Meet Our Team

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Douglas J Di Cerbo

Wealth Management Advisor

Office 617-531-9525


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James N Pettorelli

Wealth Management Advisor

Office 617-531-9578


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Lauren A Brennan

Director of Operations

Office 617-531-9594


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Dan Pion

Director of Client Relations

Office 617-531-9567


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Stephen J Wadlinger

Associate Wealth Management Advisor

Office 617-531-9573


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Facundo Zalazar

Director of Portfolio Research and Advisory

Office 646-366-6753


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Ian M Wind

Investment Operations Associate

Office 617-531-9666


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Robert Mahoney

Financial Planning Analyst

Office 617-742-6200


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