Team
MARK MOSHIER, CPA
Partner
SCOTT C. MCCARTNEY, CFA
Partner and Chief Investment Officer
DOUGLAS F. BISSONETTE
Managing Director
NEIL EDMONDS, AIF
Managing Director
JOSEPH D. SUMMA CFA
Managing Director
NANCY L. KOWALCZYK
Director of Operations
Chief Compliance Officer
CHRIS LAI, CFA
Portfolio Manager
TIM WELCHONS
Financial Advisor
