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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, 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