Skip to Content
- Our Firm
- About Us
- Our History
- Our Philosophy
- Our Team
- Stephen J. Rich
- Joseph R. Gaffoglio, CFA, CPA
- Jamie Zendel, FRM
- Christopher Malfant
- Thaddeus Pollock, CFA, CAIA
- Jeff Young
- Joseph P. O'Reilly
- Erik Wennerstrum, CPA
- Jacqueline Sabella
- Martin Fetherston, CFA
- John M. Polcari
- Jerry H. Tempelman, CFA
- Jay Lewis, CFA
- Kevin F. Frain. Jr.
- Duygu Akyatan
- Isabel E. Macalintal
- Brad Ohlmuller, CFA
- Nirav Parikh
- Christopher Butler, CFA
- Eric Lockenvitz, CFA
- Andrew B. Hirschfeld
- Ron Viener
- James Accurso, CFA
- Bryant Law
- Denise Chouinard
- Paul Welsh
- Luwam Samuel
- Olympia L. Crandall
- Andrew Kramer, CFA
- Paul Redclift
- Joni Clark, CFA, CFP®, CRPS
- Sherry Law
- Christian Hootman
- Konstantin Tcherepachenets, CFA, CAIA
- Tyler Mixter
- Products
- Insights
- Contact
- Legal Information
- Privacy and Security Information
- Accessibility
- Site Map
- Form ADV Brochure
- ADV Form
- Business Resumption Plans