Org chart
Robert S. Paolucci
Founder & CEO
Robert S. Paolucci
Collapse
Alissa Amara
Chief Operating Officer
Michael J. Castiello
Chief Compliance Officer
Julina L. Ogilvie
Partner & Wealth Advisor
John P. Hannigan
Wealth Advisor & Director, Financial Planning
Kimberly A. LaFrenais
Director, Client Services
Sam Eberl
Client Service Manager
Theresa V. Donatelli
Senior Wealth Advisor
Romaine A. Macomb
Senior Wealth Advisor
J. Addison McAraw
Senior Wealth Advisor
Colin M. Dugan
Wealth Advisor
Andrew Cialek
Wealth Advisor
Glenn Zavorskas
Wealth Advisor
Louis J. Nistico
Wealth Advisor
Kyle Farrell
Senior Investment Specialist
Kate Hartmann
Client Service Associate
Katherine Roy
Chief Retirement Strategist | JP Morgan Funds
