A dedicated RIA team


RIA Territory Assignment

Includes: MN; WI; IA: IL; IN; OH; KY; WV; VA; AR; TN; NC; SC; LA; MS; AL; GA; FL

Don Gentile - Central Regional Investment Consultant
Don Gentile
1-617-760-0575 (w)
1-617-529-7163 (c)
[email protected]

Marketing Associate
Matthew Sussman
1-978-974-5514 (w)
[email protected]

Brian Kilar - Central Regional Investment Consultant
Brian Kilar
1-312-350-3140 (w)
1-630-747-8255 (c) [email protected]

Marketing Associate
Chris O'Neill
1-978-974-5514 (w)
[email protected]

Includes: WA; OR; CA; AZ; AK; HI; Reno, NV

Emily Sheeham - West Regional Investment Consultant
Emily Sheehan
1-617-760-0032 (w)
1-415-961-7037 (c)
[email protected]

Marketing Associate
Jordan Reals
1-978-974-3609 (w)
[email protected]

Bobby Linskey - West Regional Investment Consultant
Bobby Linskey
1-617-760-4128 (w)
1-978-604-1631 (c)
[email protected]

Marketing Associate
Jason Hefter
1-978-974-3608 (w)
[email protected]