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Sales and Marketing Team

Our relationship team is committed to forging collaborative long-term partnerships with registered investment advisors and financial advisors. Reach out and let’s work together.

1-617-303-0754

[email protected]

Sales and Marketing Team

Benjamin P. Holcombe

Institutional Sales and Marketing
Vice President

Gregory A. Lally

Fixed Income Portfolio Manager
Senior Vice President

H.L. Jeffrey Johnson

Managing Director, Institutional Business Development
Senior Vice President

Jack F. Telman

Marketing Information Analyst

Jesse Martin

Institutional Sales
Vice President

Jill L. Timlin

Manager, Marketing Communications
Vice President

Redis Kelmendi

New Business Analyst
Vice President

Robert A. Krantz

Chief Operating Officer
SVP, Marketing and Distribution Strategy

Robert L. Conley III, CFA, CIPM®

Senior Performance Analyst
Samantha Martell

Samantha S. Martell

Institutional Client Service Manager
Vice President

Sarah Brodeur

New Business Onboarding Analyst

Vinny Capolupo, CIMA®

Institutional Sales
Vice President
Questions?

800.338.0745
617.338.0700

[email protected]

One Post Office Square
Boston, MA 02109

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