Regional Contacts
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RIA Northeast/
Southeast Region
RIA Mid-Atlantic
Region
RIA Midwest Region

Allison Staab
Vice President
Portfolio Consultant
(617) 283-5807

email 

Thomas Donnelly
Senior Vice President
Portfolio Consultant
(201) 321-1381

email 

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

email 

 

RIA West Region
Justin Fitzgerald
Vice President
Portfolio Consultant
(619) 643-8511

email 

 

 

U.S. Home Office Contacts

60 State Street, Boston, MA 02109
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Paul Marino
Senior Vice President
Head of Sales RIA and Bank Trust
203-645-7215

email 

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

email 

Megan Thompson
Business Development Manager - RIA
617-422-4420

email 

Brad Havenga
Regional Sales Consultant - RIA
617-422-4428

email