Principals

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Peter Somich, CFA®, CFP®, MSF

Principal & Senior Investment Analyst

Anna Lui2020-07-29T20:31:00+00:00Advisory Team, Massachusetts Office, Office Locations, Operations, Principals|

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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|

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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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Laurie Kane Burkhardt, CFP®

Principal & Wealth Manager

Anna Lui2020-06-23T15:53:37+00:00Advisory Team, Massachusetts Office, Office Locations, Principals|

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Jenny I. Martella, MBA, CFP®

Principal & Wealth Manager

Anna Lui2020-07-20T18:52:36+00:00Advisory Team, North Carolina Office, Office Locations, Principals|

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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|

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Karl H. Graf, CPA/PFS, CFP®

Principal & Wealth Manager

Anna Lui2020-06-23T14:52:26+00:00Advisory Team, North Carolina Office, Office Locations, Principals|

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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|

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Adam Leone, CFP®, ChFC®

Principal & Wealth Manager

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

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Bill Houck, CFP®, ChFC®

Principal & Wealth Manager

Anna Lui2020-07-13T13:40:13+00:00Advisory Team, New Jersey Office, Office Locations, Principals|