About Us

Our Team

Meet Our Senior Team.
Steven A. Russo, CFA

President, Chief Executive Officer
508-591-6202

Learn More +
Edward J. Misiolek

Senior Vice President, Operations Officer
508-675-4316

Learn More +
Teresa A.G. Prue, CFP®

Senior Vice President, Head of Fiduciary Services & Administration
508-591-6221

Learn More +
Louis E. Sousa, CFA

Senior Vice President, Chief Investment Officer
508-675-4313

Learn More +
Meet Our Wealth Management Team.
Mark J. Gendreau, CFP®

First Vice President, Investment Officer, Director of Research
508-591-6211

Learn More +
Jeffrey Carter, CFP®

Vice President, Investment Officer
508-591-6217

Learn More +
Thomas B. Miller

Vice President, Wealth Management Officer
774-644-4606

Learn More +
Carol A. Simmons, CTFA, CSA®

Vice President, Wealth Management Officer
508-591-6218

Learn More +
David Weston

Vice President, Wealth Management Officer
774-319-3166

Learn More +
Debra T. Maltais

Vice President, Wealth Management Officer
508-675-4315

Learn More +
Nicole C. Dagle

Vice President, Wealth Management Officer
508-591-6222

Learn More +
Danielle Chiappinelli

Assistant Vice President, Retirement Plan Officer
508-742-4722

Learn More +
Patrick Lynch, CFA

Assistant Vice President, Investment Officer, Research Analyst, Trader
508-591-6210

Learn More +
Charlene Grogan

Senior Wealth Management Associate
508-591-6212

Learn More +
Matthew C. Souza

Investment Analyst, Trader
508-591-6219

Learn More +
Sophea S. Page

Retirement Plan Administrator
508-591-6214

Learn More +