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

Charles J. Herbert

Executive Vice President – Director of Sales & Marketing

Keith G. LaRose

Executive Vice President & Portfolio Manager

Felicia M. Lazor

Head Equity & Fixed Income Trader

Gregory M. Miller

Executive Vice President & Portfolio Manager

Robert A. Penney

Executive Vice President – Sales & Marketing

Guergana Rangatcheva

Chief Financial Officer & Director of Human Resources

Thomas D. Sargent

Executive Vice President, Chief Investment Officer & Portfolio Manager

Joseph A. Walker

Chief Operations Officer

Investment Professionals

Robert H. Bradley

Chairman & Portfolio Manager

Cameron H. Burns

Executive Vice President & Portfolio Manager

Christina L. Charest

Portfolio Manager Associate

Rosa Y. C. Chen

, CFA^®, CPA^®

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

Eugene A. Daponte‎, Jr.

, CPA^®

Portfolio Manager

Galan G. Daukas

, CFA^®, CFP^®

Chief Executive Officer & President

Timothy H. Foster

Portfolio Manager

Charles J. Herbert

, CFP^®

Executive Vice President – Director of Sales & Marketing

Peter J. Kirschenbaum

Portfolio Manager

David P. Korzendorfer

, CFA^®

Portfolio Manager

Genevieve L. Koumentakos

Securities Trader

Keith G. LaRose

Executive Vice President & Portfolio Manager

Felicia M. Lazor

Head Equity & Fixed Income Trader

Pei-ju Lee

, CFA^®

Senior Research Analyst

Roger H. Manternach

Portfolio Manager

Jeffrey G. Marsted

Portfolio Manager Emeritus

John B. Masterson

Securities Trader

Michele L. Matzinger

, CFA^®

Portfolio Manager

Gregory M. Miller

Executive Vice President & Portfolio Manager

James V. Paldino II

, CFA^®

Portfolio Manager

Robert A. Penney

Executive Vice President – Sales & Marketing

Josh O. Peteet

Portfolio Manager

Christopher T. Sargent

Portfolio Manager & Research Analyst

Thomas D. Sargent

, CFA^®

Executive Vice President, Chief Investment Officer & Portfolio Manager