Office head:

William Norris, Head of Boston

Wealth management team:

Liza M. Connelly, Managing Director & Director of Trust and Estate Services

Thomas Anderson, CFA®, Managing Director & Senior Relationship Manager

Joseph A. Beauchaine, CFP®, CAIA, Managing Director & Senior Relationship Manager

Karen Bratt, Managing Director & Private Banking Advisor

Kimberly A. Dwyer, Managing Director & Senior Relationship Manager

Susan E. Farris, CFA, Managing Director & Senior Relationship Manager

Alan S. Fields, Managing Director & Senior Relationship Manager

Lizabeth P. Fisher, Managing Director & Senior Relationship Manager

Martina A.R. Frangis, Managing Director & Senior Relationship Manager

Mark R. Gudaitis, CFA, Managing Director & Senior Relationship Manager

Mark T. Kane, CFP®, CEPA​, Managing Director & Business Development Officer

Brian Lopez, AIF®, CPFA®, Managing Director & Business Development Officer

Caroline B. McKay, Managing Director & Senior Wealth Strategist

Matthew R. Meikleham, CFA, Managing Director & Senior Relationship Manager

Eric S. Riak, CFP^®, Managing Director & Senior Relationship Manager

Judith A. Saxe, AEP^®, CAP^®, Managing Director & Director of Research and Education

Thomas P. Walsh, CFA, Managing Director & Senior Relationship Manager

Brad Wilson, Managing Director & Senior Relationship Manager

Justin S. Amico, Senior Vice President & Relationship Manager

Nicole M. Argyriadis, Senior Vice President & Senior Trust Advisor

Daniel Brady, CFA, CFP^®, Senior Vice President & Relationship Manager

Elizabeth L. DeLaitsch, CFP^®, Senior Vice President & Relationship Manager

Paul Fortin, CAIA®, Senior Vice President & Senior Relationship Manager

Ryan Joyce, AIF®, CPFA®, Senior Vice President & Relationship Manager

Martha Lufkin, Senior Vice President & Fiduciary Advisor

Rich Mullaney, CFP®,​ Senior Vice President & Senior Relationship Manager

Lisa L. O'Connor, Senior Vice President & Associate Relationship Manager

Joanne Papangelis, CFP^®, Senior Vice President & Relationship Manager

Emily A. Yiannis, Senior Vice President & Senior Relationship Manager

Jeffrey Beshansky, Vice President & Associate Relationship Manager

Arbora Malushi, Vice President & Associate Relationship Manager

Thomas P. McHugh, Vice President & Relationship Manager

Thomas F. McNamara, Jr., Vice President & Client Service Manager

Jeanne O'Connell, Vice President & Senior Client Service Manager

Stephen Smith, CFA, Vice President & Relationship Manager

Brian A. St. Germain, Vice President & Associate Relationship Manager

John E. Switchenko, CTFA, CFP^®, Vice President & Relationship Manager 

Taylor Wailes, Vice President & Senior Client Service Manager

Caroline M. Bowne, CTFA, Associate Vice President & Senior Specialist in Client Support 

Tara M. Buckley, CFP® , Associate Vice President & Associate Relationship Manager 

Christine A. Kobyljanec, CFP^®, ChFC^®, Associate Vice President & Associate Relationship Manager

Carol A. Manzo,  Associate Vice President & Senior Client Service Manager

Tanay Patel, Associate Vice President & Research Associate

Karen D. Paul, CFP®​, Associate Vice President & Associate Relationship Manager

Dawn Dufresne, Trust Administrator

Taylor Boudreau, Senior Associate & Client Support

Karen Lescinskas, Officer & Private Banker

Katherine Lombardi, Senior Associate & Senior Client Service Associate

Cassius Parker, Senior Associate & Senior Client Service Associate

Avery Taylor, Senior Client Service Associate

Paul J. Coletti, Associate & Tax Associate

Belinda Kindell, Associate & Client Service Manager

Christopher Maeda, Associate & Client Service Manager

Edward S. McGadden III, Associate Private Banker

Donna McInnis, Client Service Associate

Julia Needham, Associate & Client Service Specialist

Carolyn Smith Feyler, Associate & Client Service Associate

Sean Smith, Associate & Client Service Associate

Harry Stevenson, Associate & Client Service Associate

Victor S. Valenzona, Associate & Senior Fiduciary and Tax Associate

Carly Bardino, Executive Assistant

Firm leaders:

Lisa M. Garcia, Chief Risk Officer

Bryan Kemp, Executive Director of Operations

Kevin McKiernan, Executive Director, Compliance

Aaron B. Shields, CTFA, Director, Tax

Jeffrey S. Thomas, CFA, Vice Chairman - Boston & Senior Relationship Manager

Investment team:

David L. Donabedian, CFA, Chief Investment Officer

Patricia A. Bannan, CFA, Managing Director & Head of Equities

Gary E. Pzegeo, CFA, Managing Director & Head of Fixed Income 

Ohm Srinivasan, CFA, Managing Director & Head of Manager Research & Alternative Investments

Sean R. Brophy, Managing Director & Director of Investment Administration

Christopher J. Lanouette, CFA, Managing Director & Investment Manager

Sid Nargundkar, CFA, Managing Director & Portfolio Manager

Jonathan Piskorowski, CFA, Managing Director & Portfolio Manager

Bryan G. Reilly, Managing Director & Portfolio Manager 

Daniel A. Criscuolo, Senior Vice President & Senior Investment Analyst

Sofia Hou, Senior Vice President & Senior Investment Analyst 

Jeffrey B. Lee, CFA, Senior Vice President & Senior Investment Analyst 

Christopher J. Matthews, Senior Vice President & Investment Associate

Mac Price, CFA, Senior Vice President & Senior Investment Analyst

Nick Schwartzstein, CFA, Senior Vice President & Senior Investment Analyst

Mark Sigal, Senior Vice President & Senior Investment Analyst

Keith M. Willar, Senior Vice President & Performance Team Head 

Angela Williams, CFA, Senior Vice President & Senior Investment Analyst

Lori S. Evans, CFA, Vice President & Senior Investment Analyst 

Michael T. Comiskey, CAIA, Vice President & Investment Analyst

Kyle W. Leavitt, CFA, Vice President & Investment Analyst

Mark A. Zarella, Vice President & Manager of Investments

James Murphy, Associate Vice President & Manager, Fixed Income Research and Trading 

Kathleen Cotter, Senior Associate

Luke Di Marco, Senior Analyst, Operations

Matthew E. Jessup, CFA, Associate & Fixed Income Research Associate

Cong Tian, CFA, Associate & Portfolio Manager

Sean Lim, Equity Research Analyst

Kyle McDonough, CFA, Equity Research Analyst

Ben Nguyen, Investment Portfolio Analyst

Matthew White, Investment Associate