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

David M. Duchesneau, Esq., CPA, CFP®

Founder, Chief Executive Officer

David J. D’Amico, CFA

Managing Director, Chief Operating Officer, Portfolio Manager

William T. Baldwin, Esq.

Founder, Managing Director

Matthew Sapir Ristuccia, MBA, CFA

Chief Investment Officer

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

Managing Director, Chief Compliance Officer

Joseph E. Finn

Director of Business Development