Meet Our Team

Monica McCarthy CFA®, CDFA®, CPWA®, CEPA®

CHIEF EXECUTIVE OFFICER

Andrew Litzerman CFA®, CMT®, CPWA®

Chief Investment Officer

Christian (Chrissy) Sullivan CTFA, CFP®, CDFA®, CEPA®

Director of Wealth Planning

Laurie Barrett

Director of Client Success

Donald Nelson

Director of Operations and Chief Compliance Officer

Suzanne Russo FPQP®

Investment Services Manager

Chloe McCarthy

Co-Chief Morale Officer

Chloe Litzerman

Co-Chief Morale Officer