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Robert Carpenter
President & CEO
Robert Carpenter
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Joseph Manfredi
Chief Operating Officer
Joseph A. Caputo
Portfolio Manager, Chief Information Officer & Executive Manager
Townsend Hornor Jr.
Managing Director, Wealth Management & Executive Manager
Christopher Kelly
Portfolio Manager and Financial Advisor & Executive Manager
Meghan Manas
Director, Client Services & Executive Manager
Cfp® Joseph A. Caputo
Chief Information Officer Associate Portfolio Manager
