A dedicated RIA team

Cathy Saunders - Head of Client Engagement Center Cathy Saunders

Head of Client Engagement Center
1-617-760-7790
[email protected]

Jed Moore - Relationship Manager

Jed Moore
Senior Strategic Relationship Manager
1-617-760-4826
[email protected]

Paul Roche - Strategic Relationship Manager

Paul Roche
Senior Strategic Relationship Manager
1-617-760-5144
[email protected]

Dan DiPietro - Sales and Relationship Manager

Dan DiPietro
Sales and Relationship Manager
1-617-760-4884
[email protected]

Nicole Cossette - Client/Content Engagement Specialist

Nicole Cossette
Client/Content Engagement Specialist
1-617-760-4932
[email protected]

Michael Giuliano - Strategic Relationship Manager Private Bank & Trust

Michael Giuliano
Strategic Relationship Manager Private Bank & Trust
1-617-760-5125
[email protected]


RIA Territory Assignments

  • Chad Christo, West Regional Director

AK, AZ, CA, HI, NV, OR, WA, CO, ID, KS, MO, MT, ND, NE, NM, NV, OK, SD, TX, UT, WY

  • Brian Sullivan, Central Regional Director

AL, AR, DC, DE, FL, GA, IA, IL, IN, KY, LA, MD, MI, MN, MS, NC, OH, SC, TN, VA, WI, Western PA, WV

  • Chris Logue, Northeast Regional Director

CT, Eastern PA, MA, ME, NH, NJ, NY, RI, VT

Image of territory map

Territory Regional Investment Consultant (RIC) Regional Marketing Associates (RMA)
  • AK, AZ, CA, HI, NV, OR, WA
Image of Emily Sheehan
Emily Sheehan
(Covering RIAs managing over $200M)
1-617-760-0032 (w)
1-415-961-7037 (c)
[email protected]
Image of Bobby Linskey
Bobby Linskey
(Covering RIAs managing up to $200M)
1-617-760-4128 (w)
1-978-604-1631 (c)
[email protected]
  • CO, ID, KS, MO, MT, ND, NE, NM, NV, OK, SD, TX, UT, WY
  • AL, AR, FL, GA, IA, IL, IN, KY, LA, MN, MS, NC, OH, SC, TN, Southern VA, WI, WV
Image of Brian Kilar
Brian Kilar
(Covering RIAs managing over $200M)
1-312-350-3140 (w)
1-630-747-8255 (c)
[email protected]
Image of Don Gentile
Don Gentile
(Covering RIAs managing up to $200M)
1-617-760-0575 (w)
1-617-529-7163 (c)
[email protected]
Matthew Sussman
1-978-974-5514 (w)
[email protected]
  • Northern VA, Western PA, DC, DE, MD
Matthew Sussman
1-978-974-5514 (w)
[email protected]
  • MI
  • CT, MA, NJ, NY, Eastern PA, RI, ME, NH, VT
Stephen Aghiarian
1-978-974-3176 (w)
[email protected]