Our associates

BY NAME
ALL BRANCHES
Booth, Thomas A., Boston - Headquarters
Bridges, John, Boston - Headquarters
Caperton, Nomi, Boston - Headquarters
Cully, Robert M., Boston - Headquarters
Davis, Jeffrey, Boston - Headquarters
deVillier, Shawn M., Boston - Headquarters
Figenbaum, Kimberly, CFP®, CRPC®, Boston - Headquarters
Fishman, Jeffrey K., New York City Branch
Folta, Rand G., CFA, Boston - Headquarters
Ingram, Mark, CFA, Boston - Headquarters
Julian, Raymond, CFP®, Boston - Headquarters
Kong, Dolores, CFP®, EA, Boston – Headquarters
Lee, Shaun, Boston - Headquarters
Maloney, Robert B., Boston - Headquarters
Maloney, Tina B., Boston - Headquarters
McNevin, Barnes A. C., III, Boston - Headquarters
O'Brien, Kyle, Boston - Headquarters
Perkins Jr., Richard S., Boston - Headquarters
Sbano, Vincent J., Boston - Headquarters
Stone, Christopher, New York City Branch
Strimaitis, David, Boston - Headquarters
White, Douglas, CFA, Boston - Headquarters