Meet the Team


 
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Bradley P. Dorman, Esq. | Managing Partner

Focus Area: CEO/Chief Investment Officer

Education: Harvard University & University of Wisconsin

 
 
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Tyson C. Reed, Sr. | Partner

Focus Area: Head of Retirement Solutions/Business Development

Education: Villanova University

 
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James B. Webber | Portfolio Manager

Focus Area: Equities

Education: Trinity College

 
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John P. Genco, CFA | Portfolio Strategist

Focus Area: Portfolio Management & Asset Allocation

Education: Boston College, Chartered Financial Analyst

 
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Jacalyn R. Reed | Retirement Solutions

Focus Area: Retirement Plan Specialist

Education: Villanova University

 
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Bryan W. Berard | Retirement Solutions

Focus Area: Business Development

Education: Mount St. Charles

 
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Peter T. Boss, MBA | Analyst

Focus Area: Alternative Investments

Education: St. Lawrence University, Babson College

 
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Jack H. Stallman | Analyst

Focus Area: Equities and Fixed Income

Education: Trinity College

 
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Lisa M. Farias | Office Manager

25+ years experience

Focus Area: Head of Operations 

 
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Leslie A. Sawyer |Client Service analyst

Focus Area: Client Service Analyst

Education: Salve Regina University