Pricing

Log inSign up
  • Adviser

  • HQ

HQ

Description

Adviser's headquarters in Newton, MA, United States


People (35)

Jacqueline Murphy

Director Of Content

Chris Sahl

Senior Editor

Connor Busch

Senior Operations Trading Analyst

SS

Shelby Sirois

Operations Associate

DW

Dennis Williams

Senior Performance Analyst

Gabriel Reale

Research Analyst

Michael Marzeotti

Marketing Automation Specialist

Alex Lapointe

Regional Vice President Wealth Management

EM

Elaine Meagher

Compliance Officer

Steven Gaven

Chief Financial Officer

Adam Strauss

Vice President Cfp®

JL

Judy Ludwig

VP Tax And Financial Planning

Dominic Petrick

Director Of Accounting

NG

Nancy Gordon

Senior Accountant

Emily Kirslis

Senior Accountant

JL

Jeffrey Low

Tax Associate

CE

Cfp® Michael Dillaire Eca

Financial Planner

KK

Kate Kosewski

Human Resources Director

Maggie Heaps

Human Resources Associate

Shane Tramontozzi

Senior Manager Workplace Operations And Experience

GT

Geoffrey Turner

Client Services Manager

KJ

Kia Jeffery

Client Service Manager

Kelly Counsell

Client Service Associate

Ryan Bulak

Client Service Associate

Kristen Manjikian

Relationship Manager

Chase Rosa

Client Service Associate

John Leahy

Client Service Professional

Matthew Dakoyannis

Client Service Associate

NK

Nikhil Kyathappala

Manager Corporate Development

CL

Cory Latour

Corporate Development Associate

Tim Clift

Chief Investment Officer

Josh Jurbala

Quantitative Investments Manager

John Kennedy

Vice President

WC

Wander Cedano

Strategy And Practice Management

Mario R.

Partner Chief Executive Officer


Jobs

No jobs in this office

Company
AboutContactTrust
Product
LearnExploreIterate
Business
PricingVerificationLicense
Enrich
LinkedIn ExtensionCRM EnrichmentDeveloper Portal
Social
© 2025 Orgio, Inc.
Terms
Privacy
Do not sell my info