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
Billy Cooper, CFP®
Financial Planner
John Trentacoste,
Director of Fixed Income
Emily Lambert, IACCP®
Vice President, Operations
and Chief Compliance Officer
Brett Boyer,
Equity Analyst
Ryan Tomko, CFP®
Portfolio Manager
Charity Willett,
Fixed Income Associate
Greg Farrell
Vice President,
Senior Portfolio Manager
Brian Lester, CFA
Director of Equities
Karen Spinello,
Receptionist,
Administrative Assistant
Todd Artwell,
Senior Fixed Income Analyst
Nancy Sutton,
Senior Client Service Manager
Elizabeth Perry,
Portfolio Operations Manager
Dylan Potter, CFP®,
Vice President, Portfolio Manager
Sarah Swan,
Vice President, Marketing
Mark Thompson,
Equity Analyst