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 understanding your unique needs and striving to meet them.

Our Team

Aarti Sharma

New Business Associate

Chris Sutherland, CFP®, CWS®

Wealth Manager & Financial Planner
Senior Vice President

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

Geoffrey D. Chamberlain, CFA

Director of Portfolio Management, Wealth Manager
Senior Vice President

James M. O’Neil Jr., Esq., AEP®

Managing Director of Wealth Management
Senior Vice President

Jason R. Cook, CFA

Research Analyst
Vice President
Jennifer Hall

Jennifer M. Hall, CFP®, AEP®

Wealth Manager
Vice President

Kelly C. McKernan

Wealth Manager
Senior Vice President
Kerry Needham

Kerry L. Needham, IACCP®

Director of Client Services
Senior Vice President

Margaret J. Brennan

Wealth Management Associate
Assistant Vice President

Matthew C. Casieri

Wealth Management Associate

Nancy H. Place

Wealth Manager
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
Vice President

Tim Delaney, CFA, CAIA, CMT®

Trading and Portfolio Implementation Strategist
Vice President