Other Professionals

SARAH J. JANKOWSKI
Chief Operating Officer

ROBERT E. PHAY, JR.
Chief Compliance Officer and General Counsel
Managing Partner | Chief Operating Officer | Joined in 1996
Ms. Jankowski is Chief Operating Officer with oversight responsibility of client service, operations and administration. An equity partner in the firm, she is a member of the Management Committee.
- Wells College – BA
- 28 years experience
Chief Compliance Officer and General Counsel | Joined in 2019
Mr. Phay is Chief Compliance Officer and General Counsel with oversight responsibility of the firm’s compliance program.
- Columbia University – JD
- Williams College – BA
- 19 years experience

WILLIAM (SKIP) A. CARINO
Chief Information Officer

DAVID OKEREKE, CISSP
Office Automation Administrator
Chief Information Officer | Joined in 2007
- University of Massachusetts – BS
- 38 years experience
Office Automation Administrator | Joined in 2009
- Boston University – MS
- University of Massachusetts – BS
- Certified Information Systems Security Professional
- 20 years experience

JILLIAN P. BERGGREN
Controller

KRISTIN N. WYSOCKI
Accountant
Controller | Joined in 2017
Ms. Berggren is the Controller for the firm.
- Bentley University – MBA
- Bentley University – BS
- 15 years experience
Accountant | Joined in 2019
Ms. Wysocki is an Accountant in the Finance Group.
- Saint Anselm College – BA
- 20 years experience

PAIGE C. EHART
Finance Support Associate

JENNIFER JIMENEZ
Office Administrator
Finance Support Associate | Joined in 2016
- Rollins College – BA
- 7 years experience
Office Administrator | Joined in 2019
Ms. Jimenez is the Office Administrator.
- University of Massachusetts – BA
- 14 years experience

W. RYAN EATON
Operations Manager

MATTHEW H. ETKIND
Operations Associate
Operations Manager | Joined in 2019
Mr. Eaton is the Operations Manager.
- Providence College – BS
- 8 years experience
Operations Associate | Joined in 2019
Mr. Etkind is an Associate in the Operations Group.
- University of Massachusetts – MBA
- University of Massachusetts – BS
- 13 years experience

CONNOR BURFEIND
Operations Associate

JENNIFER M. SULLIVAN
Junior Operations Associate
Operations Associate | Joined in 2020
Mr. Burfeind is an Associate in the Operations Group.
- College of the Holy Cross – BA
- 5 years experience
Junior Operations Associate | Joined in 2016
Ms. Sullivan is a Junior Operations Associate in the Operations Group.
- Boston College – BS
- 4 years experience
Other Professionals

SARAH J. JANKOWSKI
Chief Operating Officer

ROBERT E. PHAY, JR.
Chief Compliance Officer and General Counsel
Managing Partner | Chief Operating Officer | Joined in 1996
Ms. Jankowski is Chief Operating Officer with oversight responsibility of client service, operations and administration. An equity partner in the firm, she is a member of the Management Committee.
- Wells College – BA
- 28 years experience
Chief Compliance Officer and General Counsel | Joined in 2019
Mr. Phay is Chief Compliance Officer and General Counsel with oversight responsibility of the firm’s compliance program.
- Columbia University – JD
- Williams College – BA
- 19 years experience

WILLIAM (SKIP) A. CARINO
Chief Information Officer

DAVID OKEREKE, CISSP
Office Automation Administrator
Chief Information Officer | Joined in 2007
- University of Massachusetts – BS
- 38 years experience
Office Automation Administrator | Joined in 2009
- Boston University – MS
- University of Massachusetts – BS
- Certified Information Systems Security Professional
- 20 years experience

JILLIAN P. BERGGREN
Controller

KRISTIN N. WYSOCKI
Accountant
Controller | Joined in 2017
Ms. Berggren is the Controller for the firm.
- Bentley University – MBA
- Bentley University – BS
- 15 years experience
Accountant | Joined in 2019
Ms. Wysocki is an Accountant in the Finance Group.
- Saint Anselm College – BA
- 20 years experience

PAIGE C. EHART
Finance Support Associate

JENNIFER JIMENEZ
Operations Administrator
Finance Support Associate | Joined in 2016
- Rollins College – BA
- 7 years experience
Office Administrator | Joined in 2019
Ms. Jimenez is the Office Administrator.
- University of Massachusetts – BA
- 14 years experience

RYAN EATON
Operations Manager

MATTHEW H. ETKIND
Operations Associate
Operations Manager | Joined in 2019
Mr. Eaton is the Operations Manager.
- Providence College – BS
- 8 years experience
Operations Associate | Joined in 2019
Mr. Etkind is an Associate in the Operations Group.
- University of Massachusetts – MBA
- University of Massachusetts – BS
- 13 years experience

CONNOR BURFEIND
Operations Associate

JENNIFER M. SULLIVAN
Junior Operations Associate
Operations Associate | Joined in 2020
Mr. Burfeind is an Associate in the Operations Group.
- College of the Holy Cross – BA
- 5 years experience
Junior Operations Associate | Joined in 2016
Ms. Sullivan is a Junior Operations Associate in the Operations Group.
- Boston College – BS
- 4 years experience