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Max Alpert
Relationship Manager
Henry Aery
Associate Wealth Advisor
Ashley Barrett
Group Lead – Client Services
Reed Ameden
Partner
Bill Brancaccio
Partner
Salim Boutagy
Partner
Kerry Burke
Client Experience Coordinator
Deirdre Childs
Director of Marketing
Christine Cutler
Client Services Manager
Michelle DeFilippo
Wealth Advisor
Tracy Dineen
Group Lead – Client Services
Taryn DeMar
Director of People
Ashley Fiorete
Tax Operations Manager – Moneco Tax Services
Paul Farella
Private Wealth Advisor
G. Scott Flynn
Partner
Jennifer Franko
Executive Operations Specialist
Colleen Galushko
Partner
Chris Gatty
Client Services Manager
Wendy Gans
Client Experience Coordinator
Vern Hayden
Financial Planner
TJ Hickey
Partner
Al Hodys
Partner
Jason Hyde
Partner
Eric Johnson
Managing Partner & Financial Planner
Monika Kapustin
Client Services Manager
David J. Karachuk
Partner
Arthur Kelleher
Managing Partner
Jennifer Kellogg
Client Experience Coordinator & Tax Administrator
Matt Keys
Associate Wealth Advisor
Stephen Kleczkowski
Senior Relationship Manager
Lillian Klouman
Marketing Coordinator
Allie Koch
Relationship Manager
Keith Kolinsky
Managing Director
Allison Loring
Director of Compliance & CCO
Nicole Kokenos
Client Services Manager
Chris Levene
Senior Wealth Advisor
Doug MacLean
Private Wealth Advisor
Dave Lincoln
Partner
Derrek Metz
Managing Partner & CWO
Eric Minowitz
Relationship Manager
Noreen McGorty
Director of Operations
Sandra Neubert
Financial Advisor
Christopher J. Neubert
Founder & Partner
Peter Osborne
Partner
David Plouffe
Wealth Advisor
Dana Preis
Partner
Dylan Raver
Relationship Manager
Alexandra Renders
Managing Director
Charlie Rocco
Managing Partner & CEO
John Rosenau
Managing Partner
Joanna Russell
Partner
Kyle Scafariello
Wealth Advisor
Dee (Dolores) Schmitt
Senior Client Services Manager
Todd Schroeder
Managing Partner & Financial Planner
Byrke Sestok
Partner
Christine Simeone
Senior Project Manager & Moneco Berkshires Office – Practice Leader
Bill Shafransky
Senior Wealth Advisor
Beth Spear
Client Services Associate
Maria (Tapia-Paez) Harrison
Director of Client Services
Ginnie Thompson
Managing Partner & COO
Stephanie Van Albert
Principal Wealth Advisor
Lu (Luciana) Vitti
Practice Manager
Rudolf Weiss
Partner
Johnny Wells
Senior Tax Associate
Bill Yeager
CPA
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