Serving you responsively is key to how we work.
Robert A. O’Neil, Jr., CFA
Principal & Co-Founder
G. Bowen Cook Jr. (“Bo”), CFA
Principal & Director of Research
Paul J. Donovan, CFP®
Principal, CCO, & COO
Catherine M. Kennedy, CFP®
Principal
Timothy M. Malloy, CFP®
Principal
Christopher P. Mikus, CFA, CFP®
Principal
Brett A. Mirliani, CFA, CFP®, CPWA®
Principal
Adam J. Desjardins, CFA
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
