OUR TEAM
LEADERSHIP
Jeffrey F. Carlisle, JD
Founding Principal & Wealth Advisor
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Daniel M. Mulkern, MBA
Founding Principal & Portfolio Manager
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Scott D. Sorensen, CFA®, ChFC®
Founding Principal & Portfolio Manager
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WEALTH ADVISORY SERVICES
Lawrence A. Blaisdell, CFP®
Managing Director, Principal & Wealth Advisor
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Jeffrey F. Carlisle, JD
Founding Principal & Wealth Advisor
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William F. Clifford, CFP®, CExP™
Managing Director, Principal & Wealth Advisor
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Stephanie A. Dunbar, FPQP®
Wealth Advisory Associate
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Izabela E. Hallett, CFP®, CIMA®
Director of Client Development
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Colin P. Kelley
Wealth Advisor
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Hope W. Martin, CFP®
Managing Director & Wealth Advisor
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Amelia P. Milonas
Wealth Advisory Analyst
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James H. O’Connor, CFP®
Wealth Advisor
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Alex N. Pantalone, CFP®, CSRIC™, ABFP℠
Associate Wealth Advisor
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Christopher C. Penfield, CFP®
Principal & Wealth Advisor
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PORTFOLIO MANAGEMENT
John M. Evans, CFA®
Research Analyst
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James Holler, CFA®, CAIA®
Portfolio Manager
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Christopher H. Lyford, MBA, CFA®
Managing Director, Portfolio Manager & Research Analyst
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Daniel M. Mulkern, MBA
Founding Principal & Portfolio Manager
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Scott D. Sorensen, CFA®, ChFC®
Founding Principal & Portfolio Manager
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Hannah L. Santy, CFA®
Portfolio Manager & Research Analyst
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Endri K. Trajani
Director of Fixed Income & Portfolio Manager
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Jean L. Trim, MBA
Managing Director & Portfolio Manager
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Samuel H. Witherspoon, CFA®
Principal, Portfolio Manager & Research Analyst
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CLIENT RELATIONSHIP ADMINISTRATION
Ann Aurilia, Certified Senior Advisor®
Client Relationship Associate
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Isabel V. Bretz
Client Relationship Associate
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Danielle J. Lamey
Client Relationship Associate
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Ann M. Mohammad, FPQP®
Client Administration Leader
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Emma J. Ranocha
Client Relationship Associate
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Kelly E. Robidoux
Client Relationship Associate
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April Yon
Client Relationship Associate
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OPERATIONS
Matthew R. Bushnell
Investment Operations Manager
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Steven Hughes
Director of Information Technology
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Kristie L. Slindee
Operations Associate
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