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

David M. Duchesneau, Esq., CPA, CFP®

Founder, Chief Executive Officer

Matthew Sapir Ristuccia, MBA, CFA

Chief Investment Officer

Timothy Duchesneau

Co-Portfolio Manager, Investment Analyst

Malisa Gandevani

Investment Analyst & Trader