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Dedicated to You

When we say we’re committed to our 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.

Our Team

Aarti Sharma

New Business Associate

Chris Sutherland, CFP®, CWS®

Senior Vice President

Wealth Manager & Financial Planner

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

Geoffrey D. Chamberlain, CFA

Senior Vice President

Director of Portfolio Management, Wealth Manager

James M. O’Neil Jr., Esq., AEP®

Senior Vice President

Managing Director of Wealth Management

Jason R. Cook, CFA

Research Analyst

Jennifer M. Hall, CFP®, AEP®

Kelly C. McKernan

Senior Vice President

Kerry L. Needham, IACCP®

Senior Vice President

Director of Client Services

Margaret J. Brennan

Assistant Vice President

Wealth Management Associate

Matthew C. Casieri

Wealth Management Associate

Nancy H. Place

Senior Vice President

Santina M. Riley

Wealth Management Associate

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