Meet your team
We're Hiring
Craig Cairns,
President
Mary Lisa Sisson
Vice President,
Director of Client Service
Casey Ryan,
Vice President,
Senior Portfolio Manager
Emily Lambert, IACCP®
Vice President, Operations
and Chief Compliance Officer
Dylan Potter, CFP®,
Vice President, Portfolio Manager
Sarah Swan,
Vice President,
Portfolio Manager
John Trentacoste,
Senior Fixed Income Analyst
Billy Cooper, CFP®
Financial Planner
Elizabeth Perry,
Portfolio Operations Manager
Eric Udvari, CFP®, AAMS®
Portfolio Manager
Brett Boyer, CFA
Equity Analyst
Ryan Tomko, CFP®
Portfolio Manager
Charity Willett,
Fixed Income Associate
Greg Farrell
Vice President,
Senior Portfolio Manager
Nancy Sutton,
Senior Client Service Manager
Brian Lester, CFA
Director of Equities
Karen Spinello,
Receptionist,
Administrative Assistant
Todd Artwell,
Director of Fixed Income
Mark Thompson,
Equity Analyst