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Regional Contacts


 Allison Staab
 Vice President
 Senior Portfolio Consultant
 Northeast/Southeast Region
 (617) 283-5807
  email

 Thomas Donnelly
 Senior Vice President
 Portfolio Consultant
 Mid-Atlantic Region
 (201) 321-1381
  email

James Vigue
 Senior Vice President
 Portfolio Consultant
 Central Region
 (331) 452-7050
  email

 Justin Fitzgerald
 Vice President
 Regional Consultant
 West Region
 (617) 422-4753
  email

 

 
 

U.S. Home Office Contacts
60 State Street, Boston, MA 02109

Paul Marino
Senior Vice President
Head of Sales RIA and Bank Trust
203-645-7215
email

Anthony Costa
Senior Vice President
Business Development Officer
609-865-3795
email

 

Jeff Robinson, AIF®
Regional Consultant - RIA Northeast
617-422-4884
email