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Jennifer Bagni
Account Manager, Client Services
Boston
Cheryl Dyer
Manager, Case Management
Boston
Sam Filipe
Account Manager, Client Services
Boston
Tashula Gauthier
Director, Case Management
Marina Grimaldo
Administrative Assistant, Sales & Marketing Operations
Palo Alto
David Hegarty
Coordinator, Portfolio Construction
Boston
Ernest Hui, CLU, ChFC
Assistant Vice President, Portfolio Construction
Palo Alto
Sara Lapin
Coordinator, Client Services
Boston
Maddie Nixon
Administrative Assistant, Sales & Marketing Operations
Boston
Jenna Ragusa
Manager, Client Services
Boston
Robert Reynolds
Coordinator, Portfolio Construction
Boston
Caroline Sellers
Administrative Assistant, Sales & Marketing Operations
Boston
David Shaffer
Manager, Portfolio Construction
Shaina Yoo
Case Manager, Case Management
Boston
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