Meet the Team

Margaret J. Brennan

Margaret J. Brennan

Assistant Vice President

Assistant Portfolio Manager
Daniel T. A. Buckley, CFA

Daniel T. A. Buckley, CFA

Senior Vice President

Director of Equity Management, Portfolio Manager
Matthew C. Casieri

Matthew C. Casieri

Assistant Portfolio Manager
Douglas C. Chamberlain, CFA

Douglas C. Chamberlain, CFA

President and Chief Executive Officer
Geoffrey D. Chamberlain, CFA

Geoffrey D. Chamberlain, CFA

Senior Vice President

Director of Portfolio Management, Portfolio Manager, and Sr. Research Analyst
Jason R. Cook, CFA

Jason R. Cook, CFA

Vice President

Research Analyst
Jennifer M. Hall, CFP®

Jennifer M. Hall, CFP®

Vice President

Portfolio Manager
Kelly C. McKernan

Kelly C. McKernan

Senior Vice President

Portfolio Manager
David Melanson

David Melanson

Assistant Portfolio Manager
Stephen A. Michienzi, CFA

Stephen A. Michienzi, CFA

Equity Research Analyst
Kerry L. Needham, IACCP®

Kerry L. Needham, IACCP®

Vice President

Director of Client Services
James M. O’Neil Jr., Esq., AEP®

James M. O’Neil Jr., Esq., AEP®

Senior Vice President

Managing Director of Private Client Services
Nancy H. Place

Nancy H. Place

Senior Vice President

Portfolio Manager
Santina M. Riley

Santina M. Riley

Assistant Portfolio Manager
Aarti Sharma

Aarti Sharma

New Business Associate
Chris Sutherland, CFP®

Chris Sutherland, CFP®

Vice President

Portfolio Manager & Financial Planner
Morgan L. Usen

Morgan L. Usen

Assistant Portfolio Manager
Walter Zagrobski

Walter Zagrobski

Senior Vice President

Portfolio Manager