Our experienced team works together on your behalf, applying our expertise across our full range of services.
Weston Howland III, CFA
Partner, Chairman & CEO, Portfolio Manager
Charles E. Clapp III, CFA
Partner, President, Portfolio Manager
F. Gardner Jackson Jr., CFA
Partner, Portfolio Manager
Richard A. M. Lyon, JD, CPA
Partner, Chief Financial Officer
T. Alexandra Gibbs, CFP®
Andrew W. Dupee, CFA
Maureen E. Quigley, CFA
Partner, Chief Compliance Officer, Portfolio Manager
Peter H. Dixon
Partner, Chief Investment Officer, Portfolio Manager
Nicholas B. Crocker, CFA
Partner, Senior Research Analyst, Portfolio Manager
Catherine E. Grundy
Vice President of Foundation Services
Joseph M. Flynn, CPA
Vice President, Tax Manager
Carolyn M. Beatty, CPA
Tax Manager, Controller
Patricia K. Wachsmuth, CPA
Tax Manager
Kevin F. Wall, LLM, CPA
Daniella A. MacRitchie
Portfolio Administrator Manager
Kevin P. Viola
Trading & Operations Manager
Lisa M. MacEwen
Office Manager
Susan M. O’Connell, CTFA
Lead Portfolio Administrator
Valerie T. Bonetti
Receptionist
Lauren T. Carlson
Portfolio Administrator
Ryan A. Chasse
Sophia B. Costley
Operations Specialist
Wanda G. Doles
Administrative Assistant
Julianna W. Donovan
Portfolio Administrator, Content Manager
Nicholas G. Regan
Julie V. Sieng
Tax & Operations Specialist
