Serving you responsively is key to how we work.
Robert A. O’Neil, Jr., CFA
Principal & Co-Founder
Paul J. Donovan, CFP®
Principal, CCO, & COO
Catherine M. Kennedy, CFP®
Principal
Timothy M. Malloy, CFP®
Principal
Brett A. Mirliani, CFA, CFP®, CPWA®
Principal
G. Bowen Cook Jr. (“Bo”), CFA
Vice President & Director of Research
Adam J. Desjardins, CFA
Vice President
Christopher P. Mikus, CFA, CFP®
Vice President
Taylor Cartaglia
Investment Operations Manager
Joanne E. Powers
Senior Associate
Jessica T. Truong
Senior Associate
Lynne Ames
Associate
Katy L. Colletti
Associate
Kerley Hairston
Associate
Cole Hanifin
Associate
Matthew W. Malicki
Associate
Joseph M. Rizzo
Associate
Susan D. Vallerand
Associate
Retired Co-Founders
Miner A. Crary, CFA
Co-Founder, Of-Counsel
Thomas E. Reilly, Jr., JD, LLM
Co-Founder, Of-Counsel
