Boston - One Boston Place
Proudly Serving Boston
Boston - One Boston Place
201 Washington St
11th Floor
Boston, MA 02108
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Your Boston Team
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Callahan Ceplenski
CFP®
Wealth Advisor
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Denise Duffy
JD
Senior Wealth Advisor
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Ian Cole
CFP®, CFA®
Senior Wealth Advisor
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Adam Firely
CFP®, CPA
Senior Wealth Advisor
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Matthew Gordon
CFP®
Senior Wealth Advisor
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Chris Holton
CFP®, EA
Senior Wealth Advisor
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Matthew Ilteris
CFP®, EA
Senior Wealth Advisor
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Jim Johnston
CFP®
Senior Wealth Advisor
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Christopher Alleman
Equity Research Analyst
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Andrew Belastock
CFA®
Portfolio Strategist
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Aaron Bock
CFA®
Senior Portfolio Manager, Director of Manager Research
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Alex Bodio
Portfolio Associate
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Nicki Bonanno
Director, Operations
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Adam Bowers
CFP®
Associate Wealth Advisor
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Gina Bradley
JD
Chief Operating Officer, Legal Counsel
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Richard Carroll
Manager, Investment Operations
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Ryan Casey
Junior Portfolio Manager
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Kevin Charles
CPA
Tax Manager
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Tiffany Choice
Client Service Manager
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Edward Ciancarelli
CFA®, MBA
Senior Portfolio Manager
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Clare Ciervo
CFP®
Associate Wealth Advisor
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Adam Davis
CPA
Tax Manager
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Duke Duncan
Manager, Portfolio Implementation
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Colin Fitzgibbons
Associate Wealth Advisor
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Quin Foreman
Portfolio Associate
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Justin Gilmartin
JD
Managing Director, Tax Services
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Seth Hieken
CFA®
Senior Portfolio Manager, Director of In-House Solutions
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Anthony Huynh
Portfolio Associate
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Brian Katz
CFA®
Chief Investment Officer, President of Colony Investment Management
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Sean Kelly
CFA®, CPA, MST, MSFP, MSM
Director, Tax Services
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Andrew Kielar
Manager, Portfolio Implementation
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Jeanie Kirkiles
Chief of Staff, Executive Offices
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Robert Kluchko
MBA
Director, Portfolio Implementation
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Stephanie Lang
Client Service Manager
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Brandon Lappin
Associate Wealth Advisor
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Kerri LaRosee
Senior Vice President, Human Capital
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Thomas Leire
Portfolio Associate
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Anthony Lischio
Senior Portfolio Associate
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Roderick Macdonald
JD, CFP®
Senior Wealth Advisor
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Beltran Maroto-Tobias
Client Service Associate
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Brian Mejia
Client Service Associate
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John Milone
Portfolio Associate
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Alexandra Miska
Client Service Manager
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Tyler Murphy
CFP®
Associate Wealth Advisor
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Mack Nelson
Senior Wealth Advisor
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Ethan O'Neill
Manager, Investment Operations
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Colin Place
Portfolio Associate
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Owen Plourde
Client Service Associate
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Kimberly Primavera
Recruiter
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Stephen Sadler
JD
Senior Wealth Advisor
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Ted Schiela
Senior Wealth Advisor
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Robert Schundler
CFA®
Senior Portfolio Manager, Director of Research
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David Shaw
CFP®
Wealth Advisor
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William Smiegal
CFP®
Senior Wealth Advisor
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Lori Stanger
MBA, CFP®
Associate Wealth Advisor
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John Stelley
Deputy Chief Compliance Officer
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Connor Sullivan
CFP®
Senior Wealth Advisor
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David Sullivan
CFP®
Wealth Advisor
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Erin Sullivan
CFP®
Senior Wealth Advisor
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Margaret Watson
CPA, CFP®
Wealth Advisor
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Joseph Salvati
CFP®
Senior Wealth Advisor
Enjoy some of our latest resources
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March 25, 2025
Key Considerations Before Investing in Alternatives
As private markets continue to grow, so do alternative investment options like private equity. But are they a good way to diversify beyond traditional stocks and bonds? Focus Partners’ Kevin Grogan explores what alternative investments are and highlights some key considerations before adding them to your portfolio.
Watch the video -
March 18, 2025
Two-Minute Market Focus
In this episode, Todd Jones of Focus Partners' Investment Strategy team provides an update on the recent drawdown in stocks and explores if the outperformance in international developed stocks over domestic stocks could be a sign of an investable trend shift.
Listen to the podcast -
March 17, 2025
Stuck in the Sandwich Generation: Balancing Caregiving Responsibilities with Personal Well-Being
In this Lifestyle Services webinar, Focus Partners Wealth and Intent Clinical share practical strategies and resources to help you balance caregiving demands while maintaining your well-being and ensuring your loved ones thrive.
Watch the video