Marketing and Client Service

LEIGH ANNE YOO

Director of Sales and Marketing


AMY L. JANEZIC

Marketing and Client Service


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.

  • University of Georgia – BBA
  • 20 years experience

Vice President | Joined in 1999

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

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

KRISTINA CATINAZZO

Marketing and Client Service


FORREST H. LETARTE, CFA

Portfolio Specialist


Assistant Vice President | Joined in 2004

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

  • University of Massachusetts – BS
  • 22 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®
  • 13 years experience

SARAH J. NEILY

Portfolio and Client Support Associate


DEVON M. GENSLER

Portfolio and Client Support Associate


Portfolio and Client Support Associate | Joined in 2008

Ms. Neily is a Portfolio and Client Support Associate for the Mid Cap Growth strategy.

  • University of New Hampshire – BA
  • 19 years experience

Portfolio and Client Support Associate | Joined in 2015

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

  • University of Notre Dame – BA
  • 15 years experience

SABRINA M. BONIFACE

Portfolio and Client Support Associate



Portfolio and Client Support Associate | Joined in 2016

Ms. Boniface is a Portfolio and Client Support Associate for the Small Cap Growth and Small Cap Value strategies.

  • Stonehill College – BA
  • 9 years experience
 

Marketing and Client Service

LEIGH ANNE YOO

Director of Sales and
Marketing


AMY L. JANEZIC

Marketing and Client Service


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.

  • University of Georgia – BBA
  • 20 years experience

Vice President | Joined in 1999

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

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

KRISTINA CATINAZZO

Marketing and Client Service


FORREST H. LETARTE, CFA

Portfolio Specialist


Assistant Vice President | Joined in 2004

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

  • University of Massachusetts – BS
  • 22 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®
  • 13 years experience

SARAH J. NEILY

Portfolio and Client Support Associate


DEVON M. GENSLER

Portfolio and Client Support Associate


Portfolio and Client Support Associate | Joined in 2008

Ms. Neily is a Portfolio and Client Support Associate for the Mid Cap Growth strategy.

  • University of New Hampshire – BA
  • 19 years experience

Portfolio and Client Support Associate | Joined in 2015

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

  • University of Notre Dame – BA
  • 15 years experience

SABRINA M. BONIFACE

Portfolio and Client Support Associate



Portfolio and Client Support Associate | Joined in 2016

Ms. Boniface is a Portfolio and Client Support Associate for the Small Cap Growth and Small Cap Value strategies.

  • Stonehill College – BA
  • 9 years experience