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Boston

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100 Federal Street, 37th Floor
Boston, MA 02110

 

PHONE NUMBER: 617 357-9600

TOLL FREE: 877 614-9600

FAX NUMBER: 617 357-9602

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Team Boston employees list

Office Head:

William Norris, Team Executive

Wealth Management Team:

Julie Barron, Managing Director & Regional Head

Edward C. Bunn, Managing Director & Senior Relationship Manager

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

Peter L. Kugeler, Managing Director & Senior Private Banker

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

Thomas N. Riley, CFA, Managing Director & Senior Relationship Manager

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

Justin S. Amico, Senior Vice President & Relationship Manager

Joseph A. Beauchaine, CFP®, CAIA, Senior Vice President & Relationship Manager

Liza M. Connelly, Managing Director & Fiduciary Advisor

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

Mark T. Kane, CFP®, Senior Vice President

Caroline B. McKay, Senior Vice President & Senior Wealth Strategist

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

Thomas P. Walsh, CFA, CTFA, Senior Vice President & Senior Relationship Manager

Daniel Brady, CFA, Vice President & Associate Relationship Manager

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

Thomas P. McHugh, Vice President & Associate Relationship Manager

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

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

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

Taylor Wailes, Vice President & Senior Client Service Manager

Emily A. Yiannis, Vice President & Relationship Manager 

Christine A. Kobyljanec, CFP®, ChFC®, Associate Vice President & Senior Client Analyst

Arbora Malushi, Associate Vice President & Associate Relationship Manager

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

Thomas F. McNamara, Jr., Sr. Associate & Risk Assessment Consultant

Karen D. Wehrle, Associate Vice President & Senior Client Analyst

Caroline M. Bowne, CTFA, Senior Associate & Senior Client Service Associate

Tara M. Buckley, Senior Client Service Manager

Hilary J. Champagne, CTFA, Senior Associate & Client Analyst

Dennis Donoghue, Senior Associate & Client Service Manager

Julia M. Hardigan, Senior Associate, Admin Coordinator & Client Service Specialist 

Cara A. McCartin, Senior Associate & Client Analyst

Victor S. Valenzona, Fiduciary and Tax Associate

Belinda Kindell, Associate & Client Service Manager

James P. Motsinger, CFA, Senior Associate & Client Analyst

Firm Leaders:

Sidney F. Queler, Managing Director & Chief Growth Officer

Timothy J. Majer, Managing Director & Director of Business Management

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

Lisa M. Garcia, Chief Risk Officer

Aaron B. Shields, Director, Tax Reporting Services

Kimberly L. Keating, Senior Compliance Officer

Ann K. Regan, Associate Vice President, Office Management

Investment Team:

David L. Donabedian, CFA, Chief Investment Officer

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

Sean R. Brophy, Managing Director & Head of Investment Center of Excellence

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

Sid Nargundkar, CFA, Managing Director & Senior Investment Analyst

Jay Pearlstein, CFA, Managing Director & Senior Portfolio Manager 

Bryan G. Reilly, Managing Director & Co-Portfolio Manager of the Mid-Cap Growth Strategy

Gary E. Pzegeo, CFA, Head of Fixed Income & Co-Manager, Income Opportunities

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

Frederick L. Weiss, CFA, Managing Director & Co-Manager, Mid-Cap Growth Strategy

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

Scott M. Burg, CFA, CAIA, Senior Vice President & Senior Investment Analyst

Sofia Hou, Senior Vice President & Senior Investment Analyst 

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

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

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

John E. Maloney, Vice President & Investment Manager

Mac Price, CFA, Vice President & Investment Analyst 

Christopher J. Matthews, Vice President & Manager, Investment Products Research

Mark A. Zarella, Senior Associate & Investment Analyst

Matthew E. Jessup, Associate & Client Analyst

Kyle W. Leavitt, CFA, Associate & Investment Associate

Sean Lim, Equity Research Analyst

Cong Tian, CFA, Associate & Portfolio Analyst