Boston Office

Vincent Smith, AIF^®

Managing Director, Co-Head of Defined Contribution

Ted Dawson

Vice President

Vivian Alvarado

Client Service Associate

Sean Roopcharan

Client Service Associate

Will Boisseau, CFA

Vice President

Carol McShera

Senior Vice President

Ryan Murphy

Managing Director

Kevin O'Connell, CFA

Senior Vice President

Brian Samuels

Managing Director

Leah Butler

Advisor Associate

William Delaney

Advisor Associate

Claire C. Ellis

Advisor Associate

Catherine E. Guanci

Advisor Associate

Anne D. Haynes

Senior Advisor Associate

Eliza Lockwood

Advisor Associate

Brooke W. Robinson

Advisor Associate