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