Our Team
Executive Management
Cassandra Toroian
Founder
Chief Investment Officer
Cassandra Toroian
Founder
Chief Investment Officer
Jacquelyn K. Blue
Chief Compliance Officer
Chief Financial Officer
Director of Operations
Jacquelyn K. Blue
Chief Compliance Officer
Chief Financial Officer
Director of Operations
Jacqueline Reeves
Head of Portfolio Strategy and Research
Senior Investment Advisor
401(k) Advisory Services Manager
Jacqueline Reeves
Head of Portfolio Strategy and Research
Senior Investment Advisor
401(k) Advisory Services Manager
Trading and Client Services
Ellen P. Shea
Sr. Client Specialist
CFP®, CFA
Ellen P. Shea
Sr. Client Specialist
CFP®, CFA
Melissa Quin
Client Service Associate
Melissa Quin
Client Service Associate
Advisory Team
Andres Bonell
Senior Investment Advisor
Andres Bonell
Senior Investment Advisor
Sally Lawson
Senior Investment Advisor
Sally Lawson
Senior Investment Advisor
Finance and Operations
Galina Kuznetsova
Operations and Finance Manager
Galina Kuznetsova
Operations and Finance Manager
Barbara Deane
Office Manager
Barbara Deane
Office Manager