Director of Sales and Marketing | Joined in 2008

Ms. Yoo is Director of Sales and Marketing with oversight responsibility of new business development, consultant relations and marketing.  She is an equity partner in the firm.

• University of Georgia – BBA
• 22 years experience

Vice President | Joined in 1999

Ms. Janezic is Vice President, Marketing and Client Service.

• Babson College – MBA
• Boston College – BS
• 24 years experience

Assistant Vice President | Joined in 2004

Ms. Catinazzo is Assistant Vice President, Marketing and Client Service.

• University of Massachusetts – BS
• 24 years experience

Portfolio Specialist | Joined in 2011

Mr. Letarte is a Portfolio Specialist working closely with our client service and marketing teams.

• Plymouth State University – BS
• Chartered Financial Analyst^®
• 15 years experience

Portfolio, Client Service, and Compliance Associate | Joined in 2008

Ms. Neily is a Portfolio and Client Service Associate for the Mid Cap Growth strategy.  She also serves as a Compliance Associate.

• University of New Hampshire – BA
• 21 years experience

Portfolio and Client Service Associate | Joined in 2015

Ms. Gensler is a Portfolio and Client Service Associate for the Capital Appreciation and Focus strategies.

• University of Notre Dame – BA
• 17 years experience