Our Firm

Peter Ashley
Vice President, Business Development

J. Devin Birmingham
Managing Director, International

Joseph K. Bragdon
Vice President

David J. Carroll, MST
Principal, CEO

Kathleen_Corrigan Kathleen Corrigan
Manager, Portfolio Construction

Thomas A. Dee, Jr., MBA
Principal, CFO

Brigette B. DiNicola, CLU, CEBS, FALU, ChFC
Principal, Co-COO

Lauren J. DiNitto
Director, New Business

Craig Duda
Manager, Technology

Cheryl A. Dyer
Senior Coordinator, New Business

Tracy B. Fitzsimmons, MBA
Principal, Co-COO

David W. Freeley
Principal, President

Bobby_GallahueBobby Gallahue
Senior Analyst, Portfolio Construction

Amy_GianniniAmy Giannini
Senior Executive Assistant, Sales & Marketing Operations

John R. Gilmartin
Principal, CTO

Karrie Gorman
Senior Account Manager, Portfolio Administration

Kia Jeffery
Account Manager, Portfolio Administration

Katie Jimenez
Associate, New Business

Joe Kawczenski
Managing Director, South Florida

Stephanie Krasco
Coordinator, Sales & Marketing Operations

Sara Lane
Manager, New Business

Neva Lew
Coordinator, Sales & Marketing Operations

Scott Lomes
CMO

Jeffrey M. OstrumJeffrey M. Ostrum, CFP
Managing Principal, Palo Alto

Jenna Ragusa
Account Manager, Portfolio Administration

Meghan Rice
Business Administrator

Ayako Sawanobori
Director

Christina Terry
Senior Analyst, Portfolio Construction

Keith_Tobias

Keith Tobias
Managing Director, Los Angeles

Joel L. Turcotte
Director, Finance

David Valcourt, CFP
Associate Vice President, Client Planning 

Daniel Waintrup
Vice President, Business Development

Melvin A. Warshaw, JD, LLM
Principal, General Counsel

Richard D. Worrell, JD, LLM
Principal