
David Beatty, CFP®
Abrielle Bradley
Senior Associate
Hugues Le Bras
Yanming Chen
Associate
Whitney Clark
Ralph Coutant, CFA, CMT
Darlene Dahl, AEP®, CDFA®, CPA, PFS
Lauren Desforge, AEP®, CDFA®, CFP®, CPA/PFS
Justin DuMouchelle, CFA, CFP®
Jessica Foley
Kent Forkner
Shadrack Frempong
Alexander Gross, CFP®, AEP®, CPA/PFS
Kayleigh Harris
Matthew Heath, CFP®
Arlene James
Evan Kaplan, CFP®, CFA
Mickey Keating, CFP®
Geoffrey Kuli, CFA
Greg Larson, CSRIC®
Anne Lyons
Jacqualyn Malloy
Emily O’Connor
Stephen Oliver, CFP®, CFA
Andrea Castillo Pena
Blake Perkins
Matthew Powell
Jacqueline Price
Sawyer Rothmann, CFA
Isabel Scharmer, CFA
Mary Shahian, CFP®, CDFA®, ChFC®, CKA
William Speciale, AEP®, JD
Michael Syer, CFP®
Jonatán Toledo
Carmen Tu
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James Izard II
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