Meet Your Operations Team
Our behind-the-scenes team brings excellence to portfolio management, business processes, and infrastructure of the firm to ultimately support the overall client experience.
Portfolio Operations
George T. Padula, CFA®, CFP®
Chief Investment Officer, Principal & Wealth Manager
Jeanne Owens
Director of Operations
Peter Somich, CFA®, CFP®, MSF
Principal & Senior Investment Analyst
Rakhee Gor
Senior Operations Associate
Shane Pouliot, CFA®
Investment Advisor
Tana L. Flores, FPQP™
Senior Operations Associate
Tina McCullough, FPQP®
Senior Portfolio Administrator
Tom Kennedy, CFA®, MBA
Investment Advisor
Human Resources, Compliance, Technology and Marketing
Adelaide Pickett, IACCP®
Compliance Manager
Anna Lui
Senior Marketing Manager
Bryan Burchette
Technology Manager
Donna Hildebrand
Human Resources Associate
Janice Conner
Senior Office Manager
Jennifer Faherty, CFP®
Chief Client Experience Officer
Joe Casper
Senior Business Development Manager
Joy Zaykoski
Senior Marketing Associate
Kate Guider, PHR®
Human Resources Associate
Noemi Perez, SHRM-CP®
Director of Human Resources
Theresa Apruzzese Days, J.D.
Chief Compliance Officer