Team
Our experienced wealth planning and investment experts.
Management Team
Scott Dell'Orfano
Chief Executive Officer
Financial Planning Team
Tom Raynor, CFP®
Senior Planning Associate
Client Services Team
Kristin Tucker, CFP®
Vice President, Integration & Client Experience
Karima Haynes, FPQP™
Senior Relationship Manager
Investment Team
Jennifer DeSisto, CFA, CAIA®
Chief Investment Officer
Sean Dillon, CMT, CFTe®
SVP, Investment Strategies
Sauro Locatelli, CFA®, FRM™, SCR™
Director of Quantitative Research
Carl Noble, CFA
Senior VP, Investments
Joe Zimmermann
Head Trader
Ross Causley
Trader
Marketing
Kelly O’Neill
Marketing Manager