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:
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
Matthew J. Paquette, Senior Associate & Client Service Manager
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 & Senior Investment Analyst
Gary E. Pzegeo, CFA, Head of Fixed Income & Co-Manager, Income Opportunities
Ohm Srinivasan, CFA, Managing Director & & Co-Manager Hedge Funds
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
Cong Tian, CFA, Associate & Portfolio Analyst