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
Aaron Bock
CFA®
Senior Portfolio Manager, Director of Manager Research
Alex Bodio
Senior Portfolio Associate
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
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
May 06, 2025
Investment Lessons from Recent Market Volatility
April brought many twists and turns for markets. In this video, Focus Partners’ Kevin Grogan breaks down a whirlwind month, including what led to the market swings and some key lessons for investors.
Watch the video
April 30, 2025
Market Perspectives: Q1 2025
What factors influenced the markets in the first quarter of 2025 and how could these developments impact investors?
Read the article
April 29, 2025
Two-Minute Market Focus
In this episode, Chief Investment Officer Todd Jones provides the latest updates on market performance and shares his thoughts on European stocks. He also explores the initial signs of how tariffs may be impacting the broader market.
Listen to the podcast