Our Team

Peter Havens
Chairman

Susan Berry-Gorelli
Chief Executive Officer

David C. Peppard
President/COO

Eric T. Meck
Chief Financial Officer

Christina McCloy
Chief Compliance Officer

Jo Winslow
Principal

Melissa Abraham
Tax Associate

Joseph Buscemi
IT/Marketing Support

Sanil Daptardar
Associate Managing Director

Diane DiPrinzio
Associate Managing Director

Nellie Jane Foley
Office Manager

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Lori Hunt-Coico
Senior Accountant

Michelle McKeown
Investment Operations Specialist

Ben Meck, CPA
Deputy Managing Director of Accounting Services

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Siobhan Mowat
Office Manager

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Joe Much
Associate Managing Director

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Sophie Otto
Tax Associate

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Jeanne Pagliaro, EA
Director of Tax Services

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Jared Quereau
Managing Director

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David Rose
Senior Accountant

Keegan Skinner
Accounting Associate

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Jeff Stallings, CFA
Managing Director

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Bryan Thomas
Internal Accounting Associate

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