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, Team Executive
Wealth Management Team:
Carly Bardino, Executive Assistant
Julie Barron, Managing Director & Regional Head
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
Nicole M. Argyriadis, Senior Vice President & Senior Trust Advisor
Joseph A. Beauchaine, CFP®, CAIA, Senior Vice President & Relationship Manager
Liza M. Connelly, Managing Director & Fiduciary Advisor
Thomas P. Walsh, CFA, CTFA, Managing Director
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
Emily A. Yiannis, Senior Vice President
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 & Relationship Manager
Taylor Wailes, Vice President & Senior Client Service Manager
Stephen Smith, CFA, Vice President
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
Julia M. Hardigan, Senior Associate, Admin Coordinator & Client Service Specialist
Katherine Lombardi, Senior Associate
Belinda Kindell, Associate & Client Service Manager
Paul J. Coletti, Associate
Victor S. Valenzona, Associate
Edward S. McGadden III, Associate
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
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
Scott M. Burg, CFA, CAIA, Managing Director
Daniel A. Criscuolo, Senior Vice President & Senior Investment Analyst
Sofia Hou, Senior Vice President & Senior Investment Analyst
Keith M. Willar, Senior Vice President & Performance Team Head
Mac Price, CFA, Senior Vice President
Angela Williams, CFA, Senior Vice President
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
Christopher J. Matthews, Vice President & Manager, Investment Products Research
Mark A. Zarella, Senior Associate & Investment Analyst
Michael T. Comiskey, CAIA, Senior Associate
Kathleen Cotter, Senior Associate
Emma J. Szkutak, Performance Analyst
Kyle W. Leavitt, CFA, Associate & Investment Associate
Sean Lim, Equity Research Analyst
Matthew E. Jessup, Associate
Tanay Patel, Associate
Cong Tian, CFA, Associate & Portfolio Analyst
Nicholas Fusco, Trading Specialist