Our Team

CFA - President
Office:
(781) 431-1003

Professional Work Experience

Involved in the investment industry since 1993, Greg is responsible for the strategic and...

Vice President, CFP®
Office:
(781) 431-1003

Rich began his career in the financial industry in 1975 after graduating with a Bachelor of Arts degree from Colgate University.  President and...

CFO - Chief Compliance Officer
Office:
(781) 431- 9421

Gil has over 25 years of experience in finance and operations including more than 20 years in the financial services industry.  He has worked for...