Boston Office
Our Boston Team
Vivian Alvarado
Client Service Associate
Will Boisseau, CFA®
Vice President
Leah Butler
Advisor Associate
Ted Dawson
Vice President
William Delaney
Advisor Associate
Claire C. Ellis
Advisor Associate
Catherine E. Guanci
Advisor Associate
Anne D. Haynes
Senior Advisor Associate
Eliza Lockwood
Advisor Associate
Carol McShera, AIF®
Senior Vice President
Ryan Murphy
Managing Director
Kevin O'Connell, CFA®
Senior Vice President
Brooke W. Robinson
Advisor Associate
Sean Roopcharan
Client Service Associate
Brian Samuels, CFA®
Managing Director
Vincent Smith, AIF®
Managing Director, Co-Head of Defined Contribution