Executive Management Team

Robert Carpenter – CEO & President

Joseph Manfredi, MBA – Chief Operating Officer

Meghan Manas, CEPS – Director of Client Services, & Executive Manager

Joseph A. Caputo, CFP® – Portfolio Manager, Chief Information Officer, & Executive Manager

Christopher Kelly, CPA, CFP®, M.Accy – Portfolio Manager and Financial Advisor, & Executive Manager

Townsend Hornor, Jr., CEPS – Managing Director, Wealth Management & Executive Manager