Boston
100 Federal Street, 37th Floor
Boston, MA 02110
PHONE NUMBER: 617 357-9600
TOLL FREE: 877 614-9600
FAX NUMBER: 617 357-9602
Office Head:
William Norris, Head of Boston
Wealth Management Team:
Liza M. Connelly, Director of Trust and Estate Services
Thomas Anderson, CFA, 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
Peter L. Kugeler, Managing Director & Senior Private Banker
Brian Lopez, AIF®, CPFA®, Managing Director & Business Development Officer
Caroline B. McKay, Managing Director & Senior Wealth Strategist
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
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
Joseph A. Beauchaine, CFP®, CAIA, Senior Vice President & Relationship Manager
Jeffrey Beshansky, Senior Vice President & Relationship Manager
Elizabeth L. DeLaitsch, CFP®, Senior Vice President & Relationship Manager
Ryan Joyce, AIF®, CPFA®, Senior Vice President & Relationship Manager
Mark T. Kane, CFP®, Senior Vice President
Martha Lufkin, Senior Vice President & Fiduciary Advisor
Lisa L. O'Connor, Senior Vice President & Associate Relationship Manager
Joanne Papangelis, CFP®, Senior Vice President & Relationship Manager
Emily A. Yiannis, Senior Vice President
Daniel Brady, CFA, CFP®, Vice President & Relationship Manager
Arbora Malushi, Vice President & Associate Relationship Manager
Thomas P. McHugh, Vice President & Associate Relationship Manager
Matthew R. Meikleham, CFA, Vice President & Relationship Manager
Jeanne O'Connell, Vice President & Senior Client Service Manager
Stephen Smith, CFA, Vice President
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
Tara M. Buckley, Associate Vice President
Christine A. Kobyljanec, CFP®, ChFC®, Associate Vice President & Senior Relationship Manager
Carol A. Manzo, Associate Vice President & Client Service Manager
Thomas F. McNamara, Jr., Associate Vice President & Risk Assessment Consultant
Karen D. Paul, Associate Vice President & Associate Relationship Manager
Kaitlyn McCarron, Client Service Manager
Caroline M. Bowne, CTFA, Senior Associate & Senior Client Service Associate
Dawn Dufresne, Trust Administrator
Julia M. Hardigan, Senior Associate, Admin Coordinator & Client Service Specialist
Katherine Lombardi, Senior Associate
Cassius Parker, Senior Associate & Senior Client Service Associate
Paul J. Coletti, Associate
Belinda Kindell, Associate & Client Service Manager
Edward S. McGadden III, Associate
Donna McInnis, Client Service Associate
Michael Molloy, Associate
Carolyn Smith Feyler, Associate
Victor S. Valenzona, Associate
Carly Bardino, Executive Assistant
Firm Leaders:
Bryan Kemp, Executive Director of Operations
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
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
Gary E. Pzegeo, CFA, Managing Director & Head of Fixed Income
Bryan G. Reilly, Managing Director & Co-Portfolio Manager of the Mid-Cap Growth Strategy
Ohm Srinivasan, CFA, Managing Director & Head of Manager Research & Alternative Investments
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
Mac Price, 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
Lori S. Evans, CFA, Vice President & Senior Investment Analyst
John E. Maloney, Vice President & Investment Manager
Christopher J. Matthews, Vice President & Manager, Investment Products Research
Taylor Boudreau, Senior Associate
Michael T. Comiskey, CAIA, Senior Associate
Kathleen Cotter, Senior Associate
Luke Di Marco, Senior Analyst
Chris Kelley, Senior Analyst
Mark A. Zarella, Senior Associate & Investment Analyst
Katherine Zheng, Senior Analyst
Matthew E. Jessup, Associate
Kyle W. Leavitt, CFA, Associate & Investment Analyst
Sean Lim, Equity Research Analyst
Tanay Patel, Associate
Cong Tian, CFA, Associate & Portfolio Manager