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Our People:

Your Partners in Success

Our experienced team proudly operates in an environment defined by close collaboration and personnel continuity, characteristics that ultimately help enhance our client relationships.

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Aarti Sharma

New Business Associate

Anson C. Clough, CFA, CFP®

Senior Vice President

Managing Director, Fixed Income

Asofaafetai “Lou” Tukia

Assistant Vice President

Network/Database Administrator, Information Security Officer

Benjamin P. Holcombe

Institutional Sales and Marketing

Caroline Hoffman

Marketing Information Analyst

Caroline R. Schmidt, CFA

Assistant Vice President

Municipal Research Analyst

Chris Sutherland, CFP®, CWS®

Senior Vice President

Wealth Manager & Financial Planner

Clarice Pertel

Jr. Business Systems Analyst

Daniel T. A. Buckley, CFA

Senior Vice President

Director of Equity Management, Wealth Manager

David Melanson

Wealth Management Associate

Douglas C. Chamberlain, CFA

President and Chief Executive Officer

Drew Peterson, CFA, CIPM®

Corporate Bond Research Analyst, Macro Strategist

Dustin Ping

Senior Operations Analyst

Geoffrey D. Chamberlain, CFA

Senior Vice President

Director of Portfolio Management, Wealth Manager

Gregory A. Lally

Senior Vice President

Fixed Income Portfolio Manager

Gregory J. Donoghue

Senior Vice President

Director of Operations

H.L. Jeffrey Johnson

Senior Vice President

Managing Director, Institutional Business Development

Ian J. Walsh

New Business Onboarding Analyst

Irving Dunn

Jack F. Telman

Marketing Information Analyst

James C. Quealy, CFA

Senior Vice President

Head of Municipal Trading

James L. Bosland, CFA

Senior Vice President

Fixed Income Portfolio Manager

James M. O’Neil Jr., Esq., AEP®

Senior Vice President

Managing Director of Wealth Management

Jason Apruzzese, CFA

Municipal Research Analyst

Jason Audette

Senior Vice President

Fixed Income Portfolio Manager and Research Analyst

Jason R. Cook, CFA

Research Analyst

Jennifer M. Hall, CFP®, AEP®

Jesse Martin

Institutional Sales

Jill L. Timlin

Manager, Marketing Communications

Kelly C. McKernan

Senior Vice President

Kerry L. Needham, IACCP®

Senior Vice President

Director of Client Services

Lauren E. Middleton

Assistant Treasurer, Corporate Finance

Loretta K. Sullivan

Assistant Vice President

Fixed Income Trader

Lori J. Nazzaro

Senior Operations Manager

Margaret J. Brennan

Assistant Vice President

Wealth Management Associate

Matthew C. Casieri

Wealth Management Associate

Megan E. McKenna

Michael B. Retrum

Senior Operations Analyst

Michael DiGiando, PMP

Business Systems Analyst

Michael Howard, Esq., IACCP®

Senior Vice President

Chief Compliance Officer and In-House Counsel

Michele D. Hubley, IACCP®

Executive Vice President

Treasurer and Human Resources

Nancy H. Place

Senior Vice President

Nathan W. Harris, CFA

Senior Vice President

Director, Municipal Research

Oana Bandar, CFA

Municipal Bond Trader

Punit Shetty

Senior Vice President

Chief Technology Officer, Managing Director of IT & Operations

Redis Kelmendi

New Business Analyst

Robert A. Krantz

Chief Operating Officer

Senior Vice President, Marketing and Distribution Strategy

Robert L. Conley III, CFA, CIPM®

Senior Performance Analyst

Ryan G. Tracy

Portfolio Manager and Research Analyst

Ryan J. Kiska

Fixed Income Trading Assistant

Samantha S. Martell

Institutional Client Service Manager

Santina M. Riley

Wealth Management Associate

Sarah Brodeur

New Business Onboarding Analyst

Sonia Chebout, Esq.

Compliance Officer

Stephen A. Michienzi, CFA

Equity Research Analyst

Thomas W. Hagstrom, CFA

Director of Business Development, Appleton Wealth Management

Tim Delaney, CFA, CAIA, CMT®

Trading and Portfolio Implementation Strategist

Tristan Lau

Municipal Research Analyst

Vinny Capolupo, CIMA®

Institutional Sales

Whitney Pearce Fitts, CFA

Senior Vice President

Head of Municipal Portfolio Management

Zachary M. Cordelli

Fixed Income Systems Analyst & Trading Assistant