Our Team

Meet our Senior Team.

Steven A. Russo, CFA

President, Chief Executive Officer
508-591-6202

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Edward J. Misiolek

Senior Vice President, Operations Officer
508-675-4316

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Teresa A. Prue, CFP®

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

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Louis E. Sousa, CFA

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

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Meet our Wealth Management Team.

Mark J. Gendreau, CFP®

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

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Jeffrey Carter, CFP®

Vice President, Investment Officer
508-591-6217

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Peter J. Morris

Vice President, Investment Officer, Trader
508-591-6205

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Thomas B. Miller

Vice President, Wealth Management Officer
781-320-4865

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Carol Simmons, CTFA, CSA®

Vice President, Wealth Management Officer
508-591-6218

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David Weston

Vice President, Wealth Management Officer
774-319-3166

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Debra T. Maltais

Assistant Vice President, Wealth Management Officer
508-675-4315

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Nicole C. Dagle

Assistant Vice President, Investment Officer
508-691-6222

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Danielle Chiappinelli

Retirement Plan Officer
508-742-4722

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Patrick Lynch, CFA

Investment Officer, Research Analyst, Trader
508-591-6210

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Charlene Grogan

Wealth Management Associate
508-591-6212

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Patrick Briand

Investment Analyst, Trader
508-591-6216

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