Boston - One Boston Place
Proudly Serving Boston
Boston - One Boston Place
201 Washington St
11th Floor
Boston, MA 02108


Your Boston Team
Callahan Ceplenski
CFP®
Wealth Advisor
Denise Duffy
JD
Senior Wealth Advisor
Ian Cole
CFP®, CFA®
Senior Wealth Advisor
Adam Firely
CFP®, CPA
Senior Wealth Advisor
Matthew Gordon
CFP®
Senior Wealth Advisor
Chris Holton
CFP®, EA
Senior Wealth Advisor
Matthew Ilteris
CFP®, EA
Senior Wealth Advisor
Jim Johnston
CFP®
Senior Wealth Advisor
Andrew Belastock
CFA®
Portfolio Strategist
Scott Berlinguet
Associate Wealth Advisor
Aaron Bock
CFA®
Senior Portfolio Manager, Director of Manager Research
Alex Bodio
Advisory Team Analyst
Adam Bowers
CFP®
Associate Wealth Advisor
Kevin Charles
CPA
Senior Tax Manager
Tiffany Choice
Client Service Manager
Edward Ciancarelli
CFA®, MBA
Senior Portfolio Manager
Clare Ciervo
CFP®
Wealth Advisor
Adam Davis
CPA
Tax Manager
Colin Fitzgibbons
Associate Wealth Advisor
Quin Foreman
Portfolio Associate
Justin Gilmartin
JD
Managing Director, Tax Services
Seth Hieken
CFA®
Senior Portfolio Manager, Director of In-House Solutions
Anthony Huynh
Portfolio Associate
Sean Kelly
CFA®, CPA, MST, MSFP, MSM
Director, Tax Services
Robert Kluchko
MBA
Director, Portfolio Implementation
Stephanie Lang
Client Service Manager
Brandon Lappin
Associate Wealth Advisor
Thomas Leire
Portfolio Associate
Anthony Lischio
Senior Portfolio Associate
Roderick Macdonald
JD, CFP®
Senior Wealth Advisor
Beltran Maroto-Tobias
Associate Wealth Advisor
Brian Mejia
Client Service Manager
John Milone
Portfolio Associate
Alexandra Miska
Client Service Manager
Tyler Murphy
CFP®
Associate Wealth Advisor
Mack Nelson
Senior Wealth Advisor
Colin Place
Portfolio Associate
Owen Plourde
Client Service Manager
Kimberly Primavera
Recruiter
Stephen Sadler
JD
Senior Wealth Advisor
Ted Schiela
Senior Wealth Advisor
Robert Schundler
CFA®
Senior Portfolio Manager, Director of Research
David Shaw
CFP®
Wealth Advisor
William Smiegal
CFP®
Senior Wealth Advisor
Lori Stanger
MBA, CFP®
Associate Wealth Advisor
Connor Sullivan
CFP®
Senior Wealth Advisor
David Sullivan
CFP®
Wealth Advisor
Erin Sullivan
CFP®
Senior Wealth Advisor
Margaret Watson
CPA, CFP®
Wealth Advisor
Andrew Wike
Portfolio Associate
Joseph Salvati
CFP®
Senior Wealth Advisor
Enjoy some of our latest resources
July 15, 2025
Quarterly Investment Commentary: July 2025
After a shaky start to the second quarter—fueled by tariffs, weak consumer confidence, and volatility—markets ended notably higher. The quarter reinforced a familiar theme: political shocks make for good headlines but rarely shift market direction over the long run.
Read the articleJuly 15, 2025
What Impact Could Oil Prices Have on Investors?
Oil prices have fluctuated in recent weeks as tensions in oil-producing regions have raised concerns about global energy supply. While such conflicts historically triggered sharp market reactions, today’s economic landscape tells a different story. In this video, Focus Partner’s Jason Blackwell explores why oil's influence on investors has diminished over time.
Watch the videoJuly 09, 2025
One Big Beautiful Bill: A Summary for Tax Planning
The recently passed tax and spending package includes several notable changes that could have significant tax implications for your financial plan. Whether you’re focused on wealth preservation, retirement, or generational planning, here’s a quick look at some of what’s staying the same, what’s changing, and what’s completely new.
Read the article