Our Team Is Risk Keeping You Upat Night? Executive Management Cassandra ToroianFounder Chief Investment Officer Cassandra ToroianFounder Chief Investment Officer Jacquelyn K. BlueChief Compliance Officer Chief Financial Officer Director of Operations Jacquelyn K. BlueChief Compliance Officer Chief Financial Officer Director of Operations Jacqueline ReevesHead of Portfolio Strategy and Research 401(k) Advisory Services Manager Jacqueline ReevesHead of Portfolio Strategy and Research 401(k) Advisory Services Manager Trading and Client Services Ellen P. SheaSr. Client Specialist CFP®, CFA Ellen P. SheaSr. Client Specialist CFP®, CFA Amanda PasqualeClient Service Associate Amanda PasqualeClient Service Associate Melissa QuinClient Service Associate Melissa QuinClient Service Associate Advisory Team Andres BonellSenior Investment Advisor Andres BonellSenior Investment Advisor Sally LawsonSenior Investment Advisor Sally LawsonSenior Investment Advisor Finance and Operations Galina KuznetsovaOperations and Finance Manager Galina KuznetsovaOperations and Finance Manager Barbara DeaneOffice Manager Barbara DeaneOffice Manager Let's Talk. Make an Appointment