Wellesley - Worcester St
Proudly Serving
Wellesley - Worcester St
93 Worcester St
Wellesley, MA 02481


Your Wellesley Team
Kelli Adams
CFP®, EA
Senior Wealth Advisor
Robert Bodio, Jr.
JD
Senior Wealth Advisor
Michael Borzi
Associate Wealth Advisor
David Brodsky
CPA, CDFA®, MBA, JD
Senior Wealth Advisor
Carol Cassoli
Associate Wealth Advisor
Ryan Clancey
CPA
Associate Wealth Advisor
Jim DaSilva
Senior Vice President, Client Development
Kathi Downing
Client Service Associate
Iman Farimani
JD
Associate Wealth Advisor
Laura Grosser
Client Service Associate
Lisa Guinard
Client Service Associate
Christina Hurley
Client Service Associate
Phil Jameson
CPA, MBA, MST
Senior Wealth Advisor
Robert Knight
CPA
Associate Wealth Advisor
Anthony Kosinski
JD
Wealth Advisor
Heidi Lynch
Client Service Manager
Heather Mahoney
JD
Managing Director, Wealth Management
Marissa Malone
JD, MBA
Wealth Advisor
Stephen Marsters Jr.
JD
Wealth Advisor
Tracy Mattuchio
Client Service Manager
Michael Merrigan
Associate Wealth Advisor
Ron Minassian
MBA
Director, Portfolio Implementation
Barry Morgan
JD, MBA
Senior Wealth Advisor
John Murray
JD
Senior Wealth Advisor
Darren Norton
Senior Wealth Advisor
Tim Pinch
JD
Senior Wealth Advisor
Joseph Pottackal
Associate Wealth Advisor
Tyler Rich
CPA, MBA
Wealth Advisor
Eric Rosenberg
JD, MBA
Senior Wealth Advisor
Matthew Ryan
EA, CFP®, MSF
Senior Wealth Advisor
Adam Silvey
JD
Senior Wealth Advisor
Jeffrey Tancreti
JD
Wealth Advisor
Hillary Tipping
Client Service Associate
Roger Wade
JD
Senior Wealth Advisor
Enjoy some of our latest resources
July 21, 2025
Two-Minute Market Focus
Two big pieces of digital asset legislation─the Genius Act and Clarity Act─have either just been signed into law or are pending. What impact could they have on the economy and your investments? In this episode, Focus Partners’ Todd Jones shares how these bills could affect cryptocurrencies. He also provides an update on market performance and recession indicators.
Listen to the podcastJuly 21, 2025
Quarterly Outlook: Uncertain Trade Policy Weighs on Growth
Despite signs of resilience, the U.S. economy continues to face headwinds as uncertainty around trade policy weighs on growth. Our Quarterly Outlook explores what’s ahead for markets and the economy for the remainder of 2025.
Read the articleJuly 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