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A Different Practice For A Differentiating Experience

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Our team-based model reflects a core belief: traditional wealth management often falls short in planning, continuity and collaboration. We built our practice differently, to help you benefit from a coordinated and thoughtful experience.

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As a virtual family office, we combine concierge-level wealth management services with coordination across your broader advisory team, including your CPA and attorney. This more connected approach helps ensure financial decisions are aligned, communication is streamlined, and important details are considered.

That belief has shaped the way we have built the practice—and helped shape the practice we are today:

32 Wealth Professionals

30 Total Designations

Experience a team structure that is intentionally collaborative, personal, and high-touch, allowing clients to benefit from multiple perspectives within one coordinated team.

Get to know the people behind our practice by reading the biographies below.

 

Meet Your Wealth Guides
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Peter Cotter

Managing Director - Investments
Senior Financial Advisor

View Peter Cotter's Bio

Robert Donovan

Managing Director - Investments
Senior Financial Advisor

View Robert Donovan's Bio

Timothy Fortune

Managing Director - Investments
Private Wealth Financial Advisor
Senior Financial Advisor

View Timothy Fortune's Bio

Brendon Hutchins, CFP

Managing Director - Investments
Senior Financial Advisor

View Brendon Hutchins' Bio

William Jarry, CFP, CEPA, CDFA, MBA

Managing Director - Investments
Private Wealth Financial Advisor
Senior Financial Advisor

View William Jarry's Bio

Peter Landry, MBA

Managing Director - Investments
Private Wealth Financial Advisor
Senior Financial Advisor

View Peter Landry's Bio

David Mogan, CFP, CRPC

Managing Director - Investments
Senior Financial Advisor

View David Mogan's Bio

Timothy Mogan, CFP, CEPA

Senior Vice President - Investments
Senior Financial Advisor

View Timothy Mogan's Bio

Barry O'Neil

Managing Director - Investments

View Barry O'Neil's Bio

Kenneth Simon

Managing Director - Investments
Senior Financial Advisor

View Kenneth Simon's Bio

Michael Murphy, CEPA, CRPS

Managing Director - Investments
Senior Financial Advisor

View Michael Murphy's Bio

Samuel Sinclair, CFP

Managing Director - Investments
Private Wealth Financial Advisor
Senior Financial Advisor

View Samuel Sinclair's Bio

Stephen Sypek

Managing Director - Investments
Senior Financial Advisor

View Stephen Sypek's Bio

Stephen Sypek II, CFA, CPA

Senior Financial Advisor

View Stephen Sypek II's Bio

Paula Mogan, CFP, ADPA

    View Paula Mogan's Bio

    Your Portfolio Team
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    Lawrence F. DePaulis, CFA, MBA

    Managing Director - Investments
    Private Wealth Financial Advisor
    Senior Financial Advisor

    View Lawrence F. DePaulis' Bio

    Sally Stone

    Client Performance Analyst
    Vice President

    View Sally Stone's Bio

    Russell Smith, MBA

    First Vice President - Investments
    Senior Financial Advisor

    View Russell Smith's Bio

    Alice Do

    Senior Client Associate

    View Alice Do's Bio

    Your Wealth Strategy Consultants
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    Catherine Godfrey, CLU

    Wealth Planning Consultant
    Assistant Vice President

    View Catherine Godfrey's Bio

    John Landry, CFP, AAMS, MBA

    Wealth Planning Consultant
    Assistant Vice President

    View John Landry's Bio

    Shannon Mikus, CFP, ChSNC, RICP, MBA

    Senior Wealth Planning Consultant
    Senior Assistant Vice President

    View Shannon Mikus' Bio

    Meghan Walsh, CFP

    Wealth Planning Consultant
    Assistant Vice President

    View Meghan Walsh's Bio

    Your Service Associates
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    Cameron Bresciani

    Senior Registered Client Associate

    View Cameron Bresciani's Bio

    Susan Carberry

    Senior Client Associate

    View Susan Carberry's Bio

    Jamie Connelly

    Senior Registered Client Associate

    View Jamie Connelly's Bio

    Christina DelGuidice

    Senior Registered Client Associate

    View Christina DelGuidice's Bio

    Denise Donahue, FPQP

    Wealth Planning Consultant
    Assistant Vice President

    View Denise Donahue's Bio

    Bridget Kondrat

    Client Associate

    View Bridget Kondrat's Bio

    Elsa Ramage

    Senior Client Associate

    View Elsa Ramage's Bio

    Laura Revasz

    Senior Registered Client Associate

    View Laura Revasz's Bio

    Debra Rosati

    Senior Client Associate

    View Debra Rosati's Bio

    Dylan Tirrell, MBA

    Senior Registered Client Associate

    View Dylan Tirrell's Bio

    Inna Savich

    Senior Registered Client Associate

    View Inna Savich's Bio

    How Our Team Works Together

    Our clients benefit from the shared strengths of a coordinated team, with each professional contributing specialized insight.

    • Investment leadership and portfolio oversight guided by our Chief Investment Officer.
    • Wealth planning and client guidance led by experienced advisors who help families navigate important decisions.
    • Specialized support in areas such as client engagement events that strengthen and enhance the overall client experience.

    Contact Us Today
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