Our experienced team works together on your behalf, applying our expertise across our full range of services.
Carolyn M. Beatty, CPA
Tax Manager, Controller
Valerie T. Bonetti
Receptionist
Connor K. Bucklen
Portfolio Administrator
Charles E. Clapp III, CFA
Partner, President, Portfolio Manager
Nicholas B. Crocker, CFA
Partner, Senior Research Analyst, Portfolio Manager
Kyle P. Dionela
Tax Administrator
Peter H. Dixon
Partner, Chief Investment Officer, Portfolio Manager
Wanda G. Doles
Administrative Assistant
Julianna W. Donovan
Content Manager
Andrew W. Dupee, CFA
Partner, Portfolio Manager
Joseph M. Flynn, CPA
Senior Tax Advisor
T. Alexandra Gibbs, CFP®
Catherine E. Grundy
Vice President of Foundation Services
Weston Howland III, CFA
Partner, Chairman & CEO, Portfolio Manager
F. Gardner Jackson Jr., CFA
Susan M. Lally, CTFA
Lead Portfolio Administrator
Richard A. M. Lyon, JD, CPA
Partner, Chief Financial Officer
Lisa M. MacEwen
Office Manager
Daniella A. MacRitchie
Portfolio Administrator Manager
Lauren T. McDonough
Yesha Petal
Junior Tax Preparer
Evan T. Pennoyer
Operations Specialist
Maureen E. Quigley, CFA
Partner, Chief Compliance Officer, Portfolio Manager
Nicholas G. Regan
Marissa C. Russo
Julie V. Sieng
Tax & Operations Specialist
Kevin P. Viola
Trading & Operations Manager
Patricia K. Wachsmuth, CPA
Tax Manager
