John P. Ciccone, ChFC®, AIF® CFS®
Founder & Principal
Heather Zack*, JD, LLM, MSFP, CAP®
Team Lead
Martin Baker*, CFP®
Advanced Planning Consultant
Maureen Baxter*, MBA, CLU®, ChFC®
Advanced Planning Consultant
David Haughton*, JD
Advanced Planning Consultant
Aric Jacobson*, JD, LLM, CFP®
Advanced Planning Consultant
Krista Teegarden*, CLU®, ChFC®, CSLP®
Advanced Planning Consultant
Brad McMillan*, CFA®, CAIA, MAI
Managing Principal and Chief Investment Officer
Brian Price*, CFA®
Senior Vice President, Investment Management and Research
Peter Essele*, CFA®, CAIA, CFP®
Vice President, Investment Management and Research
Chad LaFauci*, CFA®, CAIA
Vice President, Alternative Investments
Jim McAllister*, CFA®
Director, Equity Research
Brian McCormick*, CIMA®
Manager, Investment Management and Research
Sam Millette*
Senior Investment Research Analyst, Fixed Income
Fred DeBaets*
Portfolio Manager, Investment Management and Research
Chris Fasciano*
Portfolio Manager, Investment Management and Research
Andrew Kitchings*, CAIA, CMT, ERP, FRM
Portfolio Manager, Investment Management and Research
Robert Kane*, CAIA
Senior Research Analyst, Alternatives
Nathan Parker*, CFA®, CAIA
Senior Research Analyst, Real Assets
Rob Swanke*, CFA®, CAIA
Senior Research Analyst, Fixed Income
Justin Cleare*
Research Analyst, Real Assets
Peter Roberto*
Research Analyst, Equity
Wayne Richardson*
Research Analyst, Equity
Sarah Hargreaves*
Analyst, Investment Management and Research
Sara Bray*
Research Associate, Investment Management and Research
Aaron Gigliotti*
Research Associate, Investment Management and Research
Tom Scarlata*
Research Associate, Investment Management and Research
Client Centered
Whether you are investing to build wealth, protect your family, or preserve your assets, our personalized service focuses your needs, wants, and long-term goals.
Our team of professionals have years of experience in financial services. We can help you address your needs of today and for many years to come. We look forward to working with you.