Our Team

Mark R. WetzelPresident(860) 697-7410
Michael E. GossExecutive Vice President(860) 697-7411
Christopher F. Kachmar, CFAManaging Partner & Chief Investment Officer (860) 697-7412
Maureen B. CooperManaging Partner & Chief Operating Officer(860) 697-7424
Ryan T. GardnerManaging Partner & Senior Consultant(860) 697-7416
Karen R. Paulson, CIMA®, PRPManaging Partner & Senior Consultant(860) 697-7413
Christopher J. Rowlins, AIF®Managing Partner & Senior Consultant(860) 697-7446
Anthony J. Tranghese, CFAManaging Partner & Senior Consultant(860) 697-7414
Jeffrey J. CaponePartner & Senior Consultant(860) 697-7445
Michael J. ChasePartner & Senior Consultant (860) 697-7442
Christian S. ColemanPartner & Director, Business Development and Marketing (860) 697-7432
Matthew J. Kaminski, CFA Partner & Director, Manager Research(866) 466-9412
Tyler B. Polk, AIF®Partner & Senior Consultant(860) 697-7452
Vincent M. Smith, AIF®Partner & Senior Consultant(866) 466-9412
Devon C. Francis, CIMA®Senior Consultant (860) 697-7426
Kevin D. O’Brien, CFASenior Consultant(860) 697-7453
Leslie Whitney, AIF®Senior Consultant(207) 467-3087
Brian D. Dillon, AIFA®, ChFC®Consultant(508) 242-9912
Peter D. NadeauConsultant(860) 697-7434
Anissa BerasiMarketing Associate(866) 466-9412
Scott BoultonResearch Analyst & Associate Consultant(866) 466-9412
Richard Carey Associate Research Analyst (866) 466-9412
Patrick Chase, CIPM, PMPDirector, Technology & Performance Monitoring(866) 466-9412
Daniel DuffyAssociate Research Analyst(866) 466-9412
Oakley DuryeaResearch Analyst(866) 466-9412
Christopher DziubasikResearch Analyst(866) 466-9412
Tracey E. FlynnSenior Client Service Associate(866) 466-9412
David M. FontaineSenior Performance Analyst (866) 466-9412
Matthew FratiniResearch Analyst (866) 466-9412
Carrie Gallo Marketing Associate (866) 466-9412
William Garcia Performance Analyst (866) 466-9412
Laura GineoSenior Research Analyst(866) 466-9412
Cody GoodwinResearch Analyst (866) 466-9412
Maura K. Goulart, CFA Director, Client Services(866) 466-9412
Anne Haynes Research Analyst (866) 466-9412
William Horobin Technology Associate(866) 466-9412
Valerie S. Jasinski Research Analyst (866) 466-9412
Andre JoynerMarketing Associate(866) 466-9412
Kristen D. KlausMarketing Consultant(866) 466-9412
Felicia LastraClient Service Associate & New Client Coordinator(866)466-9412
Christopher LedwithResearch Analyst(866) 466-9412
Mary C. Legg, CEBS, CFPFinancial Educator(866) 466-9412
Daniel LojkoAssociate Research Analyst(866) 466-9412
Robert H. Lowry, CFA Senior Research Analyst (866) 466-9412
Katherine M. Marino, AIF®Director, Client Services(866) 466-9412
Andrea McAndrew, CFA Research Analyst (866) 466-9412
Sean P. McCafferyBusiness Development Analyst(866) 466-9412
Lindsay R. MermellClient Service & Research Analyst(866) 466-9412
Carol MorelliAdministrative Assistant(866) 466-9412
James W. O'BrienBusiness Development Associate(860) 697-7472
Maggie C. Percival Accounting Associate (866) 466-9412
Matthew PranaitisAssociate Research Analyst(866) 466-9412
Janet A. RamosSenior Client Service Associate (866) 466-9412
Andrew SalakAssociate Director, Wealth Advisory Services(860) 697-7425
Dennis M. ScarpaResearch Analyst & Associate Consultant (866) 466-9412
Matthew Smith, CFAResearch Analyst (866) 466-9412
Kelly A. SpencerResearch Analyst(866) 466-9412
Paige ThompsonAssociate Research Analyst(866) 466-9412
Chelsea TougasClient Service Associate(866) 466-9412
Marc A. Ursin Senior Performance Analyst (866) 466-9412
Cindy Vitek Client Service Associate (866) 466-9412
Ryan WattsResearch Analyst(866) 466-9412
Susan Woytowicz Senior Research Analyst (866) 466-9412