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, Managing Director & Director of Trust and Estate Services
Thomas Anderson, CFA®, Managing Director & Senior Relationship Manager
Joseph A. Beauchaine, CFP®, CAIA, 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
Mark T. Kane, CFP®, CEPA, Managing Director & Business Development Officer
Brian Lopez, AIF®, CPFA®, Managing Director & Business Development Officer
Caroline B. McKay, Managing Director & Senior Wealth Strategist
Matthew R. Meikleham, CFA, Managing Director & Senior Relationship Manager
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
Daniel Brady, CFA, CFP®, 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
Martha Lufkin, Senior Vice President & Fiduciary Advisor
Rich Mullaney, CFP®, Senior Vice President & Senior Relationship Manager
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
Jeffrey Beshansky, Vice President & Associate Relationship Manager
Arbora Malushi, Vice President & Associate Relationship Manager
Thomas P. McHugh, Vice President & Relationship Manager
Thomas F. McNamara, Jr., Vice President & Client Service 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
Caroline M. Bowne, CTFA, Associate Vice President & Senior Specialist in Client Support
Tara M. Buckley, CFP® , Associate Vice President & Associate Relationship Manager
Christine A. Kobyljanec, CFP®, ChFC®, Associate Vice President & Associate Relationship Manager
Carol A. Manzo, Associate Vice President & Senior Client Service Manager
Tanay Patel, Associate Vice President & Research Associate
Karen D. Paul, CFP®, Associate Vice President & Associate Relationship Manager
Dawn Dufresne, Trust Administrator
Taylor Boudreau, Senior Associate & Client Support
Karen Lescinskas, Officer & Private Banker
Katherine Lombardi, Senior Associate & Senior Client Service Associate
Cassius Parker, Senior Associate & Senior Client Service Associate
Avery Taylor, 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
Julia Needham, Associate & Client Service Specialist
Carolyn Smith Feyler, Associate & Client Service Associate
Sean Smith, Associate & Client Service Associate
Harry Stevenson, Associate & Client Service Associate
Victor S. Valenzona, Associate & Senior Fiduciary and Tax Associate
Carly Bardino, Executive Assistant
Firm leaders:
Lisa M. Garcia, Chief Risk Officer
Bryan Kemp, Executive Director of Operations
Kevin McKiernan, Executive Director, Compliance
Aaron B. Shields, CTFA, Director, Tax
Jeffrey S. Thomas, CFA, Vice Chairman - Boston & Senior Relationship Manager
Investment team:
David L. Donabedian, CFA, Chief Investment Officer
Patricia A. Bannan, CFA, Managing Director & Head of Equities
Gary E. Pzegeo, CFA, Managing Director & Head of Fixed Income
Ohm Srinivasan, CFA, Managing Director & Head of Manager Research & Alternative Investments
Sean R. Brophy, Managing Director & Director of Investment Administration
Christopher J. Lanouette, CFA, Managing Director & Investment Manager
Sid Nargundkar, CFA, Managing Director & Portfolio Manager
Jonathan Piskorowski, CFA, Managing Director & Portfolio Manager
Bryan G. Reilly, Managing Director & Portfolio Manager
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
Christopher J. Matthews, Senior Vice President & Investment Associate
Mac Price, CFA, Senior Vice President & Senior Investment Analyst
Nick Schwartzstein, 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
Michael T. Comiskey, CAIA, Vice President & Investment Analyst
Kyle W. Leavitt, CFA, Vice President & Investment Analyst
Mark A. Zarella, Vice President & Manager of Investments
James Murphy, Associate Vice President & Manager, Fixed Income Research and Trading
Kathleen Cotter, Senior Associate
Luke Di Marco, Senior Analyst, Operations
Matthew E. Jessup, CFA, Associate & Fixed Income Research Associate
Cong Tian, CFA, Associate & Portfolio Manager
Sean Lim, Equity Research Analyst
Kyle McDonough, CFA, Equity Research Analyst
Ben Nguyen, Investment Portfolio Analyst
Matthew White, Investment Associate