Principals:
Douglas Balsam, CIMA®, Director of Institutional Consulting
Michael Benoit, CIMA®, CFP®, Managing Director
Robert DiMeo, CIMA®, CFP®, Managing Director
James Modelski, CFS, Director of Communication & Education
Matthew Porter, CIMA®, Director of Research Analytics
Matthew Rice, CFA, CAIA, Chief Investment Officer
William Schneider, Managing Director
Chad Tischer, CFP®, Director of Wealth Office Consulting
Institutional Investment Consulting:
Douglas Balsam, CIMA®, Senior Consultant
Jeff Benoit, CIMA®, Director of Taft-Hartley Consulting
Brian Carlson, CFA, Senior Consultant
Linda Coffey, Senior Consultant
Robert DiMeo, CIMA®, CFP®, Senior Consultant
Steven Dufault, CIMA®, Senior Consultant
James Jensen, CIMA®, Senior Consultant
James Modelski, CFS, Director of Communication & Education
Sam Pollack, Senior Consultant
Matthew Porter, CIMA®, Senior Consultant
Matthew Rice, CFA, CAIA, Senior Consultant
William Schneider, Senior Consultant
Stephen Spencer, CIMA®, Senior Consultant
Jeff Barrow, Consultant
Jessica Ludwig, Consultant
Jon Salett, Consultant
Brian White, Consultant
Ryan Horan, Associate
The Wealth Office™:
Michael Benoit, CIMA®, CFP®, Managing Director, The Wealth Office™
Chad Tischer, CFP®, Director of Consulting, The Wealth Office™
Nick Breit, CFP®, Senior Consultant
Jonathon Fellows, CFA, Senior Consultant
Adam Newell, CFA, CFP®, Senior Consultant
Deborah Canale, CRPC®, RP®, Consultant
Joe Cortese, Consultant
Alexander Hock, J.D., Consultant
Bill Parker, CIMA®, Consultant
Heather Linich, Service Associate Manager
Peter Kenney, Service Associate
Jennifer Zepp, Service Associate
Marketing Media/Sales:
Jenna Friedman, Senior Marketing Associate
Brianne Garritano, Marketing Associate
Cris Ohr, Business Development Consultant
John Palda, CIMA®, Business Development Consultant
Terry Sidlow, Business Development Consultant
Firm Professionals:
Scott Blim, Chief Operating Officer
Susan Lerche, Controller
Laura Krelle, Director of Operations
Patricia Murphy, Manager of First Impressions/Receptionist
Deborah Snooks, Office Services Associate