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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®

Managing Director, Fixed Income

Senior Vice President

Asofaafetai “Lou” Tukia

Network/Database Administrator, Information Security Officer

Assistant Vice President

Benjamin P. Holcombe

Institutional Sales and Marketing

Caroline Hoffman

Marketing Information Analyst

Caroline R. Schmidt, CFA

Municipal Research Analyst

Assistant Vice President

Chris Sutherland, CFP®, CWS®

Wealth Manager & Financial Planner

Senior Vice President

Clarice Pertel

Jr. Business Systems Analyst

Daniel T. A. Buckley, CFA

Director of Equity Management, Wealth Manager

Senior Vice President

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

Director of Portfolio Management, Wealth Manager

Senior Vice President

Gregory A. Lally

Fixed Income Portfolio Manager

Senior Vice President

Gregory J. Donoghue

Director of Operations

Senior Vice President

H.L. Jeffrey Johnson

Managing Director, Institutional Business Development

Senior Vice President

Ian J. Walsh

New Business Onboarding Analyst

Irving Dunn

Jack F. Telman

Marketing Information Analyst

James C. Quealy, CFA

Head of Municipal Trading

Senior Vice President

James L. Bosland, CFA

Fixed Income Portfolio Manager

Senior Vice President

James M. O’Neil Jr., Esq., AEP®

Managing Director of Wealth Management

Senior Vice President

Jason Apruzzese, CFA

Municipal Research Analyst

Jason Audette

Fixed Income Portfolio Manager and Research Analyst

Senior Vice President

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®

Director of Client Services

Senior Vice President

Lauren E. Middleton

Assistant Treasurer, Corporate Finance

Loretta K. Sullivan

Fixed Income Trader

Assistant Vice President

Lori J. Nazzaro

Senior Operations Manager

Margaret J. Brennan

Wealth Management Associate

Assistant Vice President

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®

Chief Compliance Officer

SVP, In-House Counsel

Michele D. Hubley, IACCP®

Treasurer and Human Resources

Executive Vice President

Nancy H. Place

Senior Vice President

Nathan W. Harris, CFA

Director, Municipal Research

Senior Vice President

Oana Bandar, CFA

Municipal Bond Trader

Punit Shetty

Chief Technology Officer, Managing Director of IT & Operations

Senior Vice President

Redis Kelmendi

New Business Analyst

Robert A. Krantz

Chief Operating Officer

SVP, 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

Head of Municipal Portfolio Management

Senior Vice President

Zachary M. Cordelli

Fixed Income Systems Analyst & Trading Assistant