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
Keith G. LaRose
Executive Vice President & Portfolio Manager
Felicia M. Lazor
Director of Trading
Gregory M. Miller
Executive Vice President & Portfolio Manager
Guergana Rangatcheva
Chief Financial Officer & Director of Human Resources
Thomas D. Sargent
Executive VP, 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
David J. Dixon
, CFA®
Executive Vice President, Senior Portfolio Manager & Director of Marketing
Timothy H. Foster
Portfolio Manager
Charles J. Herbert
, CFP®
Executive Vice President – Director of Sales
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
Director of Trading
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
Hayden M. McGuinness
Assistant Portfolio Manager
Gregory M. Miller
Executive Vice President & Portfolio Manager
James V. Paldino II
, CFA®
Portfolio Manager
Robert A. Penney
Executive Vice President – Sales
Josh O. Peteet
Portfolio Manager
Christopher T. Sargent
, CMT®
Portfolio Manager & Research Analyst
Thomas D. Sargent
, CFA®
Executive VP, Chief Investment Officer & Portfolio Manager
Client Relationship Specialists
Natasha Belton
Client Relationship Specialist
Cynthia J. Brightman
Client Relationship Specialist
Lily C. Bui
Client Relationship Specialist
Gina M. Castagna
Client Relationship Specialist
Olivia P. Devlin
Client Relationship Specialist
Rachael L. DiBerardino
Client Relationship Specialist
Nissa E. Fiano
Client Relationship Manager
Shawna L. Godenzi
Client Relationship Specialist
Daria M. Haaser
Client Relationship Specialist
Gayle G. McGowan
Client Relationship Specialist
Navisha Sookdeo
Client Relationship Specialist
Amy L. Vernali
Client Relationship Specialist
Operations
Christine M. DeVito
Operations Specialist
Anzhela V. Dimitrova
Operations Specialist
Elena E. Fiano
Operations Specialist
Michele M. Guachione
Operations Specialist
Ethan J.B. Leslie
Senior System Administrator
Shannon M. Membrino
Data & Solutions Analyst
Shelley K. Phillips
Operations Manager
Michael C. Schroeder
Senior Accountant
Pamela A. Willis
Operations Specialist