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