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Dedicated to You

When we say we’re committed to our private clients, it’s not just words. We look to deliver on that commitment in everything we do, from being highly accessible and engaged, to knowing your unique needs and striving to meet them in all aspects of our relationship.

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

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800.338.0745 617.338.0700
[email protected]
One Post Office Square
Boston, MA 02109

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