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Our Team

Investment Management
Financial Planning
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Bridgett is always searching for the best ice cream spots.

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Bridgett M. Abbascia

Client Service Manager

Caroline plays seven instruments!

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Caroline Bailey

Client Service Associate

Jay is a CFP® and enthusiastic hiker.

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Jay Barrett, CFP®, AIF®

Financial Advisor

In her spare time, Christine enjoys home decorating and interior design.

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Christine Barry

Client Service Manager

K is actively involved in Veteran services and is a proud Blue Star Mother.

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Karen A. Belliveau

Senior Client Service Manager

Joe is a CFA Charterholder and enjoys playing men’s league basketball.

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Joe Benoit, CFA

Portfolio Manager

William Bradford, a Pilgrim that came to Massachusetts in 1620 and who was the first Governor of the “Mass Bay Colonies" is one of Bill's ancestors!

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Bill Bradford, CRPC®

Financial Advisor

Adam is an avid sports fan and enjoys visiting local restaurants and wineries with his wife.

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Adam R. Cahoone

Client Service Manager

Adam is a Financial Advisor and family man.

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Adam Clark

Financial Advisor

Janelle is a CFP® and has a twin sister.

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Janelle L. Coulman, CFP®

Financial Advisor

Outside of work he enjoys spending time attending his kids’ activities and sporting events.

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Michael Davide

Chief Compliance Officer, Controller

Justin is a CFP®, father of three daughters, and talented musician.

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Justin C. Davis, CFP®

Financial Advisor

Chris is a CFA Charterholder and enjoys golfing.

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Christopher S. Deeley, CFA

Financial Advisor

Kris speaks 5 languages and loves to crochet while listening to audio books.

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Kris Finn

Client Service Manager

Gwen enjoys boating and fishing with friends and family.

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Gwen Fitzgerald

Performance Analyst

Nicole enjoys reading, crafts, the beach and, most recently, gardening.

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Nicole M. Foran

Client Service Manager and Team Lead

Load More People
Load More People

Our process: Part art. Part science. All about you.

  1. 01.
    Share Info
  3. 02.
    Develop Plan
  5. 03.
    Build Portfolio
  7. 04.
    Actively Manage
  9. 05.
    Review & Revise
Learn More

Latest News & Insights

11.15.24  |  Investment Management

Treasury’s Wild Ride
By Kevin T. Grimes, CFA, CFP®

11.15.24  |  Investment Management

RMI – Be Ready for the “Credit-Quake”
By Kevin T. Grimes, CFA, CFP®

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