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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Andrew Belastock
CFA®
Portfolio Strategist
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Scott Berlinguet
Associate Wealth Advisor
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Aaron Bock
CFA®
Senior Portfolio Manager, Director of Manager Research
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Alex Bodio
Advisory Team Analyst
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Adam Bowers
CFP®
Associate Wealth Advisor
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Kevin Charles
CPA
Senior 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®
Wealth Advisor
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Adam Davis
CPA
Tax Manager
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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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Sean Kelly
CFA®, CPA, MST, MSFP, MSM
Director, Tax Services
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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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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
Associate Wealth Advisor
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Brian Mejia
Client Service Manager
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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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Colin Place
Portfolio Associate
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Owen Plourde
Client Service Manager
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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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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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Andrew Wike
Portfolio Associate
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Joseph Salvati
CFP®
Senior Wealth Advisor
Enjoy some of our latest resources
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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 article -
July 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 video -
July 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