Dedicated to You

When we say we’re committed to our private clients, it’s not just words. We look to deliver on that commitment in everything we do, from being highly accessible and engaged, to knowing your unique needs and striving to meet them in all aspects of our relationship.

Private Client Services Team

Aarti Sharma

New Business Associate

Chris Sutherland, CFP®, CWS®

Senior Vice President
Portfolio Manager & Financial Planner

Daniel T. A. Buckley, CFA

Senior Vice President
Director of Equity Management, Portfolio Manager

David Melanson

Assistant Portfolio Manager

Douglas C. Chamberlain, CFA

President and Chief Executive Officer

Geoffrey D. Chamberlain, CFA

Senior Vice President
Director of Portfolio Management, Portfolio Manager, and Sr. Research Analyst

James M. O’Neil Jr., Esq., AEP®

Senior Vice President
Managing Director of Private Client Services

Jason R. Cook, CFA

Vice President
Research Analyst

Jennifer M. Hall, CFP®

Vice President
Portfolio Manager

Kelly C. McKernan

Senior Vice President
Portfolio Manager

Kerry L. Needham, IACCP®

Senior Vice President
Director of Client Services

Margaret J. Brennan

Assistant Vice President
Assistant Portfolio Manager

Matthew C. Casieri

Assistant Portfolio Manager

Nancy H. Place

Senior Vice President
Portfolio Manager

Santina M. Riley

Assistant Portfolio Manager

Stephen A. Michienzi, CFA

Equity Research Analyst

Tim Delaney, CFA, CMT®

Vice President
Trading and Portfolio Implementation Strategist