David Holtzman, CFP®, CFA®, CTFA
David Holtzman collaborates with clients to develop personalized financial plans and assists them in achieving their goals by addressing complex planning issues. He joined the company in 2010.
Christine Hindle
Christine Hindle manages and oversees the client services team that’s dedicated to providing exception service and support to clients. She joined the company in 2012.
Mary Rose Hill, CFP®, CTFA
Mary Hill Rose provides comprehensive wealth advisory services to clients, specializing in wealth management and the administration of complex trusts and estates. She joined the company in 2016.
John Fotiou, EA, CTFA
John Fotiou oversees the management and administration of trusts and estates. He joined the company in 2011.
Nancy Fanucchi
Nancy Fanucchi is responsible for supervising the administration of trusts to ensure they are executed according to the terms outlined in the trust agreement. She joined the company in 1999.
Rosemary DuFrayne
Rosemary DuFrayne is responsible for supervising the administration of trusts to ensure they are executed according to the terms outlined in the trust agreement. She joined the company in 2003.
Donald Lyons, CFP®, NSSA
Don Lyons leads an advice-driven, cross-functional team of advisors, including investment advisors and wealth and trust advisors. He joined the company in 2021.
John Bonvetti, CFP®
John Bonvetti collaborates with clients to develop personalized financial plans and assists them in achieving their goals by addressing complex planning issues. He joined the company in 2019.
Scott Sumner, CPA
Scott works with clients to efficiently manage their tax compliance. He is instrumental in tax planning for clients and researches and collaborates with clients, wealth advisors, and portfolio managers on complex tax issues. He joined the company in 2004.
Mark Bradford, CFP®, ChFC®, CRPC®, AEP®, AWMA®
Mark Bradford leads the advisory teams, working closely with Wealth Directors to drive an advice-driven approach resulting in an exceptional client experience. He is responsible for the overall performance of his leadership team as well as their training and development. He joined the company in 2018.