Contact Us | Account Log In
Paul J. Valickus, CFA, CFP
President, Director
Michael R. Matty, CFA, CFP
Director, Chief Investment Officer
Timothy W. Suffish, CFA, CPA
Vice President
Louis Bartenstein
Paul J. Marchese
Sr. Vice President, Client Services
Brendon C. Hutchins, CFP
Vice President, Client Services
Patricia M. Faginski
Assistant Vice President, Client Services
Amy E. Santarelli
Manager, Client Services
Laurie A. Long
Vice President, Operations
Robert A. LaPre
Vice President, Treasurer
Elizabeth M. Pelkey
Assistant Vice President
Eric M. Hojnoski
Jason Schuck
Assistant Treasurer
Carolino A. Centeno, Jr.
VP-Marketing & Sales
Marion F. Roberts
Administrative Assistant