About / Our People

Our experienced team works together on your behalf, applying our expertise across a full range of services.

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Courtney Amato, CPA, CFP®

Senior Tax Manager

Meet Courtney
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Carolyn Beatty, CPA

Co-Chair of Tax Department

Meet Carolyn
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Valerie Bonetti

Receptionist

Meet Valerie
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Connor Bucklen

Portfolio Administrator

Meet Connor
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Faisal Butt, CFA, FRM

Partner, Director of Research, Assistant Portfolio Manager

Meet Faisal
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Hong Chen, CPA

Tax Manager

Meet Hong
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Charles Clapp III, CFA

Partner, President, Portfolio Manager

Meet Charlie
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Meredith Correia

Portfolio Administrator

Meet Meredith
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Nicholas Crocker, CFA

Partner, Portfolio Manager

Meet Nick

Kyle Dionela

Tax Administrator

Meet Kyle
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Peter Dixon

Partner, Chief Investment Officer, Portfolio Manager

Meet Peter
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Julianna Donovan

Marketing Manager

Meet Juls
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Andrew Dupee, CFA

Partner, Portfolio Manager

Meet Andrew
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Fiona Finn

Portfolio Administrator

Meet Fiona
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T. Alexandra Gibbs, CFP®,CDFA®

Partner, Portfolio Manager

Meet Lexi
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Theodore Giomakis

Tax Senior

Meet Theo
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Kate Grundy

Vice President of Foundation Services

Meet Kate
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Weston Howland III, CFA

Partner, Chairman & CEO, Portfolio Manager

Meet Tony
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Kevin Keough

Operations Specialist

Meet Kevin
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Steven Kirk

Portfolio Administrator

Meet Steven
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Richard Kutia, J.D., LL.M

Chief Fiduciary Officer

Meet Rich
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Eoin Lane

Operations & Fund Administrator

Meet Eoin
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Dionne Lewis

Portfolio Administrator

Meet Dionne
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Peggy Li, CPA

Senior Tax Manager

Meet Peggy
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Lisa MacEwen, SHRM-CP

Office & Human Resources Manager

Meet Lisa
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Daniella MacRitchie

Partner, Chief Operating Officer

Meet Daniella
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Lauren McDonough, IAACP®

Portfolio Administrator Manager

Meet Lauren
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Samuel Ober, CFA

Portfolio Manager

Meet Sam
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Evan Pennoyer

Client Operations Specialist

Meet Evan
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Maureen Quigley, CFA

Partner, Portfolio Manager, Chief Compliance Officer

Meet Maureen
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Cameron Rahbar, MST, CFP®, AEP®

Portfolio Manager, Wealth Strategist

Meet Cameron
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Nicholas Regan

Portfolio Analyst

Meet Nicholas
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Andrew Swanson

Portfolio Manager

Meet Andrew
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Kevin Viola

Trading & Operations Manager

Meet Kevin
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Patricia Wachsmuth, CPA

Co-Chair of Tax Department

Meet Patty
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Kayla Wiggin

Grants Manager

Meet Kayla

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