54 Friends Lane,
Our partnership with Commonwealth Financial Network®, a Registered Investment Adviser–broker/dealer, provides us access to a team of investment research specialists who assist us in our efforts to provide you with the best possible service. Each of the professionals on this team brings a breadth of experience in the industry and within his or her own specialization.
Managing Principal and Chief Investment Officer
Senior Vice President, Investment Management and Research
Director, Equity Research
Director, Investment Management and Research
Director, Real Asset Investment
Portfolio Manager, Investment Management and Research
Manager, Investment Management and Research
Senior Research Analyst, Equity
Senior Research Analyst, Fixed Income
Senior Research Analyst, Alternatives
Senior Research Analyst, Real Assets
Research Analyst, Equity
Research Analyst, Real Assets
Research Analyst, Fixed Income
Research Associate, Equity
Research Associate, Investment Management and Research
Whether you are investing to build wealth, protect your family, or preserve your assets, our personalized service focuses your needs, wants, and long-term goals.
Our team of professionals have years of experience in financial services. We can help you address your needs of today and for many years to come. We look forward to working with you.