Mark Lamoriello, AIF®
Chief Executive Officer
Andrew S. Zito, AIF®, CPFA®
President / Chief Operating Officer
Sally Hanley-Whitworth, CFP®
Chief Compliance Officer/Vice President - Wealth Advisor
Josh Rose, AIF®
Wealth Advisor
Jeff Lee, MBA, CFP®
Wealth Advisor
Mitchell Lamoriello, CFA®, CFP®
Wealth Advisor
Danny Gay, AIF®
Managing Director
Susan T. Quiles
Manager – Wealth Services
Charmaine Newbold
Reporting and Analytics
Teresa J. Leonard, ERPA, AIF®, QPA, QKA
Vice President, Retirement Plan Services
William F. Hamer
Director - Participant Education, Wealth Advisor
Jeff Roberts, AIF®, CPFA®
Plan Advisor/Manager – Retirement Plan Services
Gwendolyn Farrell
Client Service Associate
Sarah Wilson
Executive Assistant
Jennifer Johnson
Manager – Firm Administration
Andrew Roberts
Investment Analyst