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
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