Meet your
team

We’re ready to support you with all of your financial needs. Your Financial Consultant and dedicated service team will work alongside you every step of the way to make your goals your reality.

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Gregory Holden

Gregory Holden

President, Wealth Management & Institutional Advisory

Chris Petrosino

Christopher Petrosino, CFA®

Head of Investments

Ethan McKenney

Ethan McKenney, CFP®

Chief Client Experience Officer

Nicole Kingsley Brunner

Nicole Kingsley Brunner

Chief Growth Officer

Scott Morabito

Scott Morabito

Chief Operating Officer

Alex Sterba

Alex Sterba, CFP®

Financial Consultant

Andrew Martin

Andrew Martin, CFA®

Senior Investment Analyst

Annleah Jones

Annleah Jones

Relationship Manager

Austin Phillips

Austin Phillips, CFP®

Relationship Manager

Brian Rice

Brian Rice, CRPS®

Relationship Manager

Cathy Pereira

Cathy Pereira, CFP®, CDFA®

Senior Financial Consultant

Chelsea Seibel

Chelsea Seibel, CFP®

Financial Consultant

Christina Drain

Christina Drain, CPA

Tax Consultant

Corey Jackson

Corey Jackson, CFP®

Senior Financial Consultant

Craig Abbott

Craig Abbott, CEBS®, CPC®, QPA®

Vice President/Director, Defined Contribution Services

Crysten Parker

Crysten Parker

Financial Consultant

Dana Vosburgh

Dana Vosburgh, CFP®

Managing Director of Specialized Wealth Services

Daniel FitzMorris

Daniel FitzMorris

Relationship Manager

David Immonen, CFA®

Senior Financial Consultant

David Sutton

David Sutton

Financial Consultant

Dawn Novak

Dawn Novak, ChFC®

Relationship Manager

Douglas Hilfiker

Douglas Hilfiker

Senior Financial Consultant

Gerald Gugger

Gerald Gugger, CFA®

Senior Financial Consultant

Ioannis (Yanni) Profylienos

Ioannis (Yanni) Profylienos

Senior Financial Consultant

Jack Knapton

Jack Knapton, CFP®, CEPA®

Financial Consultant

Jeff McCormack, CFA®

Senior Financial Consultant

Joseph Kross, CFP®

Financial Consultant

Katelyn Whitney

Relationship Manager

Kelly Covley

Kelly Covley, CFA®, CAIA

Senior Investment Analyst

Kimberly Soles

Kimberly Soles

Relationship Manager

Kristina Chan Sickmond

Kristina Chan Sickmond, CFP®

Senior Relationship Manager

Kyle Ryan

Kyle Ryan

Senior Financial Consultant

Margaret Jeffries

Margaret Jeffries, CFP®

Wealth Management Consultant

Mark Ricci

Senior Financial Consultant

Michael DeWind

Relationship Manager

Nicholas Cintineo

Nicholas Cintineo, CFA®, CIPM

Nicholas Cintineo, CFA® Endowment & Foundation Service Lead

Paul Battaglia

Paul Battaglia

President & Chief Financial Officer

Rebecca Galliford

Rebecca Galliford, CFP®

Financial Consultant

Robert Conrad

Senior Financial Consultant

Robin Yacovetta, CFP®

Senior Financial Consultant

Ryan Hohensee

Ryan Hohensee, CFP®

Relationship Manager

Seth Truesdell

Seth Truesdell

Relationship Manager

Spencer Offredo

Spencer Offredo

Relationship Manager

Susan Pilon, CFP®

Senior Financial Consultant

Thomas Stedman

Thomas Stedman, CFP®, EA

Financial Consultant

Veronica Van Nest

Veronica Van Nest, JD

Director of Trust Services

Zachary Pipoly, WMS, AAMS, CRPC

Financial Consultant