A dedicated RIA team

Cathy Saunders - Head of RIA Advisory Group Cathy Saunders

Head of RIA Business/Private Bank and Trust
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
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 Relations Associate

Nicole Cossette
Client Relations Associate
1-617-760-4932
[email protected]


RIA Territory Assignment

Includes: Greater Boston, MA; RI; CT; NJ; Greater Philadelphia, PA; New York City, NY; Long Island, NY; Westchester, NY

Bill Loehning - East Senior Regional Investment Consultant
Bill Loehning
1-617-760-4127 (w)
1-401-793-1008 (c)
[email protected]

Marketing Associate
Stephen Aghiarian
1-978-974-3176 (w)
[email protected]

Includes: MT; ND; SD; WI; ID; WY; NE; NV; UT; CO; KS; MO; NM; TX; OK

Scott Kent - Central Regional Investment Consultant
Scott Kent
1-978-974-1713 (w)
1-303-549-0834 (c)
[email protected]

Marketing Associate
Abby Mitchell
1-978-974-5592 (w)
[email protected]

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)
christopher_o'[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]