Leadership Team

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Robert D. Siefert, CFP®

President, Principal & Wealth Manager

Anna Lui2020-06-24T13:35:45+00:00Advisory Team, Leadership Team, Massachusetts Office, Office Locations, Principals|

• 

George T. Padula, CFA®, CFP®

Chief Investment Officer, Principal & Wealth Manager

Anna Lui2020-07-29T20:29:38+00:00Advisory Team, Leadership Team, Massachusetts Office, Office Locations, Operations, Principals|

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Theresa Apruzzese Days, J.D.

Chief Compliance Officer

Anna Lui2020-07-29T20:34:52+00:00Human Resources, Compliance, Technology and Marketing, Leadership Team, Massachusetts Office, Office Locations|

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Karen R. Keatley, MBA, CFA®, CFP®

Principal & Wealth Manager

Anna Lui2020-08-10T19:02:14+00:00Advisory Team, Leadership Team, North Carolina Office, Office Locations, Principals|

• 

Noemi Perez

Director of Human Resources

Anna Lui2020-07-29T20:34:33+00:00Human Resources, Compliance, Technology and Marketing, Leadership Team, New Jersey Office, Office Locations|

• 

Jeanne Owens

Director of Operations

Anna Lui2020-07-29T20:30:05+00:00Leadership Team, New Jersey Office, Office Locations, Operations|

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Tom Orecchio, CFA®, CFP®, ChFC®, AIF®

Chief Executive Officer, Principal & Wealth Manager

Anna Lui2020-06-24T13:35:25+00:00Advisory Team, Leadership Team, New Jersey Office, Office Locations, Principals|

• 

Adam Leone, CFP®, ChFC®

Principal & Wealth Manager

Anna Lui2020-07-13T13:33:20+00:00Advisory Team, Leadership Team, New Jersey Office, Office Locations, Principals|

• 

Kelly A. Henning, CFP®, MSFS

Principal & Wealth Manager

Anna Lui2020-07-28T15:37:11+00:00Advisory Team, Leadership Team, New Jersey Office, Office Locations, Principals|

• 

Jennifer Faherty, CFP®

Chief Client Experience Officer

Anna Lui2020-07-29T20:33:09+00:00Human Resources, Compliance, Technology and Marketing, Leadership Team, New Jersey Office, Office Locations|