Our team
Highly experienced. Deeply committed.
With over a century of combined experience in nearly all facets of financial planning and investment management, our team is uniquely qualified to provide what you need. We are highly experienced, deeply committed, and excited to help you achieve your goals.
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Kevin G. Burns
Partner, Chairman
James A. Betzig, CIMA
Partner, Chief Executive Officer
Mark P. Dupont
Partner, President
Bill Loftus
Partner, Chief Revenue Officer
Dana R. Mascalo, CFP®, RLP®, AAMS®, C(k)P®
Partner, Senior Wealth Advisor
James Pratt-Heaney, CIMA®
Managing Partner, Senior Wealth Advisor
W. Michael Smiley
Managing Partner, Senior Wealth Advisor
Lise Robinson, CFP®, CDFA®, AAMS®
Partner, Senior Wealth Advisor
Matthew Gallagher
Partner, Director of Business Development
Matthew Coutcher, CFP®,
Partner, Wealth Advisor
Mike Kazakewich, CRPC®, CFP®
Partner, Senior Wealth Advisor
Jana M. L’Etoile
Partner, Chief Administration Officer
Alisa M. White
Chief Marketing Officer
Jeffrey Kalapos, CFA®, CIMA®
Chief Investment Officer - Private Wealth
Eric Passeri
Chief Investment Officer - Institutional
David James
Senior Wealth Advisor
Kimberly R. Nelson, CFA®, CDFA®
Senior Wealth Advisor
Michael Mahoney, CIMA®, CPWA,®
Investment Consultant
Matthew R. Marini, CFP®
Wealth Advisor
Nicole Ferguson
Associate Wealth Advisor
Alex Roper
Associate Wealth Advisor
Jerilyn Shannon
Director of Business Administration
Kim Forcier
Director of HR
Nicholas Zaccour, CRPC®
Director of Client Service
Voula Varnavelias
Vice President - Client Service
Bethany Leduc
Vice President - Client Service
Bill Garcia
Vice President - Wealth Platforms
Brett St. John, CAIA®
Senior Portfolio Strategist
Christine Pollander
Senior Associate - Business Administration
Cindy White
Senior Associate - Client Service
Mike Caruso, ChFC®
Senior Associate - Client Service
Nadine Smith
Senior Associate - Client Service
Marina Meltz
Senior Associate - Client Service
Alfonzo Fernandez
Portfolio Administrator
Shea DeVito
Associate - Data & Analytics
Ryan Vogel
Associate - Client Service
Audrey Remien
Associate - Client Service
Michael White
Analyst - Investment Services
Selena Izzo
Analyst - Client Service
Victoria Whitcomb
Analyst - Marketing
Mary Orena
Analyst - Client Service