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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, Managing Director & 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

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

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

Paul Fortin, CAIA®, Senior Vice President & Senior Relationship Manager

Ryan Joyce, AIF®, CPFA®, Senior Vice President & Relationship Manager

Mark T. Kane, CFP®, Senior Vice President & Business Development Officer

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 & Senior Relationship Manager

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 & Relationship Manager

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

Jeffrey Beshansky, Associate Vice President & Associate Relationship Manager

Tara M. Buckley, Associate Vice President & Client Analyst

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

Cassius Parker, Senior Associate & Senior Client Service Associate

Paul J. Coletti, Associate & Tax Associate

Belinda Kindell, Associate & Client Service Manager

Edward S. McGadden III, Associate Private Banker

Donna McInnis, Client Service Associate

Michael Molloy, Associate & Client Service Associate

Carolyn Smith Feyler, Associate & Client Service Associate

Victor S. Valenzona, Associate & Senior Fiduciary And Tax 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 & Senior Investment Analyst

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 & Client Support

Michael T. Comiskey, CAIA, Senior Associate & Senior Investment Analyst

Kathleen Cotter, Senior Associate

Luke Di Marco, Senior Analyst, Operations

Chris Kelley, Senior Analyst

Mark A. Zarella, Senior Associate & Investment Analyst

Katherine Zheng, Senior Analyst

Matthew E. Jessup, Associate & Fixed Income Research Associate

Kyle W. Leavitt, CFA, Associate & Investment Analyst

Sean Lim, Equity Research Analyst

Ben Nguyen, Investment Portfolio Analyst

Tanay Patel, Associate & Investment Associate

Cong Tian, CFA, Associate & Portfolio Manager