200 Fifth Ave. Waltham, MA 02451
(781) 290-4900
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Executives

David M. Duchesneau, Esq., CPA, CFP®

Founder, Chief Executive Officer

Matthew Sapir Ristuccia, MBA, CFA

Chief Investment Officer

William T. Baldwin, Esq.

Founder, Managing Director

Joseph E. Finn

Director of Business Development

Richard D. Kahn, JD, L.L.M.

Managing Director, Chief Compliance Officer