Accessible Advisors

Our team, including portfolio managers, is always available to address your questions, and share insight and information. Through open and ongoing dialogue, we aim to keep you engaged and well-informed so that you can make decisions with conviction.

Leadership

Robert H. Bradley

Chairman & Portfolio Manager

Cameron H. Burns

Executive Vice President & Portfolio Manager

Rosa Y. C. Chen

Director of Research & Portfolio Manager

S. Tucker Childs

Director of Wealth Planning & Portfolio Manager

Galan G. Daukas

Chief Executive Officer & President

Andrew R. Gordon

Chief Compliance Officer

Felicia M. Lazor

Director of Trading

Gregory M. Miller

Executive Vice President & Portfolio Manager

Guergana Rangatcheva

Chief Financial Officer & Director of Human Resources

Keith G. La Rose

Executive Vice President & Portfolio Manager

Megan H. Sargent

Director of Platform Engagement and Client Success

Thomas D. Sargent

Executive VP, Chief Investment Officer & Portfolio Manager

Joseph A. Walker

Chief Operations Officer

Investment Professionals

Robert H. Bradley

Chairman & Portfolio Manager

Steven J. Brandfield

Senior Vice President

Cameron H. Burns

Executive Vice President & Portfolio Manager

Christina L. Charest

Portfolio Manager Associate

Rosa Y. C. Chen

, CFA^®, CPA, CFP^®

Director of Research & Portfolio Manager

S. Tucker Childs

, CFA^®, CFP^®

Director of Wealth Planning & Portfolio Manager

Joseph P. Ciarleglio

Portfolio Manager & Research Analyst

Paul Cornette

Senior Securities Trader

Alison G. Cosgrove

, CFP^®, CIMA^®, CDFA^®

Senior Wealth Planner

Eugene A. Daponte‎, Jr.

, CPA

Portfolio Manager

Galan G. Daukas

, CFA^®, CFP^®

Chief Executive Officer & President

David J. Dixon

, CFA^®

Executive Vice President, Senior Portfolio Manager & Director of Marketing

Peter J. Kirschenbaum

Portfolio Manager

Matthew R. Landon

, CFA^®

Senior Portfolio Manager

Felicia M. Lazor

Director of Trading

Pei-ju Lee

, CFA^®

Deputy Director of Research

Jeffrey Liguori

Executive Vice President & Senior Portfolio Manager

Roger H. Manternach

Portfolio Manager

John B. Masterson

Securities Trader

Michele L. Matzinger

, CFA^®

Portfolio Manager

Colin M. McCarroll

Equity Analyst

Hayden M. McGuinness

Assistant Portfolio Manager

Gregory M. Miller

Executive Vice President & Portfolio Manager

Michael Moses

, CMT^®

Securities Trader

James V. Paldino II

, CFA^®

Portfolio Manager

Robert A. Penney

Executive Vice President – Sales

Josh O. Peteet

Portfolio Manager

Keith G. La Rose

Executive Vice President & Portfolio Manager

Christopher T. Sargent

, CMT^®

Portfolio Manager & Research Analyst

Thomas D. Sargent

, CFA^®

Executive VP, Chief Investment Officer & Portfolio Manager

Aaron Simmons

Senior Portfolio Manager

Charles S. Willauer

Senior Portfolio Manager

Genevieve L. Wujek

Securities Trader