Executive Management

Cassandra Toroian

Cassandra Toroian

Founder
Chief Investment Officer

Cassandra Toroian

Cassandra Toroian

Founder
Chief Investment Officer

Jacquelyn Blue

Jacquelyn K. Blue

Chief Compliance Officer
Chief Financial Officer
Director of Operations

Jacquelyn Blue

Jacquelyn K. Blue

Chief Compliance Officer
Chief Financial Officer
Director of Operations

Jacquelyn Reeves

Jacqueline Reeves

Head of Portfolio Strategy and Research
401(k) Advisory Services Manager

Jacquelyn Reeves

Jacqueline Reeves

Head of Portfolio Strategy and Research
401(k) Advisory Services Manager

Trading and Client Services

Ellen Shea

Ellen P. Shea

Sr. Client Specialist
CFP®, CFA

Ellen Shea

Ellen P. Shea

Sr. Client Specialist
CFP®, CFA

Amanda Pasquale

Amanda Pasquale

Client Service Associate

Amanda Pasquale

Amanda Pasquale

Client Service Associate

Melissa Quin

Melissa Quin

Client Service Associate

Melissa Quin

Melissa Quin

Client Service Associate

Advisory Team

Andres Bonell

Andres Bonell

Senior Investment Advisor

Andres Bonell

Andres Bonell

Senior Investment Advisor

Sally Lawson

Sally Lawson

Senior Investment Advisor

Sally Lawson

Sally Lawson

Senior Investment Advisor

Finance and Operations

Galina Kuznetsova

Galina Kuznetsova

Operations and Finance Manager

Galina Kuznetsova

Galina Kuznetsova

Operations and Finance Manager

Barbara Deane

Barbara Deane

Office Manager

Barbara Deane

Barbara Deane

Office Manager